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

$87.48 -0.53 (-0.60%)
Closing price 07/11/2025 04:10 PM Eastern
Extended Trading
$87.42 -0.06 (-0.07%)
As of 07/11/2025 05:39 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)
100
Total
Institutional Inflows
(last 12 months)
$425.33M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$39.12M
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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
7/9/2025 Bowman & Co S.C.35,729$3.09M1.4%N/A0.211%
7/8/2025 Prism Advisors Inc.202,630$17.51M5.0%-20.0%1.200%
7/8/2025 NBC Securities Inc.30,118$2.60M0.2%+3.0%0.178%
7/7/2025 Capital Asset Advisory Services LLC119,903$10.44M0.5%N/A0.710%
7/7/2025 Nova Wealth Management Inc.1,159$100K0.1%+103.3%0.007%
6/27/2025Goldman Sachs Group Inc.4,960$408K0.0%N/A0.030%
6/13/2025Optima Capital LLC63,233$5.20M3.3%+856.0%0.470%
6/2/2025Modern Wealth Management LLC62,514$5.14M0.2%+0.5%0.465%
5/29/2025 Nova Wealth Management Inc.570$47K0.0%N/A0.005%
5/28/2025Anderson Financial Strategies LLC222,511$18.28M11.2%+7.3%1.922%
5/21/2025Geneos Wealth Management Inc.47,742$3.92M0.1%+6,485.1%0.412%
5/20/2025Integrity Alliance LLC.29,314$2.41M0.1%N/A0.253%
5/16/2025Signature Estate & Investment Advisors LLC6,981$574K0.0%+88.5%0.060%
5/16/2025Ashton Thomas Private Wealth LLC27,489$2.26M0.1%+65.3%0.237%
5/16/2025Goldman Sachs Group Inc.4,960$408K0.0%N/A0.043%
5/16/2025Jones Financial Companies Lllp2,842$227K0.0%N/A0.025%
5/16/2025Ruggaard & Associates LLC90,303$7.42M3.3%N/A0.780%
5/16/2025NewEdge Advisors LLC6,813$560K0.0%N/A0.059%
5/16/2025Integrated Wealth Concepts LLC9,030$742K0.0%+124.2%0.078%
5/15/2025Royal Bank of Canada5,818$478K0.0%+79.7%0.050%
5/14/2025Comerica Bank1,419$117K0.0%+21.1%0.012%
5/14/2025Smartleaf Asset Management LLC46,257$3.76M0.4%N/A0.399%
5/14/2025Northwestern Mutual Wealth Management Co.88,912$7.31M0.0%+2,547.0%0.768%
5/14/2025Leslie Global Wealth LLC78,417$6.44M3.1%+0.5%0.677%
5/14/2025Kestra Advisory Services LLC228,770$18.80M0.1%+103.8%1.976%
5/14/2025TFB Advisors LLC2,485$204K0.1%N/A0.021%
5/14/2025Legacy Financial Advisors Inc.217,300$17.86M3.0%-0.1%1.877%
5/13/2025Steward Partners Investment Advisory LLC53,063$4.36M0.0%+15.8%0.458%
5/13/2025Raymond James Financial Inc.692,917$56.94M0.0%+105.9%5.984%
5/12/2025Avant Capital LLC5,169$425K0.4%+2.6%0.045%
5/9/2025Atria Wealth Solutions Inc.54,302$4.46M0.1%+1,618.4%0.539%
5/8/2025IFG Advisory LLC33,083$2.72M0.2%N/A0.328%
5/8/2025Harbour Investments Inc.14,717$1.21M0.0%+2,441.8%0.146%
5/8/2025Arkadios Wealth Advisors5,528$454K0.0%N/A0.055%
5/8/2025Walled Lake Planning & Wealth Management LLC4,335$356K0.1%N/A0.043%
5/8/2025Geneos Wealth Management Inc.49,010$4.03M0.1%+6,660.0%0.486%
5/7/2025LPL Financial LLC1,459,724$119.95M0.0%+76.0%14.481%
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%
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5/5/2025Verus Financial Partners Inc.3,918$302K0.0%N/A0.039%
5/5/2025IFP Advisors Inc4,522$371K0.0%N/A0.045%
5/5/2025PCG Wealth Advisors LLC9,048$743K0.3%N/A0.090%
5/5/2025Private Advisor Group LLC68,231$5.61M0.0%+1,137.9%0.677%
5/2/2025Sigma Planning Corp4,529$372K0.0%+20.2%0.045%
5/1/2025LRI Investments LLC5,783$475K0.0%+6.4%0.057%
5/1/2025CWM LLC90,296$7.42M0.0%-0.5%0.896%
5/1/2025 Prism Advisors Inc.253,273$20.81M6.4%-5.4%2.513%
5/1/2025Fifth Third Securities Inc.21,833$1.79M0.2%-4.4%0.217%
4/30/2025Allworth Financial LP483$38K0.0%+828.8%0.005%
4/30/2025Rehmann Capital Advisory Group4,620$380K0.0%+93.5%0.046%
4/30/2025Stratos Wealth Partners LTD.36,170$2.97M0.0%+82.2%0.359%
4/30/2025Crossmark Global Holdings Inc.25,924$2.13M0.0%N/A0.257%
4/29/2025Envestnet Asset Management Inc.131,256$10.79M0.0%+162.1%1.302%
4/29/2025Concurrent Investment Advisors LLC57,756$4.75M0.1%+1,247.2%0.573%
4/29/2025World Investment Advisors4,117$338K0.0%N/A0.041%
4/29/2025Ceera Investments LLC11,735$964K0.3%N/A0.116%
