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 196 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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,415
shares
|
$1.85 Million
0.1% of portfolio
|
Q3 2025
Added 98.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,952
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 97.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
19,866
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2025
Added 610.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
19,351
shares
|
$1.75 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.34%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
18,829
shares
|
$1.7 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
17,998
shares
|
$1.63 Million
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
17,791
shares
|
$1.61 Million
0.04% of portfolio
|
Q3 2025
Added 12.03%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
15,480
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 77.06%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
15,382
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2025
Added 36.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
15,137
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
14,863
shares
|
$1.34 Million
0.04% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Valued Retirements, Inc.
Houston, TX |
Oct 15, 2025 Q3 2025 |
14,785
shares
|
$1.34 Million
1.44% of portfolio
|
Q2 2025
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
13,374
shares
|
$1.21 Million
0.05% of portfolio
|
Q3 2025
Reduced 1.34%
|
|
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
Nov 13, 2025 Q3 2025 |
13,360
shares
|
$1.21 Million
0.59% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
13,243
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Added 11.92%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
12,128
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2025
Added 194.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
12,026
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Matauro, LLC
New York, NY |
Jan 16, 2026 Q4 2025 |
11,544
shares
|
$1.04 Million
0.16% of portfolio
|
Q4 2025
Added 3.67%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
10,725
shares
|
$969,969
0.01% of portfolio
|
Q3 2025
Added 176.7%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,656
shares
|
$963,728
0.06% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2026 Q4 2025 |
10,576
shares
|
$956,493
0.06% of portfolio
|
Q4 2025
Reduced 5.74%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,505
shares
|
$950,072
0.01% of portfolio
|
Q3 2025
Added 17.82%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
10,467
shares
|
$946,635
0.03% of portfolio
|
Q3 2025
Added 1.37%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
10,422
shares
|
$942,565
0.31% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
9,510
shares
|
$860,084
0.07% of portfolio
|
Q3 2025
Reduced 0.12%
|
|