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

$83.94 +0.05 (+0.06%)
Closing price 03/25/2025 04:10 PM Eastern
Extended Trading
$83.90 -0.05 (-0.05%)
As of 03/25/2025 06:34 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.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
60
Total
Institutional Inflows
(last 12 months)
$227.55M
Number of
Institutional Sellers
(last 12 months)
21
Total
Institutional Outflows
(last 12 months)
$12.01M
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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
3/24/2025Mascagni Wealth Management Inc.320$27K0.0%N/A0.003%
2/27/2025 REAP Financial Group LLC1,945$163K0.0%-24.4%0.022%
2/24/2025 United Advisor Group LLC2,484$208K0.0%N/A0.028%
2/18/2025 Western Wealth Management LLC10,110$845K0.3%-25.2%0.245%
2/17/2025 Cetera Investment Advisers73,675$6.16M0.0%+19.8%1.788%
2/17/2025 Anderson Financial Strategies LLC207,412$17.34M10.4%N/A5.034%
2/14/2025 Rehmann Capital Advisory Group2,388$200K0.0%N/A0.058%
2/14/2025 Lido Advisors LLC179,933$15.04M0.1%N/A4.367%
2/14/2025 Betterment LLC2,916$244K0.0%-4.9%0.071%
2/14/2025 Leslie Global Wealth LLC77,992$6.52M3.0%+16.5%1.893%
2/14/2025 Integrated Wealth Concepts LLC4,027$337K0.0%N/A0.098%
2/14/2025 Stifel Financial Corp43,698$3.65M0.0%-0.6%1.061%
2/14/2025 MML Investors Services LLC32,195$2.69M0.0%N/A0.781%
2/13/2025 Solano Wealth Investment Advisors LLC97,930$8.19M4.9%N/A2.377%
2/13/2025 Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/13/2025 Peapack Gladstone Financial Corp6,270$524K0.0%-4.6%0.152%
2/13/2025 Envestnet Asset Management Inc.50,084$4.19M0.0%-20.4%1.216%
2/12/2025 Thoroughbred Financial Services LLC6,086$508K0.0%N/A0.148%
2/12/2025 Orion Portfolio Solutions LLC45,381$3.79M0.0%+9.4%1.101%
2/12/2025 JPMorgan Chase & Co.110,773$9.26M0.0%+22.2%2.689%
2/11/2025 Signature Estate & Investment Advisors LLC3,703$310K0.0%N/A0.090%
2/11/2025 Modern Wealth Management LLC61,762$5.32M0.2%-10.4%1.499%
2/11/2025 LPL Financial LLC829,601$69.34M0.0%+49.0%20.136%
2/10/2025 Carlson Capital Management6,181$517K0.0%-2.2%0.150%
2/10/2025 Thrivent Financial for Lutherans13,740$1.15M0.0%+17.3%0.333%
2/10/2025 Commonwealth Equity Services LLC68,073$5.69M0.0%-4.6%1.652%
2/10/2025 Hollencrest Capital Management6,000$501K0.0%N/A0.146%
2/7/2025 Independent Advisor Alliance2,961$247K0.0%N/A0.072%
2/7/2025 Ashton Thomas Private Wealth LLC16,625$1.39M0.1%+8.7%0.404%
2/6/2025 Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/6/2025 Synergy Investment Management LLC318$27K0.0%N/A0.008%
2/6/2025 Steward Partners Investment Advisory LLC45,820$3.83M0.0%N/A1.112%
2/5/2025 Private Trust Co. NA3,775$315K0.0%+82.8%0.092%
2/3/2025 Sigma Planning Corp3,769$315K0.0%-5.8%0.091%
2/3/2025 Matauro LLC10,026$838K0.2%N/A0.243%
2/3/2025 PMG Wealth Management Inc.31,252$2.61M2.4%N/A0.759%
2/3/2025 Concurrent Investment Advisors LLC4,287$358K0.0%+43.6%0.104%
2/3/2025 Private Advisor Group LLC5,512$461K0.0%N/A0.134%
2/3/2025 Good Life Advisors LLC8,981$751K0.1%-2.3%0.218%
1/31/2025 Global Retirement Partners LLC66,071$5.52M0.2%N/A1.604%
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1/31/2025 Atria Wealth Solutions Inc.3,160$264K0.0%+16.0%0.077%
1/30/2025 Valmark Advisers Inc.16,269$1.36M0.0%N/A0.395%
1/30/2025 Principal Securities Inc.4,109$343K0.0%+97.1%0.100%
1/30/2025 Centerpoint Advisory Group3,800$318K0.3%N/A0.092%
1/27/2025 Financial Advocates Investment Management11,115$929K0.1%-16.3%0.270%
