Vault-13

WISDOMTREE TR WTV

WISDOMTREE US VA · ETP · CUSIP 97717W547

158 institutional holders +20 vs Q1 2025
14,721,10314.7m shares reported held*
$1.3bnreported value*
31 new 68 added 39 reduced 11 sold out net bought ≈ $607.5m (+7.0m 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 ≈ $86.40.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200Q3 22: 38Q4 22: 43Q1 23: 46Q2 23: 44Q3 23: 46Q4 23: 61Q1 24: 67Q2 24: 71Q3 24: 73Q4 24: 103Q1 25: 138Q2 25: 158158Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025158

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 23: 24 bought or addedQ3 23: 19 cut or sold outQ4 23: 36 bought or addedQ4 23: 11 cut or sold outQ4 23Q1 24: 35 bought or addedQ1 24: 21 cut or sold outQ2 24: 31 bought or addedQ2 24: 28 cut or sold outQ2 24Q3 24: 35 bought or addedQ3 24: 24 cut or sold outQ4 24: 52 bought or addedQ4 24: 23 cut or sold outQ4 24Q1 25: 98 bought or addedQ1 25: 27 cut or sold outQ2 25: 99 bought or addedQ2 25: 50 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20232419
Q4 20233611
Q1 20243521
Q2 20243128
Q3 20243524
Q4 20245223
Q1 20259827
Q2 20259950

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +1,649,376+1.6m
OSAIC HOLDINGS, INC. Added +1,119,627+1.1m
Smith Anglin Financial, LLC New +1,112,973+1.1m
HighTower Advisors, LLC New +666,243+666.2k
LPL Financial LLC Added +547,689+547.7k
RAYMOND JAMES FINANCIAL INC Added +451,783+451.8k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +218,785+218.8k
OPPENHEIMER & CO INC New +175,971+176.0k
Onyx Bridge Wealth Group LLC New +175,247+175.2k
MORGAN STANLEY Added +149,168+149.2k

