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 |
|---|---|---|---|---|---|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
27,489
shares
|
$2.39 Million
0.09% of portfolio
|
Q1 2025
Added 65.35%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
25,924
shares
|
$2.26 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
May 14, 2025 Q1 2025 |
23,784
shares
|
$2.07 Million
1.21% of portfolio
|
Q1 2025
Reduced 75.71%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
23,157
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2025
Added 28.81%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
21,833
shares
|
$1.9 Million
0.15% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
15,991
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
14,885
shares
|
$1.29 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
14,717
shares
|
$1.28 Million
0.04% of portfolio
|
Q1 2025
Added 2441.8%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
12,090
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
11,735
shares
|
$1.02 Million
0.36% of portfolio
|
Q1 2025
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
10,651
shares
|
$926,530
0.0% of portfolio
|
Q1 2025
Added 16.0%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
10,601
shares
|
$922,180
0.18% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
10,080
shares
|
$876,859
0.06% of portfolio
|
Q1 2025
Reduced 9.31%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
9,582
shares
|
$833,538
0.08% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
9,106
shares
|
$792,130
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
9,048
shares
|
$787,085
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
9,030
shares
|
$785,519
0.01% of portfolio
|
Q1 2025
Added 124.24%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
8,521
shares
|
$741,241
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
7,663
shares
|
$666,604
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,022
shares
|
$610,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
6,981
shares
|
$607,277
0.02% of portfolio
|
Q1 2025
Added 88.52%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,940
shares
|
$603,710
0.05% of portfolio
|
Q2 2022
Reduced 0.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,813
shares
|
$592,662
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
6,770
shares
|
$588,922
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,181
shares
|
$537,685
0.04% of portfolio
|
Q4 2024
Reduced 2.15%
|