Vault-13

WISDOMTREE TR WTV

WISDOMTREE US VA · ETP · CUSIP 97717W547

138 institutional holders +35 vs Q4 2024
7,722,4317.7m shares reported held*
$633.0mreported value*
46 new 52 added 20 reduced 7 sold out net bought ≈ $281.8m (+3.4m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $81.97.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 38Q4 22: 43Q1 23: 46Q2 23: 44Q3 23: 46Q4 23: 61Q1 24: 67Q2 24: 71Q3 24: 73Q4 24: 103Q1 25: 138138Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 202238
Q4 202243
Q1 202346
Q2 202344
Q3 202346
Q4 202361
Q1 202467
Q2 202471
Q3 202473
Q4 2024103
Q1 2025138

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q2 23: 21 bought or addedQ2 23: 15 cut or sold outQ3 23: 24 bought or addedQ3 23: 19 cut or sold outQ3 23Q4 23: 36 bought or addedQ4 23: 11 cut or sold outQ1 24: 35 bought or addedQ1 24: 21 cut or sold outQ1 24Q2 24: 31 bought or addedQ2 24: 28 cut or sold outQ3 24: 35 bought or addedQ3 24: 24 cut or sold outQ3 24Q4 24: 52 bought or addedQ4 24: 23 cut or sold outQ1 25: 98 bought or addedQ1 25: 27 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 20232115
Q3 20232419
Q4 20233611
Q1 20243521
Q2 20243128
Q3 20243524
Q4 20245223
Q1 20259827

Biggest buyers

LPL Financial LLC Added +630,123+630.1k
MORGAN STANLEY Added +544,939+544.9k
RAYMOND JAMES FINANCIAL INC Added +356,399+356.4k
STIFEL FINANCIAL CORP Added +283,110+283.1k
Systelligence, LLC New +165,156+165.2k
Lido Advisors, LLC Added +143,267+143.3k
Kestra Advisory Services, LLC Added +116,541+116.5k
Ameritas Investment Partners, Inc. New +111,735+111.7k
Cambridge Investment Research Advisors, Inc. Added +104,313+104.3k
Geneos Wealth Management Inc. Added +96,027+96.0k

