WTV · WisdomTree U.S. Value Fund ETF
$109.19
-0.47 (-0.43%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 2
Total Value: $11,407,084
Total Shares: 112,142
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 2 13F filers · Δ vs Mar 31, 2026Top Holder
96.7%
+80.0 pts
Top 5
100.0%
+51.3 pts
Top 10
100.0%
+37.7 pts
HHI
9,366
Highly concentrated+8,750
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
1
Decreased
0
Sold Out
217
Unchanged
0
Holder count:
-216
Institutional value:
-99.4%
Shares held:
-99.5%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +2,135 | 108,467 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 3,675 | $373,821 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 3,536,335 | $334,997,014 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 1,986,281 | $188,160,399 | |
| Mega RAYMOND JAMES FINANCIAL INC | 1,746,280 | $165,425,102 | |
| Mega MORGAN STANLEY | 1,614,340 | $152,926,426 | |
| Large OSAIC HOLDINGS, INC. | 1,424,059 | $134,901,107 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group WTV | $11,033,263 | 96.72% | 108,467 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC WTV | $373,821 | 3.28% | 3,675 | Shares | 2026-09-02 |