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

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$19.79M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$12.22M
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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
5/9/2024 Koshinski Asset Management Inc.3,970$300K0.0%-14.6%0.096%
4/29/2024Commonwealth Equity Services LLC60,992$4.61M0.0%+24.7%1.605%
4/25/2024 Cambridge Investment Research Advisors Inc.69,048$5.22M0.0%+14.7%1.817%
4/23/2024 Raymond James Financial Services Advisors Inc.240,291$18.17M0.0%+0.2%6.323%
4/22/2024Ashton Thomas Private Wealth LLC12,280$928K0.1%+26.7%0.323%
4/19/2024 Kovack Advisors Inc.50,461$3.82M0.5%+0.5%1.328%
4/12/2024 Carlson Capital Management7,620$576K0.0%-90.3%0.339%
4/8/2024 RVW Wealth LLC27,021$2.04M0.2%-1.0%1.201%
3/8/2024ICA Group Wealth Management LLC542$37K0.0%N/A0.024%
2/13/2024 Belpointe Asset Management LLC3,303$226K0.0%N/A0.147%
2/12/2024Private Wealth Strategies L.L.C.181,242$12.42M2.8%+0.5%8.055%
2/9/2024 Cambridge Investment Research Advisors Inc.60,202$4.13M0.0%+1.5%2.676%
2/9/2024 Corient Private Wealth LLC45,163$3.10M0.0%-3.5%2.007%
2/6/2024 Avalon Trust Co2,048$140K0.0%N/A0.091%
2/6/2024 Coulter & Justus Financial Services LLC3,717$255K0.2%N/A0.165%
2/2/2024 Kovack Advisors Inc.50,229$3.44M0.4%+78.5%2.232%
2/1/2024 Prism Advisors Inc.4,222$289K0.1%N/A0.188%
2/1/2024 CWM LLC103,973$7.13M0.0%-4.3%4.621%
1/29/2024 Koshinski Asset Management Inc.4,650$319K0.0%N/A0.207%
1/24/2024 Stratos Wealth Partners LTD.14,568$998K0.0%-9.5%0.647%
1/24/2024 Private Trust Co. NA1,233$84K0.0%-40.1%0.055%
1/19/2024 Patriot Financial Group Insurance Agency LLC3,089$212K0.0%N/A0.137%
1/18/2024 Good Life Advisors LLC6,780$465K0.0%+101.1%0.301%
1/16/2024 Raymond James Financial Services Advisors Inc.239,791$16.43M0.0%-3.7%10.657%
1/16/2024 Raymond James & Associates25,208$1.73M0.0%+18.4%1.120%
1/16/2024 Carlson Capital Management78,454$5.38M0.3%+3.7%3.487%
1/9/2024DB Wealth Management Group LLC358$25K0.0%N/A0.016%
11/21/2023 Carlson Capital Management75,632$4.67M0.3%-0.9%3.361%
11/13/2023Stifel Financial Corp53,991$3.34M0.0%+1.4%2.400%
11/13/2023LPL Financial LLC276,410$17.07M0.0%+32.2%12.285%
11/13/2023Kestra Advisory Services LLC18,535$1.15M0.0%N/A0.824%
11/7/2023Avant Capital LLC3,676$227K0.3%N/A0.163%
11/3/2023 Private Advisor Group LLC39,859$2.46M0.0%N/A1.772%
10/24/2023 Raymond James Financial Services Advisors Inc.248,948$15.38M0.0%-2.0%11.064%
10/24/2023 Raymond James & Associates21,293$1.32M0.0%N/A0.946%
10/24/2023 Cambridge Investment Research Advisors Inc.59,315$3.66M0.0%+317.8%2.636%
10/23/2023Commonwealth Equity Services LLC26,963$1.67M0.0%+9.7%1.198%
10/18/2023 Private Trust Co. NA2,060$127K0.0%+20.3%0.092%
10/11/2023 CWM LLC108,687$6.71M0.0%-2.5%4.831%
10/10/2023Private Wealth Strategies L.L.C.180,387$11.14M2.7%+0.4%8.017%
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8/11/2023Smith Moore & CO.3,198$200K0.0%N/A0.142%
8/10/2023Commonwealth Equity Services LLC24,582$1.54M0.0%+25.1%1.093%
8/10/2023Cambria Investment Management L.P.4,082$255K0.0%+19.2%0.181%
8/10/2023Cetera Advisor Networks LLC20,503$1.28M0.0%+115.5%0.911%
8/10/2023Cetera Investment Advisers5,747$360K0.0%-12.1%0.255%
8/3/2023 CWM LLC111,448$6.97M0.0%-1.0%4.953%
7/31/2023LPL Financial LLC209,058$13.08M0.0%-25.5%8.568%
7/25/2023 Raymond James Financial Services Advisors Inc.254,052$15.89M0.0%-0.3%10.412%
