Wisdomtree U.S. Value FundWTVETF
13F holders, Q4 2024 (December 31)101holders +29
24new positions
2sold out
1famous investor
$83.58avg. 13F price*
At the end of Q4 2024, 101 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 29 from Q3 2024. 24 opened new positions and 2 sold out. The largest holders were LPL Financial LLC ($69.3M), Raymond James Financial Inc. ($28.1M) and Horizon Wealth Management, LLC ($27.8M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Wisdomtree U.S. Value Fund
- CUSIP
- 97717W547
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $64.8M |
| Exits | 2 | $4.4M |
All 13F filers, Q3 2024 → Q4 2024: 1,319,494 shares bought and 92,613 shares sold, net +1,226,881 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 101 holders
| LPL Financial LLC | 0.03% | Add +49.0% | 829,601 | $69.3M |
| Raymond James Financial Inc. | 0.01% | — | 336,518 | $28.1M |
| Horizon Wealth Management, LLC | 4.84% | New | 332,925 | $27.8M |
| Prism Advisors, Inc. | 6.71% | Add +5.9% | 267,687 | $22.4M |
| Legacy Financial Advisors, Inc. | 3.00% | Reduce -0.1% | 217,454 | $18.2M |
| Anderson Financial Strategies, LLC | 10.45% | — | 207,412 | $17.3M |
| Morgan Stanley | 0.00% | Add +43.7% | 182,746 | $15.3M |
| Lido Advisors, LLC | 0.09% | New | 179,933 | $15.0M |
| Kestra Advisory Services, LLC | 0.05% | Add +75.6% | 112,229 | $9.4M |
| JPMorgan Chase & Co. | 0.00% | Add +22.2% | 110,773 | $9.3M |
| Team Financial Group, LLC | 4.73% | Add +0.7% | 98,715 | $8.3M |
| Solano Wealth Investment Advisors LLC | 4.92% | — | 97,930 | $8.2M |
| Flagship Harbor Advisors, LLC | 0.41% | Add +239.2% | 93,033 | $7.8M |
| Cwm, LLC | 0.03% | Reduce -2.3% | 90,731 | $7.6M |
| Leslie Global Wealth, LLC | 3.03% | Add +16.5% | 77,992 | $6.5M |
| AE Wealth Management LLC | 0.06% | Add +8.9% | 77,790 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +19.8% | 73,675 | $6.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -4.6% | 68,073 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +19.3% | 67,841 | $5.7M |
| Global Retirement Partners, LLC | 0.16% | New | 66,071 | $5.5M |
| Modern Wealth Management, LLC | 0.19% | Reduce -9.6% | 62,201 | $5.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -20.4% | 50,084 | $4.2M |
| Steward Partners Investment Advisory, LLC | 0.03% | New | 45,820 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.4% | 45,381 | $3.8M |
| Orion Portfolio Solutions, LLC | 0.04% | Add +9.4% | 45,381 | $3.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.6% | 43,698 | $3.7M |
| Nilsine Partners, LLC | 0.31% | New | 34,623 | $2.9M |
| MML Investors Services, LLC | 0.01% | New | 32,195 | $2.7M |
| PMG Wealth Management, Inc. | 2.38% | — | 31,252 | $2.6M |
| Fifth Third Securities, Inc. | 0.16% | Reduce -0.6% | 22,836 | $1.9M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +10.1% | 19,851 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 18,285 | $1.5M |
| Tempus Wealth Planning, LLC | 0.46% | New | 18,135 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -19.0% | 17,978 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Add +8.7% | 16,625 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | New | 16,269 | $1.4M |
| Thrivent Financial for Lutherans | 0.00% | Add +17.3% | 13,740 | $1.1M |
| Financial Advocates Investment Management | 0.05% | Reduce -16.3% | 11,115 | $929K |
| Foresight Capital Management Advisors, Inc. | 0.53% | Reduce -8.3% | 10,874 | $909K |
| Western Wealth Management, LLC | 0.05% | Reduce -25.2% | 10,110 | $845K |
| Matauro, LLC | 0.18% | — | 10,026 | $838K |
| RVW Wealth, LLC | 0.07% | Reduce -2.7% | 9,582 | $801K |
| Susquehanna International Group, LLP | 0.00% | New | 9,182 | $767K |