Biggest sellers

Horizon Wealth Management, LLC Reduced -329,620-329.6k
Solano Wealth Investment Advisors LLC Reduced -74,146-74.1k
Prism Advisors, Inc. Reduced -14,414-14.4k
Tempus Wealth Planning, LLC Reduced -14,000-14.0k
Thrivent Financial for Lutherans Sold out -13,740-13.7k
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. Sold out -10,874-10.9k
Independent Advisor Alliance Sold out -2,961-3.0k
Western Wealth Management, LLC Reduced -2,447-2.4k
Team Financial Group, LLC Reduced -1,783-1.8k
Financial Advocates Investment Management Reduced -1,035-1.0k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 1,459,7241.5m $119.9m $119.9m 0.05% Added +630.1k +630,123
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 727,685727.7k $59.8m $59.8m 0.00% Added +544.9k +544,939
3 RAYMOND JAMES FINANCIAL INC 0.02% of their portfolio ST. PETERSBURG, FL 692,917692.9k $56.9m $56.9m 0.02% Added +356.4k +356,399
4 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 326,808326.8k $26.9m $26.9m 0.03% Added +283.1k +283,110
5 Lido Advisors, LLC 0.16% of their portfolio Los Angeles, CA 323,200323.2k $26.6m $26.6m 0.16% Added +143.3k +143,267
6 Prism Advisors, Inc. 6.40% of their portfolio STUDIO CITY, CA 253,273253.3k $20.8m $20.8m 6.40% Reduced -14.4k -14,414
7 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 228,770228.8k $18.8m $18.8m 0.09% Added +116.5k +116,541
8 Anderson Financial Strategies, LLC 11.18% of their portfolio DAYTON, OH 222,511222.5k $18.3m $18.3m 11.18% Added +15.1k +15,099
9 Legacy Financial Advisors, Inc. 2.99% of their portfolio COVINGTON, KY 217,300217.3k $17.9m $17.9m 2.99% Reduced -154 -154
10 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 172,154172.2k $14.1m $14.1m 0.05% Added +104.3k +104,313
11 Systelligence, LLC 3.26% of their portfolio BLOOMINGTON, MN 165,156165.2k $13.6m $13.6m 3.26% New
12 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 131,256131.3k $10.8m $10.8m 0.00% Added +81.2k +81,172
13 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 121,221121.2k $10.0m $10.0m 0.00% Added +10.4k +10,448
14 Ameritas Investment Partners, Inc. 0.32% of their portfolio LINCOLN, NE 111,735111.7k $9.2m $9.2m 0.32% New
15 FLAGSHIP HARBOR ADVISORS, LLC 0.46% of their portfolio BOSTON, MA 105,398105.4k $8.7m $8.7m 0.46% Added +12.4k +12,365
16 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 102,268102.3k $8.4m $8.4m 0.02% Added +28.6k +28,593
17 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 99,41299.4k $8.2m $8.2m 0.03% Added +67.2k +67,217
18 Team Financial Group, LLC 4.60% of their portfolio TEMECULA, CA 96,93296.9k $8.0m $8.0m 4.60% Reduced -1.8k -1,783
19 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 96,75296.8k $8.0m $8.0m 0.11% Added +96.0k +96,027
20 Advisor Resource Council 0.50% of their portfolio DALLAS, TX 94,17994.2k $6.2m $6.2m 0.50% New
21 Orion Portfolio Solutions, LLC 0.04% of their portfolio Omaha, NE 90,74990.7k $7.5m $7.5m 0.04% Added +45.4k +45,368
22 Ruggaard & Associates LLC 3.25% of their portfolio HUDSON, OH 90,30390.3k $7.4m $7.4m 3.25% New
23 CWM, LLC 0.03% of their portfolio OMAHA, NE 90,29690.3k $7.4m $7.4m 0.03% Reduced -435 -435
24 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 88,91288.9k $7.3m $7.3m 0.01% Added +85.6k +85,553
25 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 85,43385.4k $7.0m $7.0m 0.02% Added +67.1k +67,148
26 AE Wealth Management LLC 0.06% of their portfolio TOPEKA, KS 81,80681.8k $6.7m $6.7m 0.06% Added +4.0k +4,016
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 78,69978.7k $6.5m $6.5m 0.01% Added +10.6k +10,626
28 Leslie Global Wealth, LLC 3.14% of their portfolio Itasca, IL 78,41778.4k $6.4m $6.4m 3.14% Added +425 +425
29 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 68,23168.2k $5.6m $5.6m 0.03% Added +62.7k +62,719
