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Wisdomtree U.S. Value Fund (WTV)

CUSIP: 97717W547 | NYSE | 369 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Kestra Advisory Services, LLC574,066
0.2% of portfolio›$58.8M
First Community Trust NA531,343
18.1% of portfolio›$54.4M
Horizon Wealth Management, LLC414,254
5.3% of portfolio›$42.4M
Harel Insurance Investments & Financial Services Ltd.304,800
0.0% of portfolio›$31.2K
Trust Co of Toledo NA258,126
2.1% of portfolio›$26.4M
Wealth Enhancement Advisory Services, LLC255,493
0.0% of portfolio›$26.6M
Lido Advisors, LLC246,065
0.1% of portfolio›$25.2M
Cambridge Investment Research Advisors, Inc.228,681
0.0% of portfolio›$23.4K
Oppenheimer & Co Inc210,753
0.2% of portfolio›$21.6M
Venture Visionary Partners LLC177,066
0.5% of portfolio›$18.1M
Systelligence, LLC174,606
3.0% of portfolio›$17.9M
Commonwealth Equity Services, LLC168,449
0.0% of portfolio›$17.3M
Flagship Harbor Advisors, LLC164,093
0.6% of portfolio›$16.8M
Prism Advisors, Inc.160,605
4.2% of portfolio›$16.7M
Cornerstone Planning Group LLC151,421
2.0% of portfolio›$15.8M
626 Financial, LLC150,571
5.9% of portfolio›$15.4M
Certuity, LLC144,030
0.7% of portfolio›$14.8M
Onyx Bridge Wealth Group LLC137,134
1.2% of portfolio›$14.0M
Capital Asset Advisory Services LLC112,329
0.4% of portfolio›$12.1M
MLG Wealth Management DBA Pine Grove Financial Group110,972
1.1% of portfolio›$11.4M
Team Financial Group, LLC105,297
4.3% of portfolio›$10.8M
Ceera Investments, LLC98,723
3.8% of portfolio›$10.1M
D.A. Davidson & Co.79,162
0.0% of portfolio›$8.1M
Leslie Global Wealth, LLC69,891
2.6% of portfolio›$7.2M
Optima Capital LLC68,433
2.8% of portfolio›$7.0M
Columbia Advisory Partners LLC64,186
3.6% of portfolio›$6.6M
Truist Financial Corp63,511
0.0% of portfolio›$6.5M
USAdvisors Wealth Management, LLC61,614
0.0% of portfolio›$6.3K
United Advisor Group, LLC57,013
0.6% of portfolio›$5.8M
Creative Financial Designs Inc51,449
0.2% of portfolio›$5.3M
Lanark Financial, Inc.44,846
0.3% of portfolio›$4.6M
Santori & Peters, Inc.44,485
1.2% of portfolio›$4.6M
Nilsine Partners, LLC43,721
0.3% of portfolio›$4.5M
Vericrest Private Wealth43,494
4.0% of portfolio›$4.5M
Bay Capital Advisors, LLC40,896
2.2% of portfolio›$4.2M
J.W. Cole Advisors, Inc.39,274
0.1% of portfolio›$4.0M
Powers Advisory Group, LLC37,957
1.2% of portfolio›$3.9M
Ashton Thomas Private Wealth, LLC36,060
0.1% of portfolio›$3.7M
Founders Financial Securities LLC30,601
0.2% of portfolio›$3.1M
Uptick Partners, LLC30,345
0.4% of portfolio›$3.1M
BFI Wealth Solutions, LLC30,168
2.1% of portfolio›$3.1M
First National Bank Sioux Falls28,773
0.9% of portfolio›$2.9M
Advisor Resource Council27,873
1.0% of portfolio›$2.9M
Vise Technologies, Inc.25,875
0.0% of portfolio›$2.7M
Guilbault Capital LLC25,734
2.6% of portfolio›$2.6M
Cooper Financial Group24,160
