Vault-13

WISDOMTREE TR WTV

WISDOMTREE US VA · ETP · CUSIP 97717W547

204 institutional holders +27 vs Q3 2025
18,867,42518.9m shares reported held*
$1.8bnreported value*
31 new 100 added 39 reduced 16 sold out net bought ≈ $200.9m (+2.2m 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 ≈ $93.34.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 38Q4 22: 43Q1 23: 46Q2 23: 44Q3 23: 46Q4 23: 61Q1 24: 67Q2 24: 71Q3 24: 73Q4 24: 103Q1 25: 138Q2 25: 158Q3 25: 177Q4 25: 204204Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025177
Q4 2025204

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 118 bought or addedQ3 25: 42 cut or sold outQ4 25: 131 bought or addedQ4 25: 55 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20243521
Q2 20243128
Q3 20243524
Q4 20245223
Q1 20259827
Q2 20259950
Q3 202511842
Q4 202513155

Biggest buyers

MORGAN STANLEY Added +402,408+402.4k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +347,437+347.4k
LPL Financial LLC Added +261,672+261.7k
Cetera Investment Advisers Added +247,360+247.4k
BANK OF AMERICA CORP /DE/ Added +215,794+215.8k
Kestra Advisory Services, LLC Added +205,845+205.8k
Cornerstone Planning Group LLC Added +130,256+130.3k
RAYMOND JAMES FINANCIAL INC Added +93,366+93.4k
HighTower Advisors, LLC Added +44,310+44.3k
NewEdge Advisors, LLC Added +37,959+38.0k

Biggest sellers

JPMORGAN CHASE & CO Reduced -133,685-133.7k
Sanctuary Advisors, LLC Reduced -50,056-50.1k
Steward Partners Investment Advisory, LLC Reduced -46,105-46.1k
Crossmark Global Holdings, Inc. Sold out -25,924-25.9k
Strategic Financial Concepts, LLC Sold out -18,829-18.8k
Cambridge Investment Research Advisors, Inc. Reduced -18,461-18.5k
OPTIMA CAPITAL LLC Reduced -17,360-17.4k
Valmark Advisers, Inc. Sold out -14,554-14.6k
JANE STREET GROUP, LLC Reduced -14,165-14.2k
Prism Advisors, Inc. Reduced -11,858-11.9k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.07% of their portfolio FORT MILL, SC 2,556,5432.6m $238.5m $238.5m 0.07% Added +261.7k +261,672
2 ENVESTNET ASSET MANAGEMENT INC 0.05% of their portfolio Berwyn, PA 1,894,5441.9m $176.8m $176.8m 0.05% Added +2.4k +2,390
3 RAYMOND JAMES FINANCIAL INC 0.04% of their portfolio ST. PETERSBURG, FL 1,496,3991.5m $139.6m $139.6m 0.04% Added +93.4k +93,366
4 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,322,1281.3m $123.4m $123.4m 0.01% Added +402.4k +402,408
5 OSAIC HOLDINGS, INC. 0.17% of their portfolio SCOTTSDALE, AZ 1,254,1431.3m $117.0m $117.0m 0.17% Added +16.4k +16,426
6 HighTower Advisors, LLC 0.12% of their portfolio CHICAGO, IL 1,201,4941.2m $112.1m $112.1m 0.12% Added +44.3k +44,310
7 Cetera Investment Advisers 0.05% of their portfolio SCHAUMBURG, IL 453,121453.1k $42.3m $42.3m 0.05% Added +247.4k +247,360
8 Kestra Advisory Services, LLC 0.16% of their portfolio AUSTIN, TX 403,492403.5k $37.6m $37.6m 0.16% Added +205.8k +205,845
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.02% of their portfolio MILWAUKEE, WI 360,777360.8k $33.7m $33.7m 0.02% Added +34.0k +34,032
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 351,911351.9k $33.6m $33.6m 0.05% Added +347.4k +347,437
11 STIFEL FINANCIAL CORP 0.03% of their portfolio ST. LOUIS, MO 332,109332.1k $31.0m $31.0m 0.03% Added +26.3k +26,265
12 Lido Advisors, LLC 0.11% of their portfolio Los Angeles, CA 312,199312.2k $28.4m $28.4m 0.11% Reduced -530 -530
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 241,479241.5k $22.5m $22.5m 0.00% Added +215.8k +215,794
14 RESOLUTE CAPITAL, LLC 9.34% of their portfolio GREENVILLE, SC 239,459239.5k $22.3m $22.3m 9.34% First filing
15 Onyx Bridge Wealth Group LLC 2.35% of their portfolio TARRYTOWN, NY 236,493236.5k $22.1m $22.1m 2.35% Added +7.0k +6,983
16 Legacy Financial Advisors, Inc. 2.87% of their portfolio COVINGTON, KY 222,633222.6k $20.8m $20.8m 2.87% Reduced -1.2k -1,226
17 Anderson Financial Strategies, LLC 12.05% of their portfolio DAYTON, OH 222,510222.5k $20.8m $20.8m 12.05% Added +1.2k +1,227
18 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 214,778214.8k $20.0m $20.0m 0.05% Reduced -18.5k -18,461
19 Systelligence, LLC 3.64% of their portfolio BLOOMINGTON, MN 205,082205.1k $19.1m $19.1m 3.64% Added +18.6k +18,643
20 Prism Advisors, Inc. 4.88% of their portfolio STUDIO CITY, CA 196,228196.2k $18.3m $18.3m 4.88% Reduced -11.9k -11,858
21 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 196,113196.1k $18.3m $18.3m 0.02% Added +14.3k +14,290
22 OPPENHEIMER & CO INC 0.26% of their portfolio NEW YORK, NY 194,180194.2k $18.1m $18.1m 0.26% Added +2.7k +2,748
23 Ameritas Investment Partners, Inc. 0.48% of their portfolio LINCOLN, NE 167,677167.7k $15.6m $15.6m 0.48% Added +7.2k +7,244
24 Venture Visionary Partners LLC 0.46% of their portfolio Sylvania, OH 150,451150.5k $14.1m $14.1m 0.46% Reduced -866 -866
25 TRUST CO OF TOLEDO NA /OH/ 1.38% of their portfolio HOLLAND, OH 149,628149.6k $14.0m $14.0m 1.38% Added +14.3k +14,278
26 FLAGSHIP HARBOR ADVISORS, LLC 0.63% of their portfolio BOSTON, MA 142,320142.3k $13.3m $13.3m 0.63% Added +5.3k +5,253
27 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 139,687139.7k $13.0m $13.0m 0.05% Added +5.7k +5,658
28 626 Financial, LLC 5.46% of their portfolio PORTAGE, MI 135,538135.5k $12.6m $12.6m 5.46% Added +22.3k +22,324
29 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 131,725131.7k $12.3m $12.3m 0.00% Reduced -133.7k -133,685
