Who Owns WISDOM TREE U S VALUE ETF (WTV)? -- Institutional Holders (2026-06-30)

248 institutions reported holding $2.21B of WISDOM TREE U S VALUE ETF (WTV) in SEC 13F filings for 2026-06-30. Largest institutional holders: LPL Financial LLC ($329.0M), RAYMOND JAMES FINANCIAL INC ($190.4M), MORGAN STANLEY ($171.7M), ENVESTNET ASSET MANAGEMENT INC ($168.1M), OSAIC HOLDINGS, INC. ($132.5M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	LPL Financial LLC	$329.0M	3.2M	Trimmed
2	RAYMOND JAMES FINANCIAL INC	$190.4M	1.9M	Added
3	MORGAN STANLEY	$171.7M	1.7M	Added
4	ENVESTNET ASSET MANAGEMENT INC	$168.1M	1.7M	Trimmed
5	OSAIC HOLDINGS, INC.	$132.5M	1.3M	Trimmed
6	HighTower Advisors, LLC	$129.0M	1.3M	Added
7	Cetera Investment Advisers	$64.8M	637,003	Added
8	FIRST COMMUNITY TRUST NA	$55.5M	545,821	New
9	Kestra Advisory Services, LLC	$52.6M	516,715	Added
10	BANK OF AMERICA CORP /DE/	$40.5M	398,169	Added
11	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$39.2M	385,150	Added
12	STIFEL FINANCIAL CORP	$36.2M	355,650	Added
13	Private Advisor Group, LLC	$36.2M	355,607	Added
14	RESOLUTE CAPITAL, LLC	$35.2M	346,145	Added
15	Harel Insurance Investments & Financial Services Ltd.	$27.1M	266,800	New
16	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$26.0M	248,743	Added
17	Anderson Financial Strategies, LLC	$24.2M	223,678	Added
18	Legacy Financial Advisors, Inc.	$23.1M	226,780	Added
19	Cambridge Investment Research Advisors, Inc.	$22.6M	222,023	Added
20	OPPENHEIMER & CO INC	$21.5M	211,755	Added
21	TRUST CO OF TOLEDO NA /OH/	$20.4M	200,115	Added
22	COMMONWEALTH EQUITY SERVICES, LLC	$19.2M	188,315	Trimmed
23	Prism Advisors, Inc.	$18.8M	184,919	Added
24	Ameritas Investment Partners, Inc.	$17.7M	173,587	Added
25	Venture Visionary Partners LLC	$17.6M	173,085	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30