Skip to content
Disclosery

WTV WISDOMTREE TR

Follow

COM (fund)

136 managers (138 13F filers) reported a position in WTV shares at 2025-03-31, 7,677,050 shares in all. 47 filers opened a position and 7 filers sold out during the quarter.

Managers
136
13F filers
138
New
47
Added
51
Reduced
20
Sold out
7
Shares held by filers
7,677,050

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC1,459,724$120M0.05%+630,12313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY727,685$59.8M<0.01%+544,93913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC692,917$56.9M0.02%+356,39913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP326,808$26.9M0.03%+283,11013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC323,200$26.6M0.16%+143,26713F-HRTimelineGroup
Prism Advisors, Inc.253,273$20.8M6.4%-14,41413F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC228,770$18.8M0.09%+116,54113F-HRTimelineGroup
Anderson Financial Strategies, LLC222,511$18.3M11.18%+15,09913F-HRTimeline
Legacy Financial Advisors, Inc.217,300$17.9M2.99%-15413F-HRTimeline
Cambridge Investment Research Advisors,…172,154$14.1M0.05%+104,31313F-HRTimeline
Systelligence, LLC165,156$13.6M3.26%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding134,331$11M+84,247Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO121,221$9.96M<0.01%+10,44813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding114,554$9.41MnewTimeline
FLAGSHIP HARBOR ADVISORS, LLC105,398$8.66M0.46%+12,36513F-HRTimeline
Cetera Investment Advisers102,268$8.4M0.02%+28,59313F-HRTimeline
MML INVESTORS SERVICES, LLC99,412$8.17M0.03%+67,21713F-HRTimeline
Team Financial Group, LLC96,932$7.96M4.6%-1,78313F-HRTimeline
Geneos Wealth Management Inc.96,752$7.95M0.12%+96,02713F-HRTimeline
Ruggaard & Associates LLC90,303$7.42M3.25%new13F-HRTimeline
CWM, LLCin group CWM, LLC90,296$7.42M0.03%-43513F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…88,912$7.31M0.01%+85,55313F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.85,433$7.02M0.02%+67,14813F-HRTimelineGroup
AE Wealth Management LLC81,806$6.72M0.06%+4,01613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC78,699$6.47M0.01%+10,62613F-HRTimeline
Leslie Global Wealth, LLC78,417$6.44M3.14%+42513F-HRTimeline
Advisor Resource Council94,179$6.24M0.5%new13F-HRTimeline
Private Advisor Group, LLC68,231$5.61M0.03%+62,71913F-HRTimeline
OPTIMA CAPITAL LLC63,233$5.2M3.31%+56,61913F-HRTimeline
Modern Wealth Management, LLC62,514$5.14M0.16%+31313F-HR/ATimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…57,756$4.75M0.12%+53,46913F-HRTimelineGroup
Atria Wealth Solutions, Inc.54,302$4.46M0.05%+51,14213F-HRTimeline
Steward Partners Investment Advisory, L…53,063$4.36M0.04%+7,24313F-HRTimeline
Smartleaf Asset Management LLC46,257$3.76M0.36%new13F-HRTimeline
Orion Porfolio Solutions, LLC45,368$3.73M0.04%-1313F-HRTimeline
Orion Portfolio Solutions, LLC45,368$3.73M0.04%-1313F-HR/ATimeline
Insight Advisors, LLC/ PA43,469$3.57M0.63%new13F-HRTimeline
Nilsine Partners, LLC41,784$3.43M0.38%+7,16113F-HRTimeline
Sanctuary Advisors, LLC39,895$3.28M0.02%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,170$2.97M0.05%+16,31913F-HRTimelineGroup
Atria Investments, Inc33,254$2.73M0.04%new13F-HRTimeline
IFG Advisory, LLC33,083$2.72M0.15%new13F-HRTimeline
PMG Wealth Management, Inc.31,216$2.57M2.72%-3613F-HRTimeline
INTEGRITY ALLIANCE, LLC.29,314$2.41M0.1%new13F-HRTimeline
LANARK FINANCIAL, INC.29,243$2.4M0.2%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC27,489$2.26M0.09%+10,86413F-HRTimeline
Crossmark Global Holdings, Inc.25,924$2.13M0.04%new13F-HRTimeline
Solano Wealth Investment Advisors LLC23,784$1.95M1.21%-74,14613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.23,157$1.9M0.02%+5,17913F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…21,833$1.79M0.15%-1,00313F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV16,781$1.38M0.97%new13F-HRTimeline
Valmark Advisers, Inc.15,991$1.31M0.02%-27813F-HRTimeline
Bison Wealth, LLC14,885$1.22M0.11%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.14,717$1.21M0.03%+14,13813F-HRTimeline
RFG Advisory, LLC12,090$993K0.03%new13F-HRTimeline
CEERA INVESTMENTS, LLC11,735$964K0.33%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,651$875K<0.01%+1,46913F-HRTimelineGroup
MATAURO, LLC10,601$871K0.18%+57513F-HRTimeline
Financial Advocates Investment Manageme…10,080$828K0.06%-1,03513F-HRTimeline
RVW Wealth, LLC9,582$787K0.07%013F-HRTimeline
Good Life Advisors, LLC9,106$748K0.05%+12513F-HRTimeline
PCG Wealth Advisors, LLC9,048$743K0.26%new13F-HRTimeline