Biggest sellers

STIFEL FINANCIAL CORP Reduced -149,709-149.7k
Advisor Resource Council Reduced -75,941-75.9k
Atria Wealth Solutions, Inc. Sold out -54,302-54.3k
Prism Advisors, Inc. Reduced -50,643-50.6k
Geneos Wealth Management Inc. Reduced -49,417-49.4k
Sanctuary Advisors, LLC Reduced -32,137-32.1k
Atria Investments, Inc Reduced -29,378-29.4k
INTEGRITY ALLIANCE, LLC. Sold out -29,314-29.3k
FIG FINANCIAL ADVISORY SERVICES INC /ADV Sold out -16,781-16.8k
MML INVESTORS SERVICES, LLC Reduced -14,526-14.5k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.06% of their portfolio FORT MILL, SC 2,007,4132.0m $173.4m $173.4m 0.06% Added +547.7k +547,689
2 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,780,6321.8m $153.8m $153.8m 0.04% Added +1.6m +1,649,376
3 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 1,205,0601.2m $104.1m $104.1m 0.19% Added +1.1m +1,119,627
4 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,144,7001.1m $98.9m $98.9m 0.03% Added +451.8k +451,783
5 Smith Anglin Financial, LLC 8.71% of their portfolio DALLAS, TX 1,112,9731.1m $96.2m $96.2m 8.71% New
6 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 876,853876.9k $75.8m $75.8m 0.00% Added +149.2k +149,168
7 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 666,243666.2k $57.6m $57.6m 0.07% New
8 Lido Advisors, LLC 0.14% of their portfolio Los Angeles, CA 310,304310.3k $26.8m $26.8m 0.14% Reduced -12.9k -12,896
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 307,697307.7k $26.6m $26.6m 0.02% Added +218.8k +218,785
10 Systelligence, LLC 3.64% of their portfolio BLOOMINGTON, MN 227,996228.0k $19.7m $19.7m 3.64% Added +62.8k +62,840
11 Anderson Financial Strategies, LLC 12.36% of their portfolio DAYTON, OH 223,687223.7k $19.3m $19.3m 12.36% Added +1.2k +1,176
12 Legacy Financial Advisors, Inc. 3.00% of their portfolio COVINGTON, KY 222,048222.0k $19.2m $19.2m 3.00% Added +4.7k +4,748
13 Cambridge Investment Research Advisors, Inc. 0.06% of their portfolio FAIRFIELD, IA 216,414216.4k $18.7m $18.7m 0.06% Added +44.3k +44,260
14 Kestra Advisory Services, LLC 0.09% of their portfolio AUSTIN, TX 214,975215.0k $18.6m $18.6m 0.09% Reduced -13.8k -13,795
15 Prism Advisors, Inc. 4.99% of their portfolio STUDIO CITY, CA 202,630202.6k $17.5m $17.5m 4.99% Reduced -50.6k -50,643
16 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 177,099177.1k $15.3m $15.3m 0.01% Reduced -149.7k -149,709
17 OPPENHEIMER & CO INC 0.20% of their portfolio NEW YORK, NY 175,971176.0k $15.2m $15.2m 0.20% New
18 Onyx Bridge Wealth Group LLC 2.00% of their portfolio TARRYTOWN, NY 175,247175.2k $15.1m $15.1m 2.00% New
19 Envestnet Portfolio Solutions, Inc. 0.04% of their portfolio BERWYN, PA 132,039132.0k $11.4m $11.4m 0.04% Added +129.0k +128,964
20 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 131,104131.1k $11.3m $11.3m 0.02% Added +28.8k +28,836
21 Mariner, LLC 0.02% of their portfolio Overland Park, KS 129,687129.7k $11.2m $11.2m 0.02% New
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 129,660129.7k $11.2m $11.2m 0.00% Added +8.4k +8,439
23 FLAGSHIP HARBOR ADVISORS, LLC 0.53% of their portfolio BOSTON, MA 129,226129.2k $11.2m $11.2m 0.53% Added +23.8k +23,828
24 AXXCESS WEALTH MANAGEMENT, LLC 0.25% of their portfolio CARLSBAD, CA 120,146120.1k $10.4m $10.4m 0.25% New
25 Capital Asset Advisory Services LLC 0.49% of their portfolio Williamston, MI 119,903119.9k $10.4m $10.4m 0.49% New
26 Ameritas Investment Partners, Inc. 0.33% of their portfolio LINCOLN, NE 119,664119.7k $10.3m $10.3m 0.33% Added +7.9k +7,929
27 TRUST CO OF TOLEDO NA /OH/ 1.13% of their portfolio HOLLAND, OH 118,248118.2k $10.2m $10.2m 1.13% New
28 Team Financial Group, LLC 4.36% of their portfolio TEMECULA, CA 102,598102.6k $8.9m $8.9m 4.36% Added +5.7k +5,666
29 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 98,68398.7k $8.5m $8.5m 0.01% Added +20.0k +19,984
30 CWM, LLC 0.03% of their portfolio OMAHA, NE 89,84489.8k $7.8m $7.8m 0.03% Reduced -452 -452
