Skip to content
Disclosery

WTV WISDOMTREE TR

Follow

COM (fund)

157 managers (159 13F filers) reported a position in WTV shares at 2025-06-30, 14,716,871 shares in all. 31 filers opened a position and 11 filers sold out during the quarter.

Managers
157
13F filers
159
New
31
Added
68
Reduced
40
Sold out
11
Shares held by filers
14,716,871

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 LLC2,007,413$173M0.06%+547,68913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,912,671$165M+1,778,340Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,205,060$104M0.19%+1,119,62713F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,144,700$98.9M0.03%+451,78313F-HRTimelineGroup
Smith Anglin Financial, LLC1,112,973$96.2M8.71%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY876,853$75.8M<0.01%+149,16813F-HRTimelineGroup
HighTower Advisors, LLC666,243$57.6M0.07%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC310,304$26.8M0.14%-12,89613F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…307,697$26.6M0.02%+218,78513F-HRTimelineGroup
Systelligence, LLC227,996$19.7M3.64%+62,84013F-HRTimeline
Anderson Financial Strategies, LLC223,687$19.3M12.36%+1,17613F-HRTimeline
Legacy Financial Advisors, Inc.222,048$19.2M3%+4,74813F-HRTimeline
Cambridge Investment Research Advisors,…216,414$18.7M0.06%+44,26013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC214,975$18.6M0.09%-13,79513F-HRTimelineGroup
Prism Advisors, Inc.202,630$17.5M4.99%-50,64313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP177,099$15.3M0.01%-149,70913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …175,971$15.2M0.2%new13F-HRTimelineGroup
Onyx Bridge Wealth Group LLC175,247$15.1M2%new13F-HRTimeline
Cetera Investment Advisers131,104$11.3M0.02%+28,83613F-HRTimeline
Mariner, LLCin group Mariner, LLC129,687$11.2M0.02%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO129,660$11.2M<0.01%+8,43913F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC129,226$11.2M0.53%+23,82813F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding125,649$10.9M+11,095Timeline
Capital Asset Advisory Services LLC119,903$10.4M0.49%new13F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC120,146$10.4M0.25%new13F-HRTimeline
TRUST CO OF TOLEDO NA /OH/118,248$10.2M1.13%new13F-HRTimeline
Team Financial Group, LLC102,598$8.86M4.36%+5,66613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC98,683$8.53M0.01%+19,98413F-HRTimeline
CWM, LLCin group CWM, LLC89,844$7.76M0.03%-45213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC84,886$7.33M0.02%-14,52613F-HRTimeline
AE Wealth Management LLC84,782$7.33M0.05%+2,97613F-HRTimeline
Ruggaard & Associates LLC84,648$7.31M2.94%-5,65513F-HRTimeline
Insight Advisors, LLC/ PA83,036$7.17M1.16%+39,56713F-HRTimeline
Leslie Global Wealth, LLC77,597$6.7M3.58%-82013F-HRTimeline
Global Retirement Partners, LLC76,666$6.62M0.16%13F-HRTimeline
Private Advisor Group, LLC74,191$6.41M0.03%+5,96013F-HRTimeline
OPTIMA CAPITAL LLC70,634$6.1M3.28%+7,40113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…66,046$5.71M0.11%+8,29013F-HRTimelineGroup
Modern Wealth Management, LLC65,876$5.69M0.14%+3,36213F-HR/ATimeline
Orion Porfolio Solutions, LLC64,246$5.55M0.05%+18,87813F-HR/ATimeline
USAdvisors Wealth Management, LLC59,008$5.08M1.89%new13F-HRTimeline
Smartleaf Asset Management LLC47,958$4.12M0.36%+1,70113F-HRTimeline
Geneos Wealth Management Inc.47,335$4.09M0.1%-49,41713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP47,103$4.07M0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…43,853$3.79M0.03%-9,21013F-HRTimeline
