Skip to content

WTV WISDOMTREE TR

Follow

COM (fund)

202 managers (205 13F filers) reported a position in WTV shares at 2025-12-31, 18,870,901 shares in all. 31 filers opened a position and 16 filers sold out during the quarter.

Managers
202
13F filers
205
New
31
Added
101
Reduced
39
Sold out
16
Shares held by filers
18,870,901

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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 LLC2,556,543$239M0.07%+261,67213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,034,231$190M+8,048Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,496,399$140M0.04%+93,36613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,322,128$123M0.01%+402,40813F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,254,143$117M0.17%+16,42613F-HRTimelineGroup
HighTower Advisors, LLC1,201,494$112M0.12%+44,31013F-HRTimeline
Cetera Investment Advisers453,121$42.3M0.05%+247,36013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding406,418$37.9M+208,771Timeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…360,777$33.7M0.02%+34,03213F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…351,911$33.6M0.05%+347,43713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP332,109$31M0.03%+26,26513F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC312,199$28.4M0.11%-53013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/241,479$22.5M<0.01%+215,79413F-HRTimelineGroup
RESOLUTE CAPITAL, LLC239,459$22.3M9.34%13F-HRTimeline
Onyx Bridge Wealth Group LLC236,493$22.1M2.35%+6,98313F-HRTimeline
Legacy Financial Advisors, Inc.222,633$20.8M2.87%-1,22613F-HRTimeline
Anderson Financial Strategies, LLC222,510$20.8M12.05%+1,22713F-HRTimeline
Cambridge Investment Research Advisors,…214,778$20M0.05%-18,46113F-HRTimeline
Systelligence, LLC205,082$19.1M3.64%+18,64313F-HRTimeline
Prism Advisors, Inc.196,228$18.3M4.88%-11,85813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,113$18.3M0.02%+14,29013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …194,180$18.1M0.26%+2,74813F-HRTimelineGroup
Ameritas Investment Partners, Inc.group of 2 filers holding188,446$17.6M+26,348Timeline
Venture Visionary Partners LLC150,451$14.1M0.46%-86613F-HRTimeline
TRUST CO OF TOLEDO NA /OH/149,628$14M1.38%+14,27813F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC142,320$13.3M0.63%+5,25313F-HRTimeline
626 Financial, LLC135,538$12.6M5.46%+22,32413F-HRTimeline
Cornerstone Planning Group LLC130,629$12.5M1.94%+130,25613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO131,725$12.3M<0.01%-98013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC131,116$12.2M0.01%-2,45913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC122,680$11.4M0.03%+8,14713F-HRTimeline
Capital Asset Advisory Services LLC119,455$11.4M0.46%-2,83513F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC119,111$11.1M0.2%-3,20313F-HR/ATimeline
MENORA MIVTACHIM HOLDINGS LTD.in group MENORA MIVTACHIM HOLDINGS LTD.118,814$11.1M0.05%+11,06513F-HRTimelineGroup
Private Advisor Group, LLC113,936$10.6M0.05%+21,72613F-HRTimeline
Team Financial Group, LLC102,622$9.57M4.34%-75613F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…101,535$9.47M1.14%13F-HRTimeline
AE Wealth Management LLC93,276$8.7M0.05%+4,77713F-HRTimeline
Insight Advisors, LLC/ PA86,556$8.08M1.22%+3,17513F-HRTimeline
CWM, LLCin group CWM, LLC85,401$7.97M0.02%+1,56613F-HRTimelineGroup
