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

$104.17 -0.25 (-0.24%)
Closing price 04:10 PM Eastern
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$104.17 0.00 (0.00%)
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Institutional Ownership Changes (13F Filings) for WisdomTree U.S. Value Fund (NYSEARCA:WTV)

Number of
Institutional Buyers
(last 12 months)
162
Total
Institutional Inflows
(last 12 months)
$530.65M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$85.96M
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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
9/23/2026 Envestnet Portfolio Solutions Inc.107,161$10.90M0.0%-23.2%0.346%
9/23/2026 Envestnet Asset Management Inc.1,652,709$168.11M0.0%-16.8%5.340%
9/9/2026 Integrated Wealth Concepts LLC25,764$2.62M0.0%+1.9%0.082%
9/9/2026 NewEdge Advisors LLC65,754$6.69M0.0%+38.1%0.210%
9/9/2026 IFP Advisors Inc16,047$1.63M0.0%+6.2%0.051%
9/9/2026 XY Planning Network Inc.4,961$505K0.1%+6.6%0.016%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group108,467$11.07M1.1%+2.0%0.347%
9/2/2026 Citadel Advisors LLC3,675$374K0.0%N/A0.012%
8/23/2026 Ameritas Advisory Services LLC66,393$6.75M0.1%+272.6%0.212%
8/23/2026 PCG Wealth Advisors LLC11,882$1.21M0.3%+6.4%0.038%
8/23/2026 Nilsine Partners LLC43,817$4.46M0.3%-0.3%0.140%
8/22/2026 Hopwood Nicholas Hunter4,897$498K0.1%N/A0.016%
8/22/2026 Valued Retirements Inc.17,908$1.82M1.6%+1.5%0.057%
8/22/2026 NWF Advisory Services Inc.3,973$404K0.0%+3.8%0.013%
8/22/2026 Concurrent Investment Advisors LLC9,298$946K0.0%-12.2%0.030%
8/21/2026 Beacon Financial Advisory LLC4,810$489K0.1%-8.0%0.015%
8/21/2026 Legacy Financial Advisors Inc.226,780$23.07M2.9%+0.5%0.725%
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%
6/26/2026 WealthPoint Financial LLC14,870$1.41M1.1%+5.3%0.054%
6/3/2026 Parallel Advisors LLC683$65K0.0%N/A0.002%
6/3/2026 NewEdge Advisors LLC47,616$4.51M0.0%+2.6%0.172%
5/26/2026 Ruggaard & Associates LLC80,071$7.59M3.0%+3.4%0.289%
5/19/2026 Western Wealth Management LLC48,789$4.62M0.2%+99.6%0.176%
5/19/2026 Sonoma Allocations LLC7,497$711K0.2%N/A0.027%
5/19/2026 NewEdge Advisors LLC8,471$802K0.0%-81.8%0.031%
5/19/2026 Bank of America Corp DE315,673$29.90M0.0%+30.7%1.138%
5/19/2026 Centaurus Financial Inc.4,399$417K0.0%-4.8%0.016%
5/19/2026 Arkadios Wealth Advisors20,480$1.94M0.0%+49.8%0.074%
5/18/2026Sunbelt Securities Inc.31,322$2.97M0.2%+6.3%0.113%
5/18/2026 Royal Bank of Canada62,519$5.92M0.0%+110.5%0.225%
5/16/2026 Quantinno Capital Management LP3,139$297K0.0%N/A0.011%
5/15/2026 Gateway Wealth Partners LLC9,794$928K0.0%+102.1%0.035%
5/14/2026 Modern Wealth Management LLC57,220$5.40M0.1%-12.3%0.206%
5/14/2026 Lido Advisors LLC284,102$26.91M0.1%-9.0%1.024%
5/13/2026 Cetera Investment Advisers525,408$49.77M0.1%+16.0%1.893%
5/7/2026 Parallel Advisors LLC683$65K0.0%N/A0.002%
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5/6/2026 Ceera Investments LLC51,698$4.90M2.1%-5.7%0.186%
5/6/2026 Zhang Financial LLC8,851$838K0.0%N/A0.032%
5/6/2026 Cornerstone Planning Group LLC142,032$14.06M1.9%+8.7%0.512%
5/5/2026 Quartz Partners LLC3,248$308K0.1%-10.1%0.012%
5/5/2026 D.A. Davidson & CO.3,189$302K0.0%N/A0.011%
5/5/2026 Geneos Wealth Management Inc.65,123$6.17M0.1%+32.6%0.235%
5/5/2026 Sanctuary Advisors LLC45,563$4.32M0.0%-12.5%0.164%
5/5/2026 Sigma Planning Corp16,403$1.55M0.0%-2.8%0.059%
5/4/2026 NWF 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%
5/4/2026 Uptick Partners LLC22,097$2.09M0.4%+66.5%0.080%
5/1/2026 Fifth 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%
