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

$98.98 +0.89 (+0.91%)
Closing price 04:10 PM Eastern
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$98.98 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)
176
Total
Institutional Inflows
(last 12 months)
$1.11B
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$53.79M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
5/4/2026Team Financial Group LLC103,213$9.78M4.4%+0.6%0.372%
5/4/2026Uptick Partners LLC22,097$2.09M0.4%+66.5%0.080%
5/1/2026 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%
3/17/2026Rockefeller 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%
3/12/2026Vericrest 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%
2/24/2026 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%
2/20/2026Ruggaard & Associates LLC77,459$7.23M2.8%-8.8%0.313%
2/19/2026BFI Wealth Solutions LLC19,717$1.84M1.8%N/A0.080%
2/19/2026 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%
2/18/2026Mercer 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%
2/17/2026 Private 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%
2/17/2026 Beacon Financial Advisory LLC5,501$513K0.1%+3.9%0.022%
2/16/2026Venture Visionary Partners LLC150,451$14.10M0.5%-0.6%0.608%
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%
2/13/2026 Kestra 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%
2/13/2026Arkadios Wealth Advisors13,673$1.28M0.0%-9.7%0.055%
2/13/2026Integrated Wealth Concepts LLC13,815$1.29M0.0%-10.8%0.056%
2/13/2026First National Bank of Omaha8,116$763K0.0%N/A0.033%
2/13/2026Alchemi Wealth LLC16,113$1.50M0.8%N/A0.065%
2/13/2026Summit Financial LLC8,002$747K0.0%+62.1%0.032%
2/12/2026Jane Street Group LLC5,787$540K0.0%-71.0%0.023%
2/12/2026HRT Financial LP3,287$306K0.0%N/A0.013%
2/12/2026Orion Porfolio Solutions LLC59,668$5.57M0.0%-8.5%0.241%
2/12/2026 Retirement Management Systems Inc.83,651$7.81M2.0%N/A0.338%
2/12/2026TopTier Wealth Management LLC9,703$905K0.6%N/A0.039%
2/12/2026 Commonwealth Equity Services LLC196,113$18.30M0.0%+7.9%0.792%
2/12/2026Steward Partners Investment Advisory LLC1,218$114K0.0%-97.4%0.005%
2/12/2026 Wedbush Securities Inc.10,408$971K0.0%+52.9%0.042%
2/12/2026Principal Securities Inc.6,361$593K0.0%+20.7%0.026%
2/12/2026Great Valley Advisor Group Inc.3,033$283K0.0%-16.6%0.012%
2/11/2026Gateway Wealth Partners LLC4,846$452K0.1%N/A0.020%
2/11/2026Empowered Funds LLC1,933$180K0.0%N/A0.008%
2/11/2026Ameritas Investment Partners Inc.167,677$15.64M0.5%+4.5%0.677%
2/11/2026GWN Securities Inc.3,306$308K0.1%+10.6%0.013%
2/11/2026Insight Advisors LLC PA86,556$8.08M1.2%+3.8%0.350%
2/11/2026Focus Partners Advisor Solutions LLC2,317$216K0.0%-16.5%0.009%
2/11/2026LPL Financial LLC2,556,543$238.53M0.1%+11.4%10.325%
2/11/2026JPMorgan Chase & Co.131,725$12.29M0.0%-0.7%0.532%
2/11/2026 Etesian Wealth Advisors Inc.12,762$1.19M0.4%N/A0.052%
2/11/2026 J.W. Cole Advisors Inc.26,794$2.50M0.0%+19.5%0.108%
2/10/2026Lido Advisors LLC312,199$28.41M0.1%-0.2%1.261%
2/10/2026WCG Wealth Advisors LLC14,772$1.38M0.0%+22.8%0.060%
2/10/2026Resolute Capital LLC239,459$22.34M9.3%N/A0.967%


WTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTV shares?

During the previous two years, 215 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.

Which institutional investors have been buying WisdomTree U.S. Value Fund's stock?

Of the 202 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), HighTower Advisors LLC ($535.25K), and Morgan Stanley ($402.41K).

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

Institutional investors have bought a total of 12,542,846 shares in the last 24 months. This purchase volume represents approximately $1.11B in transactions.

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

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: Northwestern Mutual Wealth Management Co. ($188.04K), Prism Advisors Inc. ($74.12K), Steward Partners Investment Advisory LLC ($55.32K), Optima Capital LLC ($32.64K), Onyx Bridge Wealth Group LLC ($32.20K), Atria Investments Inc ($29.38K), and MML Investors Services LLC ($14.53K).

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

Institutional investors have sold a total of 588,918 shares in the last 24 months. This volume of shares sold represents approximately $53.79M in transactions.


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This page (NYSEARCA:WTV) was last updated on 5/5/2026 by MarketBeat.com Staff.
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