0.2% of portfolio›$2.5M
Etesian Wealth Advisors, Inc.23,021
0.7% of portfolio›$2.4M
MFG Investments, LLC21,219
2.3% of portfolio›$2.2M
Alchemi Wealth, LLC20,163
0.9% of portfolio›$2.1M
Integrity Alliance, Llc.19,833
0.1% of portfolio›$2.0M
Centerpoint Advisory Group19,206
1.2% of portfolio›$2.0M
Weaver Consulting Group16,256
0.3% of portfolio›$1.7M
IFP Advisors, Inc15,987
0.0% of portfolio›$1.6M
Sigma Planning Corp15,642
0.0% of portfolio›$1.6M
WealthPoint Financial, LLC15,377
1.1% of portfolio›$1.6M
TopTier Wealth Management, LLC14,979
0.9% of portfolio›$1.5M
Cyndeo Wealth Partners, LLC14,612
0.1% of portfolio›$1.5M
RFG Advisory, LLC14,489
0.0% of portfolio›$1.5M
PNC Financial Services Group, Inc.14,373
0.0% of portfolio›$1.5M
WJ Wealth Management, LLC13,046
0.5% of portfolio›$1.3M
MidAtlantic Capital Management, Inc.12,219
0.8% of portfolio›$1.3M
Matauro, LLC11,419
0.1% of portfolio›$1.2M
Fifth Third Securities, Inc.11,404
0.1% of portfolio›$1.2M
Parsons Capital Management Inc10,842
0.0% of portfolio›$1.1M
Atlas Brown,Inc.10,501
0.3% of portfolio›$1.1M
Ballew Advisors, Inc10,203
0.5% of portfolio›$1.1M
RVW Wealth, LLC9,510
0.1% of portfolio›$974.2K
Capital Investment Advisory Services, LLC8,954
0.1% of portfolio›$917.3K
Walled Lake Planning & Wealth Management, LLC8,654
0.2% of portfolio›$886.6K
Atria Investments, Inc8,376
0.0% of portfolio›$858.0K
Partners Wealth Management, LLC8,228
0.1% of portfolio›$842.9K
Signature Estate & Investment Advisors LLC8,183
0.0% of portfolio›$838.3K
Concurrent Investment Advisors, LLC8,042
0.0% of portfolio›$823.8K
Signal Advisors Wealth, LLC7,967
0.0% of portfolio›$816.1K
Clear Creek Financial Management, LLC6,673
0.1% of portfolio›$683.6K
Narus Financial Partners, LLC6,433
0.2% of portfolio›$659.0K
Fifth Third Bancorp6,304
0.0% of portfolio›$645.8K
William John Sempolinski5,868
0.2% of portfolio›$601.1K
XY Planning Network, Inc.5,532
0.1% of portfolio›$566.7K
Thrivent Financial for Lutherans5,361
0.0% of portfolio›$549
Wedbush Securities Inc5,293
0.0% of portfolio›$542
Willner & Heller, LLC4,746
0.3% of portfolio›$486.2K
Wealthcare Advisory Partners LLC4,388
0.0% of portfolio›$449.5K
O'Brien Greene & Co. Inc4,322
0.1% of portfolio›$442.7K
Beacon Financial Advisory LLC4,305
0.1% of portfolio›$441.0K
NWF Advisory Services Inc.4,142
0.0% of portfolio›$424.3K
Private Trust Co NA4,087
0.0% of portfolio›$418.7K
Bison Wealth, LLC4,069
0.0% of portfolio›$426.3K
Verus Financial Partners, Inc.3,918
0.0% of portfolio›$401.4K
Creative Planning3,642
0.0% of portfolio›$373.1K
World Equity Group, Inc.3,572
0.2% of portfolio›$365.9K
Kestra Private Wealth Services, LLC3,494
0.0% of portfolio›$357.9K
Quartz Partners, LLC3,427
0.1% of portfolio›$351.0K
Farrell Financial LLC3,420
0.2% of portfolio›$350.3K
TFB Advisors LLC3,370
0.1% of portfolio›$345.2K
Avaii Wealth Management, LLC3,289
