Who Owns WTV?
WisdomTree U.S. Value Fund — Institutional Ownership & 13F Holdings
$97.91
-0.13 (-0.13%)
Market Cap
$2.6B
Shares Outstanding
26,385,909
Institutional Holders
131
Total Inst. Value
$408.3M
% of Float Held
—
QoQ Holder Change
+85
Institutional data as of Q1 2025
New Positions
54
Closed Positions
10
Increased
46
Decreased
14
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | MORGAN STANLEY | $59.8M | 727,685 |
| 2 | RAYMOND JAMES FINANCIAL INC | $56.9M | 692,917 |
| 3 | STIFEL FINANCIAL CORP | $26.9M | 326,808 |
| 4 | Prism Advisors, Inc.New | $20.8M | 253,273 |
| 5 | Anderson Financial Strategies, LLC | $18.3M | 222,511 |
| 6 | Legacy Financial Advisors, Inc. | $17.9M | 217,300 |
| 7 | Cambridge Investment Research Advisors, Inc. | $14.1M | 172,154 |
| 8 | Systelligence, LLCNew | $13.6M | 165,156 |
| 9 | JPMORGAN CHASE & CO | $10.0M | 121,221 |
| 10 | Ameritas Investment Partners, Inc.New | $9.2M | 111,735 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +545K | $59.8M |
| RAYMOND JAMES FINANCIAL INC | +356K | $56.9M |
| STIFEL FINANCIAL CORP | +283K | $26.9M |
| Prism Advisors, Inc.New | +253K | $20.8M |
| Anderson Financial Strategies, LLC | +15K | $18.3M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Horizon Wealth Management, LLC | -330K | $272K |
| Solano Wealth Investment Advisors LLC | -74K | $2.0M |
| Western Wealth Management, LLC | -2K | $630K |
| Financial Advocates Investment Management | -1K | $828K |
| FIFTH THIRD SECURITIES, INC. | -1K | $1.8M |
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Frequently Asked Questions
How many institutional investors hold WTV?
As of Q1 2025, 131 institutional investors report holding WTV (WisdomTree U.S. Value Fund) in their 13F filings.
Which hedge fund owns the most WTV?
The largest institutional holder of WTV is MORGAN STANLEY with $59.8M in shares.
Are institutions buying or selling WTV?
This quarter, 54 institutions opened new positions in WTV and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.