4/28/2025Mutual Advisors LLC3,837$303K0.0%N/A0.038%
4/28/2025Private Trust Co. NA3,370$277K0.0%-10.7%0.033%
4/25/2025Ameritas Advisory Services LLC2,819$233K0.0%N/A0.028%
4/24/2025Beacon Financial Advisory LLC6,770$556K0.2%N/A0.067%
4/23/2025Western Wealth Management LLC7,663$630K0.0%-24.2%0.076%
4/23/2025Sequoia Financial Advisors LLC8,521$700K0.0%N/A0.085%
4/23/2025Systelligence LLC165,156$13.57M3.3%N/A1.638%
4/23/2025Valmark Advisers Inc.15,991$1.31M0.0%-1.7%0.159%
4/23/2025Team Financial Group LLC96,932$7.97M4.6%-1.8%0.962%
4/22/2025Centerpoint Advisory Group4,794$394K0.4%+26.2%0.048%
4/22/2025Flagship Harbor Advisors LLC105,398$8.66M0.5%+13.3%1.046%
4/22/2025Cambridge Investment Research Advisors Inc.172,154$14.15M0.0%+153.8%1.708%
4/22/2025Nilsine Partners LLC41,784$3.43M0.4%+20.7%0.415%
4/22/2025XY Planning Network Inc.3,517$289K0.2%N/A0.035%
4/22/2025Advisor Resource Council94,179$7.74M0.6%N/A0.934%
4/21/2025ORG Partners LLC3,113$256K0.1%+572.4%0.031%
4/21/2025United Advisor Group LLC4,635$381K0.1%+86.6%0.046%
4/21/2025Envestnet Portfolio Solutions Inc.3,075$253K0.0%N/A0.031%
4/16/2025Hoey Investments Inc.870$71K0.0%N/A0.009%
4/16/2025 Wealth Enhancement Advisory Services LLC4,285$352K0.0%-16.3%0.043%
4/16/2025Matauro LLC10,601$871K0.2%+5.7%0.106%
4/14/2025 Wedmont Private Capital3,073$235K0.0%N/A0.031%
4/11/2025Horizon Wealth Management LLC3,305$272K0.0%-99.0%0.033%
4/11/2025Insight Advisors LLC PA43,469$3.57M0.6%N/A0.434%
4/9/2025RFG Advisory LLC12,090$993K0.0%N/A0.121%
4/9/2025 NBC Securities Inc.29,243$2.40M0.2%N/A0.292%
3/24/2025Mascagni Wealth Management Inc.320$27K0.0%N/A0.003%
2/27/2025REAP Financial Group LLC1,945$163K0.0%-24.4%0.022%
2/24/2025United Advisor Group LLC2,484$208K0.0%N/A0.028%
2/18/2025Western 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%
2/14/2025Rehmann Capital Advisory Group2,388$200K0.0%N/A0.058%
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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%
2/13/2025Envestnet Asset Management Inc.50,084$4.19M0.0%-20.4%1.216%
(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, 122 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($119.95M), Raymond James Financial Inc. ($56.94M), Kestra Advisory Services LLC ($18.80M), Anderson Financial Strategies LLC ($18.28M), Legacy Financial Advisors Inc. ($17.86M), Prism Advisors Inc. ($17.51M), and Raymond James Financial Services Advisors Inc. ($17.50M).Learn more on WisdomTree U.S. Value Fund's institutional investors.

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

Of the 113 institutional investors that purchased WisdomTree U.S. Value Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($1.07M), Raymond James Financial Inc. ($1.03M), Horizon Wealth Management LLC ($332.93K), Prism Advisors Inc. ($271.91K), Anderson Financial Strategies LLC ($222.51K), 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 5,154,556 shares in the last 24 months. This purchase volume represents approximately $425.33M in transactions.

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

Of the 28 institutional investors that sold WisdomTree U.S. Value Fund's 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), Prism Advisors Inc. ($65.06K), Envestnet Asset Management Inc. ($17.35K), Tempus Wealth Planning LLC ($14K), Cambridge Investment Research Advisors Inc. ($8.71K), Financial Advocates Investment Management ($7.56K), and Modern Wealth Management LLC ($7.20K).

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

Institutional investors have sold a total of 475,241 shares in the last 24 months. This volume of shares sold represents approximately $39.12M in transactions.


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This page (NYSEARCA:WTV) was last updated on 7/13/2025 by MarketBeat.com Staff
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