1/27/2025 Stratos Wealth Partners LTD.19,851$1.66M0.0%+10.1%0.482%
1/24/2025 Tempus Wealth Planning LLC18,135$1.52M0.5%N/A0.440%
1/23/2025 Fifth Third Securities Inc.22,836$1.91M0.2%-0.6%0.554%
1/23/2025 RVW Wealth LLC9,582$801K0.1%-2.7%0.233%
1/22/2025 Nilsine Partners LLC34,623$2.89M0.3%N/A0.840%
1/22/2025 Prism 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%
1/21/2025 Flagship Harbor Advisors LLC93,033$7.78M0.4%+239.2%2.258%
1/21/2025 Sound Income Strategies LLC598$50K0.0%N/A0.015%
1/21/2025 Team 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%
12/26/2024 JPMorgan Chase & Co.90,616$7.25M0.0%+4.2%2.199%
11/15/2024 Orion Portfolio Solutions LLC41,482$3.32M0.1%-5.2%1.007%
11/15/2024 Stifel Financial Corp43,965$3.52M0.0%+5.4%1.067%
11/13/2024 Carlson Capital Management6,317$505K0.0%-12.2%0.153%
11/13/2024 Private Trust Co. NA2,065$165K0.0%+78.8%0.050%
11/7/2024 Thrivent Financial for Lutherans11,710$937K0.0%+5.0%0.284%
11/5/2024 Ashton Thomas Private Wealth LLC15,291$1.22M0.1%+4.8%0.371%
11/4/2024 Sigma Planning Corp4,003$320K0.0%N/A0.097%
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%
8/22/2024 Cetera 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%
8/13/2024 Legacy Financial Advisors Inc.210,497$15.36M2.7%+11.1%5.109%
8/13/2024 Thrivent Financial for Lutherans11,149$814K0.0%+45.7%0.271%
8/13/2024 AE Wealth Management LLC68,059$4.97M0.0%+34.3%1.652%
8/8/2024 Envestnet Asset Management Inc.110,966$8.10M0.0%-3.9%2.693%
8/8/2024 LPL Financial LLC496,639$36.25M0.0%+24.6%12.054%
8/7/2024 Ashton 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%
7/31/2024 Commonwealth 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%
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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%
7/11/2024 Carlson 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%
5/24/2024 Cetera Investment Advisers49,407$3.74M0.0%+702.8%1.199%
5/21/2024 LRI Investments LLC5,434$411K0.1%N/A0.132%
(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, 85 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), Horizon Wealth Management LLC ($27.83M), Prism Advisors Inc. ($22.37M), Raymond James Financial Services Advisors Inc. ($17.50M), Anderson Financial Strategies LLC ($17.34M), and Legacy Financial Advisors Inc. ($15.36M).Learn more on WTV's institutional investors.

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

Of the 73 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 WJ Wealth Management LLC ($127.72K).

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

Institutional investors have bought a total of 3,379,067 shares in the last 24 months. This purchase volume represents approximately $263.69M in transactions.

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

Of the 29 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 ($72.96K), LPL Financial LLC ($71.39K), CWM LLC ($20.22K), Raymond James Financial Services Advisors Inc. ($19.35K), RVW Wealth LLC ($17.67K), Envestnet Asset Management Inc. ($17.35K), and Cambridge Investment Research Advisors Inc. ($15.33K).

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

Institutional investors have sold a total of 273,722 shares in the last 24 months. This volume of shares sold represents approximately $19.40M in transactions.


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This page (NYSEARCA:WTV) was last updated on 3/26/2025 by MarketBeat.com Staff
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