Wisdomtree U.S. Value FundWTVETF
13F holders, Q1 2025 (March 31)137holders +36
45new positions
7sold out
2famous investors
$81.96avg. 13F price*
At the end of Q1 2025, 137 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 36 from Q4 2024. 45 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($119.9M), Morgan Stanley ($59.8M) and Raymond James Financial Inc. ($56.9M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $70.3M |
| Exits | 7 | $2.4M |
All 13F filers, Q4 2024 → Q1 2025: 3,794,348 shares bought and 469,702 shares sold, net +3,324,646 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 137 holders
| LPL Financial LLC | 0.05% | Add +76.0% | 1,459,724 | $119.9M |
| Morgan Stanley | 0.00% | Add +298.2% | 727,685 | $59.8M |
| Raymond James Financial Inc. | 0.02% | Add +105.9% | 692,917 | $56.9M |
| Stifel Financial Corp. | 0.03% | Add +647.9% | 326,808 | $26.9M |
| Lido Advisors, LLC | 0.16% | Add +79.6% | 323,200 | $26.6M |
| Prism Advisors, Inc. | 6.40% | Reduce -5.4% | 253,273 | $20.8M |
| Kestra Advisory Services, LLC | 0.09% | Add +103.8% | 228,770 | $18.8M |
| Anderson Financial Strategies, LLC | 11.18% | Add +7.3% | 222,511 | $18.3M |
| Legacy Financial Advisors, Inc. | 2.99% | Reduce -0.1% | 217,300 | $17.9M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +153.8% | 172,154 | $14.1M |
| Systelligence, LLC | 3.26% | New | 165,156 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Add +162.1% | 131,256 | $10.8M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 121,221 | $10.0M |
| Ameritas Investment Partners, Inc. | 0.32% | New | 111,735 | $9.2M |
| Flagship Harbor Advisors, LLC | 0.46% | Add +13.3% | 105,398 | $8.7M |
| Cetera Investment Advisers | 0.02% | Add +38.8% | 102,268 | $8.4M |
| MML Investors Services, LLC | 0.03% | Add +208.8% | 99,412 | $8.2M |
| Team Financial Group, LLC | 4.60% | Reduce -1.8% | 96,932 | $8.0M |
| Ruggaard & Associates LLC | 3.25% | New | 90,303 | $7.4M |
| Cwm, LLC | 0.03% | Reduce -0.5% | 90,296 | $7.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2547.0% | 88,912 | $7.3M |
| Osaic Holdings, Inc. | 0.02% | Add +367.2% | 85,433 | $7.0M |
| AE Wealth Management LLC | 0.06% | Add +5.2% | 81,806 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +15.6% | 78,699 | $6.5M |
| Leslie Global Wealth, LLC | 3.14% | Add +0.5% | 78,417 | $6.4M |
| Advisor Resource Council | 0.50% | New | 94,179 | $6.2M |
| Private Advisor Group, LLC | 0.03% | Add +1137.9% | 68,231 | $5.6M |
| Optima Capital LLC | 3.31% | Add +856.0% | 63,233 | $5.2M |
| Modern Wealth Management, LLC | 0.16% | Add +0.5% | 62,514 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.12% | Add +1247.2% | 57,756 | $4.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +1618.4% | 54,302 | $4.5M |
| Steward Partners Investment Advisory, LLC | 0.04% | Add +15.8% | 53,063 | $4.4M |
| Geneos Wealth Management Inc. | 0.13% | Add +6485.1% | 47,742 | $3.9M |
| Smartleaf Asset Management LLC | 0.36% | New | 46,257 | $3.8M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.0% | 45,368 | $3.7M |
| Orion Portfolio Solutions, LLC | 0.04% | Reduce -0.0% | 45,368 | $3.7M |
| Insight Advisors, LLC/ PA | 0.63% | New | 43,469 | $3.6M |