Global Retirement Partners, LLC84,724$7.9M0.14%-2613F-HRTimeline
Retirement Management Systems Inc.83,651$7.8M2%13F-HRTimeline
Ruggaard & Associates LLC77,459$7.23M2.85%-7,50813F-HRTimeline
Leslie Global Wealth, LLC71,010$6.63M2.98%-1,93013F-HRTimeline
USAdvisors Wealth Management, LLC68,666$6.41M2.11%+5,98313F-HRTimeline
Modern Wealth Management, LLC65,212$6.08M0.11%-3,63113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.63,729$5.95M0.04%+19,74313F-HRTimelineGroup
Orion Porfolio Solutions, LLC59,668$5.57M0.04%-5,52113F-HRTimeline
IFG Advisory, LLC54,910$5.12M0.22%+3,09213F-HRTimeline
CEERA INVESTMENTS, LLC54,798$5.11M1.97%-1,26713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,785$5.11M0.06%-2,00413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP52,284$4.88M0.01%+1,44613F-HRTimelineGroup
Sanctuary Advisors, LLC52,060$4.86M0.03%-2,40313F-HRTimeline
Smartleaf Asset Management LLC50,906$4.79M0.18%+1,06513F-HRTimeline
Geneos Wealth Management Inc.49,096$4.58M0.11%+12513F-HRTimeline
NewEdge Advisors, LLC46,431$4.33M0.02%+37,95913F-HRTimeline
Keating Financial Advisory Services, In…45,523$4.25M0.58%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.40,654$3.79M0.04%+3,28513F-HRTimelineGroup
PMG Wealth Management, Inc.38,556$3.6M2.64%+2,44013F-HRTimeline
OPTIMA CAPITAL LLC37,994$3.54M1.54%-17,36013F-HRTimeline
Sequoia Financial Advisors, LLC36,898$3.44M0.02%-2,10513F-HRTimeline
Bowman & Co S.C.36,054$3.36M1.42%+17813F-HRTimeline
Nilsine Partners, LLC35,951$3.35M0.29%+1,70713F-HRTimeline
LANARK FINANCIAL, INC.35,591$3.32M0.25%+1,76213F-HRTimeline
Bay Capital Advisors, LLC31,167$2.91M1.77%+3,03113F-HRTimeline
Vericrest Private Wealth30,860$2.88M2.56%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,493$2.84M<0.01%+10,62713F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC30,453$2.84M0.07%+1,66813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA29,703$2.77M<0.01%+10,35213F-HRTimelineGroup
Sunbelt Securities, Inc.29,455$2.75M0.18%-5,12213F-HRTimeline
Cooper Financial Group29,176$2.72M0.29%-1,37813F-HRTimeline
Santori & Peters, Inc.29,047$2.71M0.92%+24713F-HRTimeline
CERTUITY, LLC27,799$2.59M0.16%+25,57913F-HRTimeline
J.W. COLE ADVISORS, INC.26,794$2.5M0.06%+4,38113F-HRTimeline
Western Wealth Management, LLC24,445$2.28M0.11%+4,03013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP23,974$2.24M<0.01%+19,01913F-HRTimelineGroup
United Advisor Group, LLC23,666$2.21M0.28%+11,87013F-HRTimeline
Advisor Resource Council21,656$2.1M0.75%new13F-HRTimeline
BFI Wealth Solutions, LLC19,717$1.84M1.75%13F-HRTimeline
HARBOUR INVESTMENTS, INC.18,783$1.75M0.04%+99213F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,544$1.73M0.1%+6,41613F-HRTimeline
INTEGRITY ALLIANCE, LLC.18,443$1.72M0.06%+44513F-HRTimeline
Valued Retirements, Inc.17,333$1.62M1.58%+2,54813F-HRTimeline
Sigma Planning Corp16,876$1.57M0.04%+1,49413F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC16,393$1.53M0.09%+3,15013F-HRTimeline
Alchemi Wealth, LLC16,113$1.5M0.82%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,749$1.47M0.04%+5,28213F-HRTimelineGroup
IFP Advisors, Inc15,292$1.43M0.03%+44513F-HRTimeline
WCG Wealth Advisors LLC14,772$1.38M0.04%+2,74613F-HRTimeline
WealthPoint Financial, LLC14,118$1.32M1.15%13F-HRTimeline
Integrated Wealth Concepts LLC13,815$1.29M0.02%-1,66513F-HRTimeline
RFG Advisory, LLC13,805$1.29M0.02%+43113F-HRTimeline
