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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,734
shares
|
$247,262
0.02% of portfolio
|
Q3 2025
Reduced 26.21%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
2,630
shares
|
$237,857
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 12, 2025 Q3 2025 |
2,630
shares
|
$237,857
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
2,589
shares
|
$234,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
2,570
shares
|
$232,430
0.07% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
2,520
shares
|
$227,908
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
2,516
shares
|
$227,547
0.0% of portfolio
|
Q4 2025
Added 3.45%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,346
shares
|
$212,172
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,303
shares
|
$208,283
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
2,300
shares
|
$208,012
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
2,220
shares
|
$200,776
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Jan 15, 2026 Q4 2025 |
2,164
shares
|
$195,712
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
1,665
shares
|
$150,582
0.01% of portfolio
|
Q3 2025
Reduced 72.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,351
shares
|
$122,184
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
978
shares
|
$88,450
0.0% of portfolio
|
Q3 2025
Added 300.82%
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Nov 12, 2025 Q3 2025 |
870
shares
|
$78,682
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
850
shares
|
$76,874
0.0% of portfolio
|
Q1 2022
Added 100.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
813
shares
|
$73,527
0.0% of portfolio
|
Q4 2025
Added 3.57%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
583
shares
|
$52,726
0.0% of portfolio
|
Q3 2025
Reduced 25.54%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
564
shares
|
$51,008
0.0% of portfolio
|
Q3 2025
Reduced 44.16%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
375
shares
|
$33,915
0.0% of portfolio
|
Q3 2025
Added 30.21%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
373
shares
|
$33,734
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
358
shares
|
$32,377
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
347
shares
|
$31,382
0.0% of portfolio
|
Q2 2025
Added 38.8%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
252
shares
|
$22,790
0.01% of portfolio
|
Q2 2025
New holding
|
|