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

$91.59 +0.30 (+0.33%)
Closing price 10/3/2025 04:10 PM Eastern
Extended Trading
$91.60 +0.02 (+0.02%)
As of 10/3/2025 05:04 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)
123
Total
Institutional Inflows
(last 12 months)
$920.33M
Number of
Institutional Sellers
(last 12 months)
37
Total
Institutional Outflows
(last 12 months)
$45.41M
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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
10/2/2025 Capital Asset Advisory Services LLC122,290$11.13M0.5%+2.0%0.696%
9/4/2025Osaic Holdings Inc.1,205,060$104.12M0.2%+1,310.5%6.855%
8/29/2025Centaurus Financial Inc.4,005$346K0.0%N/A0.023%
8/27/2025Orion Porfolio Solutions LLC64,246$5.55M0.0%+41.6%0.365%
8/26/2025Thrivent Financial for Lutherans6,330$547K0.0%N/A0.036%
8/19/2025Advisory Services Network LLC8,916$777K0.0%N/A0.051%
8/18/2025Geneos Wealth Management Inc.47,335$4.09M0.1%-0.9%0.269%
8/15/2025Equitable Holdings Inc.33,732$2.91M0.0%+45.7%0.192%
8/15/2025Smartleaf Asset Management LLC47,958$4.12M0.4%+3.7%0.273%
8/15/2025Ruggaard & Associates LLC84,648$7.31M2.9%-6.3%0.482%
8/15/2025Orion Porfolio Solutions LLC54,204$4.95M0.0%+19.5%0.308%
8/15/2025MML Investors Services LLC84,886$7.33M0.0%-14.6%0.483%
8/15/2025Modern Wealth Management LLC65,876$5.69M0.1%+5.4%0.375%
8/14/2025Jane Street Group LLC10,084$871K0.0%N/A0.057%
8/14/2025Raymond James Financial Inc.1,144,700$98.90M0.0%+65.2%6.511%
8/14/2025NewEdge Advisors LLC7,786$673K0.0%+14.3%0.044%
8/13/2025Valued Retirements Inc.14,785$1.28M1.4%N/A0.084%
8/13/2025Trustmark Bank Trust Department2,630$227K0.0%N/A0.015%
8/13/2025Leslie Global Wealth LLC77,597$6.70M3.6%-1.0%0.441%
8/13/2025Lido Advisors LLC310,304$26.81M0.1%-4.0%1.765%
8/13/2025Northwestern Mutual Wealth Management Co.307,697$26.59M0.0%+246.1%1.750%
8/12/2025Financial Advocates Investment Management8,600$743K0.1%-14.7%0.049%
8/12/2025Steward Partners Investment Advisory LLC43,853$3.79M0.0%-17.4%0.249%
8/12/2025CreativeOne Wealth LLC10,326$892K0.0%N/A0.059%
8/12/2025Ameritas Investment Partners Inc.119,664$10.34M0.3%+7.1%0.681%
8/12/2025Global Retirement Partners LLC76,666$6.62M0.2%N/A0.436%
8/12/2025Walled Lake Planning & Wealth Management LLC7,201$622K0.2%+66.1%0.041%
8/12/2025JPMorgan Chase & Co.129,660$11.20M0.0%+7.0%0.738%
8/11/2025Anderson Financial Strategies LLC223,687$19.33M12.4%+0.5%1.289%
8/11/2025United Advisor Group LLC6,280$543K0.1%+35.5%0.036%
8/11/2025Western Wealth Management LLC10,297$890K0.1%+34.4%0.059%
8/8/2025Avantax Advisory Services Inc.25,351$2.19M0.0%N/A0.146%
8/8/2025Thoroughbred Financial Services LLC11,833$1.02M0.1%+94.4%0.068%
8/8/2025Cetera Investment Advisers131,104$11.33M0.0%+28.2%0.755%
8/8/2025Good Life Advisors LLC10,656$921K0.1%+17.0%0.061%
8/7/2025PCG Wealth Advisors LLC9,950$860K0.4%+10.0%0.057%
8/7/2025Allworth Financial LP783$68K0.0%+62.1%0.005%
8/6/2025Summit Investment Advisors Inc.111,735$9.18M7.6%N/A0.644%
8/6/2025AE Wealth Management LLC84,782$7.33M0.1%+3.6%0.488%
8/6/2025Centerpoint Advisory Group4,631$400K0.3%-3.4%0.027%
8/5/2025Ceera Investments LLC41,436$3.58M1.1%+253.1%0.239%
8/5/2025Sigma Planning Corp11,294$976K0.0%+149.4%0.065%
8/4/2025IFG Advisory LLC36,758$3.18M0.2%+11.1%0.212%
8/4/2025Atria Investments Inc3,876$335K0.0%-88.3%0.022%
8/4/2025Assetmark Inc.1,010$87K0.0%N/A0.006%
8/4/2025Arkadios Wealth Advisors14,142$1.22M0.0%+155.8%0.081%
8/4/2025Flagship Harbor Advisors LLC129,226$11.17M0.5%+22.6%0.744%
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%
7/30/2025Insight Advisors LLC PA83,036$7.17M1.2%+91.0%0.478%
7/30/2025Onyx Bridge Wealth Group LLC175,247$15.14M2.0%N/A1.009%
7/29/2025Systelligence LLC227,996$19.70M3.6%+38.0%1.313%
7/29/2025Signature Estate & Investment Advisors LLC7,263$627K0.0%+4.0%0.042%
