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 | 08/07/2026 | 3.23 M | $329.00 M | -8.54% | 11.58% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 1.87 M | $190.43 M | 7.20% | 6.70% |
| MORGAN STANLEY | 08/13/2026 | 1.69 M | $171.75 M | 4.59% | 6.04% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 1.65 M | $168.11 M | -16.79% | 5.92% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 1.30 M | $132.46 M | -8.56% | 4.66% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 1.27 M | $128.97 M | 2.02% | 4.54% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 637.00 K | $64.80 M | 21.24% | 2.28% |
| FIRST COMMUNITY TRUST NA | 07/10/2026 | 545.82 K | $55.52 M | 100.00% | 1.95% |
| KESTRA ADVISORY SERVICES, LLC | 07/28/2026 | 516.72 K | $52.56 M | 21.60% | 1.85% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 398.17 K | $40.50 M | 26.13% | 1.43% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/12/2026 | 385.15 K | $39.18 M | 24.71% | 1.38% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 355.65 K | $36.18 M | 0.80% | 1.27% |
| PRIVATE ADVISOR GROUP, LLC | 07/27/2026 | 355.61 K | $36.17 M | 140.31% | 1.27% |
| RESOLUTE CAPITAL, LLC | 07/29/2026 | 346.15 K | $35.21 M | 36.14% | 1.24% |
| HAREL INSURANCE INVESTMENTS & FINANCIAL SERVICES LTD. | 07/29/2026 | 266.80 K | $27.14 M | 100.00% | 0.96% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 248.74 K | $25.98 M | 4.53% | 0.89% |
| LEGACY FINANCIAL ADVISORS, INC. | 08/05/2026 | 226.78 K | $23.07 M | 0.51% | 0.81% |
| ANDERSON FINANCIAL STRATEGIES, LLC | 08/20/2026 | 223.68 K | $24.19 M | 1.03% | 0.80% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 221.86 K | $22.57 M | 0.67% | 0.79% |
| OPPENHEIMER & CO INC | 08/03/2026 | 211.76 K | $21.54 M | 7.07% | 0.76% |
| TRUST CO OF TOLEDO NA /OH/ | 07/16/2026 | 200.12 K | $20.36 M | 19.08% | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 188.32 K | $19.16 M | -4.20% | 0.67% |
| PRISM ADVISORS, INC. | 07/24/2026 | 184.92 K | $18.81 M | 0.17% | 0.66% |
| AMERITAS INVESTMENT PARTNERS, INC. | 08/13/2026 | 173.59 K | $17.66 M | 5.29% | 0.62% |
| VENTURE VISIONARY PARTNERS LLC | 07/27/2026 | 173.09 K | $17.61 M | 5.39% | 0.62% |
| ONYX BRIDGE WEALTH GROUP LLC | 07/23/2026 | 165.27 K | $16.81 M | -19.10% | 0.59% |
| SYSTELLIGENCE, LLC | 07/14/2026 | 160.49 K | $16.32 M | -27.59% | 0.57% |
| FLAGSHIP HARBOR ADVISORS, LLC | 07/22/2026 | 160.03 K | $16.28 M | 5.54% | 0.57% |
| 626 FINANCIAL, LLC | 07/27/2026 | 148.03 K | $15.06 M | 5.75% | 0.53% |
| CORNERSTONE PLANNING GROUP LLC | 07/29/2026 | 146.72 K | $15.40 M | 3.30% | 0.53% |
| JPMORGAN CHASE & CO | 08/12/2026 | 138.73 K | $14.20 M | -3.72% | 0.50% |
| CERTUITY, LLC | 07/28/2026 | 123.47 K | $12.56 M | 33.79% | 0.44% |
| CAPITAL ASSET ADVISORY SERVICES LLC | 08/14/2026 | 116.83 K | $11.88 M | -1.97% | 0.42% |
| AXXCESS WEALTH MANAGEMENT, LLC | 07/28/2026 | 116.83 K | $11.88 M | 100.00% | 0.42% |
| MML INVESTORS SERVICES, LLC | 08/07/2026 | 115.50 K | $11.75 M | 29.96% | 0.41% |
| MENORA MIVTACHIM HOLDINGS LTD. | 08/13/2026 | 112.21 K | $11.41 M | 0.00% | 0.40% |
| MLG WEALTH MANAGEMENT DBA PINE GROVE FINANCIAL GROUP | 09/02/2026 | 108.47 K | $11.07 M | 2.01% | 0.39% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 07/20/2026 | 107.16 K | $10.90 M | -23.17% | 0.38% |
| TEAM FINANCIAL GROUP, LLC | 07/13/2026 | 106.29 K | $10.81 M | 2.98% | 0.38% |
| GLOBAL RETIREMENT PARTNERS, LLC | 08/06/2026 | 96.04 K | $9.77 M | 100.00% | 0.34% |
| EQUITABLE HOLDINGS, INC. | 08/17/2026 | 90.25 K | $9.18 M | 2.65% | 0.32% |
| AE WEALTH MANAGEMENT LLC | 08/03/2026 | 84.70 K | $8.62 M | 5.36% | 0.30% |
| RUGGAARD & ASSOCIATES LLC | 08/17/2026 | 82.88 K | $8.43 M | 3.51% | 0.30% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 80.81 K | $8.27 M | 35.82% | 0.29% |
| WESTERN WEALTH MANAGEMENT, LLC | 08/14/2026 | 76.94 K | $7.83 M | 57.70% | 0.28% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 73.93 K | $7.52 M | 2,218.16% | 0.26% |
| CEERA INVESTMENTS, LLC | 08/06/2026 | 71.38 K | $7.26 M | 38.07% | 0.26% |
| COLUMBIA ADVISORY PARTNERS LLC | 07/23/2026 | 66.58 K | $6.77 M | 2.76% | 0.24% |
| AMERITAS ADVISORY SERVICES, LLC | 08/14/2026 | 66.39 K | $6.75 M | 272.58% | 0.24% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 65.75 K | $6.69 M | 38.09% | 0.24% |
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WisdomTree U.S. Value Fund institutional Ownership - FAQ's
During the previous two years, 275 institutional investors and hedge funds held shares of WisdomTree U.S. Value Fund. The most heavily invested institutionals were:
LPL Financial LLC: 3.23 M
RAYMOND JAMES FINANCIAL INC: 1.87 M
MORGAN STANLEY: 1.69 M
ENVESTNET ASSET MANAGEMENT INC: 1.65 M
ADVISOR GROUP HOLDINGS, INC.: 1.3 M
HighTower Advisors, LLC: 1.27 M
77.71% of WisdomTree U.S. Value Fund stock is owned by institutional investors.
Institutional investors have bought a total of 23.68 M shares in the last 24 months. This purchase volume represents approximately $2.29 B in transactions.