7/24/2023 Carlson Capital Management76,314$4.77M0.3%+6.8%3.128%
7/18/2023 Stratos Wealth Partners LTD.15,952$998K0.0%+29.9%0.654%
7/13/2023 Cambridge Investment Research Advisors Inc.14,196$888K0.0%-31.8%0.582%
5/11/2023Tacita Capital Inc715$42K0.0%-26.3%0.029%
5/11/2023Cambria Investment Management L.P.3,424$201K0.0%-6.6%0.140%
5/10/2023LPL Financial LLC280,445$16.45M0.0%+104.7%11.494%
5/8/2023Private Wealth Strategies L.L.C.177,058$10.38M2.6%+1.4%7.256%
5/5/2023 Valtinson Bruner Financial Planning LLC3,811$223K0.1%-8.0%0.156%
5/1/2023 CWM LLC112,532$6.60M0.0%-2.1%4.612%
4/27/2023 Stratos Wealth Partners LTD.12,281$720K0.0%-20.1%0.503%
4/25/2023 Ridgewood Investments LLC1,274$75K0.0%N/A0.052%
4/17/2023 Carlson Capital Management71,448$4.19M0.3%+97.0%3.262%
4/14/2023 Raymond James Financial Services Advisors Inc.254,753$14.94M0.0%-1.5%11.633%
4/12/2023 WJ Wealth Management LLC127,723$7.49M5.1%N/A5.832%
3/6/2023Rockefeller Capital Management L.P.21,799$1.24M0.0%-8.7%1.023%
2/14/2023Private Wealth Strategies L.L.C.174,586$9.95M2.8%+2.8%8.197%
2/8/2023 Raymond James Financial Services Advisors Inc.258,674$14.75M0.0%-8.3%12.144%
2/8/2023 Belpointe Asset Management LLC904$52K0.0%N/A0.042%
2/8/2023 Cambridge Investment Research Advisors Inc.7,024$401K0.0%+18.6%0.330%
2/7/2023Commonwealth Equity Services LLC18,469$1.05M0.0%+5.4%0.867%
2/7/2023LPL Financial LLC137,033$7.81M0.0%+59.2%6.433%
2/3/2023 Carlson Capital Management36,260$2.07M0.1%-60.4%1.702%
2/1/2023 CWM LLC114,987$6.56M0.0%-1.5%5.398%
1/19/2023 Valtinson Bruner Financial Planning LLC4,142$249K0.1%N/A0.202%
1/18/2023 Private Trust Co. NA1,683$96K0.0%N/A0.082%
1/13/2023 Dynamic Advisor Solutions LLC4,112$234K0.0%-28.4%0.201%
1/13/2023 RVW Wealth LLC27,297$1.56M0.2%-0.9%1.332%
11/16/2022 Carlson Capital Management91,529$4.67M0.4%+210.0%4.487%
11/2/2022Rockefeller Capital Management L.P.23,886$1.22M0.0%-19.4%1.194%
10/27/2022 CWM LLC116,704$5.96M0.0%-3.2%5.835%
10/25/2022 Raymond James Financial Services Advisors Inc.282,091$14.40M0.0%+1.5%14.105%
10/24/2022 Stratos Wealth Partners LTD.16,517$843K0.0%-13.5%0.826%
10/21/2022 Great Valley Advisor Group Inc.14,971$764K0.0%N/A0.749%
10/18/2022Private Wealth Strategies L.L.C.169,790$8.67M2.5%+0.7%8.575%
10/17/2022 Cambridge Investment Research Advisors Inc.5,921$302K0.0%+7.7%0.299%
8/16/2022M Holdings Securities Inc.5,434$288K0.0%N/A0.276%
8/15/2022Tacita Capital Inc970$51K0.0%N/A0.049%
8/13/2022Wharton Business Group LLC6,710$356K0.0%N/A0.341%
8/13/2022Flow Traders U.S. LLC11,994$636K0.0%N/A0.609%
8/11/2022Cetera Investment Advisers5,209$276K0.0%N/A0.264%
8/11/2022Cetera Advisor Networks LLC12,566$666K0.0%N/A0.638%
8/9/2022Balasa Dinverno & Foltz LLC52,121$2.76M0.2%N/A2.646%
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8/3/2022 Accel Wealth Management920$50K0.0%N/A0.047%
7/29/2022 Patriot Financial Group Insurance Agency LLC3,243$172K0.0%N/A0.165%
7/28/2022 CWM LLC120,522$6.39M0.0%N/A6.118%
7/27/2022Cambria Investment Management L.P.3,811$202K0.0%N/A0.193%
7/27/2022 Dynamic Advisor Solutions LLC5,807$308K0.0%N/A0.295%
7/26/2022Private Wealth Strategies L.L.C.168,580$8.94M2.5%N/A8.645%
7/22/2022 Stratos Wealth Partners LTD.19,085$1.01M0.0%N/A0.979%
7/22/2022 Geneos Wealth Management Inc.800$43K0.0%N/A0.041%
7/19/2022Commonwealth Equity Services LLC17,344$919K0.0%N/A0.889%
7/18/2022 Carlson Capital Management29,527$1.57M0.1%N/A1.514%
(Data available from 1/1/2016 forward)

