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

$101.86 0.00 (0.00%)

Closing price 05/22/2026 04:10 PM Eastern

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$101.84 -0.02 (-0.01%)

As of 05/22/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 175
Total Institutional Inflows (last 12 months): $994.34M

Number of Institutional Sellers (last 12 months): 62
Total Institutional Outflows (last 12 months): $59.99M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Western Wealth Management LLC	48,789	$4.62M	0.2%	+99.6%	0.176%
5/19/2026	Sonoma Allocations LLC	7,497	$711K	0.2%	N/A	0.027%
5/19/2026	NewEdge Advisors LLC	8,471	$802K	0.0%	-81.8%	0.031%
5/19/2026	Bank of America Corp DE	315,673	$29.90M	0.0%	+30.7%	1.138%
5/19/2026	Centaurus Financial Inc.	4,399	$417K	0.0%	-4.8%	0.016%
5/19/2026	Arkadios Wealth Advisors	20,480	$1.94M	0.0%	+49.8%	0.074%
5/18/2026	Sunbelt Securities Inc.	31,322	$2.97M	0.2%	+6.3%	0.113%
5/18/2026	Royal Bank of Canada	62,519	$5.92M	0.0%	+110.5%	0.225%
5/16/2026	Quantinno Capital Management LP	3,139	$297K	0.0%	N/A	0.011%
5/15/2026	Gateway Wealth Partners LLC	9,794	$928K	0.0%	+102.1%	0.035%
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5/14/2026	Modern Wealth Management LLC	57,220	$5.40M	0.1%	-12.3%	0.206%
5/14/2026	Lido Advisors LLC	284,102	$26.91M	0.1%	-9.0%	1.024%
5/13/2026	Cetera Investment Advisers	525,408	$49.77M	0.1%	+16.0%	1.893%
5/7/2026	Parallel Advisors LLC	683	$65K	0.0%	N/A	0.002%
5/6/2026	Ceera Investments LLC	51,698	$4.90M	2.1%	-5.7%	0.186%
5/6/2026	Zhang Financial LLC	8,851	$838K	0.0%	N/A	0.032%
5/6/2026	Cornerstone Planning Group LLC	142,032	$14.06M	1.9%	+8.7%	0.512%
5/5/2026	Quartz Partners LLC	3,248	$308K	0.1%	-10.1%	0.012%
5/5/2026	D.A. Davidson & CO.	3,189	$302K	0.0%	N/A	0.011%
5/5/2026	Geneos Wealth Management Inc.	65,123	$6.17M	0.1%	+32.6%	0.235%
5/5/2026	Sanctuary Advisors LLC	45,563	$4.32M	0.0%	-12.5%	0.164%
5/5/2026	Sigma Planning Corp	16,403	$1.55M	0.0%	-2.8%	0.059%
5/4/2026	NWF Advisory Services Inc.	3,829	$363K	0.0%	N/A	0.014%
5/4/2026	Team Financial Group LLC	103,213	$9.78M	4.4%	+0.6%	0.372%
5/4/2026	Uptick Partners LLC	22,097	$2.09M	0.4%	+66.5%	0.080%
5/1/2026	Fifth Third Bancorp	7,584	$718K	0.0%	N/A	0.027%
5/1/2026	Walled Lake Planning & Wealth Management LLC	7,242	$686K	0.2%	-4.8%	0.027%
4/30/2026	Torren Management LLC	415	$39K	0.0%	N/A	0.002%
4/30/2026	Kestra Advisory Services LLC	424,918	$40.25M	0.2%	+5.3%	1.565%
4/30/2026	Your Advocates Ltd. LLP	588	$56K	0.0%	N/A	0.002%
4/29/2026	Centerpoint Advisory Group	11,708	$1.11M	0.8%	+43.3%	0.043%
4/28/2026	Astoria Portfolio Advisors LLC.	4,499	$441K	0.1%	+16.7%	0.016%
4/28/2026	Beacon Financial Advisory LLC	5,231	$496K	0.1%	-4.9%	0.019%
4/27/2026	World Investment Advisors	7,646	$724K	0.0%	-23.6%	0.028%
4/27/2026	USAdvisors Wealth Management LLC	72,466	$6.76M	2.2%	+5.5%	0.261%
4/27/2026	Private Advisor Group LLC	147,976	$14.02M	0.1%	+29.9%	0.533%
4/25/2026	Axis Wealth Partners LLC	2,944	$279K	0.1%	N/A	0.011%
