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Disclosery

WTV WISDOMTREE TR

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COM (fund)

102 managers (102 13F filers) reported a position in WTV shares at 2024-12-31, 4,336,625 shares in all. 24 filers opened a position and 4 filers sold out during the quarter.

Managers
102
13F filers
102
New
24
Added
29
Reduced
18
Sold out
4
Shares held by filers
4,336,625

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC829,601$69.3M0.03%+272,80713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC336,518$28.1M0.01%13F-HR/ATimelineGroup
Horizon Wealth Management, LLC332,925$27.8M4.84%new13F-HRTimeline
Prism Advisors, Inc.267,687$22.4M6.71%+14,86613F-HRTimeline
Legacy Financial Advisors, Inc.217,454$18.2M3%-11613F-HRTimeline
Anderson Financial Strategies, LLC207,412$17.3M10.45%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY182,746$15.3M<0.01%+55,57813F-HR/ATimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC179,933$15M0.09%new13F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC112,229$9.38M0.05%+48,31613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO110,773$9.26M<0.01%+20,15713F-HRTimelineGroup
Team Financial Group, LLC98,715$8.25M4.73%+69713F-HRTimeline
Solano Wealth Investment Advisors LLC97,930$8.18M4.92%13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC93,033$7.78M0.41%+65,60413F-HRTimeline
CWM, LLCin group CWM, LLC90,731$7.58M0.03%-2,15613F-HRTimelineGroup
Leslie Global Wealth, LLC77,992$6.52M3.03%+11,03313F-HRTimeline
AE Wealth Management LLC77,790$6.5M0.06%+6,35113F-HRTimeline
Cetera Investment Advisers73,675$6.16M0.01%+12,19613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC68,073$5.69M0.01%-3,26513F-HRTimeline
Cambridge Investment Research Advisors,…67,841$5.67M0.02%+10,95913F-HRTimeline
Global Retirement Partners, LLC66,071$5.52M0.16%new13F-HRTimeline
Modern Wealth Management, LLC62,201$5.2M0.19%-6,62613F-HR/ATimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC50,084$4.19M<0.01%-12,81613F-HRTimelineGroup
Steward Partners Investment Advisory, L…45,820$3.83M0.03%new13F-HRTimeline
Orion Porfolio Solutions, LLC45,381$3.79M0.04%+3,89913F-HRTimeline
Orion Portfolio Solutions, LLC45,381$3.79M0.04%+3,89913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,698$3.65M<0.01%-26713F-HRTimelineGroup
Nilsine Partners, LLC34,623$2.89M0.31%new13F-HRTimeline
MML INVESTORS SERVICES, LLC32,195$2.69M0.01%new13F-HRTimeline
PMG Wealth Management, Inc.31,252$2.61M2.38%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,836$1.91M0.16%-13813F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.19,851$1.66M0.02%+1,82413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.18,285$1.53M<0.01%+1,21813F-HR/ATimelineGroup
Tempus Wealth Planning, LLC18,135$1.52M0.46%new13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,978$1.5M0.01%-4,22413F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC16,625$1.39M0.05%+1,33413F-HRTimeline
Valmark Advisers, Inc.16,269$1.36M0.02%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…13,740$1.15M<0.01%+2,03013F-HRTimelineGroup
Financial Advocates Investment Manageme…11,115$929K0.05%-2,16713F-HRTimeline
FORESIGHT CAPITAL MANAGEMENT ADVISORS, …10,874$909K0.53%-98713F-HRTimeline
MATAURO, LLC10,026$838K0.18%13F-HRTimeline
RVW Wealth, LLC9,582$801K0.07%-26313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…9,182$767K<0.01%new13F-HRTimelineGroup
Good Life Advisors, LLC8,981$751K0.05%-20813F-HRTimeline
OPTIMA CAPITAL LLC6,614$553K0.38%13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,270$524K0.01%-30013F-HRTimeline
Carlson Capital Management6,181$517K0.02%-13613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,086$508K0.03%new13F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,000$501K0.02%new13F-HRTimeline
Private Advisor Group, LLC5,512$461K<0.01%new13F-HRTimeline
LRI Investments, LLC5,434$454K0.04%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,184$433K0.4%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…5,120$428K<0.01%+1113F-HR/ATimeline
Avant Capital LLC5,037$421K0.35%13F-HRTimeline
Wharton Business Group, LLC4,885$408K0.02%013F-HRTimeline
O'Brien Greene & Co. Inc4,600$384K0.12%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,498$376K<0.01%013F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,287$358K0.01%+1,30213F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,109$343K0.01%+2,02413F-HRTimelineGroup
Integrated Wealth Concepts LLC4,027$337K<0.01%new13F-HRTimeline
Regal Investment Advisors LLC3,827$320K0.02%+1513F-HRTimeline
Centerpoint Advisory Group3,800$318K0.31%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,774$317K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,775$315K0.03%+1,71013F-HRTimeline
Sigma Planning Corp3,769$315K0.01%-23413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,703$310K0.01%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,359$281K<0.01%+3,21413F-HRTimelineGroup
Patriot Financial Group Insurance Agenc…3,309$277K0.04%+113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,237$271K<0.01%+3,02113F-HRTimelineGroup
Atria Wealth Solutions, Inc.3,160$264K<0.01%+43513F-HRTimeline
Independent Advisor Alliance2,961$247K<0.01%new13F-HRTimeline
SMITH, MOORE & CO.2,930$245K0.02%013F-HRTimeline
Betterment LLC2,916$244K<0.01%-14913F-HRTimeline
Cambria Investment Management, L.P.2,685$224K0.01%+413F-HRTimeline
WILLNER & HELLER, LLC2,643$221K0.19%new13F-HRTimeline
&PARTNERS2,589$216K<0.01%new13F-HRTimeline
Koshinski Asset Management, Inc.2,520$211K0.02%013F-HRTimeline
United Advisor Group, LLC2,484$208K0.04%new13F-HRTimeline
Rehmann Capital Advisory Group2,388$200K0.01%new13F-HRTimeline
REAP Financial Group, LLC1,945$163K0.04%-62713F-HRTimeline
COMERICA BANK1,172$98K<0.01%+6113F-HR/ATimeline
Ridgewood Investments LLC1,164$97.3K0.05%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC850$71K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.725$60.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC598$50K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.579$48.4K<0.01%+7913F-HRTimeline
ORG Partners LLC463$38.7K0.01%new13F-HRTimeline
Synergy Investment Management, LLC318$26.6K0.01%13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV284$23.7K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\220$18.4K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…200$16.7K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…194$16K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…189$15.8K<0.01%new13F-HRTimelineGroup
Morton Brown Family Wealth, LLC164$13.7K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL144$12K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.134$11.6K0.01%13F-HRTimeline
Hilltop National Bank138$11.5K<0.01%013F-HRTimeline
HM PAYSON & CO100$8.36K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC75$6.24K<0.01%013F-HRTimeline
Allworth Financial LP52$4.52K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$84<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$9<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.