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 | 05/06/2026 | 3.54 M | $335.00 M | 38.32% | 12.54% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 1.99 M | $188.16 M | 4.84% | 7.04% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 1.75 M | $165.43 M | 16.70% | 6.19% |
| MORGAN STANLEY | 05/15/2026 | 1.61 M | $152.93 M | 22.10% | 5.72% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 1.42 M | $134.74 M | 13.55% | 5.05% |
| HIGHTOWER ADVISORS, LLC | 05/05/2026 | 1.24 M | $117.73 M | 3.44% | 4.41% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 525.41 K | $49.77 M | 15.95% | 1.86% |
| KESTRA ADVISORY SERVICES, LLC | 04/30/2026 | 424.92 K | $40.25 M | 5.31% | 1.51% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 352.84 K | $33.42 M | 6.24% | 1.25% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 315.67 K | $29.90 M | 30.72% | 1.12% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/07/2026 | 308.85 K | $29.26 M | -14.39% | 1.09% |
| LIDO ADVISORS, LLC | 05/13/2026 | 284.10 K | $26.91 M | -9.00% | 1.01% |
| MARINER, LLC | 05/13/2026 | 282.61 K | $26.77 M | 115.54% | 1.00% |
| INDEPENDENT ADVISOR ALLIANCE | 05/12/2026 | 260.83 K | $24.71 M | 100.00% | 0.92% |
| 05/12/2026 | 254.26 K | $24.09 M | 6.18% | 0.90% | |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/08/2026 | 237.96 K | $22.52 M | -32.38% | 0.84% |
| LEGACY FINANCIAL ADVISORS, INC. | 04/30/2026 | 225.63 K | $21.37 M | 1.34% | 0.80% |
| SYSTELLIGENCE, LLC | 04/21/2026 | 221.64 K | $21.00 M | 8.07% | 0.79% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 05/15/2026 | 221.41 K | $21.91 M | -0.50% | 0.78% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/30/2026 | 220.38 K | $20.88 M | 2.61% | 0.78% |
| ONYX BRIDGE WEALTH GROUP LLC | 04/22/2026 | 204.29 K | $19.35 M | -13.62% | 0.72% |
| OPPENHEIMER & CO INC | 04/24/2026 | 197.77 K | $18.73 M | 1.85% | 0.70% |
| COMMONWEALTH EQUITY SERVICES, LLC | 04/27/2026 | 196.57 K | $18.62 M | 0.23% | 0.70% |
| PRISM ADVISORS, INC. | 04/23/2026 | 184.61 K | $17.49 M | -5.92% | 0.65% |
| TRUST CO OF TOLEDO NA /OH/ | 04/15/2026 | 168.05 K | $15.92 M | 12.31% | 0.60% |
| AMERITAS INVESTMENT PARTNERS, INC. | 05/13/2026 | 164.86 K | $15.62 M | -1.68% | 0.58% |
| VENTURE VISIONARY PARTNERS LLC | 05/14/2026 | 164.23 K | $15.56 M | 9.16% | 0.58% |
| FLAGSHIP HARBOR ADVISORS, LLC | 04/28/2026 | 151.63 K | $14.36 M | 6.54% | 0.54% |
| PRIVATE ADVISOR GROUP, LLC | 04/27/2026 | 147.98 K | $14.02 M | 29.88% | 0.52% |
| JPMORGAN CHASE & CO | 05/13/2026 | 144.08 K | $13.44 M | 9.38% | 0.51% |
| CORNERSTONE PLANNING GROUP LLC | 05/06/2026 | 142.03 K | $14.06 M | 8.73% | 0.50% |
| 626 FINANCIAL, LLC | 04/23/2026 | 139.97 K | $13.26 M | 3.27% | 0.50% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 04/29/2026 | 139.49 K | $13.21 M | -0.14% | 0.49% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 04/24/2026 | 119.18 K | $11.79 M | -0.23% | 0.42% |
| MENORA MIVTACHIM HOLDINGS LTD. | 05/14/2026 | 112.21 K | $10.63 M | -5.56% | 0.40% |
| TEAM FINANCIAL GROUP, LLC | 05/04/2026 | 103.21 K | $9.78 M | 0.58% | 0.37% |
| CERTUITY, LLC | 05/11/2026 | 92.29 K | $8.74 M | 231.99% | 0.33% |
| 04/14/2026 | 90.43 K | $8.57 M | 8.10% | 0.32% | |
| MML INVESTORS SERVICES, LLC | 05/04/2026 | 88.88 K | $8.42 M | -27.55% | 0.32% |
| EQUITABLE HOLDINGS, INC. | 05/15/2026 | 87.92 K | $8.20 M | 37.95% | 0.31% |
| CWM, LLC | 05/14/2026 | 84.76 K | $8.03 M | -0.75% | 0.30% |
| AE WEALTH MANAGEMENT LLC | 05/13/2026 | 80.39 K | $7.62 M | -13.81% | 0.29% |
| RUGGAARD & ASSOCIATES LLC | 05/26/2026 | 80.07 K | $7.59 M | 3.37% | 0.28% |
| USADVISORS WEALTH MANAGEMENT, LLC | 04/27/2026 | 72.47 K | $6.76 M | 5.53% | 0.26% |
| LESLIE GLOBAL WEALTH, LLC | 05/15/2026 | 68.58 K | $6.50 M | -3.43% | 0.24% |
| GENEOS WEALTH MANAGEMENT INC. | 05/05/2026 | 65.12 K | $6.17 M | 32.64% | 0.23% |
| COLUMBIA ADVISORY PARTNERS LLC | 04/23/2026 | 64.79 K | $6.14 M | 100.00% | 0.23% |
| ROYAL BANK OF CANADA | 05/15/2026 | 62.52 K | $5.92 M | 110.48% | 0.22% |
| JONES FINANCIAL COMPANIES LLLP | 05/15/2026 | 59.50 K | $5.56 M | 148.19% | 0.21% |
| MODERN WEALTH MANAGEMENT, LLC | 05/14/2026 | 57.22 K | $5.40 M | -12.26% | 0.20% |
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WisdomTree U.S. Value Fund institutional Ownership - FAQ's
During the previous two years, 250 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were:
ENVESTNET ASSET MANAGEMENT INC: 1.65 M
HighTower Advisors, LLC: 1.27 M
FIRST COMMUNITY TRUST NA: 545,821
Kestra Advisory Services, LLC: 516,715
Private Advisor Group, LLC: 355,607
Harel Insurance Investments & Financial Services Ltd.: 266,800
74.73% of WisdomTree U.S. Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.79 M shares in the last 24 months. This purchase volume represents approximately $2.30 B in transactions.