4/24/2026	Capital Asset Advisory Services LLC	119,177	$11.79M	0.4%	-0.2%	0.430%
4/24/2026	Essex Financial Services Inc.	4,450	$422K	0.0%	+10.5%	0.016%
4/24/2026	Columbia Advisory Partners LLC	64,791	$6.14M	3.9%	N/A	0.234%
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4/24/2026	Prism Advisors Inc.	184,607	$17.49M	4.7%	-5.9%	0.666%
4/23/2026	626 Financial LLC	139,971	$13.26M	5.9%	+3.3%	0.505%
4/23/2026	Etesian Wealth Advisors Inc.	13,523	$1.28M	0.4%	+6.0%	0.049%
4/22/2026	Bay Capital Advisors LLC	34,536	$3.27M	2.0%	+10.8%	0.125%
4/22/2026	Onyx Bridge Wealth Group LLC	204,293	$19.35M	2.1%	-13.6%	0.737%
4/22/2026	Systelligence LLC	221,641	$21.00M	4.1%	+8.1%	0.804%
4/21/2026	Powers Advisory Group LLC	25,744	$2.44M	0.9%	+100.8%	0.093%
4/21/2026	ADG Wealth Management Group LLC	2,426	$230K	0.2%	+12.1%	0.009%
4/21/2026	Silver Oak Securities Incorporated	5,906	$559K	0.0%	+9.3%	0.021%
4/20/2026	Kestra Private Wealth Services LLC	8,825	$836K	0.0%	+201.6%	0.032%
4/20/2026	RFG Advisory LLC	13,949	$1.32M	0.0%	+1.0%	0.051%
4/18/2026	PMG Wealth Management Inc.	40,162	$3.81M	2.7%	+4.2%	0.146%
4/17/2026	First National Bank Sioux Falls	22,226	$2.17M	0.6%	+78.3%	0.081%
4/17/2026	Atlas Brown Inc.	9,596	$909K	0.3%	+2.1%	0.035%
4/16/2026	Founders Financial Securities LLC	20,095	$1.94M	0.1%	+8.4%	0.073%
3/17/2026	Rockefeller Capital Management L.P.	3,683	$344K	0.0%	+172.6%	0.015%
3/13/2026	World Investment Advisors	10,010	$934K	0.0%	+38.2%	0.040%
3/12/2026	Vericrest Private Wealth	30,860	$2.88M	2.6%	N/A	0.125%
3/9/2026	Rubicon Advisors GP	4,546	$424K	0.4%	N/A	0.018%
2/24/2026	Anderson Financial Strategies LLC	222,510	$20.76M	12.1%	+0.6%	0.899%
2/24/2026	Astoria Portfolio Advisors LLC.	3,856	$382K	0.1%	N/A	0.016%
2/20/2026	Sunbelt Securities Inc.	29,455	$2.75M	0.2%	-14.8%	0.119%
2/20/2026	Ruggaard & Associates LLC	77,459	$7.23M	2.8%	-8.8%	0.313%
2/19/2026	BFI Wealth Solutions LLC	19,717	$1.84M	1.8%	N/A	0.080%
2/19/2026	WealthPoint Financial LLC	14,118	$1.32M	1.1%	N/A	0.057%
2/19/2026	Axxcess Wealth Management LLC	119,111	$11.11M	0.1%	-2.6%	0.481%
2/18/2026	Mercer Global Advisors Inc. ADV	2,852	$266K	0.0%	N/A	0.012%
2/18/2026	Raymond James Financial Inc.	1,496,399	$139.61M	0.0%	+6.7%	6.044%
2/18/2026	Onyx Bridge Wealth Group LLC	236,493	$22.07M	2.3%	+3.0%	0.955%
2/18/2026	NewEdge Advisors LLC	46,431	$4.33M	0.0%	+448.1%	0.188%
2/18/2026	Empowered Funds LLC	1,933	$180K	0.0%	N/A	0.008%
2/17/2026	AQR Capital Management LLC	2,182	$204K	0.0%	N/A	0.009%
2/17/2026	Cetera Investment Advisers	453,121	$42.28M	0.0%	+120.2%	1.830%
2/17/2026	Equitable Holdings Inc.	63,729	$5.95M	0.0%	+44.9%	0.257%
2/17/2026	Osaic Holdings Inc.	1,254,143	$117.01M	0.2%	+1.3%	5.065%
2/17/2026	Advisory Services Network LLC	12,793	$1.19M	0.0%	+21.8%	0.052%
2/17/2026	Private Advisor Group LLC	113,936	$10.63M	0.0%	+23.6%	0.460%
2/17/2026	&PARTNERS	2,734	$255K	0.0%	+5.6%	0.011%
2/17/2026	Royal Bank of Canada	29,703	$2.77M	0.0%	+53.5%	0.120%