Arkadios Wealth Advisors13,673$1.28M0.03%-1,46413F-HRTimeline
Solano Wealth Investment Advisors LLC13,405$1.25M0.62%+4513F-HRTimeline
UPTICK PARTNERS, LLC13,270$1.24M0.26%new13F-HRTimeline
Powers Advisory Group, LLC12,819$1.2M0.45%new13F-HRTimeline
Advisory Services Network, LLC12,793$1.19M0.02%+2,28813F-HRTimeline
Etesian Wealth Advisors, Inc.12,762$1.19M0.37%new13F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS12,464$1.16M0.35%+3,76813F-HRTimeline
MATAURO, LLC11,544$1.08M0.16%+40913F-HRTimeline
PCG Wealth Advisors, LLC10,663$995K0.28%+24113F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…10,576$987K0.06%-64413F-HRTimelineGroup
WEDBUSH SECURITIES INC10,408$971K0.03%+3,60113F-HRTimeline
World Investment Advisors10,010$934K0.02%+2,76613F-HR/ATimeline
TopTier Wealth Management, LLC9,703$905K0.61%13F-HRTimeline
Avant Capital LLC9,565$892K0.61%+2,36613F-HRTimeline
RVW Wealth, LLC9,510$887K0.07%013F-HRTimeline
Atlas Brown,Inc.9,399$877K0.26%new13F-HRTimeline
MAI Capital Management8,642$806K<0.01%new13F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI8,219$767K0.04%+3,35613F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA8,116$763K0.02%new13F-HRTimelineGroup
Centerpoint Advisory Group8,173$763K0.59%+1,88413F-HRTimeline
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…8,110$757K0.02%+2,30013F-HRTimelineGroup
Summit Financial, LLC8,002$747K0.01%+3,06513F-HRTimeline
WALLED LAKE PLANNING & WEALTH MANAGEMEN…7,606$710K0.22%+9113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…7,434$694K0.01%+3713F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …6,831$657K0.02%+1,98413F-HRTimelineGroup
XY Planning Network, Inc.6,712$626K0.11%+2,97813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,361$593K0.01%+1,09313F-HRTimelineGroup
Osprey Private Wealth LLC6,198$578K0.17%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP6,015$561K0.01%013F-HRTimeline
WOODARD & CO ASSET MANAGEMENT GROUP INC…5,998$560K0.09%new13F-HRTimeline
LRI Investments, LLC5,788$540K0.04%+213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC5,787$540K<0.01%-14,16513F-HRTimelineGroup
Beacon Financial Advisory LLC5,501$513K0.12%+20913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,404$508K0.03%new13F-HRTimeline
LAVELLE CAPITAL LP5,165$482K0.31%13F-HRTimeline
O'Brien Greene & Co. Inc5,050$471K0.14%+15013F-HRTimeline
Hopwood Nicholas Hunter5,039$470K0.15%13F-HRTimeline
Mutual Advisors, LLC5,037$470K0.01%-3013F-HRTimeline
Wharton Business Group, LLC4,885$456K0.02%013F-HRTimeline
Gateway Wealth Partners, LLC4,846$452K0.05%new13F-HRTimeline
Atria Investments, Inc4,739$442K0.01%-5,98613F-HRTimeline
CENTAURUS FINANCIAL, INC.4,621$431K0.02%+25713F-HRTimeline
Rehmann Capital Advisory Group4,596$429K0.02%-913F-HRTimeline
Rubicon Advisors, GP4,546$424K0.39%13F-HRTimeline
Janney Montgomery Scott LLC4,504$420K<0.01%013F-HRTimeline
Bison Wealth, LLC4,399$411K0.05%new13F-HRTimeline
Astoria Portfolio Advisors LLC.3,856$382K0.09%new13F-HRTimeline
REAP Financial Group, LLC4,060$379K0.08%-8813F-HRTimeline
Verus Financial Partners, Inc.3,918$376K0.03%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.4,028$376K0.02%+1,72513F-HRTimelineGroup
WILLNER & HELLER, LLC3,958$369K0.27%+89913F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,774$352K<0.01%013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…3,683$344K<0.01%+2,33213F-HR/ATimelineGroup