31 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 84,88684.9k $7.3m $7.3m 0.02% Reduced -14.5k -14,526
32 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 84,78284.8k $7.3m $7.3m 0.05% Added +3.0k +2,976
33 Ruggaard & Associates LLC 2.94% of their portfolio HUDSON, OH 84,64884.6k $7.3m $7.3m 2.94% Reduced -5.7k -5,655
34 Insight Advisors, LLC/ PA 1.16% of their portfolio Newtown, PA 83,03683.0k $7.2m $7.2m 1.16% Added +39.6k +39,567
35 Leslie Global Wealth, LLC 3.58% of their portfolio Itasca, IL 77,59777.6k $6.7m $6.7m 3.58% Reduced -820 -820
36 Global Retirement Partners, LLC 0.16% of their portfolio San Rafael, CA 76,66676.7k $6.6m $6.6m 0.16% First filing
37 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 74,19174.2k $6.4m $6.4m 0.03% Added +6.0k +5,960
38 OPTIMA CAPITAL LLC 3.28% of their portfolio PORTLAND, OR 70,63470.6k $6.1m $6.1m 3.28% Added +7.4k +7,401
39 Concurrent Investment Advisors, LLC 0.11% of their portfolio Tampa, FL 66,04666.0k $5.7m $5.7m 0.11% Added +8.3k +8,290
40 Modern Wealth Management, LLC 0.14% of their portfolio KANSAS CITY, MO 65,87665.9k $5.7m $5.7m 0.14% Added +3.4k +3,362
41 Orion Porfolio Solutions, LLC 0.05% of their portfolio OMAHA, NE 64,24664.2k $5.6m $5.6m 0.05% Added +18.9k +18,878
42 USAdvisors Wealth Management, LLC 1.89% of their portfolio EDEN PRAIRIE, MN 59,00859.0k $5.1m $5.1m 1.89% New
43 Smartleaf Asset Management LLC 0.36% of their portfolio BOSTON, MA 47,95848.0k $4.1m $4.1m 0.36% Added +1.7k +1,701
44 Geneos Wealth Management Inc. 0.10% of their portfolio ENGLEWOOD, CO 47,33547.3k $4.1m $4.1m 0.10% Reduced -49.4k -49,417
45 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 47,10347.1k $4.1m $4.1m 0.01% New
46 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 43,85343.9k $3.8m $3.8m 0.03% Reduced -9.2k -9,210
47 CEERA INVESTMENTS, LLC 1.10% of their portfolio BELLAIRE, TX 41,43641.4k $3.6m $3.6m 1.10% Added +29.7k +29,701
48 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 37,28637.3k $3.2m $3.2m 0.02% Added +28.8k +28,765
49 IFG Advisory, LLC 0.16% of their portfolio ATLANTA, GA 36,75836.8k $3.2m $3.2m 0.16% Added +3.7k +3,675
50 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 36,04136.0k $3.1m $3.1m 0.04% Reduced -129 -129
51 Bowman & Co S.C. 1.38% of their portfolio Oshkosh, WI 35,72935.7k $3.1m $3.1m 1.38% New
52 PMG Wealth Management, Inc. 2.50% of their portfolio Hawthorn Woods, IL 35,04335.0k $3.0m $3.0m 2.50% Added +3.8k +3,827
53 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 33,73233.7k $2.9m $2.9m 0.02% Added +10.6k +10,575
54 Nilsine Partners, LLC 0.29% of their portfolio GREENWOOD VILLAGE, CO 32,76532.8k $2.8m $2.8m 0.29% Reduced -9.0k -9,019
55 Cooper Financial Group 0.31% of their portfolio IRVINE, CA 30,64530.6k $2.6m $2.6m 0.31% New
56 LANARK FINANCIAL, INC. 0.21% of their portfolio BIRMINGHAM, AL 30,11830.1k $2.6m $2.6m 0.21% Added +875 +875
57 Ashton Thomas Private Wealth, LLC 0.08% of their portfolio SCOTTSDALE, AZ 26,43026.4k $2.3m $2.3m 0.08% Reduced -1.1k -1,059
58 Crossmark Global Holdings, Inc. 0.04% of their portfolio HOUSTON, TX 25,92425.9k $2.2m $2.2m 0.04% Unchanged
59 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 25,35125.4k $2.2m $2.2m 0.01% New
60 Bay Capital Advisors, LLC 1.36% of their portfolio VIRGINIA BEACH, VA 20,71320.7k $1.8m $1.8m 1.36% New
61 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 19,86719.9k $1.7m $1.7m 0.00% Added +14.9k +14,907
62 Advisor Resource Council 0.77% of their portfolio DALLAS, TX 18,23818.2k $1.6m $1.6m 0.77% Reduced -75.9k -75,941
63 Valmark Advisers, Inc. 0.02% of their portfolio AKRON, OH 15,96716.0k $1.4m $1.4m 0.02% Reduced -24 -24
64 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,88115.9k $1.4m $1.4m 0.03% Added +1.2k +1,164
65 Valued Retirements, Inc. 1.44% of their portfolio HOUSTON, TX 14,78514.8k $1.3m $1.3m 1.44% New
