Wisdomtree U.S. Value FundWTVETF
13F holders, Q2 2025 (June 30)158holders +21
31new positions
11sold out
2famous investors
$86.40avg. 13F price*
At the end of Q2 2025, 158 institutions reported holding Wisdomtree U.S. Value Fund (WTV) in their 13F filings, up 21 from Q1 2025. 31 opened new positions and 11 sold out. The largest holders were LPL Financial LLC ($173.4M), Envestnet Asset Management Inc. ($153.8M) and Osaic Holdings, Inc. ($104.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $252.4M |
| Exits | 11 | $10.1M |
All 13F filers, Q1 2025 → Q2 2025: 7,627,550 shares bought and 570,155 shares sold, net +7,057,395 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 158 holders
| LPL Financial LLC | 0.06% | Add +37.5% | 2,007,413 | $173.4M |
| Envestnet Asset Management Inc. | 0.04% | Add +1256.6% | 1,780,632 | $153.8M |
| Osaic Holdings, Inc. | 0.19% | Add +1310.5% | 1,205,060 | $104.1M |
| Raymond James Financial Inc. | 0.03% | Add +65.2% | 1,144,700 | $98.9M |
| Smith Anglin Financial, LLC | 8.71% | New | 1,112,973 | $96.2M |
| Morgan Stanley | 0.00% | Add +20.5% | 876,853 | $75.8M |
| HighTower Advisors, LLC | 0.07% | New | 666,243 | $57.6M |
| Lido Advisors, LLC | 0.14% | Reduce -4.0% | 310,304 | $26.8M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +246.1% | 307,697 | $26.6M |
| Systelligence, LLC | 3.64% | Add +38.0% | 227,996 | $19.7M |
| Anderson Financial Strategies, LLC | 12.36% | Add +0.5% | 223,687 | $19.3M |
| Legacy Financial Advisors, Inc. | 3.00% | Add +2.2% | 222,048 | $19.2M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Add +25.7% | 216,414 | $18.7M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -6.0% | 214,975 | $18.6M |
| Prism Advisors, Inc. | 4.99% | Reduce -20.0% | 202,630 | $17.5M |
| Stifel Financial Corp. | 0.01% | Reduce -45.8% | 177,099 | $15.3M |
| Oppenheimer & Co. Inc. | 0.20% | New | 175,971 | $15.2M |
| Onyx Bridge Wealth Group LLC | 2.00% | New | 175,247 | $15.1M |
| Envestnet Portfolio Solutions, Inc. | 0.04% | Add +4193.9% | 132,039 | $11.4M |
| Cetera Investment Advisers | 0.02% | Add +28.2% | 131,104 | $11.3M |
| Mariner, LLC | 0.02% | New | 129,687 | $11.2M |
| JPMorgan Chase & Co. | 0.00% | Add +7.0% | 129,660 | $11.2M |
| Flagship Harbor Advisors, LLC | 0.53% | Add +22.6% | 129,226 | $11.2M |
| Capital Asset Advisory Services LLC | 0.49% | New | 119,903 | $10.4M |
| Axxcess Wealth Management, LLC | 0.25% | New | 120,146 | $10.4M |
| Ameritas Investment Partners, Inc. | 0.33% | Add +7.1% | 119,664 | $10.3M |
| Trust Co. of Toledo NA | 1.13% | New | 118,248 | $10.2M |
| Team Financial Group, LLC | 4.36% | Add +5.8% | 102,598 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +25.4% | 98,683 | $8.5M |
| Cwm, LLC | 0.03% | Reduce -0.5% | 89,844 | $7.8M |
| MML Investors Services, LLC | 0.02% | Reduce -14.6% | 84,886 | $7.3M |
| AE Wealth Management LLC | 0.05% | Add +3.6% | 84,782 | $7.3M |
| Ruggaard & Associates LLC | 2.94% | Reduce -6.3% | 84,648 | $7.3M |
| Insight Advisors, LLC/ PA | 1.16% | Add +91.0% | 83,036 | $7.2M |
| Leslie Global Wealth, LLC | 3.58% | Reduce -1.1% | 77,597 | $6.7M |
| Global Retirement Partners, LLC | 0.16% | — | 76,666 | $6.6M |
| Private Advisor Group, LLC | 0.03% | Add +8.7% | 74,191 | $6.4M |
| Optima Capital LLC | 3.28% | Add +11.7% | 70,634 | $6.1M |
| Concurrent Investment Advisors, LLC | 0.11% | Add +14.3% | 66,046 | $5.7M |
| Modern Wealth Management, LLC | 0.14% | Add +5.4% | 65,876 | $5.7M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +41.6% | 64,246 | $5.6M |
| USAdvisors Wealth Management, LLC | 1.89% | New | 59,008 | $5.1M |
| Smartleaf Asset Management LLC | 0.36% | Add +3.7% | 47,958 | $4.1M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.8% | 47,335 | $4.1M |
