Wisdomtree U.S. Value FundWTVETF
13F holders, Q1 2024 (March 31)64holders
$75.53avg. 13F price*
At the end of Q1 2024, 64 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings. The largest holders were LPL Financial LLC ($30.1M), Raymond James Financial Services Advisors, Inc. ($18.2M) and Legacy Financial Advisors, Inc. ($14.3M).
- Company
- Wisdomtree U.S. Value Fund
- CUSIP
- 97717W547
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $17.8M |
| Exits | 4 | $593K |
Ownership 64 holders
| LPL Financial LLC | 0.02% | Add +21.5% | 398,703 | $30.1M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +0.2% | 240,291 | $18.2M |
| Legacy Financial Advisors, Inc. | 2.57% | New | 189,440 | $14.3M |
| Private Wealth Strategies, L.L.C. | 2.99% | Add +0.8% | 182,615 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +1106.5% | 115,495 | $8.7M |
| Morgan Stanley | 0.00% | Add +16.8% | 114,559 | $8.7M |
| Cwm, LLC | 0.04% | Reduce -1.8% | 102,093 | $7.7M |
| Team Financial Group, LLC | 4.63% | Add +2.2% | 91,053 | $6.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.7% | 69,048 | $5.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.7% | 60,992 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +94.3% | 51,664 | $3.9M |
| AE Wealth Management LLC | 0.04% | Add +38.1% | 50,672 | $3.8M |
| Kovack Advisors, Inc. | 0.46% | Add +0.5% | 50,461 | $3.8M |
| Cetera Investment Advisers | 0.01% | Add +702.8% | 49,407 | $3.7M |
| Corient Private Wealth LP | 0.01% | Reduce -0.7% | 44,853 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +1.3% | 43,888 | $3.3M |
| JPMorgan Chase & Co. | 0.00% | Add +548.3% | 36,536 | $2.8M |
| RVW Wealth, LLC | 0.21% | Reduce -1.0% | 27,021 | $2.0M |
| Raymond James & Associates | 0.00% | Reduce -0.1% | 25,174 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Reduce -21.6% | 24,716 | $1.9M |
| Financial Advocates Investment Management | 0.07% | New | 18,677 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 14,575 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +4.0% | 14,565 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -47.0% | 14,071 | $1.1M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +26.7% | 12,280 | $928K |
| Foresight Capital Management Advisors, Inc. | 0.60% | New | 10,423 | $788K |
| Mason & Associates, LLC | 0.60% | — | 10,423 | $788K |
| Good Life Advisors, LLC | 0.06% | Add +34.3% | 9,105 | $688K |
| Prudential Financial Inc. | 0.00% | New | 8,006 | $605K |
| Thrivent Financial for Lutherans | 0.00% | Add +20.9% | 7,650 | $578K |
| Carlson Capital Management | 0.03% | Reduce -90.3% | 7,620 | $576K |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 6,620 | $501K |
| Flagship Harbor Advisors, LLC | 0.03% | New | 5,898 | $446K |
| LRI Investments, LLC | 0.10% | — | 5,434 | $411K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.3% | 5,085 | $384K |
| Wharton Business Group, LLC | 0.02% | Reduce -27.2% | 4,885 | $369K |
| O'Brien Greene & Co. Inc | 0.11% | Add +2.2% | 4,600 | $348K |
| REAP Financial Group, LLC | 0.08% | Reduce -27.2% | 4,076 | $308K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -14.6% | 3,970 | $300K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,774 | $284K |
| Belpointe Asset Management LLC | 0.02% | Add +0.9% | 3,332 | $252K |
| Betterment LLC | 0.00% | Add +2.3% | 3,131 | $237K |
| Smith, Moore & Co. | 0.03% | No change | 3,100 | $234K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.1% | 3,091 | $234K |
| Cambria Investment Management, L.P. | 0.01% | Reduce -0.6% | 3,028 | $229K |
| Concurrent Investment Advisors, LLC | 0.01% | No change | 2,948 | $223K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,725 | $206K |
| Avalon Trust Co | 0.01% | No change | 2,048 | $155K |
| Principal Securities, Inc. | 0.00% | New | 1,947 | $147K |
| Private Trust Co. NA | 0.01% | Reduce -6.3% | 1,155 | $87K |
| Ancora Advisors LLC | 0.00% | No change | 850 | $64K |
| Geneos Wealth Management Inc. | 0.00% | No change | 800 | $60K |
| ICA Group Wealth Management, LLC | 0.01% | No change | 542 | $41K |
| Harbour Investments, Inc. | 0.00% | No change | 500 | $38K |
| Comerica Bank | 0.00% | Reduce -7.8% | 342 | $26K |
| Creative Financial Designs Inc. | 0.00% | Add +17.2% | 279 | $21K |
| US Bancorp \de | 0.00% | New | 220 | $17K |
| Royal Bank of Canada | 0.00% | Reduce -66.1% | 216 | $16K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 194 | $15K |
| Morton Brown Family Wealth, LLC | 0.01% | New | 164 | $12K |
| Blair William & Co. | 0.00% | No change | 144 | $11K |
| Hilltop National Bank | 0.00% | — | 138 | $10K |
| HM Payson & Co. | 0.00% | No change | 100 | $8K |
| Aptus Capital Advisors, LLC | 0.00% | New | 75 | $6K |
"% of holder's portfolio" is WTV's weight in each manager's 13F, not the share of Wisdomtree U.S. Value Fund the manager owns.