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

$105.21 +1.32 (+1.27%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$105.18 -0.03 (-0.03%)
As of 07/24/2026 07:34 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
169
Total
Institutional Inflows
(last 12 months)
$893.51M
Number of
Institutional Sellers
(last 12 months)
63
Total
Institutional Outflows
(last 12 months)
$55.10M
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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
7/12/2026 First Community Trust NA545,821$55.52M25.1%N/A1.850%
7/10/2026 Farrell Financial LLC3,450$351K0.2%-4.1%0.012%
7/8/2026 Sonoma Allocations LLC14,930$1.54M0.6%+99.1%0.051%
7/8/2026 Cooper Financial Group22,705$2.31M0.2%-19.3%0.078%
7/7/2026 Dynamic Advisor Solutions LLC3,143$320K0.0%+3.3%0.011%
6/26/2026WealthPoint Financial LLC14,870$1.41M1.1%+5.3%0.054%
6/3/2026Parallel Advisors LLC683$65K0.0%N/A0.002%
6/3/2026NewEdge Advisors LLC47,616$4.51M0.0%+2.6%0.172%
5/26/2026Ruggaard & Associates LLC80,071$7.59M3.0%+3.4%0.289%
5/19/2026Western Wealth Management LLC48,789$4.62M0.2%+99.6%0.176%
5/19/2026 Sonoma Allocations LLC7,497$711K0.2%N/A0.027%
5/19/2026NewEdge Advisors LLC8,471$802K0.0%-81.8%0.031%
5/19/2026Bank of America Corp DE315,673$29.90M0.0%+30.7%1.138%
5/19/2026Centaurus Financial Inc.4,399$417K0.0%-4.8%0.016%
5/19/2026Arkadios Wealth Advisors20,480$1.94M0.0%+49.8%0.074%
5/18/2026Sunbelt Securities Inc.31,322$2.97M0.2%+6.3%0.113%
5/18/2026Royal Bank of Canada62,519$5.92M0.0%+110.5%0.225%
5/16/2026Quantinno Capital Management LP3,139$297K0.0%N/A0.011%
5/15/2026Gateway Wealth Partners LLC9,794$928K0.0%+102.1%0.035%
5/14/2026Modern Wealth Management LLC57,220$5.40M0.1%-12.3%0.206%
5/14/2026Lido Advisors LLC284,102$26.91M0.1%-9.0%1.024%
5/13/2026Cetera Investment Advisers525,408$49.77M0.1%+16.0%1.893%
5/7/2026Parallel Advisors LLC683$65K0.0%N/A0.002%
5/6/2026Ceera Investments LLC51,698$4.90M2.1%-5.7%0.186%
5/6/2026Zhang Financial LLC8,851$838K0.0%N/A0.032%
5/6/2026Cornerstone Planning Group LLC142,032$14.06M1.9%+8.7%0.512%
5/5/2026Quartz Partners LLC3,248$308K0.1%-10.1%0.012%
5/5/2026D.A. Davidson & CO.3,189$302K0.0%N/A0.011%
5/5/2026Geneos Wealth Management Inc.65,123$6.17M0.1%+32.6%0.235%
5/5/2026Sanctuary Advisors LLC45,563$4.32M0.0%-12.5%0.164%
5/5/2026Sigma Planning Corp16,403$1.55M0.0%-2.8%0.059%
5/4/2026NWF Advisory Services Inc.3,829$363K0.0%N/A0.014%
5/4/2026 Team Financial Group LLC103,213$9.78M4.4%+0.6%0.372%
5/4/2026Uptick Partners LLC22,097$2.09M0.4%+66.5%0.080%
5/1/2026Fifth Third Bancorp7,584$718K0.0%N/A0.027%
5/1/2026 Walled Lake Planning & Wealth Management LLC7,242$686K0.2%-4.8%0.027%
4/30/2026 Torren Management LLC415$39K0.0%N/A0.002%
4/30/2026Kestra Advisory Services LLC424,918$40.25M0.2%+5.3%1.565%
4/30/2026Your Advocates Ltd. LLP588$56K0.0%N/A0.002%
4/29/2026Centerpoint Advisory Group11,708$1.11M0.8%+43.3%0.043%
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4/28/2026Astoria Portfolio Advisors LLC.4,499$441K0.1%+16.7%0.016%
4/28/2026Beacon Financial Advisory LLC5,231$496K0.1%-4.9%0.019%
4/27/2026World Investment Advisors7,646$724K0.0%-23.6%0.028%
4/27/2026USAdvisors Wealth Management LLC72,466$6.76M2.2%+5.5%0.261%
4/27/2026Private Advisor Group LLC147,976$14.02M0.1%+29.9%0.533%
4/25/2026Axis Wealth Partners LLC2,944$279K0.1%N/A0.011%
4/24/2026Capital Asset Advisory Services LLC119,177$11.79M0.4%-0.2%0.430%
4/24/2026Essex Financial Services Inc.4,450$422K0.0%+10.5%0.016%
4/24/2026 Columbia Advisory Partners LLC64,791$6.14M3.9%N/A0.234%
4/24/2026Prism Advisors Inc.184,607$17.49M4.7%-5.9%0.666%
4/23/2026626 Financial LLC139,971$13.26M5.9%+3.3%0.505%
4/23/2026 Etesian Wealth Advisors Inc.13,523$1.28M0.4%+6.0%0.049%
4/22/2026 Bay Capital Advisors LLC34,536$3.27M2.0%+10.8%0.125%
4/22/2026 Onyx Bridge Wealth Group LLC204,293$19.35M2.1%-13.6%0.737%
4/22/2026 Systelligence LLC221,641$21.00M4.1%+8.1%0.804%
4/21/2026Powers Advisory Group LLC25,744$2.44M0.9%+100.8%0.093%
4/21/2026ADG Wealth Management Group LLC2,426$230K0.2%+12.1%0.009%
4/21/2026Silver Oak Securities Incorporated5,906$559K0.0%+9.3%0.021%
4/20/2026Kestra Private Wealth Services LLC8,825$836K0.0%+201.6%0.032%
4/20/2026 RFG Advisory LLC13,949$1.32M0.0%+1.0%0.051%
4/18/2026PMG Wealth Management Inc.40,162$3.81M2.7%+4.2%0.146%
4/17/2026First National Bank Sioux Falls22,226$2.17M0.6%+78.3%0.081%
4/17/2026 Atlas Brown Inc.9,596$909K0.3%+2.1%0.035%
4/16/2026Founders Financial Securities LLC20,095$1.94M0.1%+8.4%0.073%
3/17/2026Rockefeller Capital Management L.P.3,683$344K0.0%+172.6%0.015%
3/13/2026World Investment Advisors10,010$934K0.0%+38.2%0.040%
3/12/2026Vericrest Private Wealth30,860$2.88M2.6%N/A0.125%
3/9/2026Rubicon Advisors GP4,546$424K0.4%N/A0.018%
2/24/2026Anderson Financial Strategies LLC222,510$20.76M12.1%+0.6%0.899%
2/24/2026Astoria Portfolio Advisors LLC.3,856$382K0.1%N/A0.016%
2/20/2026Sunbelt Securities Inc.29,455$2.75M0.2%-14.8%0.119%
2/20/2026Ruggaard & Associates LLC77,459$7.23M2.8%-8.8%0.313%
2/19/2026BFI Wealth Solutions LLC19,717$1.84M1.8%N/A0.080%
2/19/2026WealthPoint Financial LLC14,118$1.32M1.1%N/A0.057%
2/19/2026Axxcess Wealth Management LLC119,111$11.11M0.1%-2.6%0.481%
2/18/2026Mercer Global Advisors Inc. ADV2,852$266K0.0%N/A0.012%
2/18/2026Raymond James Financial Inc.1,496,399$139.61M0.0%+6.7%6.044%
2/18/2026 Onyx Bridge Wealth Group LLC236,493$22.07M2.3%+3.0%0.955%
2/18/2026NewEdge Advisors LLC46,431$4.33M0.0%+448.1%0.188%
2/18/2026Empowered Funds LLC1,933$180K0.0%N/A0.008%
2/17/2026AQR Capital Management LLC2,182$204K0.0%N/A0.009%
2/17/2026Cetera Investment Advisers453,121$42.28M0.0%+120.2%1.830%
2/17/2026Equitable Holdings Inc.63,729$5.95M0.0%+44.9%0.257%
2/17/2026Osaic Holdings Inc.1,254,143$117.01M0.2%+1.3%5.065%
2/17/2026Advisory Services Network LLC12,793$1.19M0.0%+21.8%0.052%
2/17/2026Private Advisor Group LLC113,936$10.63M0.0%+23.6%0.460%
2/17/2026&PARTNERS2,734$255K0.0%+5.6%0.011%
2/17/2026Royal Bank of Canada29,703$2.77M0.0%+53.5%0.120%
2/17/2026Beacon Financial Advisory LLC5,501$513K0.1%+3.9%0.022%
2/16/2026Venture Visionary Partners LLC150,451$14.10M0.5%-0.6%0.608%
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2/16/2026MML Investors Services LLC122,680$11.45M0.0%+7.1%0.495%
2/16/2026Mariner LLC131,116$12.23M0.0%-1.8%0.530%
2/16/2026Aptus Capital Advisors LLC504$47K0.0%N/A0.002%
2/13/2026Arete Wealth Advisors LLC2,239$209K0.0%-4.6%0.009%
2/13/2026CreativeOne Wealth LLC15,749$1.47M0.0%+50.5%0.064%
2/13/2026Kestra Advisory Services LLC403,492$37.65M0.2%+104.1%1.630%
2/13/2026Stifel Financial Corp332,109$30.99M0.0%+8.6%1.341%
2/13/2026Smartleaf Asset Management LLC50,906$4.79M0.2%+2.1%0.206%
2/13/2026Morgan Stanley1,322,128$123.36M0.0%+43.8%5.340%
2/13/2026Avant Capital LLC9,565$892K0.6%+32.9%0.039%