| Truist Financial Corp. | 0.01% | New | 47,103 | $4.1M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -17.4% | 43,853 | $3.8M |
| Ceera Investments, LLC | 1.10% | Add +253.1% | 41,436 | $3.6M |
| Sequoia Financial Advisors, LLC | 0.02% | Add +337.6% | 37,286 | $3.2M |
| IFG Advisory, LLC | 0.16% | Add +11.1% | 36,758 | $3.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -0.4% | 36,041 | $3.1M |
| Bowman & Co S.C. | 1.38% | New | 35,729 | $3.1M |
| PMG Wealth Management, Inc. | 2.50% | Add +12.3% | 35,043 | $3.0M |
| Equitable Holdings, Inc. | 0.02% | Add +45.7% | 33,732 | $2.9M |
| Nilsine Partners, LLC | 0.29% | Reduce -21.6% | 32,765 | $2.8M |
| Cooper Financial Group | 0.31% | New | 30,645 | $2.6M |
| Lanark Financial, Inc. | 0.21% | Add +3.0% | 30,118 | $2.6M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -3.9% | 26,430 | $2.3M |
| Crossmark Global Holdings, Inc. | 0.04% | No change | 25,924 | $2.2M |
| Avantax Advisory Services, Inc. | 0.01% | New | 25,351 | $2.2M |
| Bay Capital Advisors, LLC | 1.36% | New | 20,713 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +300.5% | 19,867 | $1.7M |
| Advisor Resource Council | 0.77% | Reduce -80.6% | 18,238 | $1.6M |
| Valmark Advisers, Inc. | 0.02% | Reduce -0.1% | 15,967 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +7.9% | 15,881 | $1.4M |
| Valued Retirements, Inc. | 1.44% | New | 14,785 | $1.3M |
| Arkadios Wealth Advisors | 0.04% | Add +155.8% | 14,142 | $1.2M |
| Solano Wealth Investment Advisors LLC | 0.61% | Reduce -42.4% | 13,694 | $1.2M |
| RFG Advisory, LLC | 0.03% | Add +12.1% | 13,556 | $1.2M |
| IFP Advisors, Inc | 0.03% | Add +181.7% | 12,736 | $1.1M |
| Fifth Third Securities, Inc. | 0.08% | Reduce -44.0% | 12,221 | $1.1M |
| Bison Wealth, LLC | 0.08% | Reduce -19.6% | 11,964 | $1.0M |
| Thoroughbred Financial Services, LLC | 0.07% | Add +94.4% | 11,833 | $1.0M |
| Sigma Planning Corp | 0.03% | Add +149.4% | 11,294 | $976K |
| Matauro, LLC | 0.17% | Add +1.8% | 10,788 | $932K |
| Good Life Advisors, LLC | 0.06% | Add +17.0% | 10,656 | $921K |
| CreativeOne Wealth, LLC | 0.02% | New | 10,326 | $892K |
| Western Wealth Management, LLC | 0.05% | Add +34.4% | 10,297 | $890K |
| Jane Street Group, LLC | 0.00% | New | 10,084 | $871K |
| PCG Wealth Advisors, LLC | 0.44% | Add +10.0% | 9,950 | $860K |
| RVW Wealth, LLC | 0.07% | Reduce -0.6% | 9,521 | $823K |
| Advisory Services Network, LLC | 0.01% | New | 8,916 | $777K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -3.2% | 8,743 | $755K |
| Financial Advocates Investment Management | 0.06% | Reduce -14.7% | 8,600 | $743K |
| NewEdge Advisors, LLC | 0.00% | Add +14.3% | 7,786 | $673K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -80.5% | 7,758 | $670K |
| Signature Estate & Investment Advisors LLC | 0.01% | Add +4.0% | 7,263 | $627K |
| Walled Lake Planning & Wealth Management, LLC | 0.20% | Add +66.1% | 7,201 | $622K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,330 | $547K |
| Avant Capital LLC | 0.42% | Add +21.8% | 6,293 | $544K |
| United Advisor Group, LLC | 0.09% | Add +35.5% | 6,280 | $543K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -0.1% | 6,015 | $520K |
| Ameritas Advisory Services, LLC | 0.03% | Add +112.3% | 5,985 | $517K |
| Country Club Bank | 0.03% | New | 5,970 | $513K |
| Citadel Advisors | 0.00% | Reduce -17.5% | 5,796 | $501K |
| LRI Investments, LLC | 0.04% | Add +0.0% | 5,785 | $500K |
| Beacon Financial Advisory LLC | 0.13% | Reduce -16.6% | 5,647 | $488K |
| GWN Securities Inc. | 0.09% | New | 5,408 | $469K |
| AQR Capital Management | 0.00% | Add +20.6% | 5,423 | $469K |
| Principal Securities, Inc. | 0.01% | Add +31.9% | 5,422 | $468K |
| Mutual Advisors, LLC | 0.01% | Add +36.6% | 5,243 | $467K |
"% 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.