30 Mariner, LLC 0.01% of their portfolio Overland Park, KS 131,116131.1k $12.2m $12.2m 0.01% Reduced -2.5k -2,459
31 Cornerstone Planning Group LLC 1.94% of their portfolio FAIRFIELD, NJ 130,629130.6k $12.5m $12.5m 1.94% Added +130.3k +130,256
32 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 122,680122.7k $11.4m $11.4m 0.03% Added +8.1k +8,147
33 Capital Asset Advisory Services LLC 0.46% of their portfolio Williamston, MI 119,455119.5k $11.4m $11.4m 0.46% Reduced -2.8k -2,835
34 AXXCESS WEALTH MANAGEMENT, LLC 0.20% of their portfolio CARLSBAD, CA 119,111119.1k $11.1m $11.1m 0.20% Reduced -3.2k -3,203
35 MENORA MIVTACHIM HOLDINGS LTD. 0.05% of their portfolio Ramat Gan, L3 118,814118.8k $11.1m $11.1m 0.05% Added +11.1k +11,065
36 Private Advisor Group, LLC 0.05% of their portfolio MORRISTOWN, NJ 113,936113.9k $10.6m $10.6m 0.05% Added +21.7k +21,726
37 Team Financial Group, LLC 4.34% of their portfolio TEMECULA, CA 102,622102.6k $9.6m $9.6m 4.34% Reduced -756 -756
38 MLG Wealth Management DBA Pine Grove Financial Group 1.14% of their portfolio WOODBURY, MN 101,535101.5k $9.5m $9.5m 1.14% First filing
39 AE Wealth Management LLC 0.05% of their portfolio TOPEKA, KS 93,27693.3k $8.7m $8.7m 0.05% Added +4.8k +4,777
40 Insight Advisors, LLC/ PA 1.22% of their portfolio Newtown, PA 86,55686.6k $8.1m $8.1m 1.22% Added +3.2k +3,175
41 CWM, LLC 0.02% of their portfolio OMAHA, NE 85,40185.4k $8.0m $8.0m 0.02% Added +1.6k +1,566
42 Global Retirement Partners, LLC 0.14% of their portfolio San Rafael, CA 84,72484.7k $7.9m $7.9m 0.14% Reduced -26 -26
43 Retirement Management Systems Inc. 2.00% of their portfolio STEVENSVILLE, MD 83,65183.7k $7.8m $7.8m 2.00% First filing
44 Ruggaard & Associates LLC 2.85% of their portfolio HUDSON, OH 77,45977.5k $7.2m $7.2m 2.85% Reduced -7.5k -7,508
45 Leslie Global Wealth, LLC 2.98% of their portfolio Itasca, IL 71,01071.0k $6.6m $6.6m 2.98% Reduced -1.9k -1,930
46 USAdvisors Wealth Management, LLC 2.11% of their portfolio EDEN PRAIRIE, MN 68,66668.7k $6.4m $6.4m 2.11% Added +6.0k +5,983
47 Modern Wealth Management, LLC 0.11% of their portfolio KANSAS CITY, MO 65,21265.2k $6.1m $6.1m 0.11% Reduced -3.6k -3,631
48 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 63,72963.7k $5.9m $5.9m 0.04% Added +19.7k +19,743
49 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 59,66859.7k $5.6m $5.6m 0.04% Reduced -5.5k -5,521
50 IFG Advisory, LLC 0.22% of their portfolio ATLANTA, GA 54,91054.9k $5.1m $5.1m 0.22% Added +3.1k +3,092
51 CEERA INVESTMENTS, LLC 1.97% of their portfolio BELLAIRE, TX 54,79854.8k $5.1m $5.1m 1.97% Reduced -1.3k -1,267
52 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 54,78554.8k $5.1m $5.1m 0.06% Reduced -2.0k -2,004
53 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 52,28452.3k $4.9m $4.9m 0.01% Added +1.4k +1,446
54 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 52,06052.1k $4.9m $4.9m 0.03% Reduced -50.1k -50,056
55 Smartleaf Asset Management LLC 0.18% of their portfolio BOSTON, MA 50,90650.9k $4.8m $4.8m 0.18% Added +1.1k +1,065
56 Geneos Wealth Management Inc. 0.11% of their portfolio ENGLEWOOD, CO 49,09649.1k $4.6m $4.6m 0.11% Added +125 +125
57 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 46,43146.4k $4.3m $4.3m 0.02% Added +38.0k +37,959
58 Keating Financial Advisory Services, Inc. 0.58% of their portfolio MANHATTAN, KS 45,52345.5k $4.2m $4.2m 0.58% First filing
59 Stratos Wealth Partners, LTD. 0.04% of their portfolio BEACHWOOD, OH 40,65440.7k $3.8m $3.8m 0.04% Added +3.3k +3,285
60 PMG Wealth Management, Inc. 2.64% of their portfolio Hawthorn Woods, IL 38,55638.6k $3.6m $3.6m 2.64% Added +2.4k +2,440
61 OPTIMA CAPITAL LLC 1.54% of their portfolio PORTLAND, OR 37,99438.0k $3.5m $3.5m 1.54% Reduced -17.4k -17,360
62 Sequoia Financial Advisors, LLC 0.02% of their portfolio Akron, OH 36,89836.9k $3.4m $3.4m 0.02% Reduced -2.1k -2,105
63 Bowman & Co S.C. 1.42% of their portfolio Oshkosh, WI 36,05436.1k $3.4m $3.4m 1.42% Added +178 +178
64 Nilsine Partners, LLC 0.29% of their portfolio GREENWOOD VILLAGE, CO 35,95136.0k $3.4m $3.4m 0.29% Added +1.7k +1,707
