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WisdomTree U.S. Value Fund (WTV) Institutional Ownership

$80.39 -0.45 (-0.56%)
Closing price 05/6/2025 04:10 PM Eastern
Extended Trading
$80.36 -0.03 (-0.04%)
As of 05/6/2025 07:47 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
79
Total
Institutional Inflows
(last 12 months)
$292.78M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$36.64M
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WTV Institutional Buying and Selling by Quarter

WisdomTree U.S. Value Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/6/2025Cetera Investment Advisers102,268$8.40M0.0%+38.8%1.015%
5/6/2025Tempus Wealth Planning LLC4,135$340K0.1%-77.2%0.041%
5/6/2025AE Wealth Management LLC81,806$6.72M0.1%+5.2%0.812%
5/5/2025 Verus Financial Partners Inc.3,918$302K0.0%N/A0.039%
5/5/2025 IFP Advisors Inc4,522$371K0.0%N/A0.045%
5/5/2025 PCG Wealth Advisors LLC9,048$743K0.3%N/A0.090%
5/5/2025 Private Advisor Group LLC68,231$5.61M0.0%+1,137.9%0.677%
5/2/2025 Sigma Planning Corp4,529$372K0.0%+20.2%0.045%
5/1/2025 LRI Investments LLC5,783$475K0.0%+6.4%0.057%
5/1/2025 CWM LLC90,296$7.42M0.0%-0.5%0.896%
5/1/2025 Prism Advisors Inc.253,273$20.81M6.4%-5.4%2.513%
5/1/2025 Fifth Third Securities Inc.21,833$1.79M0.2%-4.4%0.217%
4/30/2025 Allworth Financial LP483$38K0.0%+828.8%0.005%
4/30/2025 Rehmann Capital Advisory Group4,620$380K0.0%+93.5%0.046%
4/30/2025 Stratos Wealth Partners LTD.36,170$2.97M0.0%+82.2%0.359%
4/30/2025 Crossmark Global Holdings Inc.25,924$2.13M0.0%N/A0.257%
4/29/2025 Envestnet Asset Management Inc.131,256$10.79M0.0%+162.1%1.302%
4/29/2025 Concurrent Investment Advisors LLC57,756$4.75M0.1%+1,247.2%0.573%
4/29/2025 World Investment Advisors4,117$338K0.0%N/A0.041%
4/29/2025 Ceera Investments LLC11,735$964K0.3%N/A0.116%
4/28/2025 Mutual Advisors LLC3,837$303K0.0%N/A0.038%
4/28/2025 Private Trust Co. NA3,370$277K0.0%-10.7%0.033%
4/25/2025 Ameritas Advisory Services LLC2,819$233K0.0%N/A0.028%
4/24/2025 Beacon Financial Advisory LLC6,770$556K0.2%N/A0.067%
4/23/2025 Western Wealth Management LLC7,663$630K0.0%-24.2%0.076%
4/23/2025 Sequoia Financial Advisors LLC8,521$700K0.0%N/A0.085%
4/23/2025 Systelligence LLC165,156$13.57M3.3%N/A1.638%
4/23/2025 Valmark Advisers Inc.15,991$1.31M0.0%-1.7%0.159%
4/23/2025 Team Financial Group LLC96,932$7.97M4.6%-1.8%0.962%
4/22/2025 Centerpoint Advisory Group4,794$394K0.4%+26.2%0.048%
4/22/2025 Flagship Harbor Advisors LLC105,398$8.66M0.5%+13.3%1.046%
4/22/2025 Cambridge Investment Research Advisors Inc.172,154$14.15M0.0%+153.8%1.708%
4/22/2025 Nilsine Partners LLC41,784$3.43M0.4%+20.7%0.415%
4/22/2025 XY Planning Network Inc.3,517$289K0.2%N/A0.035%
4/22/2025 Advisor Resource Council94,179$7.74M0.6%N/A0.934%
4/21/2025 ORG Partners LLC3,113$256K0.1%+572.4%0.031%
4/21/2025 United Advisor Group LLC4,635$381K0.1%+86.6%0.046%
4/21/2025 Envestnet Portfolio Solutions Inc.3,075$253K0.0%N/A0.031%
4/16/2025 Hoey Investments Inc.870$71K0.0%N/A0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC4,285$352K0.0%-16.3%0.043%
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4/16/2025 Matauro LLC10,601$871K0.2%+5.7%0.106%
4/14/2025 Wedmont Private Capital3,073$235K0.0%N/A0.031%
4/11/2025 Horizon Wealth Management LLC3,305$272K0.0%-99.0%0.033%
4/11/2025 Insight Advisors LLC PA43,469$3.57M0.6%N/A0.434%
4/9/2025 RFG Advisory LLC12,090$993K0.0%N/A0.121%
4/9/2025 NBC Securities Inc.29,243$2.40M0.2%N/A0.292%
