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 192 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
First National Bank Sioux Falls
|
Oct 21, 2025 Q3 2025 |
8,696
shares
|
$786,466
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
8,472
shares
|
$766,207
0.0% of portfolio
|
Q3 2025
Added 8.81%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
8,200
shares
|
$741,608
0.05% of portfolio
|
Q3 2025
Added 37.35%
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Nov 12, 2025 Q3 2025 |
7,515
shares
|
$679,656
0.27% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
7,397
shares
|
$668,984
0.01% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,244
shares
|
$655,147
0.01% of portfolio
|
Q3 2025
Added 76.55%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
7,199
shares
|
$651,077
0.47% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
6,940
shares
|
$627,653
0.05% of portfolio
|
Q2 2022
Reduced 0.72%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,807
shares
|
$615,625
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Centerpoint Advisory Group
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
6,289
shares
|
$568,777
0.45% of portfolio
|
Q3 2025
Added 35.8%
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
6,181
shares
|
$559,009
0.04% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
6,015
shares
|
$543,996
0.01% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
5,810
shares
|
$525,456
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
5,786
shares
|
$523,285
0.04% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
5,292
shares
|
$478,608
0.13% of portfolio
|
Q3 2025
Reduced 6.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,268
shares
|
$476,437
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
5,067
shares
|
$458,259
0.01% of portfolio
|
Q3 2025
Reduced 3.36%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
4,955
shares
|
$448,130
0.0% of portfolio
|
Q3 2025
Added 1721.69%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
4,937
shares
|
$446,502
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
4,900
shares
|
$443,156
0.15% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
4,885
shares
|
$441,799
0.02% of portfolio
|
Q1 2024
Reduced 27.2%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
4,863
shares
|
$439,809
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
|