66 Arkadios Wealth Advisors 0.04% of their portfolio ATLANTA, GA 14,14214.1k $1.2m $1.2m 0.04% Added +8.6k +8,614
67 Solano Wealth Investment Advisors LLC 0.61% of their portfolio Fairfield, CA 13,69413.7k $1.2m $1.2m 0.61% Reduced -10.1k -10,090
68 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 13,55613.6k $1.2m $1.2m 0.03% Added +1.5k +1,466
69 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 12,73612.7k $1.1m $1.1m 0.03% Added +8.2k +8,214
70 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 12,22112.2k $1.1m $1.1m 0.08% Reduced -9.6k -9,612
71 Bison Wealth, LLC 0.08% of their portfolio ATLANTA, GA 11,96412.0k $1.0m $1.0m 0.08% Reduced -2.9k -2,921
72 THOROUGHBRED FINANCIAL SERVICES, LLC 0.07% of their portfolio BRENTWOOD, TN 11,83311.8k $1.0m $1.0m 0.07% Added +5.7k +5,747
73 Sigma Planning Corp 0.03% of their portfolio ANN ARBOR, MI 11,29411.3k $975.8k $975.8k 0.03% Added +6.8k +6,765
74 MATAURO, LLC 0.17% of their portfolio NEW YORK, NY 10,78810.8k $932.1k $932.1k 0.17% Added +187 +187
75 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 10,78210.8k $932.0k $932.0k 0.00% Added +5.0k +4,964
76 Good Life Advisors, LLC 0.06% of their portfolio READING, PA 10,65610.7k $920.7k $920.7k 0.06% Added +1.6k +1,550
77 CreativeOne Wealth, LLC 0.02% of their portfolio OVERLAND PARK, KS 10,32610.3k $892.2k $892.2k 0.02% New
78 Western Wealth Management, LLC 0.05% of their portfolio GOLDEN, CO 10,29710.3k $889.6k $889.6k 0.05% Added +2.6k +2,634
79 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 10,08410.1k $871.3k $871.3k 0.00% New
80 PCG Wealth Advisors, LLC 0.44% of their portfolio OVERLAND PARK, KS 9,9509.9k $859.6k $859.6k 0.44% Added +902 +902
81 RVW Wealth, LLC 0.07% of their portfolio LOS ANGELES, CA 9,5219.5k $822.6k $822.6k 0.07% Reduced -61 -61
82 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 8,9168.9k $777.1k $777.1k 0.01% New
83 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 8,7438.7k $755.4k $755.4k 0.01% Reduced -287 -287
84 Financial Advocates Investment Management 0.06% of their portfolio OLYMPIA, WA 8,6008.6k $743.1k $743.1k 0.06% Reduced -1.5k -1,480
85 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 7,7867.8k $672.7k $672.7k 0.00% Added +973 +973
86 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 7,7587.8k $670.3k $670.3k 0.00% Reduced -32.1k -32,137
87 SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 0.01% of their portfolio LOS ANGELES, CA 7,2637.3k $627.5k $627.5k 0.01% Added +282 +282
88 WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 0.20% of their portfolio HIGHLAND PARK, IL 7,2017.2k $622.2k $622.2k 0.20% Added +2.9k +2,866
89 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 6,3306.3k $547.0k $547.0k 0.00% New
90 Avant Capital LLC 0.42% of their portfolio LAFAYETTE, LA 6,2936.3k $543.7k $543.7k 0.42% Added +1.1k +1,124
91 United Advisor Group, LLC 0.09% of their portfolio CINCINNATI, OH 6,2806.3k $542.6k $542.6k 0.09% Added +1.6k +1,645
92 PEAPACK GLADSTONE FINANCIAL CORP 0.01% of their portfolio BEDMINSTER, NJ 6,0156.0k $520.0k $520.0k 0.01% Reduced -5 -5
93 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 5,9856.0k $517.1k $517.1k 0.03% Added +3.2k +3,166
94 COUNTRY CLUB BANK 0.03% of their portfolio KANSAS CITY, MO 5,9706.0k $513.0k $513.0k 0.03% New
95 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 5,7965.8k $500.8k $500.8k 0.00% Reduced -1.2k -1,226
96 LRI Investments, LLC 0.04% of their portfolio PALM BEACH GARDENS, FL 5,7855.8k $499.8k $499.8k 0.04% Added +2 +2
97 Beacon Financial Advisory LLC 0.13% of their portfolio CLEVELAND, OH 5,6475.6k $487.9k $487.9k 0.13% Reduced -1.1k -1,123
98 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 5,4235.4k $468.5k $468.5k 0.00% Added +925 +925
99 PRINCIPAL SECURITIES, INC. 0.01% of their portfolio DES MOINES, IA 5,4225.4k $468.5k $468.5k 0.01% Added +1.3k +1,313
100 GWN SECURITIES INC. 0.09% of their portfolio Palm Beach Gardens, FL 5,4085.4k $469.2k $469.2k 0.09% New