Integrated Wealth Concepts LLC9,030$742K0.01%+5,00313F-HRTimeline
Sequoia Financial Advisors, LLC8,521$700K0.01%new13F-HRTimeline
Western Wealth Management, LLC7,663$630K0.04%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,022$577K<0.01%new13F-HRTimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…6,981$574K0.02%+3,27813F-HRTimelineGroup
NewEdge Advisors, LLC6,813$560K<0.01%new13F-HRTimeline
Beacon Financial Advisory LLC6,770$556K0.17%new13F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,086$500K0.03%013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,020$495K0.01%-25013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT6,000$493K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,818$478K<0.01%+2,58113F-HR/ATimelineGroup
LRI Investments, LLC5,783$475K0.05%+34913F-HRTimeline
Arkadios Wealth Advisors5,528$454K0.02%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC5,193$427K0.38%+913F-HRTimeline
Avant Capital LLC5,169$425K0.35%+13213F-HRTimeline
Gladstone Institutional Advisory LLC4,965$408K0.02%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,960$408K<0.01%new13F-HR/ATimelineGroup
O'Brien Greene & Co. Inc4,900$403K0.14%+30013F-HRTimeline
Wharton Business Group, LLC4,885$401K0.02%013F-HRTimeline
Centerpoint Advisory Group4,794$394K0.39%+99413F-HRTimeline
REAP Financial Group, LLC4,738$389K0.1%+2,79313F-HRTimeline
United Advisor Group, LLC4,635$381K0.08%+2,15113F-HRTimeline
Rehmann Capital Advisory Group4,620$380K0.02%+2,23213F-HRTimeline
Sigma Planning Corp4,529$372K0.01%+76013F-HRTimeline
IFP Advisors, Inc4,522$371K0.01%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC4,498$370K<0.01%013F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…4,335$356K0.13%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,285$352K<0.01%-83513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,109$343K0.01%013F-HRTimelineGroup
Tempus Wealth Planning, LLC4,135$340K0.1%-14,00013F-HRTimeline
World Investment Advisors4,117$338K0.01%new13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,836$315K0.01%new13F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.3,819$314K0.15%new13F-HRTimeline
Quartz Partners, LLC3,732$307K0.19%new13F-HRTimeline
Mutual Advisors, LLC3,837$303K0.01%new13F-HRTimeline
Verus Financial Partners, Inc.3,918$302K0.03%new13F-HRTimeline
Regal Investment Advisors LLC3,602$296K0.02%-22513F-HRTimeline
XY Planning Network, Inc.3,517$289K0.19%new13F-HRTimeline
PRIVATE TRUST CO NA3,370$277K0.03%-40513F-HRTimeline
Patriot Financial Group Insurance Agenc…3,338$274K0.04%+2913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,774$273K<0.01%013F-HRTimelineGroup
Horizon Wealth Management, LLC3,305$272K0.05%-329,62013F-HRTimeline
UBS Group AGin group UBS Group AG3,209$264K<0.01%new13F-HRTimelineGroup
ORG Partners LLC3,113$256K0.06%+2,65013F-HRTimeline
SMITH, MOORE & CO.2,930$241K0.02%013F-HRTimeline
Betterment LLC2,882$237K<0.01%-3413F-HRTimeline
Wedmont Private Capital3,073$235K0.01%new13F-HRTimeline
Cambria Investment Management, L.P.2,685$224K0.02%013F-HRTimeline
WILLNER & HELLER, LLC2,638$217K0.2%-513F-HRTimeline
&PARTNERS2,589$211K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.2,520$207K0.02%013F-HRTimeline
TFB Advisors LLC2,485$204K0.06%new13F-HRTimeline
COMERICA BANK1,419$117K<0.01%+24713F-HRTimeline
Ridgewood Investments LLC1,164$95.6K0.04%013F-HRTimeline
HOEY INVESTMENTS, INC870$71.5K0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC850$69.8K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC577$47.4K<0.01%new13F-HRTimeline
Nova Wealth Management, Inc.570$46.8K0.04%new13F-HR/ATimeline
Allworth Financial LP483$38.1K<0.01%+43113F-HRTimeline
Synergy Investment Management, LLC318$26.1K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV250$20.5K<0.01%-3413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP230$18.7K<0.01%new13F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\220$18.1K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…200$16.4K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC164$13.5K<0.01%013F-HRTimeline
Rosenberg Matthew Hamilton150$12.3K<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL144$11.8K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.134$11K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN131$10.7K<0.01%+13113F-HRTimelineGroup
Covestor Ltd87$7K<0.01%new13F-HRTimeline
TD Capital Management LLC80$6.6K<0.01%new13F-HRTimeline
Main Street Group, LTD22$1.81K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC6$493<0.01%+513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.