| Nilsine Partners, LLC | 0.38% | Add +20.7% | 41,784 | $3.4M |
| Sanctuary Advisors, LLC | 0.02% | New | 39,895 | $3.3M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +82.2% | 36,170 | $3.0M |
| Atria Investments, Inc | 0.04% | New | 33,254 | $2.7M |
| IFG Advisory, LLC | 0.15% | New | 33,083 | $2.7M |
| PMG Wealth Management, Inc. | 2.72% | Reduce -0.1% | 31,216 | $2.6M |
| Integrity Alliance, Llc. | 0.10% | New | 29,314 | $2.4M |
| Lanark Financial, Inc. | 0.20% | — | 29,243 | $2.4M |
| Ashton Thomas Private Wealth, LLC | 0.09% | Add +65.3% | 27,489 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.04% | New | 25,924 | $2.1M |
| Solano Wealth Investment Advisors LLC | 1.21% | Reduce -75.7% | 23,784 | $2.0M |
| Equitable Holdings, Inc. | 0.02% | Add +28.8% | 23,157 | $1.9M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -4.4% | 21,833 | $1.8M |
| Fig Financial Advisory Services Inc. | 0.97% | New | 16,781 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Reduce -1.7% | 15,991 | $1.3M |
| Bison Wealth, LLC | 0.11% | New | 14,885 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +2441.8% | 14,717 | $1.2M |
| RFG Advisory, LLC | 0.03% | New | 12,090 | $993K |
| Ceera Investments, LLC | 0.33% | New | 11,735 | $964K |
| Susquehanna International Group, LLP | 0.00% | Add +16.0% | 10,651 | $875K |
| Matauro, LLC | 0.18% | Add +5.7% | 10,601 | $871K |
| Financial Advocates Investment Management | 0.06% | Reduce -9.3% | 10,080 | $828K |
| RVW Wealth, LLC | 0.07% | No change | 9,582 | $787K |
| Good Life Advisors, LLC | 0.05% | Add +1.4% | 9,106 | $748K |
| PCG Wealth Advisors, LLC | 0.26% | New | 9,048 | $743K |
| Integrated Wealth Concepts LLC | 0.01% | Add +124.2% | 9,030 | $742K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 8,521 | $700K |
| Western Wealth Management, LLC | 0.04% | Reduce -24.2% | 7,663 | $630K |
| Citadel Advisors | 0.00% | New | 7,022 | $577K |
| Signature Estate & Investment Advisors LLC | 0.02% | Add +88.5% | 6,981 | $574K |
| NewEdge Advisors, LLC | 0.00% | New | 6,813 | $560K |
| Beacon Financial Advisory LLC | 0.17% | New | 6,770 | $556K |
| Thoroughbred Financial Services, LLC | 0.03% | No change | 6,086 | $500K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -4.0% | 6,020 | $495K |
| Hollencrest Capital Management | 0.02% | No change | 6,000 | $493K |
| Royal Bank of Canada | 0.00% | Add +79.7% | 5,818 | $478K |
| LRI Investments, LLC | 0.05% | Add +6.4% | 5,783 | $475K |
| Arkadios Wealth Advisors | 0.02% | New | 5,528 | $454K |
| Cathy Pareto & Associates, Inc. | 0.38% | Add +0.2% | 5,193 | $427K |
| Avant Capital LLC | 0.35% | Add +2.6% | 5,169 | $425K |
| Gladstone Institutional Advisory LLC | 0.02% | New | 4,965 | $408K |
| Goldman Sachs Group Inc. | 0.00% | New | 4,960 | $408K |
| O'Brien Greene & Co. Inc | 0.14% | Add +6.5% | 4,900 | $403K |
| Wharton Business Group, LLC | 0.02% | No change | 4,885 | $401K |
| Centerpoint Advisory Group | 0.39% | Add +26.2% | 4,794 | $394K |
| REAP Financial Group, LLC | 0.10% | Add +143.6% | 4,738 | $389K |
| United Advisor Group, LLC | 0.08% | Add +86.6% | 4,635 | $381K |
| Rehmann Capital Advisory Group | 0.02% | Add +93.5% | 4,620 | $380K |
| Sigma Planning Corp | 0.01% | Add +20.2% | 4,529 | $372K |
