Free Trial
→ Bill Gates’ is about to mint millionaires (again) with Stargate. (From Brownstone Research) (Ad) Free WTV Stock Alerts

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

$87.46 +0.88 (+1.02%)
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)
34
Total
Institutional Inflows
(last 12 months)
$79.91M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$10.00M
Get WTV Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
1/16/2025 Willner & 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%
1/10/2025 ORG 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%
10/24/2024Patriot 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%
10/10/2024 Koshinski 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%
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%
7/29/2024Financial 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%
24/7 Automated Profits in Crypto (Ad)

What if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast world of passive crypto income, where you set up a dependable income stream that works for you, whether you're at your computer or living your life.

>> Secure Your Spot On The Groundbreaking Workshop Here
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%
7/10/2024Prism Advisors Inc.197,854$14.44M4.4%N/A4.802%
7/10/2024CWM LLC94,419$6.89M0.0%-7.5%2.292%
7/8/2024RVW 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%
4/25/2024Cambridge 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%
4/12/2024Carlson Capital Management7,620$576K0.0%-90.3%0.339%
4/8/2024RVW 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%
2/9/2024Cambridge 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%
2/1/2024Prism Advisors Inc.4,222$289K0.1%N/A0.188%
2/1/2024CWM 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%
1/19/2024Patriot Financial Group Insurance Agency LLC3,089$212K0.0%N/A0.137%
1/18/2024Good 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%
11/3/2023Private 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%
10/24/2023Cambridge 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%
10/11/2023CWM 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%
I was wrong. Dead wrong. (Ad)

I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we are, a quarter of a century later, almost to the exact day, and it’s happening again.

Here’s the full story for you.
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%
8/3/2023CWM 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%
7/13/2023Cambridge Investment Research Advisors Inc.14,196$888K0.0%-31.8%0.582%
(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, 55 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($36.25M), Horizon Wealth Management LLC ($27.83M), 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), and Team Financial Group LLC ($8.25M).Learn more on WTV's institutional investors.

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

Of the 45 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), Horizon Wealth Management LLC ($332.93K), Prism Advisors Inc. ($257.04K), WJ Wealth Management LLC ($127.72K), Flagship Harbor Advisors LLC ($65.60K), Raymond James & Associates ($58.01K), and Cambridge Investment Research Advisors Inc. ($55.96K).

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

Institutional investors have bought a total of 1,636,673 shares in the last 24 months. This purchase volume represents approximately $116.50M 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 ($128.09K), LPL Financial LLC ($71.39K), Raymond James Financial Services Advisors Inc. ($42.77K), CWM LLC ($21.94K), RVW Wealth LLC ($17.40K), Cambridge Investment Research Advisors Inc. ($15.33K), and Financial Advocates Investment Management ($5.40K).

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

Institutional investors have sold a total of 325,025 shares in the last 24 months. This volume of shares sold represents approximately $21.50M in transactions.


Related Companies

This page (NYSEARCA:WTV) was last updated on 1/21/2025 by MarketBeat.com Staff
From Our Partners
Collect $7k per month from Tesla’s SECRET dividend
Tesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...
Investors Alley | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
Trump’s Sending THIS Crypto Higher on Purpose
Discover the coin set to explode in 2025! Trump could trigger THIS crypto coin…
Crypto 101 Media | Sponsored
Buy this coin BEFORE Inauguration Day …
Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
Most People Are Dead Wrong.
Turn on any financial news outlet at any given moment and within minutes you're guaranteed to see headlines ab...
Brownstone Research | Sponsored
Elon’s New AI Firm REVEALED
Nvidia’s AI chip … the H100 … has been the holy grail of artificial intelligence… Until now. Because Elo...
Paradigm Press | Sponsored
Has Trump finally met his match?
Dylan Jovine predicted the 2008 crash over a year before it happened. Folks who listened to him had the chance...
Behind the Markets | Sponsored