WisdomTree U.S. Value Fund
WTV • ARCA
WisdomTree U.S. Value Fund is an exchange-traded fund on ARCA. As of Q3 2025, 175 institutional investors hold shares in this ETF, with total holdings valued at $1.4B. LPL Financial LLC is the largest holder with a position valued at $208.9M.
Overview
Overview of institutional ownership in WTV as of Q3 2025
All Institutions
- Institutions
- 175
- Value Held
- $1.4B
- Shares Held
- 15.9M
- Avg Position
- $8.2M
- Median Position
- $952.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in WTV as of Q3 2025
| Institution | Position Value |
|---|---|
L LPL Financial LLC Institution | $208.9M 0.06% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $172.2M 0.05% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $127.7M 0.04% of portfolio |
A Advisor Group Holdings, Inc. Institution | $112.5M 0.16% of portfolio |
 HighTower Advisors, LLC RIA/Wealth | $105.3M 0.12% of portfolio |
 MORGAN STANLEY RIA/Wealth | $83.7M 0.01% of portfolio |
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution | $29.7M 0.02% of portfolio |
 Lido Advisors, LLC RIA/Wealth | $28.5M 0.12% of portfolio |
S STIFEL FINANCIAL CORP Long Only Manager | $27.8M 0.03% of portfolio |
$21.2M 0.06% of portfolio |
Net Capital Flow
Institutional buying and selling activity for WTV in Q3 2025
- Traded
- +$216.0M
- Buyers
- 118
- Sellers
- 40
- Total Bought
- +$231.8M
- Total Sold
- −$15.8M
- Avg Position
- $7.8M
Biggest Buyers
| Institution | Net Bought |
|---|---|
HighTower Advisors, LLC RIA/Wealth | +$44.7M +490.9K shares |
L LPL Financial LLC Institution | +$26.2M +287.5K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$23.5M +258.3K shares |
 Venture Visionary Partners LLC RIA/Wealth | +$13.8M +151.3K shares |
S STIFEL FINANCIAL CORP Long Only Manager | +$11.7M +128.7K shares |
6 626 Financial, LLC RIA/Wealth | +$10.3M +113.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$10.1M +111.5K shares |
 MENORA MIVTACHIM HOLDINGS LTD. Private Equity | +$9.8M +107.7K shares |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | +$7.6M +83.1K shares |
 Cetera Investment Advisers RIA/Wealth | +$6.8M +74.7K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
S Systelligence, LLC Institution | −$3.8M −41.6K shares |
 GOLDMAN SACHS GROUP INC Institution | −$1.7M −19.9K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$1.6M −17.3K shares |
 Advisor Resource Council RIA/Wealth | −$1.6M −18.2K shares |
 Armis Advisers, LLC RIA/Wealth | −$1.0M −12.0K shares |
 Concurrent Investment Advisors, LLC RIA/Wealth | −$842.5K −9.3K shares |
−$743.1K −8.6K shares | |
 THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | −$546.9K −6.3K shares |
 CWM, LLC RIA/Wealth | −$546.9K −6.0K shares |
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | −$500.8K −5.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited WTV in Q3 2025
- New Positions
- 27
- New Value
- $49.9M
- Exited Positions
- 9
- Exited Value
- $7.0M
New Positions
| Institution | Position Value |
|---|---|
Venture Visionary Partners LLC RIA/Wealth | $13.8M 151.3K shares |
6 626 Financial, LLC RIA/Wealth | $10.3M 113.2K shares |
MENORA MIVTACHIM HOLDINGS LTD. Private Equity | $9.8M 107.7K shares |
 Sunbelt Securities, Inc. RIA/Wealth | $3.1M 34.6K shares |
 Santori & Peters, Inc. RIA/Wealth | $2.6M 28.8K shares |
J J.W. COLE ADVISORS, INC. Institution | $2.0M 22.4K shares |
S Strategic Financial Concepts, LLC RIA/Wealth | $1.7M 18.8K shares |
W WCG Wealth Advisors LLC Institution | $1.1M 12.0K shares |
F FIRST NATIONAL BANK SIOUX FALLS Institution | $791.4K 8.7K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $619.5K 6.8K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
GOLDMAN SACHS GROUP INC Institution | $1.7M 19.9K shares |
Advisor Resource Council RIA/Wealth | $1.6M 18.2K shares |
Armis Advisers, LLC RIA/Wealth | $1.0M 12.0K shares |
$743.1K 8.6K shares | |
THRIVENT FINANCIAL FOR LUTHERANS Insurance Manager | $546.9K 6.3K shares |
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $500.8K 5.8K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $468.5K 5.4K shares |
P | $299.1K 3.5K shares |
 Ridgewood Investments LLC RIA/Wealth | $100.6K 1.2K shares |
Options Activity
Institutions with the largest Call and Put options positions in WTV as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with WTV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
 Anderson Financial Strategies, LLC RIA/Wealth | 11.93% $20.1M |
5.53% $18.9M | |
6 626 Financial, LLC RIA/Wealth | 4.54% $10.3M |
T Team Financial Group, LLC Institution | 4.36% $9.4M |
S Systelligence, LLC Institution | 3.22% $17.0M |
 Leslie Global Wealth, LLC RIA/Wealth | 3.11% $6.6M |
 Ruggaard & Associates LLC RIA/Wealth | 2.89% $7.7M |
 Legacy Financial Advisors, Inc. RIA/Wealth | 2.81% $20.4M |
 PMG Wealth Management, Inc. RIA/Wealth | 2.50% $3.3M |
O Onyx Bridge Wealth Group LLC RIA/Wealth | 2.28% $20.9M |