WisdomTree U.S. Value Fund (WTV) Institutional Ownership $90.17 -0.02 (-0.02%) Closing price 09/3/2025 04:10 PM EasternExtended Trading$90.19 +0.02 (+0.02%) As of 09/3/2025 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)Number ofInstitutional Buyers(last 12 months)122TotalInstitutional Inflows(last 12 months)$823.37MNumber ofInstitutional Sellers(last 12 months)37TotalInstitutional Outflows(last 12 months)$45.41M Get WTV Insider Trade Alerts Want to know when executives and insiders are buying or selling WisdomTree U.S. Value Fund stock? 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Skip Chart & View Institutional Buying and Selling Data WTV Institutional Buying and Selling by Quarter WisdomTree U.S. Value Fund Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails8/29/2025 Centaurus Financial Inc.4,005$346K0.0%N/A0.023% 8/27/2025 Orion Porfolio Solutions LLC64,246$5.55M0.0%+41.6%0.365% 8/26/2025 Thrivent Financial for Lutherans6,330$547K0.0%N/A0.036% 8/19/2025 Advisory Services Network LLC8,916$777K0.0%N/A0.051% 8/18/2025 Geneos Wealth Management Inc.47,335$4.09M0.1%-0.9%0.269% 8/15/2025 Equitable Holdings Inc.33,732$2.91M0.0%+45.7%0.192% 8/15/2025 Smartleaf Asset Management LLC47,958$4.12M0.4%+3.7%0.273% 8/15/2025 Ruggaard & Associates LLC84,648$7.31M2.9%-6.3%0.482% 8/15/2025 Orion Porfolio Solutions LLC54,204$4.95M0.0%+19.5%0.308% 8/15/2025 MML Investors Services LLC84,886$7.33M0.0%-14.6%0.483% Get the Latest News and Ratings for WTV and Related StocksEnter your email address below to receive the latest news and analysts' ratings for WisdomTree U.S. Value Fund and its competitors with MarketBeat's FREE daily newsletter. 8/15/2025 Modern Wealth Management LLC65,876$5.69M0.1%+5.4%0.375% 8/14/2025 Jane Street Group LLC10,084$871K0.0%N/A0.057% 8/14/2025 Raymond James Financial Inc.1,144,700$98.90M0.0%+65.2%6.511% 8/14/2025 NewEdge Advisors LLC7,786$673K0.0%+14.3%0.044% 8/13/2025 Valued Retirements Inc.14,785$1.28M1.4%N/A0.084% 8/13/2025 Trustmark Bank Trust Department2,630$227K0.0%N/A0.015% 8/13/2025 Leslie Global Wealth LLC77,597$6.70M3.6%-1.0%0.441% 8/13/2025 Lido Advisors LLC310,304$26.81M0.1%-4.0%1.765% 8/13/2025 Northwestern Mutual Wealth Management Co.307,697$26.59M0.0%+246.1%1.750% 8/12/2025 Financial Advocates Investment Management8,600$743K0.1%-14.7%0.049% 8/12/2025 Steward Partners Investment Advisory LLC43,853$3.79M0.0%-17.4%0.249% 8/12/2025 CreativeOne Wealth LLC10,326$892K0.0%N/A0.059% 8/12/2025 Ameritas Investment Partners Inc.119,664$10.34M0.3%+7.1%0.681% 8/12/2025 Global Retirement Partners LLC76,666$6.62M0.2%N/A0.436% 8/12/2025 Walled Lake Planning & Wealth Management LLC7,201$622K0.2%+66.1%0.041% 8/12/2025 JPMorgan Chase & Co.129,660$11.20M0.0%+7.0%0.738% 8/11/2025 Anderson Financial Strategies LLC223,687$19.33M12.4%+0.5%1.289% 8/11/2025 United Advisor Group LLC6,280$543K0.1%+35.5%0.036% 8/11/2025 Western Wealth Management LLC10,297$890K0.1%+34.4%0.059% 8/8/2025 Avantax Advisory Services Inc.25,351$2.19M0.0%N/A0.146% 8/8/2025 Thoroughbred Financial Services LLC11,833$1.02M0.1%+94.4%0.068% 8/8/2025 Cetera Investment Advisers131,104$11.33M0.0%+28.2%0.755% 8/8/2025 Good Life Advisors LLC10,656$921K0.1%+17.0%0.061% 8/7/2025 PCG Wealth Advisors LLC9,950$860K0.4%+10.0%0.057% 8/7/2025 