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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
85,433
shares
|
$7.43 Million
0.02% of portfolio
|
Q4 2024
Reduced 78.6%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
81,806
shares
|
$7.12 Million
0.06% of portfolio
|
Q1 2025
Added 5.16%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
78,699
shares
|
$6.85 Million
0.01% of portfolio
|
Q1 2025
Added 15.61%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
May 14, 2025 Q1 2025 |
78,417
shares
|
$6.82 Million
3.14% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
68,231
shares
|
$5.94 Million
0.04% of portfolio
|
Q1 2025
Added 1137.86%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
66,071
shares
|
$5.75 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
63,233
shares
|
$5.5 Million
3.31% of portfolio
|
Q1 2025
Added 856.05%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
62,514
shares
|
$5.44 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,973
shares
|
$5.04 Million
0.0% of portfolio
|
Q3 2024
Added 96.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
57,756
shares
|
$5.02 Million
0.12% of portfolio
|
Q1 2025
Added 1247.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
54,302
shares
|
$4.72 Million
0.06% of portfolio
|
Q1 2025
Added 1618.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
53,063
shares
|
$4.62 Million
0.04% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.53 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
47,742
shares
|
$4.15 Million
0.14% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
46,257
shares
|
$4.02 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,368
shares
|
$3.95 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
43,469
shares
|
$3.78 Million
0.98% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
41,784
shares
|
$3.63 Million
0.38% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
36,170
shares
|
$3.15 Million
0.05% of portfolio
|
Q1 2025
Added 82.21%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
35,729
shares
|
$3.11 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
33,254
shares
|
$2.89 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
33,083
shares
|
$2.88 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Apr 09, 2025 Q1 2025 |
31,216
shares
|
$2.72 Million
2.72% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
30,118
shares
|
$2.62 Million
0.21% of portfolio
|
Q2 2025
Added 2.99%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
29,314
shares
|
$2.55 Million
0.1% of portfolio
|
Q1 2025
New holding
|