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

$92.10 +0.03 (+0.03%)
Closing price 10/24/2025 04:10 PM Eastern
Extended Trading
$92.06 -0.04 (-0.04%)
As of 10/24/2025 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)
128
Total
Institutional Inflows
(last 12 months)
$943.91M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$46.68M
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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
10/24/2025Valmark Advisers Inc.14,554$1.33M0.0%-8.8%0.072%
10/23/2025 Cathy Pareto & Associates Inc.2,799$255K0.2%-31.6%0.014%
10/23/2025 Park Avenue Securities LLC2,432$221K0.0%N/A0.012%
10/22/2025 Gladstone Institutional Advisory LLC3,124$284K0.0%-15.5%0.015%
10/22/2025 Geneos Wealth Management Inc.48,971$4.46M0.1%+3.5%0.242%
10/22/2025 Commonwealth Equity Services LLC181,823$16.55M0.0%+84.2%0.897%
10/22/2025 Leslie Global Wealth LLC72,940$6.64M3.1%-6.0%0.360%
10/21/2025 First National Bank Sioux Falls8,696$791K0.2%N/A0.043%
10/21/2025 Global Retirement Partners LLC84,750$7.71M0.2%+10.5%0.418%
10/21/2025 Bay Capital Advisors LLC28,136$2.56M1.7%+35.8%0.140%
10/21/2025 Farrell Financial LLC2,673$243K0.2%N/A0.013%
10/17/2025 Trademark Financial Management LLC3,325$303K0.2%N/A0.017%
10/16/2025 Willner & Heller LLC3,059$278K0.2%+8.5%0.015%
10/16/2025 Trust Co. of Toledo NA OH135,350$12.32M1.2%+14.5%0.681%
10/15/2025 CWM LLC83,835$7.63M0.0%-6.7%0.422%
10/15/2025 World Investment Advisors7,244$659K0.0%+76.6%0.036%
10/15/2025 Private Trust Co. NA2,734$249K0.0%-26.2%0.014%
10/15/2025 Founders Financial Securities LLC12,128$1.10M0.1%+194.0%0.061%
10/15/2025 Santori & Peters Inc.28,800$2.62M0.9%N/A0.146%
10/14/2025 Prism Advisors Inc.208,086$18.94M5.1%+2.7%1.053%
10/10/2025 Fifth Third Securities Inc.11,220$1.02M0.1%-8.2%0.057%
10/10/2025 Bowman & Co S.C.35,876$3.27M1.4%+0.4%0.182%
10/10/2025 Matauro LLC11,135$1.01M0.2%+3.2%0.056%
10/8/2025 Country Club Bank8,200$746K0.0%+37.4%0.042%
10/7/2025 Nova Wealth Management Inc.3,291$300K0.2%+184.0%0.017%
10/7/2025 Team Financial Group LLC103,378$9.41M4.4%+0.8%0.526%
10/6/2025 Venture Visionary Partners LLC151,317$13.77M0.5%N/A0.769%
10/6/2025 Nilsine Partners LLC34,244$3.12M0.3%+4.5%0.174%
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%
8/18/2025 Geneos 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%
8/13/2025 Valued Retirements Inc.14,785$1.28M1.4%N/A0.084%
8/13/2025Trustmark Bank Trust Department2,630$227K0.0%N/A0.015%
8/13/2025 Leslie 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%
8/12/2025 Global 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%
7/29/2025 Private 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%
7/25/2025 CWM LLC89,844$7.76M0.0%-0.5%0.518%
7/25/2025Concurrent Investment Advisors LLC66,046$5.71M0.1%+14.4%0.380%
7/24/2025 Trust 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%
7/23/2025 Country 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%
7/22/2025 Willner & Heller LLC2,819$244K0.2%+6.9%0.016%
(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, 154 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 144 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 11,107,333 shares in the last 24 months. This purchase volume represents approximately $943.91M in transactions.

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

Of the 38 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 558,793 shares in the last 24 months. This volume of shares sold represents approximately $46.68M in transactions.


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This page (NYSEARCA:WTV) was last updated on 10/25/2025 by MarketBeat.com Staff
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