WISDOMTREE TR

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WTV·97717W547·US·ETF·Unknown - Unknown

WTV (WISDOMTREE TR) is held by 60 institutional investors as of Q2 2026. Largest holders: LPL Financial LLC ($329M), RAYMOND JAMES FINANCIAL INC ($190.4M), MORGAN STANLEY ($171.7M). Net institutional sentiment: Bullish.

60

Holders

(9 Elite)

$1.6B

Total Value

69% (55)

Consensus

38 buying - 17 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)77

Insider (Form 4)75

Activist (13D/13G)65

Congressional (STOCK Act)75

Holder Quality

32

★★★★★

Elite

46

★★★★

Strong

40

★★★

Solid

78

★★

Below

79

★

Weak

Held by 60 funds

9 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for WTV.

Top Holders

Top Holders (60)History

AllNewIncreasedHeldDecreasedExited

Checking access…

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	3.2M(-8.5%)	$329M	0.1%	+26.79%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+7.2%)	$190.4M	0.1%	+23.64%	33
MORGAN STANLEY	Increased	1.7M(+4.6%)	$171.7M	0.0%	+23.64%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.7M(-16.8%)	$168.1M	0.0%	+26.77%	0
OSAIC HOLDINGS, INC.	Decreased	1.3M(-8.6%)	$132.5M	0.2%	+25.48%	0
HighTower Advisors, LLC	Increased	1.3M(+2.0%)	$129M	0.1%	+22.82%	37
Cetera Investment Advisers	Increased	637,003(+21.2%)	$64.8M	0.1%	+17.80%	35
Kestra Advisory Services, LLC	Increased	516,715(+21.6%)	$52.6M	0.2%	+21.58%	42
BANK OF AMERICA CORP /DE/	Increased	398,169(+26.1%)	$40.5M	0.0%	+12.72%	36
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	385,150(+24.7%)	$39.2M	0.0%	+22.73%	36
STIFEL FINANCIAL CORP	Increased	355,650(+0.8%)	$36.2M	0.0%	+27.98%	29
Private Advisor Group, LLC	Increased	355,607(+140.3%)	$36.2M	0.2%	+12.96%	56
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	248,743(+4.5%)	$26M	0.0%	+15.40%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	188,315(-4.2%)	$19.2M	0.0%	+34.92%	0
JPMORGAN CHASE & CO	Decreased	138,725(-3.7%)	$14.2M	0.0%	+24.12%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	116,832	$11.9M	0.2%	+6.64%	46
MML INVESTORS SERVICES, LLC	Increased	115,504(+29.9%)	$11.7M	0.0%	+23.10%	35
MENORA MIVTACHIM HOLDINGS LTD.	Unchanged	112,212	$11.4M	0.0%	+19.36%	0
Envestnet Portfolio Solutions, Inc.	Decreased	107,161(-23.2%)	$10.9M	0.1%	+26.91%	0
AE Wealth Management LLC	Increased	84,700(+5.4%)	$8.6M	0.0%	+45.03%	29

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer