Institutional Ownership Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 8.25 Million shares, which have been reported (via 13F filing form) to have a value of $717 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,459,724
shares
|
$127 Million
0.05% of portfolio
|
Q1 2025
Added 75.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
727,685
shares
|
$63.3 Million
0.0% of portfolio
|
Q1 2025
Added 298.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
692,917
shares
|
$60.3 Million
0.02% of portfolio
|
Q1 2025
Added 105.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
326,808
shares
|
$28.4 Million
0.03% of portfolio
|
Q1 2025
Added 647.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
323,200
shares
|
$28.1 Million
0.11% of portfolio
|
Q1 2025
Added 79.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
243,097
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
228,770
shares
|
$19.9 Million
0.1% of portfolio
|
Q1 2025
Added 103.84%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
May 28, 2025 Q1 2025 |
222,511
shares
|
$19.4 Million
11.18% of portfolio
|
Q1 2025
Added 7.28%
|
|
|
Legacy Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
217,300
shares
|
$18.9 Million
3.58% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
202,630
shares
|
$17.6 Million
5.14% of portfolio
|
Q2 2025
Reduced 20.0%
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$16.2 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
172,154
shares
|
$15 Million
0.05% of portfolio
|
Q1 2025
Added 153.76%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
165,156
shares
|
$14.4 Million
3.64% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
131,256
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Added 162.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
121,221
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 9.43%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
119,903
shares
|
$10.4 Million
0.49% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
111,735
shares
|
$9.72 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
105,398
shares
|
$9.17 Million
0.48% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
102,268
shares
|
$8.9 Million
0.02% of portfolio
|
Q1 2025
Added 38.81%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
99,412
shares
|
$8.65 Million
0.03% of portfolio
|
Q1 2025
Added 208.78%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Apr 22, 2025 Q1 2025 |
96,932
shares
|
$8.43 Million
4.6% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
94,179
shares
|
$8.19 Million
0.58% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
90,303
shares
|
$7.86 Million
3.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
90,296
shares
|
$7.85 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
88,912
shares
|
$7.73 Million
0.01% of portfolio
|
Q1 2025
Added 2546.98%
|