0.1% of portfolio›$339.2K
Woodard & Co Asset Management Group Inc3,263
0.0% of portfolio›$334.3K
Dynamic Advisor Solutions LLC3,188
0.0% of portfolio›$326.6K
Enclave Advisors LLC2,957
0.0% of portfolio›$302.9K
Fiduciary Alliance LLC2,735
0.0% of portfolio›$280.2K
Koshinski Asset Management, Inc.2,719
0.0% of portfolio›$278.5K
Cathy Pareto & Associates, Inc2,687
0.2% of portfolio›$275.3K
Park Avenue Securities LLC2,577
0.0% of portfolio›$264
Reap Financial Group, LLC2,331
0.0% of portfolio›$238.8K
Assetmark, Inc1,277
0.0% of portfolio›$130.8K
US Bancorp \de\1,094
0.0% of portfolio›$112.1K
Signature Equity Partners, LLC1,022
0.0% of portfolio›$104.7K
CoreCap Advisors, LLC877
0.0% of portfolio›$89.8K
Rossby Financial, LCC820
0.0% of portfolio›$84.0K
Cherry Tree Wealth Management, LLC788
0.0% of portfolio›$80.7K
Mcdonald Partners LLC677
0.0% of portfolio›$69.4K
Parallel Advisors, LLC641
0.0% of portfolio›$65.7K
Spire Wealth Management434
0.0% of portfolio›$44.5K
Silver Grove Financial Group, Inc.415
0.0% of portfolio›$42.5K
Pinnacle Bancorp, Inc.320
0.0% of portfolio›$32.8K
Jnba Financial Advisors318
0.0% of portfolio›$32.6K
Farther Finance Advisors, LLC295
0.0% of portfolio›$30.2K
Clearstead Advisors, LLC229
0.0% of portfolio›$23.5K
Allspring Global Investments Holdings, LLC200
0.0% of portfolio›$20.6K
Evolution Wealth Management Inc.173
0.0% of portfolio›$17.7K
Morton Brown Family Wealth, LLC164
0.0% of portfolio›$16.8K
Covestor Ltd159
0.0% of portfolio›$16
Abound Wealth Management84
0.0% of portfolio›$8.6K
NBT Bank, N.A.67
0.0% of portfolio›$6.9K
Larson Financial Group LLC42
0.0% of portfolio›$4.3K
Hilltop National Bank34
0.0% of portfolio›$3.5K
Main Street Group, LTD22
0.0% of portfolio›$2.3K
Citigroup Inc1
0.0% of portfolio›$102
StyleTurnoverLocationFiled
Kestra Advisory Services, LLC
574,066$58.8M0.2%CoreLowAustin, TX2026-11-02
First Community Trust NA
531,343$54.4M18.1%GrowthLowDubuque, IA2026-10-07
Horizon Wealth Management, LLC
414,254$42.4M5.3%ETFVery HighLa Grange, IL2026-11-02
Harel Insurance Investments & Financial Services Ltd.
304,800$31.2K0.0%GrowthHighRamat Gan, Luxembourg2026-11-02
Trust Co of Toledo NA
258,126$26.4M2.1%GrowthVery LowHolland, OH2026-10-16
Wealth Enhancement Advisory Services, LLC
255,493$26.6M0.0%CoreLowPlymouth, MN2026-10-13
Lido Advisors, LLC
246,065$25.2M0.1%GrowthLowLos Angeles, CA2026-11-04
Cambridge Investment Research Advisors, Inc.
228,681$23.4K0.0%ETFLowFairfield, IA2026-11-02
Oppenheimer & Co Inc
210,753$21.6M0.2%CoreLowNew York, NY2026-10-26
Venture Visionary Partners LLC
177,066$18.1M0.5%CoreLowSylvania, OH2026-10-07
Systelligence, LLC
174,606$17.9M3.0%ETFHighBloomington, MN2026-11-05
Commonwealth Equity Services, LLC
168,449$17.3M0.0%ETFLowWaltham, MA2026-11-02
Flagship Harbor Advisors, LLC
164,093$16.8M0.6%ETFMediumBoston, MA2026-10-26
Prism Advisors, Inc.