7/29/2025Stratos Wealth Partners LTD.36,041$3.11M0.0%-0.4%0.208%
7/29/2025Private Trust Co. NA3,705$320K0.0%+9.9%0.021%
7/28/2025Mutual Advisors LLC5,243$467K0.0%+36.6%0.030%
7/28/2025Harbour Investments Inc.15,881$1.37M0.0%+7.9%0.091%
7/28/2025RFG Advisory LLC13,556$1.17M0.0%+12.1%0.078%
7/28/2025Axxcess Wealth Management LLC120,146$10.38M0.2%N/A0.692%
7/25/2025Envestnet Portfolio Solutions Inc.132,039$11.41M0.0%+4,194.0%0.761%
7/25/2025Sequoia Financial Advisors LLC37,286$3.22M0.0%+337.6%0.215%
7/25/2025CWM LLC89,844$7.76M0.0%-0.5%0.518%
7/25/2025Concurrent Investment Advisors LLC66,046$5.71M0.1%+14.4%0.380%
7/24/2025Trust Co. of Toledo NA OH118,248$10.22M1.1%N/A0.681%
7/24/2025JNBA Financial Advisors288$25K0.0%N/A0.002%
7/24/2025IFP Advisors Inc12,736$1.10M0.0%+181.6%0.073%
7/23/2025REAP Financial Group LLC4,476$387K0.1%-5.5%0.026%
7/23/2025Country Club Bank5,970$513K0.0%N/A0.034%
7/22/2025Beacon Financial Advisory LLC5,647$488K0.1%-16.6%0.033%
7/22/2025USAdvisors Wealth Management LLC59,008$5.08M1.9%N/A0.341%
7/22/2025Willner & Heller LLC2,819$244K0.2%+6.9%0.016%
7/21/2025Ameritas Advisory Services LLC5,985$517K0.0%+112.3%0.035%
7/21/2025Matauro LLC10,788$932K0.2%+1.8%0.062%
7/21/2025Patriot Financial Group Insurance Agency LLC3,462$299K0.0%+3.7%0.020%
7/18/2025Consolidated Portfolio Review Corp4,594$397K0.1%N/A0.027%
7/18/2025Cooper Financial Group30,645$2.65M0.3%N/A0.177%
7/18/2025Truist Financial Corp47,103$4.07M0.0%N/A0.272%
7/17/2025Janney Montgomery Scott LLC4,504$389K0.0%N/A0.026%
7/17/2025Smith Anglin Financial LLC1,112,973$96.16M8.7%N/A6.445%
7/17/2025Fifth Third Securities Inc.12,221$1.06M0.1%-44.0%0.071%
7/17/2025PMG Wealth Management Inc.35,043$3.03M2.5%+12.3%0.203%
7/17/2025XY Planning Network Inc.3,734$323K0.1%+6.2%0.022%
7/15/2025Bay Capital Advisors LLC20,713$1.79M1.4%N/A0.120%
7/15/2025Optima Capital LLC70,634$6.10M3.3%+11.7%0.409%
7/14/2025Cathy Pareto & Associates Inc.4,090$353K0.3%-21.2%0.024%
7/9/2025Bowman & Co S.C.35,729$3.09M1.4%N/A0.211%
7/8/2025Prism Advisors Inc.202,630$17.51M5.0%-20.0%1.200%
7/8/2025NBC 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%
7/7/2025Nova 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%
5/29/2025Nova 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%
(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, 146 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), Osaic Holdings Inc. ($104.12M), Raymond James Financial Inc. ($98.90M), Smith Anglin Financial LLC ($96.16M), Lido Advisors LLC ($26.81M), and Northwestern Mutual Wealth Management Co. ($26.59M).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 137 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), Raymond James Financial Inc. ($1.48M), Osaic Holdings Inc. ($1.12M), Smith Anglin Financial LLC ($1.11M), LPL Financial LLC ($1.07M), Horizon Wealth Management LLC ($332.93K), and Northwestern Mutual Wealth Management Co. ($304.34K).

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

Institutional investors have bought a total of 10,859,106 shares in the last 24 months. This purchase volume represents approximately $920.33M in transactions.

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

Of the 37 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), Atria Investments Inc ($29.38K), MML Investors Services LLC ($14.53K), Tempus Wealth Planning LLC ($14K), Lido Advisors LLC ($12.90K), and Envestnet Asset Management Inc. ($12.82K).

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

Institutional investors have sold a total of 545,145 shares in the last 24 months. This volume of shares sold represents approximately $45.41M in transactions.


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This page (NYSEARCA:WTV) was last updated on 10/4/2025 by MarketBeat.com Staff
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