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

$85.93 -1.23 (-1.41%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$85.90 -0.03 (-0.03%)
As of 08/1/2025 04:10 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)
109
Total
Institutional Inflows
(last 12 months)
$737.85M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$39.30M
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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
8/1/2025GWN Securities Inc.5,408$469K0.1%N/A0.031%
8/1/2025Ashton Thomas Private Wealth LLC26,430$2.28M0.1%-3.9%0.152%
8/1/2025Envestnet Asset Management Inc.1,780,632$153.85M0.0%+1,256.6%10.257%
7/30/2025 Insight Advisors LLC PA83,036$7.17M1.2%+91.0%0.478%
7/30/2025 Onyx Bridge Wealth Group LLC175,247$15.14M2.0%N/A1.009%
7/29/2025 Systelligence LLC227,996$19.70M3.6%+38.0%1.313%
7/29/2025 Signature Estate & Investment Advisors LLC7,263$627K0.0%+4.0%0.042%
7/29/2025 Stratos Wealth Partners LTD.36,041$3.11M0.0%-0.4%0.208%
7/29/2025 Private Trust Co. NA3,705$320K0.0%+9.9%0.021%
7/28/2025 Mutual Advisors LLC5,243$467K0.0%+36.6%0.030%
7/28/2025 Harbour Investments Inc.15,881$1.37M0.0%+7.9%0.091%
7/28/2025 RFG Advisory LLC13,556$1.17M0.0%+12.1%0.078%
7/28/2025 Axxcess Wealth Management LLC120,146$10.38M0.2%N/A0.692%
7/25/2025 Envestnet Portfolio Solutions Inc.132,039$11.41M0.0%+4,194.0%0.761%
7/25/2025 Sequoia Financial Advisors LLC37,286$3.22M0.0%+337.6%0.215%
7/25/2025 CWM LLC89,844$7.76M0.0%-0.5%0.518%
7/25/2025 Concurrent Investment Advisors LLC66,046$5.71M0.1%+14.4%0.380%
7/24/2025 Trust Co. of Toledo NA OH118,248$10.22M1.1%N/A0.681%
7/24/2025 JNBA Financial Advisors288$25K0.0%N/A0.002%
7/24/2025 IFP Advisors Inc12,736$1.10M0.0%+181.6%0.073%
7/23/2025 REAP Financial Group LLC4,476$387K0.1%-5.5%0.026%
7/23/2025 Country Club Bank5,970$513K0.0%N/A0.034%
7/22/2025 Beacon Financial Advisory LLC5,647$488K0.1%-16.6%0.033%
7/22/2025 USAdvisors Wealth Management LLC59,008$5.08M1.9%N/A0.341%
7/22/2025 Willner & Heller LLC2,819$244K0.2%+6.9%0.016%
7/21/2025 Ameritas Advisory Services LLC5,985$517K0.0%+112.3%0.035%
7/21/2025 Matauro LLC10,788$932K0.2%+1.8%0.062%
7/21/2025 Patriot Financial Group Insurance Agency LLC3,462$299K0.0%+3.7%0.020%
7/18/2025 Consolidated Portfolio Review Corp4,594$397K0.1%N/A0.027%
7/18/2025 Cooper Financial Group30,645$2.65M0.3%N/A0.177%
7/18/2025 Truist Financial Corp47,103$4.07M0.0%N/A0.272%
7/17/2025 Janney Montgomery Scott LLC4,504$389K0.0%N/A0.026%
7/17/2025 Smith Anglin Financial LLC1,112,973$96.16M8.7%N/A6.445%
7/17/2025 Fifth Third Securities Inc.12,221$1.06M0.1%-44.0%0.071%
7/17/2025 PMG Wealth Management Inc.35,043$3.03M2.5%+12.3%0.203%
7/17/2025 XY Planning Network Inc.3,734$323K0.1%+6.2%0.022%
7/15/2025 Bay Capital Advisors LLC20,713$1.79M1.4%N/A0.120%
7/15/2025 Optima Capital LLC70,634$6.10M3.3%+11.7%0.409%
7/14/2025 Cathy Pareto & Associates Inc.4,090$353K0.3%-21.2%0.024%
7/9/2025 Bowman & Co S.C.35,729$3.09M1.4%N/A0.211%
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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%
6/13/2025 Optima 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%
5/16/2025 Signature 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%
5/14/2025 TFB 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%
5/9/2025 Atria 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%
5/8/2025 Harbour 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%
5/6/2025 Tempus 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%
5/5/2025PCG 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%
5/1/2025 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%
4/30/2025Allworth Financial LP483$38K0.0%+828.8%0.005%
4/30/2025 Rehmann Capital Advisory Group4,620$380K0.0%+93.5%0.046%
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4/30/2025 Stratos 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%
4/29/2025 Concurrent 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%
4/28/2025 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%
(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, 135 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($153.85M), LPL Financial LLC ($119.95M), Smith Anglin Financial LLC ($96.16M), Raymond James Financial Inc. ($56.94M), Systelligence LLC ($19.70M), Kestra Advisory Services LLC ($18.80M), and Anderson Financial Strategies LLC ($18.28M).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 126 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: Envestnet Asset Management Inc. ($1.73M), Smith Anglin Financial LLC ($1.11M), LPL Financial LLC ($1.07M), Raymond James Financial Inc. ($1.03M), Horizon Wealth Management LLC ($332.93K), Prism Advisors Inc. ($271.91K), and Systelligence LLC ($228.00K).

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

Institutional investors have bought a total of 8,765,546 shares in the last 24 months. This purchase volume represents approximately $737.85M in transactions.

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

Of the 30 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), Fifth Third Securities Inc. ($10.75K), Modern Wealth Management LLC ($7.20K), and Western Wealth Management LLC ($5.86K).

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

Institutional investors have sold a total of 475,139 shares in the last 24 months. This volume of shares sold represents approximately $39.30M in transactions.


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This page (NYSEARCA:WTV) was last updated on 8/3/2025 by MarketBeat.com Staff
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