WisdomTree Trust - WTV

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.751B

QoQ value delta ($000)

+$301.5M (+20.8%)

Implied price effect (QoQ)

+2.61%

Total shares

18,758,692

QoQ shares delta

+2,825,078 (+17.73%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 1 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
LPL Financial LLC	238,525	2,556,543	0.07%
ENVESTNET ASSET MANAGEMENT INC	176,760	1,894,544	0.05%
RAYMOND JAMES FINANCIAL INC	139,614	1,496,399	0.04%
MORGAN STANLEY	123,354	1,322,128	0.01%
OSAIC HOLDINGS, INC.	117,014	1,254,143	0.17%
HighTower Advisors, LLC	112,099	1,201,494	0.12%
Cetera Investment Advisers	42,276	453,121	0.05%
Kestra Advisory Services, LLC	37,645	403,492	0.16%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	33,660	360,777	0.02%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	33,568	351,911	0.05%
STIFEL FINANCIAL CORP	30,985	332,109	0.03%
Lido Advisors, LLC	28,413	312,199	0.08%
BANK OF AMERICA CORP /DE/	22,529	241,479	0.0%
RESOLUTE CAPITAL, LLC	22,341	239,459	9.34%
Onyx Bridge Wealth Group LLC	22,064	236,493	2.35%
Legacy Financial Advisors, Inc.	20,771	222,633	2.87%
Anderson Financial Strategies, LLC	20,760	222,510	12.05%
Cambridge Investment Research Advisors, Inc.	20,039	214,778	0.05%
Systelligence, LLC	19,134	205,082	3.64%
Prism Advisors, Inc.	18,308	196,228	4.88%
COMMONWEALTH EQUITY SERVICES, LLC	18,297	196,113	0.02%
OPPENHEIMER & CO INC	18,116	194,180	0.26%
Ameritas Investment Partners, Inc.	15,644	167,677	0.48%
Venture Visionary Partners LLC	14,100	150,451	0.46%
TRUST CO OF TOLEDO NA /OH/	13,960	149,628	1.38%