WTV Institutional Ownership - Frequently Asked Questions

During the previous two years, 220 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were LPL Financial LLC ($238.53M), Envestnet Asset Management Inc. ($172.21M), Raymond James Financial Inc. ($139.61M), Morgan Stanley ($123.36M), Osaic Holdings Inc. ($117.01M), HighTower Advisors LLC ($112.10M), and Smith Anglin Financial LLC ($96.16M).Learn more on WisdomTree U.S. Value Fund's institutional investors.

Of the 206 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. ($1.84M), Raymond James Financial Inc. ($1.83M), LPL Financial LLC ($1.26M), Osaic Holdings Inc. ($1.14M), Smith Anglin Financial LLC ($1.11M), First Community Trust NA ($545.82K), and HighTower Advisors LLC ($535.25K).

Institutional investors have bought a total of 9,887,918 shares in the last 24 months. This purchase volume represents approximately $893.51M in transactions.

Of the 63 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: Northwestern Mutual Wealth Management Co. ($188.04K), Steward Partners Investment Advisory LLC ($55.32K), Lido Advisors LLC ($41.52K), NewEdge Advisors LLC ($37.96K), Optima Capital LLC ($32.64K), Onyx Bridge Wealth Group LLC ($32.20K), and Atria Investments Inc ($29.38K).

Institutional investors have sold a total of 594,898 shares in the last 24 months. This volume of shares sold represents approximately $55.10M in transactions.


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This page (NYSEARCA:WTV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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