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 78 institutions that hold shares in the stock, with a total of 2.93 Million shares, which have been reported (via 13F filing form) to have a value of $251 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
18,027
shares
|
$1.55 Million
0.02% of portfolio
|
Q3 2024
Added 18.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
17,067
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
15,291
shares
|
$1.31 Million
0.06% of portfolio
|
Q3 2024
Added 4.8%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
13,523
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
13,282
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Foresight Capital Management Advisors, Inc.
|
Oct 07, 2024 Q3 2024 |
11,861
shares
|
$1.02 Million
0.57% of portfolio
|
Q3 2024
Added 15.9%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,710
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
9,845
shares
|
$843,814
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
9,736
shares
|
$834,472
0.0% of portfolio
|
Q3 2024
Added 47.4%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
9,189
shares
|
$787,589
0.05% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,940
shares
|
$594,827
0.05% of portfolio
|
Q2 2022
Reduced 0.72%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
6,570
shares
|
$563,114
0.01% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
|
Carlson Capital Management
|
Nov 13, 2024 Q3 2024 |
6,317
shares
|
$541,430
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
5,434
shares
|
$465,748
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
5,109
shares
|
$437,892
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
4,885
shares
|
$418,693
0.02% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
4,600
shares
|
$394,266
0.12% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
4,498
shares
|
$385,523
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
4,003
shares
|
$343,097
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$340,354
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
3,812
shares
|
$326,726
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,774
shares
|
$323,469
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
3,676
shares
|
$315,069
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
3,308
shares
|
$283,528
0.04% of portfolio
|
Q3 2024
Added 11.27%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,065
shares
|
$262,701
0.0% of portfolio
|
Q3 2024
Added 0.43%
|