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WisdomTree U.S. Value Fund (WTV) Institutional Ownership

$80.09
-0.22 (-0.27%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$54.24M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$10.33M
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WTV Institutional Buying and Selling by Quarter

WisdomTree U.S. Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/30/2024 Leslie Global Wealth LLC66,959$5.36M2.6%-4.6%1.625%
10/25/2024 Financial Advocates Investment Management13,282$1.06M0.1%-5.3%0.322%
10/24/2024 Patriot Financial Group Insurance Agency LLC3,308$265K0.0%+11.3%0.080%
10/23/2024 Team Financial Group LLC98,018$7.84M4.8%+2.6%2.379%
10/18/2024Raymond James & Associates57,973$4.64M0.0%+96.1%1.407%
10/16/2024 Prism Advisors Inc.252,821$20.23M5.8%+27.8%6.136%
10/10/2024 Koshinski Asset Management Inc.2,520$202K0.0%N/A0.061%
10/8/2024 CWM LLC92,887$7.43M0.0%-1.6%2.255%
10/7/2024 Foresight Capital Management Advisors Inc.11,861$949K0.6%+15.9%0.288%
8/22/2024Cetera Investment Advisers55,520$4.05M0.0%+12.4%1.348%
8/14/2024 Team Financial Group LLC95,518$6.97M4.7%+4.9%2.318%
8/13/2024Legacy Financial Advisors Inc.210,497$15.36M2.7%+11.1%5.109%
8/13/2024Thrivent Financial for Lutherans11,149$814K0.0%+45.7%0.271%
8/13/2024AE Wealth Management LLC68,059$4.97M0.0%+34.3%1.652%
8/8/2024Envestnet Asset Management Inc.110,966$8.10M0.0%-3.9%2.693%
8/8/2024LPL Financial LLC496,639$36.25M0.0%+24.6%12.054%
8/7/2024Ashton Thomas Private Wealth LLC14,591$1.07M0.1%+18.8%0.354%
8/1/2024Private Wealth Strategies L.L.C.185,964$13.57M2.7%+1.8%4.514%
7/31/2024Commonwealth Equity Services LLC67,163$4.90M0.0%+10.1%1.630%
7/29/2024 Ridgewood Investments LLC1,274$93K0.1%N/A0.031%
7/29/2024 Financial Advocates Investment Management14,019$1.02M0.1%-24.9%0.340%
7/26/2024 Cambridge Investment Research Advisors Inc.60,334$4.40M0.0%-12.6%1.464%
7/20/2024Raymond James Financial Services Advisors Inc.239,821$17.50M0.0%-0.2%5.821%
7/19/2024Raymond James & Associates29,566$2.16M0.0%+17.4%0.718%
7/15/2024 Fifth Third Securities Inc.24,443$1.78M0.2%N/A0.593%
7/11/2024Carlson Capital Management7,198$525K0.0%-5.5%0.175%
7/11/2024 Foresight Capital Management Advisors Inc.10,234$747K0.5%-1.8%0.248%
7/10/2024 Prism Advisors Inc.197,854$14.44M4.4%N/A4.802%
7/10/2024 CWM LLC94,419$6.89M0.0%-7.5%2.292%
7/8/2024 RVW Wealth LLC9,895$722K0.1%-63.4%0.240%
5/24/2024Cetera Advisors LLC9,662$730K0.0%N/A0.235%
5/24/2024Cetera Investment Advisers49,407$3.74M0.0%+702.8%1.199%
5/21/2024LRI Investments LLC5,434$411K0.1%N/A0.132%
5/15/2024LRI Investments LLC5,434$402K0.1%N/A0.132%
5/9/2024 Koshinski Asset Management Inc.3,970$300K0.0%-14.6%0.096%
4/29/2024Commonwealth Equity Services LLC60,992$4.61M0.0%+24.7%1.605%
4/25/2024 Cambridge Investment Research Advisors Inc.69,048$5.22M0.0%+14.7%1.817%
4/23/2024Raymond James Financial Services Advisors Inc.240,291$18.17M0.0%+0.2%6.323%
4/22/2024Ashton Thomas Private Wealth LLC12,280$928K0.1%+26.7%0.323%
4/19/2024Kovack Advisors Inc.50,461$3.82M0.5%+0.5%1.328%
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4/12/2024Carlson Capital Management7,620$576K0.0%-90.3%0.339%
4/8/2024 RVW Wealth LLC27,021$2.04M0.2%-1.0%1.201%
3/8/2024ICA Group Wealth Management LLC542$37K0.0%N/A0.024%
2/13/2024Belpointe Asset Management LLC3,303$226K0.0%N/A0.147%
2/12/2024Private Wealth Strategies L.L.C.181,242$12.42M2.8%+0.5%8.055%
2/9/2024 Cambridge Investment Research Advisors Inc.60,202$4.13M0.0%+1.5%2.676%
2/9/2024Corient Private Wealth LLC45,163$3.10M0.0%-3.5%2.007%
2/6/2024Avalon Trust Co2,048$140K0.0%N/A0.091%
2/6/2024Coulter & Justus Financial Services LLC3,717$255K0.2%N/A0.165%
2/2/2024Kovack Advisors Inc.50,229$3.44M0.4%+78.5%2.232%
