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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
6,086
shares
|
$529,421
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
6,020
shares
|
$523,679
0.01% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
6,000
shares
|
$521,939
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
5,818
shares
|
$506,107
0.0% of portfolio
|
Q1 2025
Added 79.73%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,783
shares
|
$503,063
0.05% of portfolio
|
Q1 2025
Added 6.42%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
5,528
shares
|
$480,880
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Apr 10, 2025 Q1 2025 |
5,193
shares
|
$451,739
0.38% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
5,169
shares
|
$449,651
0.36% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
4,965
shares
|
$431,905
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
4,960
shares
|
$431,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
May 12, 2025 Q1 2025 |
4,900
shares
|
$426,251
0.14% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
4,885
shares
|
$424,946
0.02% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Apr 22, 2025 Q1 2025 |
4,794
shares
|
$417,030
0.39% of portfolio
|
Q1 2025
Added 26.16%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
4,738
shares
|
$412,158
0.1% of portfolio
|
Q1 2025
Added 143.6%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
4,635
shares
|
$403,198
0.08% of portfolio
|
Q1 2025
Added 86.59%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
4,529
shares
|
$393,977
0.01% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
4,522
shares
|
$393,368
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
4,498
shares
|
$391,281
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
4,359
shares
|
$379,189
0.0% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
May 07, 2025 Q1 2025 |
4,335
shares
|
$377,101
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
4,135
shares
|
$359,703
0.11% of portfolio
|
Q1 2025
Reduced 77.2%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,117
shares
|
$358,137
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,109
shares
|
$357,441
0.01% of portfolio
|
Q4 2024
Added 97.07%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$345,437
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Verus Financial Partners, Inc.
|
May 05, 2025 Q1 2025 |
3,918
shares
|
$340,826
0.04% of portfolio
|
Q1 2025
New holding
|