Quartz Partners, LLC3,614$337K0.13%-1813F-HRTimeline
Nova Wealth Management, Inc.3,476$324K0.22%+18513F-HRTimeline
Trademark Financial Management, LLC3,451$322K0.18%+12613F-HRTimeline
GWN SECURITIES INC.3,306$308K0.06%+31713F-HRTimeline
Regal Investment Advisors LLC3,281$306K0.02%+413F-HRTimeline
HRT FINANCIAL LP3,287$306K<0.01%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,146$294K<0.01%new13F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…3,033$283K0.01%-60313F-HRTimelineGroup
COMERICA BANK2,939$274K<0.01%-35713F-HRTimeline
Dynamic Advisor Solutions LLC2,905$271K0.01%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV2,852$266K<0.01%new13F-HRTimeline
CATHY PARETO & ASSOCIATES, INC2,842$265K0.18%+4313F-HRTimeline
Farrell Financial LLC2,819$263K0.16%+14613F-HRTimeline
SMITH, MOORE & CO.2,775$259K0.02%013F-HRTimeline
&PARTNERS2,734$255K<0.01%+14513F-HRTimeline
HighPoint Advisor Group LLC2,709$253K0.01%new13F-HRTimeline
Gladstone Institutional Advisory LLC2,682$250K0.01%-44213F-HRTimeline
Farther Finance Advisors, LLC2,641$246K<0.01%new13F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT2,630$245K0.02%013F-HRTimeline
TFB Advisors LLC2,570$240K0.07%013F-HRTimeline
MidAtlantic Capital Management, Inc.2,561$239K0.15%new13F-HRTimeline
Koshinski Asset Management, Inc.2,520$235K0.02%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,516$235K<0.01%+8413F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth2,317$216K<0.01%-45813F-HRTimelineGroup
Empirical Asset Management, LLC2,244$209K0.06%-38613F-HRTimeline
SWMG, LLC2,054$206K0.06%new13F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC2,182$204K<0.01%new13F-HRTimelineGroup
ADG Wealth Management Group, LLC2,164$202K0.15%new13F-HRTimeline
PRIVATE TRUST CO NA1,770$165K0.01%-96413F-HRTimeline
Steward Partners Investment Advisory, L…1,218$114K<0.01%-46,10513F-HRTimeline
Signature Equity Partners, LLC1,017$94.8K0.05%13F-HRTimeline
BLAIR WILLIAM & CO/IL978$91.2K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC850$79.3K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC813$75.9K<0.01%+2813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC805$75.1K<0.01%+24113F-HRTimelineGroup
Capital Investment Advisory Services, L…600$56K<0.01%+40013F-HRTimeline
Allworth Financial LP583$54.4K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC504$47K<0.01%new13F-HRTimeline
JNBA Financial Advisors409$38.1K<0.01%+3413F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV347$32.4K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC252$23.5K<0.01%013F-HRTimeline
Clearstead Advisors, LLC229$21.4K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.180$16.8K0.01%+10813F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.173$16.1K0.01%+14713F-HRTimeline
Morton Brown Family Wealth, LLC164$15.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC150$14K<0.01%new13F-HRTimeline
Hilltop National Bank138$12.9K<0.01%013F-HRTimeline
Covestor Ltd131$12K0.01%+713F-HRTimeline
Sound Income Strategies, LLC111$10.7K<0.01%new13F-HRTimeline
TD Capital Management LLC81$7.59K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.70$6.53K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.93$6.25K<0.01%new13F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50$4.7K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC42$3.92K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…8$746<0.01%013F-HRTimelineGroup