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 107 institutions that hold shares in the stock, with a total of 4.84 Million shares, which have been reported (via 13F filing form) to have a value of $399 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,930
shares
|
$241,607
0.02% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,916
shares
|
$240,453
0.0% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
2,685
shares
|
$221,405
0.01% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,643
shares
|
$217,941
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
2,589
shares
|
$213,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
2,520
shares
|
$207,799
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
2,484
shares
|
$204,830
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
1,945
shares
|
$160,384
0.04% of portfolio
|
Q4 2024
Reduced 24.38%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
1,172
shares
|
$96,643
0.0% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
1,164
shares
|
$95,983
0.05% of portfolio
|
Q3 2024
Reduced 8.63%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
850
shares
|
$70,091
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
725
shares
|
$59,783
0.0% of portfolio
|
Q2 2024
Reduced 9.38%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
598
shares
|
$49,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
579
shares
|
$47,744
0.0% of portfolio
|
Q4 2024
Added 15.8%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
463
shares
|
$38,178
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
358
shares
|
$29,520
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
318
shares
|
$26,222
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
284
shares
|
$23,418
0.0% of portfolio
|
Q2 2024
Added 1.79%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
220
shares
|
$18,141
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
200
shares
|
$16,492
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
194
shares
|
$15,997
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
189
shares
|
$15,584
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
164
shares
|
$13,523
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
144
shares
|
$11,874
0.0% of portfolio
|
Q4 2022
Reduced 72.25%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
138
shares
|
$11,379
0.0% of portfolio
|
Q1 2024
New holding
|