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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
4,847
shares
|
$438,362
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
4,654
shares
|
$420,907
0.05% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
4,504
shares
|
$407,341
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,364
shares
|
$394,680
0.02% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
4,148
shares
|
$375,145
0.08% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
3,971
shares
|
$359,137
0.0% of portfolio
|
Q3 2023
Added 0.4%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
3,958
shares
|
$357,961
0.27% of portfolio
|
Q4 2025
Added 29.39%
|
|
|
Verus Financial Partners, Inc.
|
Oct 30, 2025 Q3 2025 |
3,918
shares
|
$354,343
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
3,774
shares
|
$341,320
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
3,774
shares
|
$341,320
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
3,734
shares
|
$337,702
0.11% of portfolio
|
Q2 2025
Added 6.17%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
3,636
shares
|
$328,839
0.01% of portfolio
|
Q3 2025
Reduced 6.82%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 13, 2025 Q3 2025 |
3,632
shares
|
$328,478
0.12% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
3,476
shares
|
$314,369
0.22% of portfolio
|
Q4 2025
Added 5.62%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
3,386
shares
|
$306,229
0.15% of portfolio
|
Q3 2025
Reduced 13.62%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 17, 2025 Q3 2025 |
3,325
shares
|
$300,713
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
3,296
shares
|
$298,090
0.0% of portfolio
|
Q3 2025
Added 93.2%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
3,277
shares
|
$296,371
0.02% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
3,124
shares
|
$282,534
0.01% of portfolio
|
Q3 2025
Reduced 37.08%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
2,989
shares
|
$270,325
0.06% of portfolio
|
Q3 2025
Reduced 44.73%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
2,905
shares
|
$262,728
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Jan 12, 2026 Q4 2025 |
2,819
shares
|
$254,950
0.16% of portfolio
|
Q4 2025
Added 5.46%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
2,799
shares
|
$253,141
0.19% of portfolio
|
Q3 2025
Reduced 31.56%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
2,775
shares
|
$250,971
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,775
shares
|
$250,971
0.02% of portfolio
|
Q3 2025
Reduced 5.29%
|
|