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

$89.21 -0.72 (-0.80%)
Closing price 04:10 PM Eastern
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$89.22 +0.01 (+0.01%)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
117
Total
Institutional Inflows
(last 12 months)
$778.50M
Number of
Institutional Sellers
(last 12 months)
34
Total
Institutional Outflows
(last 12 months)
$43.63M
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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
8/14/2025NewEdge Advisors LLC7,786$673K0.0%+14.3%0.044%
8/13/2025Valued Retirements Inc.14,785$1.28M1.4%N/A0.084%
8/13/2025Trustmark Bank Trust Department2,630$227K0.0%N/A0.015%
8/13/2025Leslie Global Wealth LLC77,597$6.70M3.6%-1.0%0.441%
8/13/2025Lido Advisors LLC310,304$26.81M0.1%-4.0%1.765%
8/13/2025Northwestern 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%
8/4/2025 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%
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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%
6/27/2025Goldman Sachs Group Inc.4,960$408K0.0%N/A0.030%
6/13/2025 Optima Capital LLC63,233$5.20M3.3%+856.0%0.470%
6/2/2025Modern 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%
5/21/2025Geneos 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%
5/16/2025Goldman Sachs Group Inc.4,960$408K0.0%N/A0.043%
5/16/2025Jones Financial Companies Lllp2,842$227K0.0%N/A0.025%
5/16/2025Ruggaard & Associates LLC90,303$7.42M3.3%N/A0.780%
5/16/2025NewEdge Advisors LLC6,813$560K0.0%N/A0.059%
5/16/2025Integrated Wealth Concepts LLC9,030$742K0.0%+124.2%0.078%
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5/15/2025Royal Bank of Canada5,818$478K0.0%+79.7%0.050%
5/14/2025Comerica Bank1,419$117K0.0%+21.1%0.012%
5/14/2025Smartleaf Asset Management LLC46,257$3.76M0.4%N/A0.399%
5/14/2025Northwestern Mutual Wealth Management Co.88,912$7.31M0.0%+2,547.0%0.768%
5/14/2025Leslie Global Wealth LLC78,417$6.44M3.1%+0.5%0.677%
5/14/2025Kestra Advisory Services LLC228,770$18.80M0.1%+103.8%1.976%
5/14/2025 TFB Advisors LLC2,485$204K0.1%N/A0.021%
5/14/2025 Legacy Financial Advisors Inc.217,300$17.86M3.0%-0.1%1.877%
5/13/2025 Steward Partners Investment Advisory LLC53,063$4.36M0.0%+15.8%0.458%
5/13/2025Raymond James Financial Inc.692,917$56.94M0.0%+105.9%5.984%
(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, 140 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), Smith Anglin Financial LLC ($96.16M), Raymond James Financial Inc. ($56.94M), 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 131 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), Smith Anglin Financial LLC ($1.11M), LPL Financial LLC ($1.07M), Raymond James Financial Inc. ($1.03M), 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 9,218,735 shares in the last 24 months. This purchase volume represents approximately $778.50M in transactions.

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

Of the 34 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), Tempus Wealth Planning LLC ($14K), Lido Advisors LLC ($12.90K), Envestnet Asset Management Inc. ($12.82K), and Fifth Third Securities Inc. ($10.75K).

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

Institutional investors have sold a total of 524,557 shares in the last 24 months. This volume of shares sold represents approximately $43.63M in transactions.


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This page (NYSEARCA:WTV) was last updated on 8/14/2025 by MarketBeat.com Staff
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