3/24/2025 Mascagni Wealth Management Inc.320$27K0.0%N/A0.003%
2/27/2025REAP Financial Group LLC1,945$163K0.0%-24.4%0.022%
2/24/2025 United Advisor Group LLC2,484$208K0.0%N/A0.028%
2/18/2025 Western Wealth Management LLC10,110$845K0.3%-25.2%0.245%
2/17/2025Cetera Investment Advisers73,675$6.16M0.0%+19.8%1.788%
2/17/2025Anderson Financial Strategies LLC207,412$17.34M10.4%N/A5.034%
2/14/2025 Rehmann Capital Advisory Group2,388$200K0.0%N/A0.058%
2/14/2025Lido Advisors LLC179,933$15.04M0.1%N/A4.367%
2/14/2025Betterment LLC2,916$244K0.0%-4.9%0.071%
2/14/2025Leslie Global Wealth LLC77,992$6.52M3.0%+16.5%1.893%
2/14/2025Integrated Wealth Concepts LLC4,027$337K0.0%N/A0.098%
2/14/2025Stifel Financial Corp43,698$3.65M0.0%-0.6%1.061%
2/14/2025MML Investors Services LLC32,195$2.69M0.0%N/A0.781%
2/13/2025Solano Wealth Investment Advisors LLC97,930$8.19M4.9%N/A2.377%
2/13/2025Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/13/2025Peapack Gladstone Financial Corp6,270$524K0.0%-4.6%0.152%
2/13/2025 Envestnet Asset Management Inc.50,084$4.19M0.0%-20.4%1.216%
2/12/2025Thoroughbred Financial Services LLC6,086$508K0.0%N/A0.148%
2/12/2025Orion Portfolio Solutions LLC45,381$3.79M0.0%+9.4%1.101%
2/12/2025JPMorgan Chase & Co.110,773$9.26M0.0%+22.2%2.689%
2/11/2025Signature Estate & Investment Advisors LLC3,703$310K0.0%N/A0.090%
2/11/2025Modern Wealth Management LLC61,762$5.32M0.2%-10.4%1.499%
2/11/2025LPL Financial LLC829,601$69.34M0.0%+49.0%20.136%
2/10/2025Carlson Capital Management6,181$517K0.0%-2.2%0.150%
2/10/2025Thrivent Financial for Lutherans13,740$1.15M0.0%+17.3%0.333%
2/10/2025Commonwealth Equity Services LLC68,073$5.69M0.0%-4.6%1.652%
2/10/2025 Hollencrest Capital Management6,000$501K0.0%N/A0.146%
2/7/2025Independent Advisor Alliance2,961$247K0.0%N/A0.072%
2/7/2025Ashton Thomas Private Wealth LLC16,625$1.39M0.1%+8.7%0.404%
2/6/2025Raymond James Financial Inc.336,518$28.13M0.0%N/A8.168%
2/6/2025 Synergy Investment Management LLC318$27K0.0%N/A0.008%
2/6/2025Steward Partners Investment Advisory LLC45,820$3.83M0.0%N/A1.112%
2/5/2025 Private Trust Co. NA3,775$315K0.0%+82.8%0.092%
2/3/2025 Sigma Planning Corp3,769$315K0.0%-5.8%0.091%
2/3/2025 Matauro LLC10,026$838K0.2%N/A0.243%
2/3/2025 PMG Wealth Management Inc.31,252$2.61M2.4%N/A0.759%
2/3/2025 Concurrent Investment Advisors LLC4,287$358K0.0%+43.6%0.104%
2/3/2025 Private Advisor Group LLC5,512$461K0.0%N/A0.134%
2/3/2025 Good Life Advisors LLC8,981$751K0.1%-2.3%0.218%
1/31/2025Global Retirement Partners LLC66,071$5.52M0.2%N/A1.604%
1/31/2025Atria Wealth Solutions Inc.3,160$264K0.0%+16.0%0.077%
1/30/2025 Valmark Advisers Inc.16,269$1.36M0.0%N/A0.395%
1/30/2025 Principal Securities Inc.4,109$343K0.0%+97.1%0.100%
1/30/2025 Centerpoint Advisory Group3,800$318K0.3%N/A0.092%
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1/27/2025 Financial Advocates Investment Management11,115$929K0.1%-16.3%0.270%
1/27/2025 Stratos Wealth Partners LTD.19,851$1.66M0.0%+10.1%0.482%
1/24/2025Tempus Wealth Planning LLC18,135$1.52M0.5%N/A0.440%
1/23/2025 Fifth Third Securities Inc.22,836$1.91M0.2%-0.6%0.554%
1/23/2025RVW Wealth LLC9,582$801K0.1%-2.7%0.233%
1/22/2025 Nilsine Partners LLC34,623$2.89M0.3%N/A0.840%
1/22/2025 Prism Advisors Inc.267,687$22.37M6.7%+5.9%6.497%
1/22/2025 Cathy Pareto & Associates Inc.5,184$433K0.4%N/A0.126%
1/21/2025 Flagship Harbor Advisors LLC93,033$7.78M0.4%+239.2%2.258%
1/21/2025 Sound Income Strategies LLC598$50K0.0%N/A0.015%
(Data available from 1/1/2016 forward)

WTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTV shares?

During the previous two years, 104 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($69.34M), Raymond James Financial Inc. ($28.13M), Prism Advisors Inc. ($20.81M), Raymond James Financial Services Advisors Inc. ($17.50M), Anderson Financial Strategies LLC ($17.34M), Legacy Financial Advisors Inc. ($15.36M), and Lido Advisors LLC ($15.04M).Learn more on WTV's institutional investors.

Which institutional investors have been buying WisdomTree U.S. Value Fund stock?

Of the 93 institutional investors that purchased WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($673.04K), LPL Financial LLC ($581.51K), Horizon Wealth Management LLC ($332.93K), Prism Advisors Inc. ($271.91K), Anderson Financial Strategies LLC ($207.41K), Lido Advisors LLC ($179.93K), and Systelligence LLC ($165.16K).

How much institutional buying is happening at WisdomTree U.S. Value Fund?

Institutional investors have bought a total of 4,031,034 shares in the last 24 months. This purchase volume represents approximately $321.12M in transactions.

Which WisdomTree U.S. Value Fund major shareholders have been selling company stock?

Of the 34 institutional investors that sold WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Horizon Wealth Management LLC ($329.62K), Carlson Capital Management ($72.96K), LPL Financial LLC ($71.39K), CWM LLC ($18.20K), RVW Wealth LLC ($17.67K), Envestnet Asset Management Inc. ($17.35K), and Raymond James Financial Services Advisors Inc. ($15.43K).

How much institutional selling is happening at WisdomTree U.S. Value Fund?

Institutional investors have sold a total of 629,138 shares in the last 24 months. This volume of shares sold represents approximately $48.84M in transactions.


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This page (NYSEARCA:WTV) was last updated on 5/7/2025 by MarketBeat.com Staff
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