65 LANARK FINANCIAL, INC. 0.25% of their portfolio BIRMINGHAM, AL 35,59135.6k $3.3m $3.3m 0.25% Added +1.8k +1,762
66 Bay Capital Advisors, LLC 1.77% of their portfolio VIRGINIA BEACH, VA 31,16731.2k $2.9m $2.9m 1.77% Added +3.0k +3,031
67 Vericrest Private Wealth 2.56% of their portfolio NEWTOWN, PA 30,86030.9k $2.9m $2.9m 2.56% First filing
68 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 30,49330.5k $2.8m $2.8m 0.00% Added +10.6k +10,627
69 Ashton Thomas Private Wealth, LLC 0.07% of their portfolio SCOTTSDALE, AZ 30,45330.5k $2.8m $2.8m 0.07% Added +1.7k +1,668
70 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,70329.7k $2.8m $2.8m 0.00% Added +10.4k +10,352
71 Sunbelt Securities, Inc. 0.18% of their portfolio HOUSTON, TX 29,45529.5k $2.7m $2.7m 0.18% Reduced -5.1k -5,122
72 Cooper Financial Group 0.29% of their portfolio IRVINE, CA 29,17629.2k $2.7m $2.7m 0.29% Reduced -1.4k -1,378
73 Santori & Peters, Inc. 0.92% of their portfolio CANONSBURG, PA 29,04729.0k $2.7m $2.7m 0.92% Added +247 +247
74 CERTUITY, LLC 0.16% of their portfolio NORTH PALM BEACH, FL 27,79927.8k $2.6m $2.6m 0.16% Added +25.6k +25,579
75 J.W. COLE ADVISORS, INC. 0.06% of their portfolio TAMPA, FL 26,79426.8k $2.5m $2.5m 0.06% Added +4.4k +4,381
76 Western Wealth Management, LLC 0.11% of their portfolio GOLDEN, CO 24,44524.4k $2.3m $2.3m 0.11% Added +4.0k +4,030
77 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 23,97424.0k $2.2m $2.2m 0.00% Added +19.0k +19,019
78 United Advisor Group, LLC 0.28% of their portfolio CINCINNATI, OH 23,66623.7k $2.2m $2.2m 0.28% Added +11.9k +11,870
79 Advisor Resource Council 0.75% of their portfolio DALLAS, TX 21,65621.7k $2.1m $2.1m 0.75% New
80 Ameritas Advisory Services, LLC 0.07% of their portfolio Lincoln, NE 20,76920.8k $1.9m $1.9m 0.07% Added +19.1k +19,104
81 BFI Wealth Solutions, LLC 1.75% of their portfolio DALLAS, TX 19,71719.7k $1.8m $1.8m 1.75% First filing
82 HARBOUR INVESTMENTS, INC. 0.04% of their portfolio MADISON, WI 18,78318.8k $1.8m $1.8m 0.04% Added +992 +992
83 FOUNDERS FINANCIAL SECURITIES LLC 0.10% of their portfolio TOWSON, MD 18,54418.5k $1.7m $1.7m 0.10% Added +6.4k +6,416
84 INTEGRITY ALLIANCE, LLC. 0.06% of their portfolio Urbandale, IA 18,44318.4k $1.7m $1.7m 0.06% Added +445 +445
85 Valued Retirements, Inc. 1.58% of their portfolio HOUSTON, TX 17,33317.3k $1.6m $1.6m 1.58% Added +2.5k +2,548
86 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 16,87616.9k $1.6m $1.6m 0.04% Added +1.5k +1,494
87 THOROUGHBRED FINANCIAL SERVICES, LLC 0.09% of their portfolio BRENTWOOD, TN 16,39316.4k $1.5m $1.5m 0.09% Added +3.1k +3,150
88 Alchemi Wealth, LLC 0.82% of their portfolio ESSEX, CT 16,11316.1k $1.5m $1.5m 0.82% First filing
89 CreativeOne Wealth, LLC 0.04% of their portfolio OVERLAND PARK, KS 15,74915.7k $1.5m $1.5m 0.04% Added +5.3k +5,282
90 IFP Advisors, Inc 0.03% of their portfolio TAMPA, FL 15,29215.3k $1.4m $1.4m 0.03% Added +445 +445
91 WCG Wealth Advisors LLC 0.04% of their portfolio LAS VEGAS, NV 14,77214.8k $1.4m $1.4m 0.04% Added +2.7k +2,746
92 WealthPoint Financial, LLC 1.15% of their portfolio CRAMERTON, NC 14,11814.1k $1.3m $1.3m 1.15% First filing
93 Integrated Wealth Concepts LLC 0.02% of their portfolio WALTHAM, MA 13,81513.8k $1.3m $1.3m 0.02% Reduced -1.7k -1,665
94 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 13,80513.8k $1.3m $1.3m 0.02% Added +431 +431
95 Arkadios Wealth Advisors 0.03% of their portfolio ATLANTA, GA 13,67313.7k $1.3m $1.3m 0.03% Reduced -1.5k -1,464
96 Solano Wealth Investment Advisors LLC 0.62% of their portfolio Fairfield, CA 13,40513.4k $1.3m $1.3m 0.62% Added +45 +45
97 UPTICK PARTNERS, LLC 0.26% of their portfolio NACOGDOCHES, TX 13,27013.3k $1.2m $1.2m 0.26% New
98 Powers Advisory Group, LLC 0.45% of their portfolio Highland, IL 12,81912.8k $1.2m $1.2m 0.45% New
99 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 12,79312.8k $1.2m $1.2m 0.02% Added +2.3k +2,288
100 Etesian Wealth Advisors, Inc. 0.37% of their portfolio West Linn, OR 12,76212.8k $1.2m $1.2m 0.37% New