Free Trial
→ I'm handing you this stock today (From Behind the Markets) (Ad)tc pixel Free WTV Stock Alerts

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

$107.79 +0.35 (+0.33%)
Closing price 04:10 PM Eastern
Extended Trading
$107.78 -0.01 (-0.01%)
As of 07:30 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)
173
Total
Institutional Inflows
(last 12 months)
$794.46M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$87.08M
Get WTV Insider Trade Alerts

Want to know when executives and insiders are buying or selling WisdomTree U.S. Value Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

WTV Institutional Buying and Selling by Quarter

WisdomTree U.S. Value Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/13/2026Steward Partners Investment Advisory LLC16,583$1.70M0.0%-0.7%0.052%
11/13/2026Avant Capital LLC13,393$1.45M0.7%N/A0.042%
11/13/2026Sonoma Allocations LLC17,783$1.84M0.7%+19.1%0.056%
11/13/2026Essex Financial Services Inc.4,458$457K0.0%N/A0.014%
11/13/2026 Smith Moore & CO.2,775$284K0.0%N/A0.009%
11/11/2026 Private Advisor Group LLC437,158$44.78M0.1%N/A1.385%
11/11/2026 PCG Wealth Advisors LLC12,233$1.25M0.3%+3.0%0.039%
11/10/2026 Trustmark Bank Trust Department2,530$259K0.0%N/A0.008%
11/10/2026 Global Retirement Partners LLC106,061$10.87M0.2%+10.4%0.336%
11/10/2026 HighTower Advisors LLC1,307,790$133.97M0.1%N/A4.143%
11/10/2026 Wharton Business Group LLC4,885$500K0.0%N/A0.015%
11/10/2026 Western Wealth Management LLC84,492$8.66M0.3%+9.8%0.268%
11/9/2026 Silver Oak Securities Incorporated3,600$382K0.0%N/A0.011%
11/9/2026 Thoroughbred Financial Services LLC21,147$2.17M0.1%N/A0.067%
11/9/2026 Harbour Investments Inc.23,126$2.37M0.0%N/A0.073%
11/9/2026 IFG Advisory LLC65,552$6.72M0.2%+2.9%0.208%
11/7/2026 Collier Financial485$50K0.0%N/A0.002%
11/6/2026 Valued Retirements Inc.18,276$1.87M1.6%+2.1%0.059%
11/6/2026 Fifth Third Bancorp6,304$646K0.0%-12.3%0.020%
11/5/2026 Advisor Resource Council27,873$2.88M1.0%+4.0%0.089%
11/5/2026 Silver Grove Financial Group Inc.415$43K0.0%+112.8%0.001%
11/5/2026 626 Financial LLC150,571$15.43M5.7%+1.7%0.483%
11/5/2026 Lido Advisors LLC246,065$25.21M0.1%N/A0.789%
11/3/2026 United Advisor Group LLC57,013$5.84M0.5%+5.2%0.184%
11/3/2026 Ashton Thomas Private Wealth LLC36,060$3.69M0.1%+2.7%0.116%
11/2/2026 Horizon Wealth Management LLC414,254$42.44M5.3%N/A1.334%
11/2/2026 Kestra Advisory Services LLC574,066$58.81M0.2%+11.1%1.849%
11/2/2026 REAP Financial Group LLC2,331$239K0.0%-4.7%0.008%
11/2/2026 Commonwealth Equity Services LLC168,449$17.26M0.0%N/A0.543%
10/31/2026 Kestra Private Wealth Services LLC3,494$358K0.0%N/A0.011%
10/31/2026 Team Financial Group LLC105,297$10.79M4.4%-0.9%0.341%
10/30/2026 MFG Investments LLC21,219$2.17M2.5%N/A0.069%
10/30/2026 Integrity Alliance LLC.19,833$2.03M0.1%N/A0.064%
10/30/2026 Signature Equity Partners LLC1,022$105K0.0%+11.7%0.003%
10/29/2026 Walled Lake Planning & Wealth Management LLC8,654$887K0.2%+8.5%0.028%
10/29/2026 Optima Capital LLC68,433$7.01M2.8%+80.2%0.222%
10/29/2026 Verus Financial Partners Inc.3,918$401K0.0%N/A0.013%
10/29/2026 Vise Technologies Inc.25,875$2.65M0.0%N/A0.084%
10/28/2026 Partners Wealth Management LLC8,228$843K0.1%N/A0.027%
10/28/2026 Founders Financial Securities LLC30,601$3.14M0.2%N/A0.100%
Trump’s EO to send this $5 stock ripping higher…? (Ad)

