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

$76.17 -0.83 (-1.08%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
65
Total
Institutional Inflows
(last 12 months)
$234.89M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$33.78M
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WTV Institutional Buying and Selling by Quarter

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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
4/16/2025Hoey Investments Inc.870$71K0.0%N/A0.009%
4/16/2025Wealth Enhancement Advisory Services LLC4,285$352K0.0%-16.3%0.043%
4/16/2025Matauro LLC10,601$871K0.2%+5.7%0.106%
4/14/2025 Wedmont Private Capital3,073$235K0.0%N/A0.031%
4/11/2025 Horizon Wealth Management LLC3,305$272K0.0%-99.0%0.033%
4/11/2025 Insight Advisors LLC PA43,469$3.57M0.6%N/A0.434%
4/9/2025 RFG Advisory LLC12,090$993K0.0%N/A0.121%
4/9/2025 NBC Securities Inc.29,243$2.40M0.2%N/A0.292%
3/24/2025Mascagni Wealth Management Inc.320$27K0.0%N/A0.003%
2/27/2025REAP Financial Group LLC1,945$163K0.0%-24.4%0.022%
2/24/2025United Advisor Group LLC2,484$208K0.0%N/A0.028%
2/18/2025Western Wealth Management LLC10,110$845K0.3%-25.2%0.245%
2/17/2025Cetera Investment Advisers73,675$6.16M0.0%+19.8%1.788%
2/17/2025Anderson Financial Strategies LLC207,412$17.34M10.4%N/A5.034%
2/14/2025Rehmann Capital Advisory Group2,388$200K0.0%N/A0.058%
2/14/2025Lido Advisors LLC179,933$15.04M0.1%N/A4.367%
2/14/2025Betterment LLC2,916$244K0.0%-4.9%0.071%
2/14/2025Leslie Global Wealth LLC77,992$6.52M3.0%+16.5%1.893%
2/14/2025Integrated Wealth Concepts LLC4,027$337K0.0%N/A0.098%
2/14/2025Stifel Financial Corp43,698$3.65M0.0%-0.6%1.061%
2/14/2025MML Investors Services LLC32,195$2.69M0.0%N/A0.781%
2/13/2025Solano Wealth Investment Advisors LLC97,930$8.19M4.9%N/A2.377%
2/13/2025Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/13/2025Peapack Gladstone Financial Corp6,270$524K0.0%-4.6%0.152%
2/13/2025Envestnet Asset Management Inc.50,084$4.19M0.0%-20.4%1.216%
2/12/2025Thoroughbred Financial Services LLC6,086$508K0.0%N/A0.148%
2/12/2025Orion Portfolio Solutions LLC45,381$3.79M0.0%+9.4%1.101%
2/12/2025JPMorgan Chase & Co.110,773$9.26M0.0%+22.2%2.689%
2/11/2025Signature Estate & Investment Advisors LLC3,703$310K0.0%N/A0.090%
2/11/2025Modern Wealth Management LLC61,762$5.32M0.2%-10.4%1.499%
2/11/2025LPL Financial LLC829,601$69.34M0.0%+49.0%20.136%
2/10/2025Carlson Capital Management6,181$517K0.0%-2.2%0.150%
2/10/2025Thrivent Financial for Lutherans13,740$1.15M0.0%+17.3%0.333%
2/10/2025Commonwealth Equity Services LLC68,073$5.69M0.0%-4.6%1.652%
2/10/2025Hollencrest Capital Management6,000$501K0.0%N/A0.146%
2/7/2025Independent Advisor Alliance2,961$247K0.0%N/A0.072%
2/7/2025Ashton Thomas Private Wealth LLC16,625$1.39M0.1%+8.7%0.404%
2/6/2025Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/6/2025Synergy Investment Management LLC318$27K0.0%N/A0.008%
2/6/2025Steward Partners Investment Advisory LLC45,820$3.83M0.0%N/A1.112%
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2/5/2025Private Trust Co. NA3,775$315K0.0%+82.8%0.092%
2/3/2025Sigma Planning Corp3,769$315K0.0%-5.8%0.091%
2/3/2025Matauro LLC10,026$838K0.2%N/A0.243%
2/3/2025 PMG Wealth Management Inc.31,252$2.61M2.4%N/A0.759%
2/3/2025Concurrent Investment Advisors LLC4,287$358K0.0%+43.6%0.104%
2/3/2025Private Advisor Group LLC5,512$461K0.0%N/A0.134%
2/3/2025Good Life Advisors LLC8,981$751K0.1%-2.3%0.218%
1/31/2025Global Retirement Partners LLC66,071$5.52M0.2%N/A1.604%
1/31/2025Atria Wealth Solutions Inc.3,160$264K0.0%+16.0%0.077%
1/30/2025Valmark Advisers Inc.16,269$1.36M0.0%N/A0.395%
1/30/2025Principal Securities Inc.4,109$343K0.0%+97.1%0.100%
1/30/2025Centerpoint Advisory Group3,800$318K0.3%N/A0.092%
1/27/2025Financial Advocates Investment Management11,115$929K0.1%-16.3%0.270%
1/27/2025Stratos Wealth Partners LTD.19,851$1.66M0.0%+10.1%0.482%
1/24/2025Tempus Wealth Planning LLC18,135$1.52M0.5%N/A0.440%
1/23/2025Fifth Third Securities Inc.22,836$1.91M0.2%-0.6%0.554%
1/23/2025RVW Wealth LLC9,582$801K0.1%-2.7%0.233%
1/22/2025Nilsine Partners LLC34,623$2.89M0.3%N/A0.840%
1/22/2025Prism Advisors Inc.267,687$22.37M6.7%+5.9%6.497%
1/22/2025 Cathy Pareto & Associates Inc.5,184$433K0.4%N/A0.126%
1/21/2025Flagship Harbor Advisors LLC93,033$7.78M0.4%+239.2%2.258%
1/21/2025Sound Income Strategies LLC598$50K0.0%N/A0.015%
1/21/2025Team Financial Group LLC98,715$8.25M4.9%+0.7%2.396%
1/16/2025Willner & Heller LLC2,643$221K0.2%N/A0.064%
1/14/2025 Foresight Capital Management Advisors Inc.10,874$909K0.5%-8.3%0.264%
1/13/2025 Horizon Wealth Management LLC332,925$27.83M4.8%N/A8.081%
1/10/2025ORG Partners LLC463$39K0.0%N/A0.011%
12/26/2024JPMorgan Chase & Co.90,616$7.25M0.0%+4.2%2.199%
11/15/2024Orion Portfolio Solutions LLC41,482$3.32M0.1%-5.2%1.007%
11/15/2024Stifel Financial Corp43,965$3.52M0.0%+5.4%1.067%
11/13/2024Carlson Capital Management6,317$505K0.0%-12.2%0.153%
11/13/2024Private Trust Co. NA2,065$165K0.0%+78.8%0.050%
11/7/2024Thrivent Financial for Lutherans11,710$937K0.0%+5.0%0.284%
11/5/2024Ashton Thomas Private Wealth LLC15,291$1.22M0.1%+4.8%0.371%
11/4/2024Sigma Planning Corp4,003$320K0.0%N/A0.097%
10/30/2024Leslie Global Wealth LLC66,959$5.36M2.6%-4.6%1.625%
10/25/2024Financial 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%
10/23/2024Team Financial Group LLC98,018$7.84M4.8%+2.6%2.379%
10/18/2024Raymond James & Associates57,973$4.64M0.0%+96.1%1.407%
10/16/2024Prism Advisors Inc.252,821$20.23M5.8%+27.8%6.136%
10/10/2024Koshinski Asset Management Inc.2,520$202K0.0%N/A0.061%
10/8/2024CWM 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%
8/14/2024Team 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%
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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%
7/29/2024Ridgewood Investments LLC1,274$93K0.1%N/A0.031%
7/29/2024Financial Advocates Investment Management14,019$1.02M0.1%-24.9%0.340%
7/26/2024Cambridge 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%
7/15/2024Fifth Third Securities Inc.24,443$1.78M0.2%N/A0.593%
(Data available from 1/1/2016 forward)