| Good Life Advisors, LLC | 0.05% | Reduce -2.3% | 8,981 | $751K |
| Optima Capital LLC | 0.38% | — | 6,614 | $553K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.6% | 6,270 | $524K |
| Carlson Capital Management | 0.02% | Reduce -2.1% | 6,181 | $517K |
| Thoroughbred Financial Services, LLC | 0.03% | New | 6,086 | $508K |
| Hollencrest Capital Management | 0.02% | New | 6,000 | $501K |
| Private Advisor Group, LLC | 0.00% | New | 5,512 | $461K |
| LRI Investments, LLC | 0.04% | No change | 5,434 | $454K |
| Cathy Pareto & Associates, Inc. | 0.40% | — | 5,184 | $433K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.2% | 5,120 | $428K |
| Avant Capital LLC | 0.35% | — | 5,037 | $421K |
| Wharton Business Group, LLC | 0.02% | No change | 4,885 | $408K |
| O'Brien Greene & Co. Inc | 0.12% | No change | 4,600 | $384K |
| AQR Capital Management | 0.00% | No change | 4,498 | $376K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +43.6% | 4,287 | $358K |
| Principal Securities, Inc. | 0.01% | Add +97.1% | 4,109 | $343K |
| Integrated Wealth Concepts LLC | 0.00% | New | 4,027 | $337K |
| Regal Investment Advisors LLC | 0.02% | Add +0.4% | 3,827 | $320K |
| Centerpoint Advisory Group | 0.31% | — | 3,800 | $318K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,774 | $317K |
| Private Trust Co. NA | 0.03% | Add +82.8% | 3,775 | $315K |
| Sigma Planning Corp | 0.01% | Reduce -5.8% | 3,769 | $315K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 3,703 | $310K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2216.6% | 3,359 | $281K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.0% | 3,309 | $277K |
| Royal Bank of Canada | 0.00% | Add +1398.6% | 3,237 | $271K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +16.0% | 3,160 | $264K |
| Independent Advisor Alliance | 0.00% | New | 2,961 | $247K |
| Smith, Moore & Co. | 0.02% | No change | 2,930 | $245K |
| Betterment LLC | 0.00% | Reduce -4.9% | 2,916 | $244K |
| Cambria Investment Management, L.P. | 0.01% | Add +0.1% | 2,685 | $224K |
| Willner & Heller, LLC | 0.19% | New | 2,643 | $221K |
| &partners | 0.00% | New | 2,589 | $216K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,520 | $211K |
| United Advisor Group, LLC | 0.04% | New | 2,484 | $208K |
| Rehmann Capital Advisory Group | 0.01% | New | 2,388 | $200K |
| REAP Financial Group, LLC | 0.04% | Reduce -24.4% | 1,945 | $163K |
| Comerica Bank | 0.00% | Add +5.5% | 1,172 | $98K |
| Ridgewood Investments LLC | 0.05% | No change | 1,164 | $97K |
| Ancora Advisors LLC | 0.00% | No change | 850 | $71K |
| Geneos Wealth Management Inc. | 0.00% | No change | 725 | $61K |
| Sound Income Strategies, LLC | 0.00% | New | 598 | $50K |
| Harbour Investments, Inc. | 0.00% | Add +15.8% | 579 | $48K |
| ORG Partners LLC | 0.01% | New | 463 | $39K |
| Synergy Investment Management, LLC | 0.01% | — | 318 | $27K |
| Creative Financial Designs Inc. | 0.00% | No change | 284 | $24K |
| US Bancorp \de | 0.00% | No change | 220 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $17K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 194 | $16K |
| PNC Financial Services Group, Inc. | 0.00% | New | 189 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 164 | $14K |
| Blair William & Co. | 0.00% | No change | 144 | $12K |
| Ameriflex Group, Inc. | 0.01% | — | 134 | $12K |
| Hilltop National Bank | 0.00% | No change | 138 | $12K |
| HM Payson & Co. | 0.00% | No change | 100 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 75 | $6K |
| Allworth Financial LP | 0.00% | New | 52 | $5K |
| FMR LLC | 0.00% | New | 1 | $84 |
"% 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.