160,605$16.7M4.2%ETFMediumStudio City, CA2026-10-09
Cornerstone Planning Group LLC
151,421$15.8M2.0%ETFMediumFairfield, NJ2026-10-16
626 Financial, LLC
150,571$15.4M5.9%CoreLowPortage, MI2026-11-04
Certuity, LLC
144,030$14.8M0.7%GARPLowNorth Palm Beach, FL2026-11-02
Onyx Bridge Wealth Group LLC
137,134$14.0M1.2%ETFMediumTarrytown, NY2026-10-16
Capital Asset Advisory Services LLC
112,329$12.1M0.4%ETFLowWilliamston, MI2026-10-30
MLG Wealth Management DBA Pine Grove Financial Group
110,972$11.4M1.1%ETFMediumWoodbury, MN2026-10-13
Team Financial Group, LLC
105,297$10.8M4.3%ETFLowTemecula, CA2026-10-30
Ceera Investments, LLC
98,723$10.1M3.8%CoreMediumBellaire, TX2026-11-02
D.A. Davidson & Co.
79,162$8.1M0.0%CoreLowGreat Falls, MT2026-10-28
Leslie Global Wealth, LLC
69,891$7.2M2.6%ETFLowItasca, IL2026-10-26
Optima Capital LLC
68,433$7.0M2.8%ETFHighPortland, OR2026-10-29
Columbia Advisory Partners LLC
64,186$6.6M3.6%ETFMediumSpokane, WA2026-10-15
Truist Financial Corp
63,511$6.5M0.0%CoreLowCharlotte, NC2026-10-30
USAdvisors Wealth Management, LLC
61,614$6.3K0.0%ETFLowEden Prairie, MN2026-10-21
United Advisor Group, LLC
57,013$5.8M0.6%ETFLowCincinnati, OH2026-11-03
Creative Financial Designs Inc
51,449$5.3M0.2%ETFMediumKokomo, IN2026-11-04
Lanark Financial, Inc.
44,846$4.6M0.3%CoreMediumBirmingham, AL2026-10-26
Santori & Peters, Inc.
44,485$4.6M1.2%GrowthVery LowCanonsburg, PA2026-10-26
Nilsine Partners, LLC
43,721$4.5M0.3%CoreMediumGreenwood Village, CO2026-11-02
Vericrest Private Wealth
43,494$4.5M4.0%ETFLowNewtown, PA2026-10-21
Bay Capital Advisors, LLC
40,896$4.2M2.2%ETFLowVirginia Beach, VA2026-10-16
J.W. Cole Advisors, Inc.
39,274$4.0M0.1%IndexLowTampa, FL2026-11-05
Powers Advisory Group, LLC
37,957$3.9M1.2%ETFVery LowHighland, IL2026-10-14
Ashton Thomas Private Wealth, LLC
36,060$3.7M0.1%CoreMediumScottsdale, AZ2026-11-03
Founders Financial Securities LLC
30,601$3.1M0.2%ETFMediumTowson, MD2026-10-28
Uptick Partners, LLC
30,345$3.1M0.4%ETFLowNacogdoches, TX2026-11-04
BFI Wealth Solutions, LLC
30,168$3.1M2.1%ETFLowDallas, TX2026-10-16
First National Bank Sioux Falls
28,773$2.9M0.9%ETFVery LowSioux Falls, SD2026-10-13
Advisor Resource Council
27,873$2.9M1.0%ETFLowDallas, TX2026-11-05
Vise Technologies, Inc.
25,875$2.7M0.0%IndexLowNew York, NY2026-10-29
Guilbault Capital LLC
25,734$2.6M2.6%ETFMediumMetairie, LA2026-10-28
Cooper Financial Group
24,160$2.5M0.2%GrowthMediumIrvine, CA2026-10-07
Etesian Wealth Advisors, Inc.
23,021$2.4M0.7%ETFLowWest Linn, OR2026-10-27
MFG Investments, LLC
21,219$2.2M2.3%ETFN/AMedford, NJ2026-10-30
Alchemi Wealth, LLC
20,163$2.1M0.9%CoreLowEssex, CT2026-11-04
Integrity Alliance, Llc.
19,833$2.0M0.1%ETFMediumUrbandale, IA2026-10-29
Centerpoint Advisory Group
19,206$2.0M1.2%ETFLowOverland Park, KS2026-10-23
Weaver Consulting Group
16,256$1.7M0.3%ETFLowHuntington Beach, CA2026-10-07
IFP Advisors, Inc
15,987$1.6M0.0%GrowthLowTampa, FL2026-10-16
Sigma Planning Corp
15,642$1.6M0.0%GrowthMediumAnn Arbor, MI2026-10-23
WealthPoint Financial, LLC
15,377$1.6M1.1%ETFMediumCramerton, NC2026-11-03
TopTier Wealth Management, LLC
14,979$1.5M0.9%ETFVery LowMuskego, WI2026-10-16
Cyndeo Wealth Partners, LLC
14,612$1.5M0.1%CoreMediumSt. Petersburg, FL2026-10-16
RFG Advisory, LLC
14,489$1.5M0.0%ETFMediumBirmingham, AL2026-11-03
PNC Financial Services Group, Inc.