| IFP Advisors, Inc | 0.01% | New | 4,522 | $371K |
| AQR Capital Management | 0.00% | No change | 4,498 | $370K |
| Walled Lake Planning & Wealth Management, LLC | 0.13% | New | 4,335 | $356K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -16.3% | 4,285 | $352K |
| Principal Securities, Inc. | 0.01% | No change | 4,109 | $343K |
| Tempus Wealth Planning, LLC | 0.10% | Reduce -77.2% | 4,135 | $340K |
| World Investment Advisors | 0.01% | New | 4,117 | $338K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,836 | $315K |
| Kane Investment Management, Inc. | 0.15% | New | 3,819 | $314K |
| Quartz Partners, LLC | 0.19% | New | 3,732 | $307K |
| Mutual Advisors, LLC | 0.01% | New | 3,837 | $303K |
| Verus Financial Partners, Inc. | 0.03% | New | 3,918 | $302K |
| Regal Investment Advisors LLC | 0.02% | Reduce -5.9% | 3,602 | $296K |
| XY Planning Network, Inc. | 0.19% | New | 3,517 | $289K |
| Private Trust Co. NA | 0.03% | Reduce -10.7% | 3,370 | $277K |
| Patriot Financial Group Insurance Agency, LLC | 0.04% | Add +0.9% | 3,338 | $274K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,774 | $273K |
| Horizon Wealth Management, LLC | 0.05% | Reduce -99.0% | 3,305 | $272K |
| UBS Group AG | 0.00% | New | 3,209 | $264K |
| ORG Partners LLC | 0.07% | Add +572.4% | 3,113 | $256K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 3,075 | $253K |
| Smith, Moore & Co. | 0.02% | No change | 2,930 | $241K |
| Betterment LLC | 0.00% | Reduce -1.2% | 2,882 | $237K |
| Wedmont Private Capital | 0.01% | New | 3,073 | $235K |
| Ameritas Advisory Services, LLC | 0.01% | New | 2,819 | $233K |
| Cambria Investment Management, L.P. | 0.02% | No change | 2,685 | $224K |
| Willner & Heller, LLC | 0.20% | Reduce -0.2% | 2,638 | $217K |
| &partners | 0.00% | No change | 2,589 | $211K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 2,520 | $207K |
| TFB Advisors LLC | 0.06% | New | 2,485 | $204K |
| Comerica Bank | 0.00% | Add +21.1% | 1,419 | $117K |
| Ridgewood Investments LLC | 0.04% | No change | 1,164 | $96K |
| Hoey Investments, Inc. | 0.01% | New | 870 | $71K |
| Ancora Advisors LLC | 0.00% | No change | 850 | $70K |
| CoreCap Advisors, LLC | 0.00% | New | 577 | $47K |
| Nova Wealth Management, Inc. | 0.04% | New | 570 | $47K |
| Allworth Financial LP | 0.00% | Add +828.9% | 483 | $38K |
| Synergy Investment Management, LLC | 0.01% | No change | 318 | $26K |
| Creative Financial Designs Inc. | 0.00% | Reduce -12.0% | 250 | $21K |
| Jones Financial Companies LLLP | 0.00% | New | 230 | $19K |
| US Bancorp \de | 0.00% | No change | 220 | $18K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 200 | $16K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 164 | $13K |
| Rosenberg Matthew Hamilton | 0.00% | New | 150 | $12K |
| Blair William & Co. | 0.00% | No change | 144 | $12K |
| Ameriflex Group, Inc. | 0.00% | No change | 134 | $11K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 131 | $11K |
| Covestor Ltd | 0.00% | New | 87 | $7K |
| TD Capital Management LLC | 0.00% | New | 80 | $7K |
| Main Street Group, LTD | 0.00% | New | 22 | $2K |
| FMR LLC | 0.00% | Add +500.0% | 6 | $493 |
"% 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.