CEERA INVESTMENTS, LLC41,436$3.58M1.1%+29,70113F-HRTimeline
Sequoia Financial Advisors, LLC37,286$3.22M0.02%+28,76513F-HRTimeline
IFG Advisory, LLC36,758$3.18M0.16%+3,67513F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.36,041$3.11M0.04%-12913F-HRTimelineGroup
Bowman & Co S.C.35,729$3.09M1.38%new13F-HRTimeline
PMG Wealth Management, Inc.35,043$3.03M2.5%+3,82713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,732$2.91M0.02%+10,57513F-HRTimelineGroup
Nilsine Partners, LLC32,765$2.83M0.29%-9,01913F-HRTimeline
Cooper Financial Group30,645$2.65M0.31%new13F-HRTimeline
LANARK FINANCIAL, INC.30,118$2.6M0.21%+87513F-HRTimeline
Ashton Thomas Private Wealth, LLC26,430$2.28M0.08%-1,05913F-HRTimeline
Crossmark Global Holdings, Inc.25,924$2.23M0.04%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.25,351$2.19M0.01%new13F-HRTimeline
Bay Capital Advisors, LLC20,713$1.79M1.36%new13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC19,867$1.72M<0.01%+14,90713F-HRTimelineGroup
Advisor Resource Council18,238$1.58M0.77%-75,94113F-HRTimeline
Valmark Advisers, Inc.15,967$1.38M0.02%-2413F-HRTimeline
HARBOUR INVESTMENTS, INC.15,881$1.37M0.03%+1,16413F-HRTimeline
Valued Retirements, Inc.14,785$1.28M1.44%new13F-HRTimeline
Arkadios Wealth Advisors14,142$1.22M0.04%+8,61413F-HRTimeline
Solano Wealth Investment Advisors LLC13,694$1.18M0.61%-10,09013F-HRTimeline
RFG Advisory, LLC13,556$1.17M0.03%+1,46613F-HRTimeline
IFP Advisors, Inc12,736$1.1M0.03%+8,21413F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…12,221$1.06M0.08%-9,61213F-HRTimelineGroup
Bison Wealth, LLC11,964$1.03M0.08%-2,92113F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC11,833$1.02M0.07%+5,74713F-HRTimeline
Sigma Planning Corp11,294$976K0.03%+6,76513F-HRTimeline
MATAURO, LLC10,788$932K0.17%+18713F-HRTimeline
Good Life Advisors, LLC10,656$921K0.06%+1,55013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,326$892K0.02%new13F-HRTimelineGroup
Western Wealth Management, LLC10,297$890K0.05%+2,63413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC10,084$871K<0.01%new13F-HRTimelineGroup
PCG Wealth Advisors, LLC9,950$860K0.44%+90213F-HRTimeline
RVW Wealth, LLC9,521$823K0.07%-6113F-HRTimeline
Advisory Services Network, LLC8,916$777K0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC8,743$755K0.01%-28713F-HRTimeline
Financial Advocates Investment Manageme…8,600$743K0.06%-1,48013F-HRTimeline
NewEdge Advisors, LLC7,786$673K<0.01%+97313F-HRTimeline
Sanctuary Advisors, LLC7,758$670K<0.01%-32,13713F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,263$627K0.01%+28213F-HRTimelineGroup
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,201$622K0.2%+2,86613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,330$547K<0.01%new13F-HR/ATimelineGroup
Avant Capital LLC6,293$544K0.42%+1,12413F-HRTimeline
United Advisor Group, LLC6,280$543K0.09%+1,64513F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,015$520K0.01%-513F-HRTimeline
COUNTRY CLUB BANK5,970$513K0.03%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC5,796$501K<0.01%-1,22613F-HRTimelineGroup
LRI Investments, LLC5,785$500K0.04%+213F-HRTimeline
Beacon Financial Advisory LLC5,647$488K0.13%-1,12313F-HRTimeline
GWN SECURITIES INC.5,408$469K0.09%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC5,423$469K<0.01%+92513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,422$468K0.01%+1,31313F-HRTimelineGroup
Mutual Advisors, LLC5,243$467K0.01%+1,40613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,391$466K<0.01%-42713F-HR/ATimelineGroup