WTV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WTV shares?

During the previous two years, 44 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were Raymond James Financial Services Advisors Inc. ($18.17M), LPL Financial LLC ($17.07M), Private Wealth Strategies L.L.C. ($12.42M), WJ Wealth Management LLC ($7.49M), CWM LLC ($7.13M), Cambridge Investment Research Advisors Inc. ($5.22M), and Commonwealth Equity Services LLC ($4.61M).Learn more on WTV's institutional investors.

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

Of the 41 institutional investors that purchased WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($261.73K), Private Wealth Strategies L.L.C. ($178.65K), Carlson Capital Management ($134.41K), WJ Wealth Management LLC ($127.72K), CWM LLC ($120.52K), Cambridge Investment Research Advisors Inc. ($56.38K), and Balasa Dinverno & Foltz LLC ($52.12K).

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

Institutional investors have bought a total of 1,230,514 shares in the last 24 months. This purchase volume represents approximately $70.50M in transactions.

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

Of the 16 institutional investors that sold WisdomTree U.S. Value Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Carlson Capital Management ($126.79K), LPL Financial LLC ($71.39K), Raymond James Financial Services Advisors Inc. ($42.30K), CWM LLC ($16.55K), Rockefeller Capital Management L.P. ($7.82K), Stratos Wealth Partners LTD. ($7.19K), and Cambridge Investment Research Advisors Inc. ($6.61K).

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

Institutional investors have sold a total of 285,570 shares in the last 24 months. This volume of shares sold represents approximately $18.25M in transactions.


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This page (NYSEARCA:WTV) was last updated on 5/13/2024 by MarketBeat.com Staff

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