14,373$1.5M0.0%GrowthVery LowPittsburgh, PA2026-11-06
WJ Wealth Management, LLC
13,046$1.3M0.5%ETFMediumGlendale, AZ2026-11-03
MidAtlantic Capital Management, Inc.
12,219$1.3M0.8%ETFVery LowRichmond, VA2026-11-05
Matauro, LLC
11,419$1.2M0.1%ETFLowNew York, NY2026-11-03
Fifth Third Securities, Inc.
11,404$1.2M0.1%ETFLowCincinnati, OH2026-10-21
Parsons Capital Management Inc
10,842$1.1M0.0%CoreLowProvidence, RI2026-10-28
Atlas Brown,Inc.
10,501$1.1M0.3%GrowthLowLouisville, KY2026-10-09
Ballew Advisors, Inc
10,203$1.1M0.5%ETFLowJackson, MS2026-10-05
RVW Wealth, LLC
9,510$974.2K0.1%ETFVery LowLos Angeles, CA2026-10-06
Capital Investment Advisory Services, LLC
8,954$917.3K0.1%CoreMediumRaleigh, NC2026-10-30
Walled Lake Planning & Wealth Management, LLC
8,654$886.6K0.2%ETFLowHighland Park, IL2026-10-29
Atria Investments, Inc
8,376$858.0K0.0%CoreMediumCharlotte, NC2026-10-15
Partners Wealth Management, LLC
8,228$842.9K0.1%CoreLowCarmel By The Sea, CA2026-10-28
Signature Estate & Investment Advisors LLC
8,183$838.3K0.0%ETFMediumLos Angeles, CA2026-10-13
Concurrent Investment Advisors, LLC
8,042$823.8K0.0%GrowthMediumTampa, FL2026-10-16
Signal Advisors Wealth, LLC
7,967$816.1K0.0%ETFLowDetroit, MI2026-10-13
Clear Creek Financial Management, LLC
6,673$683.6K0.1%ETFMediumSilverdale, WA2026-10-28
Narus Financial Partners, LLC
6,433$659.0K0.2%ValueLowSalt Lake City, UT2026-10-19
Fifth Third Bancorp
6,304$645.8K0.0%IndexVery LowCincinnati, OH2026-11-05
William John Sempolinski
5,868$601.1K0.2%MomentumLowEaston, MA2026-10-20
XY Planning Network, Inc.
5,532$566.7K0.1%ETFLowBozeman, MT2026-10-14
Thrivent Financial for Lutherans
5,361$5490.0%GARPMediumMinneapolis, MN2026-11-05
Wedbush Securities Inc
5,293$5420.0%CoreLowPasadena, CA2026-10-22
Willner & Heller, LLC
4,746$486.2K0.3%GrowthLowEncino, CA2026-10-28
Wealthcare Advisory Partners LLC
4,388$449.5K0.0%ETFLowWest Chester, PA2026-10-21
O'Brien Greene & Co. Inc
4,322$442.7K0.1%CoreLowMedia, PA2026-11-05
Beacon Financial Advisory LLC
4,305$441.0K0.1%ETFLowCleveland, OH2026-10-16
NWF Advisory Services Inc.
4,142$424.3K0.0%GARPLowLos Angeles, CA2026-10-19
Private Trust Co NA
4,087$418.7K0.0%CoreLowCleveland, OH2026-10-20
Bison Wealth, LLC
4,069$426.3K0.0%GrowthMediumAtlanta, GA2026-10-13
Verus Financial Partners, Inc.
3,918$401.4K0.0%ETFVery LowRichmond, VA2026-10-29
Creative Planning
3,642$373.1K0.0%IndexVery LowOverland Park, KS2026-11-02
World Equity Group, Inc.