Allworth Financial LP783$68K0.0%+62.1%0.005% 8/6/2025 Summit Investment Advisors Inc.111,735$9.18M7.6%N/A0.644% 8/6/2025 AE Wealth Management LLC84,782$7.33M0.1%+3.6%0.488% 8/6/2025 Centerpoint Advisory Group4,631$400K0.3%-3.4%0.027% 8/5/2025 Ceera Investments LLC41,436$3.58M1.1%+253.1%0.239% 8/5/2025 Sigma Planning Corp11,294$976K0.0%+149.4%0.065% Trump’s national nightmare is here (Ad)Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.Watch the National Emergency broadcast here8/4/2025 IFG Advisory LLC36,758$3.18M0.2%+11.1%0.212% 8/4/2025 Atria Investments Inc3,876$335K0.0%-88.3%0.022% 8/4/2025 Assetmark Inc.1,010$87K0.0%N/A0.006% 8/4/2025 Arkadios Wealth Advisors14,142$1.22M0.0%+155.8%0.081% 8/4/2025 Flagship Harbor Advisors LLC129,226$11.17M0.5%+22.6%0.744% 8/1/2025 GWN Securities Inc.5,408$469K0.1%N/A0.031% 8/1/2025 Ashton Thomas Private Wealth LLC26,430$2.28M0.1%-3.9%0.152% 8/1/2025 Envestnet Asset Management Inc.1,780,632$153.85M0.0%+1,256.6%10.257% 7/30/2025 Insight Advisors LLC PA83,036$7.17M1.2%+91.0%0.478% 7/30/2025 Onyx Bridge Wealth Group LLC175,247$15.14M2.0%N/A1.009% 7/29/2025 Systelligence LLC227,996$19.70M3.6%+38.0%1.313% 7/29/2025 Signature Estate & Investment Advisors LLC7,263$627K0.0%+4.0%0.042% 7/29/2025 Stratos Wealth Partners LTD.36,041$3.11M0.0%-0.4%0.208% 7/29/2025 Private Trust Co. NA3,705$320K0.0%+9.9%0.021% 7/28/2025 Mutual Advisors LLC5,243$467K0.0%+36.6%0.030% 7/28/2025 Harbour Investments Inc.15,881$1.37M0.0%+7.9%0.091% 7/28/2025 RFG Advisory LLC13,556$1.17M0.0%+12.1%0.078% 7/28/2025 Axxcess Wealth Management LLC120,146$10.38M0.2%N/A0.692% 7/25/2025 Envestnet Portfolio Solutions Inc.132,039$11.41M0.0%+4,194.0%0.761% 7/25/2025 Sequoia Financial Advisors LLC37,286$3.22M0.0%+337.6%0.215% 7/25/2025 CWM LLC89,844$7.76M0.0%-0.5%0.518% 7/25/2025 Concurrent Investment Advisors LLC66,046$5.71M0.1%+14.4%0.380% 7/24/2025 Trust Co. of Toledo NA OH118,248$10.22M1.1%N/A0.681% 7/24/2025 JNBA Financial Advisors288$25K0.0%N/A0.002% 7/24/2025 IFP Advisors Inc12,736$1.10M0.0%+181.6%0.073% 7/23/2025 REAP Financial Group LLC4,476$387K0.1%-5.5%0.026% 7/23/2025 Country Club Bank5,970$513K0.0%N/A0.034% 7/22/2025 Beacon Financial Advisory LLC5,647$488K0.1%-16.6%0.033% 7/22/2025 USAdvisors Wealth Management LLC59,008$5.08M1.9%N/A0.341% 7/22/2025 Willner & Heller LLC2,819$244K0.2%+6.9%0.016% 7/21/2025 Ameritas Advisory Services LLC5,985$517K0.0%+112.3%0.035% 7/21/2025 Matauro LLC10,788$932K0.2%+1.8%0.062% 7/21/2025 Patriot Financial Group Insurance Agency LLC3,462$299K0.0%+3.7%0.020% 7/18/2025 Consolidated Portfolio Review Corp4,594$397K0.1%N/A0.027% 7/18/2025 Cooper Financial Group30,645$2.65M0.3%N/A0.177% 7/18/2025 Truist Financial Corp47,103$4.07M0.0%N/A0.272% 7/17/2025 Janney Montgomery Scott LLC4,504$389K0.0%N/A0.026% 7/17/2025 Smith Anglin Financial LLC1,112,973$96.16M8.7%N/A6.445% 7/17/2025 Fifth Third Securities Inc.12,221$1.06M0.1%-44.0%0.071% 7/17/2025 PMG Wealth Management Inc.35,043$3.03M2.5%+12.3%0.203% 7/17/2025 XY Planning Network Inc.3,734$323K0.1%+6.2%0.022% 7/15/2025 Bay Capital Advisors LLC20,713$1.79M1.4%N/A0.120% 7/15/2025 Optima Capital LLC70,634$6.10M3.3%+11.7%0.409% 7/14/2025 Cathy Pareto & Associates Inc.4,090$353K0.3%-21.2%0.024% 7/9/2025 Bowman & Co S.C.35,729$3.09M1.4%N/A0.211% 7/8/2025 Prism Advisors Inc.202,630$17.51M5.0%-20.0%1.200% 7/8/2025 NBC Securities Inc.30,118$2.60M0.2%+3.0%0.178% 7/7/2025 Capital Asset Advisory Services LLC119,903$10.44M0.5%N/A0.710% 7/7/2025 Nova Wealth Management Inc.1,159$100K0.1%+103.3%0.007% 6/27/2025 Goldman Sachs Group Inc.4,960$408K0.0%N/A0.030% The End of Elon Musk…? 