2/17/2026	Beacon Financial Advisory LLC	5,501	$513K	0.1%	+3.9%	0.022%
2/16/2026	Venture Visionary Partners LLC	150,451	$14.10M	0.5%	-0.6%	0.608%
2/16/2026	MML Investors Services LLC	122,680	$11.45M	0.0%	+7.1%	0.495%
2/16/2026	Mariner LLC	131,116	$12.23M	0.0%	-1.8%	0.530%
2/16/2026	Aptus Capital Advisors LLC	504	$47K	0.0%	N/A	0.002%
2/13/2026	Arete Wealth Advisors LLC	2,239	$209K	0.0%	-4.6%	0.009%
2/13/2026	CreativeOne Wealth LLC	15,749	$1.47M	0.0%	+50.5%	0.064%
2/13/2026	Kestra Advisory Services LLC	403,492	$37.65M	0.2%	+104.1%	1.630%
2/13/2026	Stifel Financial Corp	332,109	$30.99M	0.0%	+8.6%	1.341%
2/13/2026	Smartleaf Asset Management LLC	50,906	$4.79M	0.2%	+2.1%	0.206%
2/13/2026	Morgan Stanley	1,322,128	$123.36M	0.0%	+43.8%	5.340%
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2/13/2026	Avant Capital LLC	9,565	$892K	0.6%	+32.9%	0.039%
2/13/2026	Arkadios Wealth Advisors	13,673	$1.28M	0.0%	-9.7%	0.055%
2/13/2026	Integrated Wealth Concepts LLC	13,815	$1.29M	0.0%	-10.8%	0.056%
2/13/2026	First National Bank of Omaha	8,116	$763K	0.0%	N/A	0.033%
2/13/2026	Alchemi Wealth LLC	16,113	$1.50M	0.8%	N/A	0.065%
2/13/2026	Summit Financial LLC	8,002	$747K	0.0%	+62.1%	0.032%
2/12/2026	Jane Street Group LLC	5,787	$540K	0.0%	-71.0%	0.023%
2/12/2026	HRT Financial LP	3,287	$306K	0.0%	N/A	0.013%
2/12/2026	Orion Porfolio Solutions LLC	59,668	$5.57M	0.0%	-8.5%	0.241%
2/12/2026	Retirement Management Systems Inc.	83,651	$7.81M	2.0%	N/A	0.338%

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

Institutional investors have bought a total of 11,157,371 shares in the last 24 months. This purchase volume represents approximately $994.34M in transactions.

Of the 62 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), Lido Advisors LLC ($41.52K), NewEdge Advisors LLC ($37.96K), Optima Capital LLC ($32.64K), and Onyx Bridge Wealth Group LLC ($32.20K).

Institutional investors have sold a total of 652,501 shares in the last 24 months. This volume of shares sold represents approximately $59.99M in transactions.

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This page (NYSEARCA:WTV) was last updated on 5/25/2026 by MarketBeat.com Staff.

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

WTV Institutional Buying and Selling by Quarter

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

WTV Institutional Ownership - Frequently Asked Questions

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

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

WTV Institutional Buying and Selling by Quarter

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

WTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTV shares?

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

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

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

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

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