4/30/2026 Kestra Advisory Services LLC424,918$40.25M0.2%+5.3%1.565%
4/30/2026 Your Advocates Ltd. LLP588$56K0.0%N/A0.002%
4/29/2026 Centerpoint Advisory Group11,708$1.11M0.8%+43.3%0.043%
4/28/2026 Astoria Portfolio Advisors LLC.4,499$441K0.1%+16.7%0.016%
4/28/2026 Beacon Financial Advisory LLC5,231$496K0.1%-4.9%0.019%
4/27/2026 World Investment Advisors7,646$724K0.0%-23.6%0.028%
4/27/2026 USAdvisors Wealth Management LLC72,466$6.76M2.2%+5.5%0.261%
4/27/2026 Private Advisor Group LLC147,976$14.02M0.1%+29.9%0.533%
4/25/2026 Axis Wealth Partners LLC2,944$279K0.1%N/A0.011%
4/24/2026 Capital Asset Advisory Services LLC119,177$11.79M0.4%-0.2%0.430%
4/24/2026 Essex 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%
4/24/2026 Prism Advisors Inc.184,607$17.49M4.7%-5.9%0.666%
4/23/2026 626 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%
4/21/2026 Powers Advisory Group LLC25,744$2.44M0.9%+100.8%0.093%
4/21/2026 ADG Wealth Management Group LLC2,426$230K0.2%+12.1%0.009%
4/21/2026 Silver Oak Securities Incorporated5,906$559K0.0%+9.3%0.021%
4/20/2026 Kestra 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%
4/18/2026 PMG Wealth Management Inc.40,162$3.81M2.7%+4.2%0.146%
4/17/2026 First 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%
4/16/2026 Founders Financial Securities LLC20,095$1.94M0.1%+8.4%0.073%
3/17/2026 Rockefeller Capital Management L.P.3,683$344K0.0%+172.6%0.015%
3/13/2026 World Investment Advisors10,010$934K0.0%+38.2%0.040%
3/12/2026 Vericrest Private Wealth30,860$2.88M2.6%N/A0.125%
3/9/2026 Rubicon Advisors GP4,546$424K0.4%N/A0.018%
2/24/2026 Anderson Financial Strategies LLC222,510$20.76M12.1%+0.6%0.899%
2/24/2026 Astoria Portfolio Advisors LLC.3,856$382K0.1%N/A0.016%
2/20/2026Sunbelt Securities Inc.29,455$2.75M0.2%-14.8%0.119%
2/20/2026 Ruggaard & Associates LLC77,459$7.23M2.8%-8.8%0.313%
2/19/2026 BFI Wealth Solutions LLC19,717$1.84M1.8%N/A0.080%
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2/19/2026 WealthPoint Financial LLC14,118$1.32M1.1%N/A0.057%
2/19/2026 Axxcess Wealth Management LLC119,111$11.11M0.1%-2.6%0.481%
2/18/2026 Mercer Global Advisors Inc. ADV2,852$266K0.0%N/A0.012%
2/18/2026 Raymond 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%
2/18/2026 NewEdge Advisors LLC46,431$4.33M0.0%+448.1%0.188%
2/18/2026 Empowered Funds LLC1,933$180K0.0%N/A0.008%
2/17/2026 AQR Capital Management LLC2,182$204K0.0%N/A0.009%
2/17/2026 Cetera Investment Advisers453,121$42.28M0.0%+120.2%1.830%
2/17/2026 Equitable Holdings Inc.63,729$5.95M0.0%+44.9%0.257%


WTV Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 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. ($168.11M), 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 207 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 ($1.16M), 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 5,668,163 shares in the last 24 months. This purchase volume represents approximately $530.65M in transactions.

Of the 59 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: Envestnet Asset Management Inc. ($333.57K), Northwestern Mutual Wealth Management Co. ($188.04K), Steward Partners Investment Advisory LLC ($46.11K), NewEdge Advisors LLC ($37.96K), Optima Capital LLC ($32.64K), Envestnet Portfolio Solutions Inc. ($32.33K), and Onyx Bridge Wealth Group LLC ($32.20K).

Institutional investors have sold a total of 886,920 shares in the last 24 months. This volume of shares sold represents approximately $85.96M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:WTV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.
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