30 OPTIMA CAPITAL LLC 3.31% of their portfolio PORTLAND, OR 63,23363.2k $5.2m $5.2m 3.31% Added +56.6k +56,619
31 Modern Wealth Management, LLC 0.16% of their portfolio KANSAS CITY, MO 62,51462.5k $5.1m $5.1m 0.16% Added +313 +313
32 Concurrent Investment Advisors, LLC 0.12% of their portfolio Tampa, FL 57,75657.8k $4.7m $4.7m 0.12% Added +53.5k +53,469
33 Atria Wealth Solutions, Inc. 0.05% of their portfolio NEW YORK, NY 54,30254.3k $4.5m $4.5m 0.05% Added +51.1k +51,142
34 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 53,06353.1k $4.4m $4.4m 0.04% Added +7.2k +7,243
35 Smartleaf Asset Management LLC 0.36% of their portfolio BOSTON, MA 46,25746.3k $3.8m $3.8m 0.36% New
36 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 45,36845.4k $3.7m $3.7m 0.04% Reduced -13 -13
37 Insight Advisors, LLC/ PA 0.63% of their portfolio Newtown, PA 43,46943.5k $3.6m $3.6m 0.63% New
38 Nilsine Partners, LLC 0.38% of their portfolio GREENWOOD VILLAGE, CO 41,78441.8k $3.4m $3.4m 0.38% Added +7.2k +7,161
39 Sanctuary Advisors, LLC 0.02% of their portfolio INDIANAPOLIS, IN 39,89539.9k $3.3m $3.3m 0.02% New
40 Stratos Wealth Partners, LTD. 0.05% of their portfolio BEACHWOOD, OH 36,17036.2k $3.0m $3.0m 0.05% Added +16.3k +16,319
41 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 33,25433.3k $2.7m $2.7m 0.04% New
42 IFG Advisory, LLC 0.15% of their portfolio ATLANTA, GA 33,08333.1k $2.7m $2.7m 0.15% New
43 PMG Wealth Management, Inc. 2.72% of their portfolio Hawthorn Woods, IL 31,21631.2k $2.6m $2.6m 2.72% Reduced -36 -36
44 INTEGRITY ALLIANCE, LLC. 0.10% of their portfolio Urbandale, IA 29,31429.3k $2.4m $2.4m 0.10% New
45 LANARK FINANCIAL, INC. 0.20% of their portfolio BIRMINGHAM, AL 29,24329.2k $2.4m $2.4m 0.20% New
46 Ashton Thomas Private Wealth, LLC 0.09% of their portfolio SCOTTSDALE, AZ 27,48927.5k $2.3m $2.3m 0.09% Added +10.9k +10,864
47 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 25,92425.9k $2.1m $2.1m 0.04% New
48 Solano Wealth Investment Advisors LLC 1.21% of their portfolio Fairfield, CA 23,78423.8k $2.0m $2.0m 1.21% Reduced -74.1k -74,146
49 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 23,15723.2k $1.9m $1.9m 0.02% Added +5.2k +5,179
50 Fifth Third Securities, Inc. 0.15% of their portfolio Cincinnati, OH 21,83321.8k $1.8m $1.8m 0.15% Reduced -1.0k -1,003
51 FIG FINANCIAL ADVISORY SERVICES INC /ADV 0.97% of their portfolio OKLAHOMA CITY, OK 16,78116.8k $1.4m $1.4m 0.97% New
52 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 15,99116.0k $1.3m $1.3m 0.02% Reduced -278 -278
53 Bison Wealth, LLC 0.11% of their portfolio ATLANTA, GA 14,88514.9k $1.2m $1.2m 0.11% New
54 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 14,71714.7k $1.2m $1.2m 0.03% Added +14.1k +14,138
55 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 12,09012.1k $993.4k $993.4k 0.03% New
56 CEERA INVESTMENTS, LLC 0.33% of their portfolio BELLAIRE, TX 11,73511.7k $964.3k $964.3k 0.33% New
57 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,65110.7k $875.2k $875.2k 0.00% Added +1.5k +1,469
58 MATAURO, LLC 0.18% of their portfolio NEW YORK, NY 10,60110.6k $871.1k $871.1k 0.18% Added +575 +575
59 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 10,08010.1k $828.3k $828.3k 0.06% Reduced -1.0k -1,035
60 RVW Wealth, LLC 0.07% of their portfolio LOS ANGELES, CA 9,5829.6k $787.4k $787.4k 0.07% Unchanged
61 Good Life Advisors, LLC 0.05% of their portfolio READING, PA 9,1069.1k $748.2k $748.2k 0.05% Added +125 +125
62 PCG Wealth Advisors, LLC 0.26% of their portfolio OVERLAND PARK, KS 9,0489.0k $743.5k $743.5k 0.26% New
63 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 9,0309.0k $742.0k $742.0k 0.01% Added +5.0k +5,003
64 Sequoia Financial Advisors, LLC 0.01% of their portfolio Akron, OH 8,5218.5k $700.2k $700.2k 0.01% New
65 Western Wealth Management, LLC 0.04% of their portfolio GOLDEN, CO 7,6637.7k $629.7k $629.7k 0.04% Reduced -2.4k -2,447