O'Brien Greene & Co. Inc4,900$423K0.14%013F-HRTimeline
Wharton Business Group, LLC4,885$422K0.02%013F-HRTimeline
Centerpoint Advisory Group4,631$400K0.35%-16313F-HRTimeline
Rehmann Capital Advisory Group4,615$399K0.02%-513F-HRTimeline
Consolidated Portfolio Review Corp4,594$397K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC4,504$389K<0.01%new13F-HRTimeline
REAP Financial Group, LLC4,476$387K0.09%-26213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,359$382K<0.01%+7413F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC4,125$356K0.03%new13F-HRTimeline
World Investment Advisors4,103$354K0.01%-1413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,090$353K0.29%-1,10313F-HRTimeline
CENTAURUS FINANCIAL, INC.4,005$346K0.02%new13F-HRTimeline
Verus Financial Partners, Inc.3,918$343K0.03%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.3,920$339K0.18%+10113F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,902$337K0.01%+6613F-HRTimelineGroup
Atria Investments, Inc3,876$335K<0.01%-29,37813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,774$326K<0.01%013F-HRTimelineGroup
XY Planning Network, Inc.3,734$323K0.11%+21713F-HRTimeline
PRIVATE TRUST CO NA3,705$320K0.03%+33513F-HRTimeline
Gladstone Institutional Advisory LLC3,699$320K0.01%-1,26613F-HRTimeline
Quartz Partners, LLC3,666$317K0.14%-6613F-HRTimeline
Patriot Financial Group Insurance Agenc…3,462$299K0.03%+12413F-HRTimeline
Regal Investment Advisors LLC3,342$289K0.02%-26013F-HRTimeline
ORG Partners LLC3,014$262K0.06%-9913F-HRTimeline
SMITH, MOORE & CO.2,930$253K0.02%013F-HRTimeline
WILLNER & HELLER, LLC2,819$244K0.21%+18113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,798$242K<0.01%-7,85313F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT2,630$227K0.02%new13F-HRTimeline
&PARTNERS2,589$224K<0.01%013F-HRTimeline
Koshinski Asset Management, Inc.2,520$218K0.02%013F-HRTimeline
TFB Advisors LLC2,485$215K0.06%013F-HRTimeline
COMERICA BANK1,706$147K<0.01%+28713F-HRTimeline
Ridgewood Investments LLC1,164$101K0.04%013F-HRTimeline
Nova Wealth Management, Inc.1,159$100K0.07%+58913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,010$87.3K<0.01%new13F-HRTimelineGroup
HOEY INVESTMENTS, INC870$75.2K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC850$73.4K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC785$67.8K<0.01%+20813F-HRTimeline
Allworth Financial LP783$67.7K<0.01%+30013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV347$30K<0.01%+9713F-HRTimeline
JNBA Financial Advisors288$24.9K<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP272$23.4K<0.01%+4213F-HRTimelineGroup
Cherry Tree Wealth Management, LLC252$21.8K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL244$21.1K<0.01%+10013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\220$19K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…200$17.3K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC164$14.2K<0.01%013F-HRTimeline
Hilltop National Bank138$11.9K<0.01%13F-HRTimeline
AMERIFLEX GROUP, INC.134$11.5K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN130$11.2K<0.01%-113F-HRTimelineGroup
UBS Group AGin group UBS Group AG127$11K<0.01%-3,08213F-HRTimelineGroup
Covestor Ltd106$9K0.01%+1913F-HRTimeline
TD Capital Management LLC81$6.96K<0.01%+113F-HRTimeline
Pinnacle Bancorp, Inc.70$6.05K<0.01%new13F-HRTimeline
Larson Financial Group LLC42$3.63K<0.01%new13F-HRTimeline
Main Street Group, LTD22$1.9K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC2$173<0.01%-413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.