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 |
|---|---|---|---|---|---|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.71 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
51,818
shares
|
$4.69 Million
0.23% of portfolio
|
Q3 2025
Added 40.97%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
50,838
shares
|
$4.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
49,841
shares
|
$4.51 Million
0.28% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
48,971
shares
|
$4.43 Million
0.12% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
47,653
shares
|
$4.31 Million
0.03% of portfolio
|
Q3 2025
Added 14.29%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
47,323
shares
|
$4.28 Million
0.03% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
45,368
shares
|
$4.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
43,986
shares
|
$3.98 Million
0.03% of portfolio
|
Q3 2025
Added 30.4%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
39,003
shares
|
$3.53 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
37,369
shares
|
$3.38 Million
0.04% of portfolio
|
Q3 2025
Added 3.68%
|
|
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
Oct 31, 2025 Q3 2025 |
36,116
shares
|
$3.27 Million
2.5% of portfolio
|
Q3 2025
Added 3.06%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
35,951
shares
|
$3.25 Million
0.29% of portfolio
|
Q4 2025
Added 4.98%
|
|
|
Bowman & CO S.C.
|
Oct 10, 2025 Q3 2025 |
35,876
shares
|
$3.24 Million
1.4% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
34,577
shares
|
$3.13 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
33,829
shares
|
$3.06 Million
0.25% of portfolio
|
Q3 2025
Added 12.32%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Jan 16, 2026 Q4 2025 |
31,167
shares
|
$2.82 Million
1.77% of portfolio
|
Q4 2025
Added 10.77%
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
29,176
shares
|
$2.64 Million
0.29% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Santori & Peters, Inc.
|
Jan 15, 2026 Q4 2025 |
29,047
shares
|
$2.63 Million
0.93% of portfolio
|
Q4 2025
Added 0.86%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
28,785
shares
|
$2.6 Million
0.07% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
25,924
shares
|
$2.34 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
25,685
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
25,351
shares
|
$2.29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
22,413
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,415
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2025
Added 98.26%
|
|