President Trump's December executive order declared space a national security and economic priority, fueling a race among SpaceX, Blue Origin, and others to build massive satellite constellations. One tiny firm holds the patented tech required to transmit satellite data to Earth at scale - and it reportedly powers SpaceX's most profitable division. Shares trade for under 5 dollars. Former JPMorgan wealth manager Ross Givens says it's the most uniquely positioned stock he's seen in 20 years of trading.tc pixel

Get the full free report on this overlooked space stock now
10/28/2026 D.A. Davidson & CO.79,162$8.11M0.0%N/A0.258%
10/26/2026 Oppenheimer & Co. Inc.210,753$21.59M0.2%N/A0.686%
10/26/2026 Park Avenue Securities LLC2,577$264K0.0%N/A0.008%
10/26/2026 Santori & Peters Inc.44,485$4.56M1.2%+46.7%0.145%
10/26/2026 Leslie Global Wealth LLC69,891$7.16M2.6%+76.3%0.227%
10/26/2026 Flagship Harbor Advisors LLC164,093$16.81M0.6%+2.5%0.534%
10/24/2026 Sigma Planning Corp15,642$1.60M0.0%N/A0.051%
10/24/2026 Centerpoint Advisory Group19,206$1.97M1.2%+25.4%0.062%
10/23/2026 Wedbush Securities Inc.5,293$542K0.0%N/A0.017%
10/22/2026 Pinnacle Bancorp Inc.320$33K0.0%+357.1%0.001%
10/21/2026 Vericrest Private Wealth43,494$4.46M4.0%+0.3%0.142%
10/21/2026 USAdvisors Wealth Management LLC61,614$6.31M1.8%+1.8%0.201%
10/21/2026 Fifth Third Securities Inc.11,404$1.17M0.1%N/A0.037%
10/19/2026 Narus Financial Partners LLC6,433$659K0.2%+21.9%0.021%
10/17/2026 Onyx Bridge Wealth Group LLC137,134$14.05M1.2%-17.0%0.447%
10/17/2026 BFI Wealth Solutions LLC30,168$3.09M2.1%+47.7%0.098%
10/17/2026 Bay Capital Advisors LLC40,896$4.19M2.2%+7.8%0.133%
10/16/2026 Cyndeo Wealth Partners LLC14,612$1.50M0.1%+20.6%0.048%
10/16/2026 TopTier Wealth Management LLC14,979$1.53M0.9%+22.1%0.049%
10/16/2026 Columbia Advisory Partners LLC64,186$6.58M3.6%-3.6%0.209%
10/15/2026 Cherry Tree Wealth Management LLC788$81K0.0%+16.6%0.003%
10/14/2026 Enclave Advisors LLC2,957$303K0.0%N/A0.010%
10/14/2026 XY Planning Network Inc.5,532$567K0.1%+11.5%0.018%
10/14/2026 Signal Advisors Wealth LLC7,967$816K0.0%N/A0.026%
10/10/2026 Prism Advisors Inc.160,605$16.75M4.2%-13.1%0.524%
10/10/2026 Atlas Brown Inc.10,501$1.08M0.3%N/A0.034%
10/9/2026 Avaii Wealth Management LLC3,289$339K0.1%+17.4%0.011%
10/8/2026 Farther Finance Advisors LLC295$30K0.0%+161.1%0.001%
10/7/2026 Venture Visionary Partners LLC177,066$18.14M0.5%+2.3%0.575%
10/7/2026 Cooper Financial Group24,160$2.48M0.2%+6.4%0.079%
10/7/2026 First Community Trust NA531,343$54.43M18.1%N/A1.727%
10/7/2026 Weaver Consulting Group16,256$1.67M0.3%N/A0.053%
10/5/2026 Ballew Advisors Inc10,203$1.05M0.5%+35.2%0.033%
9/23/2026Envestnet Portfolio Solutions Inc.107,161$10.90M0.0%-23.2%0.346%
9/23/2026Envestnet Asset Management Inc.1,652,709$168.11M0.0%-16.8%5.340%
9/9/2026Integrated Wealth Concepts LLC25,764$2.62M0.0%+1.9%0.082%
9/9/2026NewEdge 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%
9/2/2026Citadel 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%
8/22/2026Hopwood 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%
Uranium Mine Flood That Sparked a 2006 Price Surge Returns (Ad)

