WisdomTree U.S. Value Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 2.56 M | $238.53 M | 11.40% | 10.75% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 1.89 M | $176.76 M | 0.13% | 7.95% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 1.50 M | $139.61 M | 6.65% | 6.31% |
| MORGAN STANLEY | 02/13/2026 | 1.32 M | $123.35 M | 43.75% | 5.55% |
| HIGHTOWER ADVISORS, LLC | 02/06/2026 | 1.20 M | $112.10 M | 3.83% | 5.48% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 1.25 M | $117.01 M | 1.33% | 5.26% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 453.12 K | $42.28 M | 120.22% | 1.90% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 403.49 K | $37.65 M | 104.15% | 1.69% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 01/08/2026 | 351.91 K | $33.57 M | 7,765.69% | 1.60% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/10/2026 | 360.78 K | $33.66 M | 10.42% | 1.52% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 332.11 K | $30.99 M | 8.59% | 1.40% |
| LIDO ADVISORS, LLC | 02/10/2026 | 312.20 K | $28.41 M | -0.17% | 1.31% |
| LEGACY FINANCIAL ADVISORS, INC. | 02/04/2026 | 222.63 K | $20.77 M | -0.55% | 1.01% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 02/24/2026 | 222.51 K | $20.76 M | 0.55% | 1.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 241.48 K | $22.53 M | 840.16% | 1.01% |
| 02/10/2026 | 239.46 K | $22.34 M | 100.00% | 1.01% | |
| ONYX BRIDGE WEALTH GROUP LLC | 02/18/2026 | 236.49 K | $22.06 M | 3.04% | 0.99% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 214.78 K | $20.04 M | -7.92% | 0.98% |
| SYSTELLIGENCE, LLC | 01/22/2026 | 205.08 K | $19.13 M | 10.00% | 0.93% |
| PRISM ADVISORS, INC. | 01/23/2026 | 196.23 K | $18.31 M | -5.70% | 0.89% |
| OPPENHEIMER & CO INC | 02/02/2026 | 194.18 K | $18.12 M | 1.44% | 0.89% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 196.11 K | $18.30 M | 7.86% | 0.82% |
| AMERITAS INVESTMENT PARTNERS, INC. | 02/11/2026 | 167.68 K | $15.64 M | 4.52% | 0.71% |
| TRUST CO OF TOLEDO NA /OH/ | 01/20/2026 | 149.63 K | $13.96 M | 10.55% | 0.68% |
| FLAGSHIP HARBOR ADVISORS, LLC | 01/21/2026 | 142.32 K | $13.28 M | 3.83% | 0.65% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 139.69 K | $13.03 M | 4.22% | 0.64% |
| VENTURE VISIONARY PARTNERS LLC | 02/13/2026 | 150.45 K | $14.10 M | -0.57% | 0.63% |
| 626 FINANCIAL, LLC | 02/05/2026 | 135.54 K | $12.65 M | 19.72% | 0.62% |
| JPMORGAN CHASE & CO | 02/11/2026 | 131.73 K | $12.29 M | -0.74% | 0.60% |
| CORNERSTONE PLANNING GROUP LLC | 02/02/2026 | 130.63 K | $12.46 M | 34,921.18% | 0.60% |
| MARINER, LLC | 02/13/2026 | 131.12 K | $12.23 M | -1.84% | 0.55% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 01/09/2026 | 119.46 K | $11.39 M | -2.32% | 0.54% |
| AXXCESS WEALTH MANAGEMENT, LLC | 02/19/2026 | 119.11 K | $11.11 M | -2.62% | 0.54% |
| MML INVESTORS SERVICES, LLC | 02/13/2026 | 122.68 K | $11.45 M | 7.11% | 0.52% |
| MENORA MIVTACHIM HOLDINGS LTD. | 02/12/2026 | 118.81 K | $11.09 M | 10.27% | 0.50% |
| PRIVATE ADVISOR GROUP, LLC | 02/17/2026 | 113.94 K | $10.63 M | 23.56% | 0.48% |
| TEAM FINANCIAL GROUP, LLC | 01/13/2026 | 102.62 K | $9.57 M | -0.73% | 0.47% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 93.28 K | $8.70 M | 5.40% | 0.39% |
| INSIGHT ADVISORS, LLC/ PA | 02/11/2026 | 86.56 K | $8.08 M | 3.81% | 0.36% |
| CWM, LLC | 01/26/2026 | 85.40 K | $7.97 M | 1.87% | 0.36% |
| GLOBAL RETIREMENT PARTNERS, LLC | 02/06/2026 | 84.72 K | $7.90 M | -0.03% | 0.36% |
| RUGGAARD & ASSOCIATES LLC | 02/20/2026 | 77.46 K | $7.23 M | -8.84% | 0.35% |
| 02/12/2026 | 83.65 K | $7.80 M | 100.00% | 0.35% | |
| LESLIE GLOBAL WEALTH, LLC | 02/02/2026 | 71.01 K | $6.63 M | -2.65% | 0.32% |
| USADVISORS WEALTH MANAGEMENT, LLC | 02/05/2026 | 68.67 K | $6.41 M | 9.54% | 0.31% |
| MODERN WEALTH MANAGEMENT, LLC | 02/17/2026 | 65.21 K | $6.08 M | -5.27% | 0.27% |
| EQUITABLE HOLDINGS, INC. | 02/17/2026 | 63.73 K | $5.95 M | 44.88% | 0.27% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 59.67 K | $5.57 M | -8.47% | 0.25% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 54.79 K | $5.11 M | -3.53% | 0.25% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 52.28 K | $4.88 M | 2.84% | 0.24% |
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WisdomTree U.S. Value Fund institutional Ownership - FAQ's
During the previous two years, 244 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 1.99 M
HighTower Advisors, LLC: 1.24 M
Kestra Advisory Services, LLC: 424,918
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 237,958
Legacy Financial Advisors, Inc.: 225,627
Systelligence, LLC: 221,641
85.51% of WisdomTree U.S. Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 21.54 M shares in the last 24 months. This purchase volume represents approximately $2.08 B in transactions.