WTV

Wisdomtree U.s. Value Fund

+$246.0M

Net Activity

Institutions Holding

216

Popularity Rank

#2708

Avg Weight

0.48%

Total Value

$2.0B

Ownership Trend

216 institutions currently hold WTV, with 143 net buyers and 62 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

62

Net Buying Institutions

143

Key Holders

Key Holders

Top 5 by Value

LF
LPL Financial LLC
$335.0M
EA
Envestnet Asset Management INC
$188.2M
RJ
Raymond James Financial INC
$165.4M
MS
Morgan Stanley
$152.9M
OH
Osaic Holdings, INC.
$134.7M

Top 5 by Conviction

AF
Anderson Financial Strategies, LLC
12.05%
RC
Resolute Capital, LLC
9.76%
6F
626 Financial, LLC
5.91%
PA
Prism Advisors, Inc.
4.67%
TF
Team Financial Group, LLC
4.44%
View all 216 holding institutions

Quarterly Activity

Recent Activity

+$1.7B

Total Buy Value

$331.2M

Total Sell Value

New buy26
Trim51
Add117
Sold out11

143

Net Buyers

62

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding WISDOMTREE U.S. VALUE FUND (WTV)?
Major stakeholders currently include LPL Financial LLC ($335.0M), Envestnet Asset Management INC ($188.2M), Raymond James Financial INC ($165.4M). Based on the latest 13F filings, there are a total of 216 tracked investment funds and institutions maintaining positions in WTV.
What is the overall institutional sentiment toward WTV recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $246.0M, driven by 143 managers accumulating shares while 62 reduced their exposure.
Which institutions have been selling or reducing their WTV positions?
In the latest period, 51 funds trimmed their holdings, and 11 managers completely exited their positions. The aggregate reported sell value was $331.2M.
Are there any notable investors adding WTV to their portfolios?
Yes, buying activity remains notable. 26 institutions opened new positions in {ticker}, and 117 existing holders added to their shares. The total reported buy value for the quarter amounted to $1.7B.

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