3,572$365.9K0.2%GrowthMediumSchaumburg, IL2026-10-14
Kestra Private Wealth Services, LLC
3,494$357.9K0.0%GrowthLowAustin, TX2026-11-06
Quartz Partners, LLC
3,427$351.0K0.1%GARPMediumSaratoga Springs, NY2026-11-03
Farrell Financial LLC
3,420$350.3K0.2%ETFVery LowOrchard Park, NY2026-10-16
TFB Advisors LLC
3,370$345.2K0.1%ETFLowOverland Park, KS2026-11-02
Avaii Wealth Management, LLC
3,289$339.2K0.1%ETFMediumAppleton, WI2026-10-09
Woodard & Co Asset Management Group Inc
3,263$334.3K0.0%ETFMediumBermuda Run, NC2026-11-03
Dynamic Advisor Solutions LLC
3,188$326.6K0.0%ETFLowPhoenix, AZ2026-10-13
Enclave Advisors LLC
2,957$302.9K0.0%ETFMediumAustin, TX2026-10-14
Fiduciary Alliance LLC
2,735$280.2K0.0%CoreMediumGreenville, SC2026-10-13
Koshinski Asset Management, Inc.
2,719$278.5K0.0%ETFLowDecatur, IL2026-10-29
Cathy Pareto & Associates, Inc
2,687$275.3K0.2%ETFLowCoral Gables, FL2026-10-15
Park Avenue Securities LLC
2,577$2640.0%ETFMediumNew York, NY2026-10-26
Reap Financial Group, LLC
2,331$238.8K0.0%ETFLowAustin, TX2026-11-02
Assetmark, Inc
1,277$130.8K0.0%ETFLowConcord, CA2026-10-21
US Bancorp \de\
1,094$112.1K0.0%IndexLowMinneapolis, MN2026-11-05
Signature Equity Partners, LLC
1,022$104.7K0.0%GrowthMediumColumbus, OH2026-10-29
CoreCap Advisors, LLC
877$89.8K0.0%ETFMediumSouthfield, MI2026-10-08
Rossby Financial, LCC
820$84.0K0.0%ETFMediumMelbourne, FL2026-11-05
Cherry Tree Wealth Management, LLC
788$80.7K0.0%ETFVery LowMinnetonka, MN2026-10-15
Mcdonald Partners LLC
677$69.4K0.0%CoreLowCleveland, OH2026-11-03
Parallel Advisors, LLC
641$65.7K0.0%IndexLowSan Francisco, CA2026-11-03
Spire Wealth Management
434$44.5K0.0%GrowthMediumMclean, VA2026-10-30
Silver Grove Financial Group, Inc.
415$42.5K0.0%CoreMediumOrchard Park, NY2026-11-05
Pinnacle Bancorp, Inc.
320$32.8K0.0%CoreVery LowBeatrice, NE2026-10-21
Jnba Financial Advisors
318$32.6K0.0%ETFMediumBloomington, MN2026-11-03
Farther Finance Advisors, LLC
295$30.2K0.0%IndexLowSan Francisco, CA2026-10-08
Clearstead Advisors, LLC
229$23.5K0.0%ETFLowCleveland, OH2026-11-06
Allspring Global Investments Holdings, LLC
200$20.6K0.0%CoreMediumCharlotte, NC2026-11-04
Evolution Wealth Management Inc.
173$17.7K0.0%ETFMediumFort Myers, FL2026-10-28
Morton Brown Family Wealth, LLC
164$16.8K0.0%ETFVery LowAllentown, PA2026-10-23
Covestor Ltd
159$160.0%ValueHighLondon, United Kingdom2026-10-30
Abound Wealth Management
84$8.6K0.0%ETFVery LowFranklin, TN2026-10-26
NBT Bank, N.A.
67$6.9K0.0%CoreLowNorwich, NY2026-10-21
Larson Financial Group LLC
42$4.3K0.0%GrowthLowSt Louis, MO2026-11-05
Hilltop National Bank
34$3.5K0.0%CoreLowCasper, WY2026-10-14
Main Street Group, LTD
22$2.3K0.0%ETFMediumGlen Allen, VA2026-10-28
Citigroup Inc
1$1020.0%CoreMediumNew York, NY2026-11-04