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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
3,837
shares
|
$333,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
3,836
shares
|
$333,693
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
3,819
shares
|
$332,214
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
3,774
shares
|
$328,300
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
May 14, 2025 Q1 2025 |
3,732
shares
|
$324,646
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
3,602
shares
|
$313,337
0.02% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
3,517
shares
|
$305,943
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,370
shares
|
$293,156
0.03% of portfolio
|
Q1 2025
Reduced 10.73%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
3,338
shares
|
$290,372
0.04% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Horizon Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
3,305
shares
|
$287,501
0.05% of portfolio
|
Q1 2025
Reduced 99.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
3,209
shares
|
$279,150
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
3,113
shares
|
$270,799
0.08% of portfolio
|
Q1 2025
Added 572.35%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
3,075
shares
|
$267,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,930
shares
|
$254,880
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,882
shares
|
$250,705
0.0% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
2,819
shares
|
$245,224
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
May 15, 2025 Q1 2025 |
2,685
shares
|
$233,568
0.02% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Willner & Heller, LLC
|
May 05, 2025 Q1 2025 |
2,638
shares
|
$229,479
0.21% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
2,589
shares
|
$225,217
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,520
shares
|
$219,214
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
2,485
shares
|
$216,170
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,419
shares
|
$123,438
0.0% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
1,164
shares
|
$101,256
0.04% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
1,159
shares
|
$100,821
0.07% of portfolio
|
Q2 2025
Added 103.33%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Apr 16, 2025 Q1 2025 |
870
shares
|
$75,681
0.01% of portfolio
|
Q1 2025
New holding
|