2/1/2024 Prism Advisors Inc.4,222$289K0.1%N/A0.188%
2/1/2024 CWM LLC103,973$7.13M0.0%-4.3%4.621%
1/29/2024 Koshinski Asset Management Inc.4,650$319K0.0%N/A0.207%
1/24/2024Stratos Wealth Partners LTD.14,568$998K0.0%-9.5%0.647%
1/24/2024Private Trust Co. NA1,233$84K0.0%-40.1%0.055%
1/19/2024 Patriot Financial Group Insurance Agency LLC3,089$212K0.0%N/A0.137%
1/18/2024 Good Life Advisors LLC6,780$465K0.0%+101.1%0.301%
1/16/2024Raymond James Financial Services Advisors Inc.239,791$16.43M0.0%-3.7%10.657%
1/16/2024Raymond James & Associates25,208$1.73M0.0%+18.4%1.120%
1/16/2024Carlson Capital Management78,454$5.38M0.3%+3.7%3.487%
1/9/2024DB Wealth Management Group LLC358$25K0.0%N/A0.016%
11/21/2023Carlson Capital Management75,632$4.67M0.3%-0.9%3.361%
11/13/2023Stifel Financial Corp53,991$3.34M0.0%+1.4%2.400%
11/13/2023LPL Financial LLC276,410$17.07M0.0%+32.2%12.285%
11/13/2023Kestra Advisory Services LLC18,535$1.15M0.0%N/A0.824%
11/7/2023Avant Capital LLC3,676$227K0.3%N/A0.163%
11/3/2023 Private Advisor Group LLC39,859$2.46M0.0%N/A1.772%
10/24/2023Raymond James Financial Services Advisors Inc.248,948$15.38M0.0%-2.0%11.064%
10/24/2023Raymond James & Associates21,293$1.32M0.0%N/A0.946%
10/24/2023 Cambridge Investment Research Advisors Inc.59,315$3.66M0.0%+317.8%2.636%
10/23/2023Commonwealth Equity Services LLC26,963$1.67M0.0%+9.7%1.198%
10/18/2023Private Trust Co. NA2,060$127K0.0%+20.3%0.092%
10/11/2023 CWM LLC108,687$6.71M0.0%-2.5%4.831%
10/10/2023Private Wealth Strategies L.L.C.180,387$11.14M2.7%+0.4%8.017%
8/11/2023Smith Moore & CO.3,198$200K0.0%N/A0.142%
8/10/2023Commonwealth Equity Services LLC24,582$1.54M0.0%+25.1%1.093%
8/10/2023Cambria Investment Management L.P.4,082$255K0.0%+19.2%0.181%
8/10/2023Cetera Advisor Networks LLC20,503$1.28M0.0%+115.5%0.911%
8/10/2023Cetera Investment Advisers5,747$360K0.0%-12.1%0.255%
8/3/2023 CWM LLC111,448$6.97M0.0%-1.0%4.953%
7/31/2023LPL Financial LLC209,058$13.08M0.0%-25.5%8.568%
7/25/2023Raymond James Financial Services Advisors Inc.254,052$15.89M0.0%-0.3%10.412%
7/24/2023Carlson Capital Management76,314$4.77M0.3%+6.8%3.128%
7/18/2023Stratos Wealth Partners LTD.15,952$998K0.0%+29.9%0.654%
7/13/2023 Cambridge Investment Research Advisors Inc.14,196$888K0.0%-31.8%0.582%
5/11/2023Tacita Capital Inc715$42K0.0%-26.3%0.029%
5/11/2023Cambria Investment Management L.P.3,424$201K0.0%-6.6%0.140%
5/10/2023LPL Financial LLC280,445$16.45M0.0%+104.7%11.494%
5/8/2023Private Wealth Strategies L.L.C.177,058$10.38M2.6%+1.4%7.256%
5/5/2023Valtinson Bruner Financial Planning LLC3,811$223K0.1%-8.0%0.156%
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5/1/2023 CWM LLC112,532$6.60M0.0%-2.1%4.612%
4/27/2023Stratos Wealth Partners LTD.12,281$720K0.0%-20.1%0.503%
4/25/2023 Ridgewood Investments LLC1,274$75K0.0%N/A0.052%
4/17/2023Carlson Capital Management71,448$4.19M0.3%+97.0%3.262%
4/14/2023Raymond James Financial Services Advisors Inc.254,753$14.94M0.0%-1.5%11.633%
4/12/2023WJ Wealth Management LLC127,723$7.49M5.1%N/A5.832%
3/6/2023Rockefeller Capital Management L.P.21,799$1.24M0.0%-8.7%1.023%
2/14/2023Private Wealth Strategies L.L.C.174,586$9.95M2.8%+2.8%8.197%
2/8/2023Raymond James Financial Services Advisors Inc.258,674$14.75M0.0%-8.3%12.144%
2/8/2023Belpointe Asset Management LLC904$52K0.0%N/A0.042%
(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, 48 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($36.25M), Prism Advisors Inc. ($20.23M), Raymond James Financial Services Advisors Inc. ($17.50M), Legacy Financial Advisors Inc. ($15.36M), Private Wealth Strategies L.L.C. ($13.57M), Envestnet Asset Management Inc. ($8.10M), and Team Financial Group LLC ($7.84M).Learn more on WTV's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Value Fund stock?