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WTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTV shares?

During the previous two years, 90 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($69.34M), Raymond James Financial Inc. ($28.13M), Prism Advisors Inc. ($22.37M), Raymond James Financial Services Advisors Inc. ($17.50M), Anderson Financial Strategies LLC ($17.34M), Legacy Financial Advisors Inc. ($15.36M), and Lido Advisors LLC ($15.04M).Learn more on WTV's institutional investors.

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

Of the 77 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: Raymond James Financial Inc. ($673.04K), LPL Financial LLC ($581.51K), Horizon Wealth Management LLC ($332.93K), Prism Advisors Inc. ($271.91K), Anderson Financial Strategies LLC ($207.41K), Lido Advisors LLC ($179.93K), and Solano Wealth Investment Advisors LLC ($97.93K).

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

Institutional investors have bought a total of 3,340,664 shares in the last 24 months. This purchase volume represents approximately $263.54M in transactions.

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

Of the 31 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: Horizon Wealth Management LLC ($329.62K), Carlson Capital Management ($72.96K), LPL Financial LLC ($71.39K), CWM LLC ($20.22K), RVW Wealth LLC ($17.67K), Envestnet Asset Management Inc. ($17.35K), and Raymond James Financial Services Advisors Inc. ($15.43K).

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

Institutional investors have sold a total of 600,256 shares in the last 24 months. This volume of shares sold represents approximately $46.33M in transactions.


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This page (NYSEARCA:WTV) was last updated on 4/16/2025 by MarketBeat.com Staff
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