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 106 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 $413 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
829,601
shares
|
$70.8 Million
0.03% of portfolio
|
Q4 2024
Added 49.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
336,518
shares
|
$28.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
332,925
shares
|
$28.4 Million
4.85% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
267,687
shares
|
$22.8 Million
6.75% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
243,097
shares
|
$20.7 Million
0.03% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Legacy Financial Advisors, Inc.
|
Feb 13, 2025 Q4 2024 |
217,454
shares
|
$18.5 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Anderson Financial Strategies, LLC
Dayton, OH |
Feb 14, 2025 Q4 2024 |
207,412
shares
|
$17.7 Million
10.45% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Strategies, L.L.C.
|
Aug 01, 2024 Q2 2024 |
185,964
shares
|
$15.9 Million
2.77% of portfolio
|
Q2 2024
Added 1.83%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
182,746
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Added 43.7%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
179,933
shares
|
$15.3 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
112,229
shares
|
$9.57 Million
0.05% of portfolio
|
Q4 2024
Added 75.6%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
110,773
shares
|
$9.45 Million
0.0% of portfolio
|
Q4 2024
Added 22.24%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jan 17, 2025 Q4 2024 |
98,715
shares
|
$8.42 Million
4.73% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Feb 13, 2025 Q4 2024 |
97,930
shares
|
$8.35 Million
4.92% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
93,033
shares
|
$7.93 Million
0.43% of portfolio
|
Q4 2024
Added 239.18%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
90,731
shares
|
$7.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Leslie Global Wealth, LLC
Itasca, IL |
Feb 14, 2025 Q4 2024 |
77,992
shares
|
$6.65 Million
3.03% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
77,790
shares
|
$6.63 Million
0.06% of portfolio
|
Q4 2024
Added 8.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
73,675
shares
|
$6.28 Million
0.01% of portfolio
|
Q4 2024
Added 19.84%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
68,073
shares
|
$5.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
67,841
shares
|
$5.79 Million
0.02% of portfolio
|
Q4 2024
Added 19.27%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
66,071
shares
|
$5.64 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
61,762
shares
|
$5.27 Million
0.19% of portfolio
|
Q4 2024
Reduced 10.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
57,973
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2024
Added 96.08%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
52,112
shares
|
$4.44 Million
0.17% of portfolio
|
Q3 2022
Reduced 0.02%
|