Of the 39 institutional investors that purchased WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($359.66K), Prism Advisors Inc. ($257.04K), WJ Wealth Management LLC ($127.72K), Carlson Capital Management ($104.88K), Raymond James & Associates ($58.01K), Cambridge Investment Research Advisors Inc. ($55.96K), and Cetera Investment Advisers ($49.37K).

How much institutional buying is happening at WisdomTree U.S. Value Fund?

Institutional investors have bought a total of 1,289,499 shares in the last 24 months. This purchase volume represents approximately $85.35M in transactions.

Which WisdomTree U.S. Value Fund major shareholders have been selling company stock?

Of the 20 institutional investors that sold WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carlson Capital Management ($127.21K), LPL Financial LLC ($71.39K), Raymond James Financial Services Advisors Inc. ($42.77K), CWM LLC ($21.94K), RVW Wealth LLC ($17.64K), Cambridge Investment Research Advisors Inc. ($15.33K), and Rockefeller Capital Management L.P. ($7.82K).

How much institutional selling is happening at WisdomTree U.S. Value Fund?

Institutional investors have sold a total of 328,492 shares in the last 24 months. This volume of shares sold represents approximately $21.57M in transactions.


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This page (NYSEARCA:WTV) was last updated on 11/2/2024 by MarketBeat.com Staff
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