In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This past May, flooding cut the supply route into the largest uranium complex on the planet, and in July Cigar Lake went down a second time. Gerardo Del Real calls this the Third Convergence Event and has backed three small companies positioned in front of it.tc pixel

See the three companies positioned for uranium's next supply shock
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%
7/8/2026Sonoma 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%
6/3/2026NewEdge Advisors LLC47,616$4.51M0.0%+2.6%0.172%
5/26/2026Ruggaard & Associates LLC80,071$7.59M3.0%+3.4%0.289%
5/19/2026 Western Wealth Management LLC48,789$4.62M0.2%+99.6%0.176%


WTV Institutional Ownership - Frequently Asked Questions

During the previous two years, 235 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), HighTower Advisors LLC ($133.97M), Morgan Stanley ($123.36M), Osaic Holdings Inc. ($117.01M), and Smith Anglin Financial LLC ($96.16M).Learn more on WisdomTree U.S. Value Fund's institutional investors.

Of the 222 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: HighTower Advisors LLC ($1.84M), 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), and First Community Trust NA ($1.08M).

Institutional investors have bought a total of 8,082,281 shares in the last 24 months. This purchase volume represents approximately $794.46M in transactions.

Of the 49 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), Onyx Bridge Wealth Group LLC ($60.34K), Prism Advisors Inc. ($47.79K), Steward Partners Investment Advisory LLC ($46.21K), NewEdge Advisors LLC ($37.96K), and Envestnet Portfolio Solutions Inc. ($32.33K).

Institutional investors have sold a total of 892,098 shares in the last 24 months. This volume of shares sold represents approximately $87.08M 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 11/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
Trump’s EO to send this $5 stock ripping higher…?
President Trump's December executive order declared space a national security and economic priority, fueling a...
Traders Agency | Sponsoredtc pixel
Today's free pick (on me)
Elon Musk doesn't own the chip inside every Tesla, Starlink dish, and AI satellite - he licenses it from one l...
Behind the Markets | Sponsoredtc pixel
Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal called it the "$64 trillion question": is a stock market crash on the way? Weiss Ratin...
Weiss Ratings | Sponsoredtc pixel
Your free book is about to disappear
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
The investigation Porter spent tens of thousands to document
Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experi...
Porter & Company | Sponsoredtc pixel
Why I'm selling my Snapback Indicator for just $7
For Black Friday, Base Camp Trading's Thomas Wood is offering lifetime access to his proprietary Snapback Indi...
Base Camp Trading | Sponsoredtc pixel
Uranium Mine Flood That Sparked a 2006 Price Surge Returns
In 2006, a flooded mine at Cigar Lake sent uranium prices from the $50 range to $136 in eight months. This pa...
Digest Publishing | Sponsoredtc pixel
URGENT: If you own a home, please review the map below.
More than 1,300 red dots are scattered across the country, and 2,800 more are already on the way. Jim Rickards...
Paradigm Press | Sponsoredtc pixel