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According to his research, if you listen to the media and miss out on Elon's newest breakthrough, it's going to cost you the fortune of a lifetime.Click here to see why the "End of Elon" crowd is about to be wrong again.6/13/2025 Optima Capital LLC63,233$5.20M3.3%+856.0%0.470% 6/2/2025 Modern Wealth Management LLC62,514$5.14M0.2%+0.5%0.465% 5/29/2025 Nova Wealth Management Inc.570$47K0.0%N/A0.005% 5/28/2025 Anderson Financial Strategies LLC222,511$18.28M11.2%+7.3%1.922% 5/21/2025 Geneos Wealth Management Inc.47,742$3.92M0.1%+6,485.1%0.412% 5/20/2025 Integrity Alliance LLC.29,314$2.41M0.1%N/A0.253% 5/16/2025 Signature Estate & Investment Advisors LLC6,981$574K0.0%+88.5%0.060% 5/16/2025 Ashton Thomas Private Wealth LLC27,489$2.26M0.1%+65.3%0.237% 5/16/2025 Goldman Sachs Group Inc.4,960$408K0.0%N/A0.043% 5/16/2025 Jones Financial Companies Lllp2,842$227K0.0%N/A0.025% (Data available from 1/1/2016 forward) WTV Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of WTV shares? During the previous two years, 145 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($153.85M), LPL Financial LLC ($119.95M), Raymond James Financial Inc. ($98.90M), Smith Anglin Financial LLC ($96.16M), Lido Advisors LLC ($26.81M), Northwestern Mutual Wealth Management Co. ($26.59M), and Systelligence LLC ($19.70M).Learn more on WisdomTree U.S. Value Fund's institutional investors. Which institutional investors have been buying WisdomTree U.S. Value Fund's stock? Of the 136 institutional investors that purchased WisdomTree U.S. Value Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($1.73M), Raymond James Financial Inc. ($1.48M), Smith Anglin Financial LLC ($1.11M), LPL Financial LLC ($1.07M), Horizon Wealth Management LLC ($332.93K), Northwestern Mutual Wealth Management Co. ($304.34K), and Prism Advisors Inc. ($271.91K). How much institutional buying is happening at WisdomTree U.S. Value Fund? Institutional investors have bought a total of 9,737,092 shares in the last 24 months. This purchase volume represents approximately $823.37M in transactions. Which of WisdomTree U.S. Value Fund's major shareholders have been selling company stock? Of the 37 institutional investors that sold WisdomTree U.S. Value Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Wealth Management LLC ($329.62K), Prism Advisors Inc. ($65.06K), Atria Investments Inc ($29.38K), MML Investors Services LLC ($14.53K), Tempus Wealth Planning LLC ($14K), Lido Advisors LLC ($12.90K), and Envestnet Asset Management Inc. ($12.82K). How much institutional selling is happening at WisdomTree U.S. Value Fund? Institutional investors have sold a total of 545,145 shares in the last 24 months. This volume of shares sold represents approximately $45.41M in transactions. Related Companies iShares MSCI USA Equal Weighted ETF Major Shareholders T. 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