66 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 7,0227.0k $577.0k $577.0k 0.00% New
67 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.02% of their portfolio LOS ANGELES, CA 6,9817.0k $573.6k $573.6k 0.02% Added +3.3k +3,278
68 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,8136.8k $559.9k $559.9k 0.00% New
69 Beacon Financial Advisory LLC 0.17% of their portfolio CLEVELAND, OH 6,7706.8k $556.3k $556.3k 0.17% New
70 THOROUGHBRED FINANCIAL SERVICES, LLC 0.03% of their portfolio BRENTWOOD, TN 6,0866.1k $500.0k $500.0k 0.03% Unchanged
71 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 6,0206.0k $495.0k $495.0k 0.01% Reduced -250 -250
72 HOLLENCREST CAPITAL MANAGEMENT 0.02% of their portfolio NEWPORT BEACH, CA 6,0006.0k $493.0k $493.0k 0.02% Unchanged
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,8185.8k $478.0k $478.0k 0.00% Added +2.6k +2,581
74 LRI Investments, LLC 0.05% of their portfolio PALM BEACH GARDENS, FL 5,7835.8k $475.2k $475.2k 0.05% Added +349 +349
75 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 5,5285.5k $454.2k $454.2k 0.02% New
76 CATHY PARETO & ASSOCIATES, INC 0.38% of their portfolio CORAL GABLES, FL 5,1935.2k $426.7k $426.7k 0.38% Added +9 +9
77 Avant Capital LLC 0.35% of their portfolio LAFAYETTE, LA 5,1695.2k $424.7k $424.7k 0.35% Added +132 +132
78 Gladstone Institutional Advisory LLC 0.02% of their portfolio Bedminster, NJ 4,9655.0k $408.0k $408.0k 0.02% New
79 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 4,9605.0k $407.6k $407.6k 0.00% New
80 O'Brien Greene & Co. Inc 0.14% of their portfolio MEDIA, PA 4,9004.9k $402.6k $402.6k 0.14% Added +300 +300
81 Wharton Business Group, LLC 0.02% of their portfolio MALVERN, PA 4,8854.9k $401.0k $401.0k 0.02% Unchanged
82 Centerpoint Advisory Group 0.39% of their portfolio Overland Park, KS 4,7944.8k $393.9k $393.9k 0.39% Added +994 +994
83 REAP Financial Group, LLC 0.10% of their portfolio AUSTIN, TX 4,7384.7k $389.3k $389.3k 0.10% Added +2.8k +2,793
84 United Advisor Group, LLC 0.08% of their portfolio CINCINNATI, OH 4,6354.6k $380.9k $380.9k 0.08% Added +2.2k +2,151
85 Rehmann Capital Advisory Group 0.02% of their portfolio LANSING, MI 4,6204.6k $379.6k $379.6k 0.02% Added +2.2k +2,232
86 Sigma Planning Corp 0.01% of their portfolio ANN ARBOR, MI 4,5294.5k $372.1k $372.1k 0.01% Added +760 +760
87 IFP Advisors, Inc 0.01% of their portfolio TAMPA, FL 4,5224.5k $371.5k $371.5k 0.01% New
88 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 4,4984.5k $369.6k $369.6k 0.00% Unchanged
89 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.13% of their portfolio HIGHLAND PARK, IL 4,3354.3k $356.2k $356.2k 0.13% New
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,2854.3k $352.1k $352.1k 0.00% Reduced -835 -835
91 Tempus Wealth Planning, LLC 0.10% of their portfolio IRVINE, CA 4,1354.1k $339.8k $339.8k 0.10% Reduced -14.0k -14,000
92 World Investment Advisors 0.01% of their portfolio LINCROFT, NJ 4,1174.1k $338.3k $338.3k 0.01% New
93 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 4,1094.1k $343.4k $343.4k 0.01% Unchanged
94 Verus Financial Partners, Inc. 0.03% of their portfolio RICHMOND, VA 3,9183.9k $301.7k $301.7k 0.03% New
95 Mutual Advisors, LLC 0.01% of their portfolio OMAHA, NE 3,8373.8k $302.5k $302.5k 0.01% New
96 GREAT VALLEY ADVISOR GROUP, INC. 0.01% of their portfolio WILMINGTON, DE 3,8363.8k $315.2k $315.2k 0.01% New
97 KANE INVESTMENT MANAGEMENT, INC. 0.15% of their portfolio LOS GATOS, CA 3,8193.8k $313.8k $313.8k 0.15% New
98 CIBC Private Wealth Group LLC 0.00% of their portfolio ATLANTA, GA 3,7743.8k $272.9k $272.9k 0.00% Unchanged
99 Quartz Partners, LLC 0.19% of their portfolio SARATOGA SPRINGS, NY 3,7323.7k $306.7k $306.7k 0.19% New
100 Regal Investment Advisors LLC 0.02% of their portfolio KENTWOOD, MI 3,6023.6k $296.0k $296.0k 0.02% Reduced -225 -225