Institutional Ownership Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV). We have compiled data on the 194 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
137,067
shares
|
$12.4 Million
0.59% of portfolio
|
Q2 2024
Reduced 83.61%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
135,350
shares
|
$12.2 Million
1.25% of portfolio
|
Q3 2025
Added 14.46%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
134,029
shares
|
$12.1 Million
0.05% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
133,575
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
132,705
shares
|
$12 Million
0.0% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
122,314
shares
|
$11.1 Million
0.24% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
119,455
shares
|
$10.8 Million
0.45% of portfolio
|
Q4 2025
Reduced 2.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
114,533
shares
|
$10.4 Million
0.03% of portfolio
|
Q3 2025
Added 34.93%
|
|
|
626 Financial, LLC
|
Nov 07, 2025 Q3 2025 |
113,214
shares
|
$10.2 Million
4.82% of portfolio
|
Q3 2025
New holding
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 13, 2025 Q3 2025 |
107,749
shares
|
$9.74 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 13, 2026 Q4 2025 |
102,622
shares
|
$9.28 Million
4.34% of portfolio
|
Q4 2025
Reduced 0.73%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
92,210
shares
|
$8.34 Million
0.04% of portfolio
|
Q3 2025
Added 24.29%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
88,499
shares
|
$8 Million
0.06% of portfolio
|
Q3 2025
Added 4.38%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
84,967
shares
|
$7.68 Million
2.89% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
84,750
shares
|
$7.66 Million
0.18% of portfolio
|
Q3 2025
Added 10.54%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
83,835
shares
|
$7.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.69%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
83,381
shares
|
$7.54 Million
1.84% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Oct 22, 2025 Q3 2025 |
72,940
shares
|
$6.6 Million
3.11% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
68,843
shares
|
$6.23 Million
0.12% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
65,189
shares
|
$5.9 Million
0.05% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
Nov 12, 2025 Q3 2025 |
62,683
shares
|
$5.67 Million
1.97% of portfolio
|
Q3 2025
Added 6.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,973
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Added 96.08%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
56,789
shares
|
$5.14 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.02%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Nov 05, 2025 Q3 2025 |
56,065
shares
|
$5.07 Million
1.74% of portfolio
|
Q3 2025
Added 35.31%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
55,354
shares
|
$5.01 Million
2.44% of portfolio
|
Q3 2025
Reduced 21.63%
|
|