WISDOMTREE TR

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WTV·97717W547·US·ETF

WTV (WISDOMTREE TR) is held by 61 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.

61

Holders

(7 Elite)

$1.6B

Total Value

70% (56)

Consensus

39 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 61 funds

7 elite

Who's Trading

Source dates: Price Oct 14, 2026 · Insiders none · Activists none · Congress none

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

Top Holders

Top Holders (61)History

AllNewIncreasedHeldDecreasedExitedFirst report

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	3.2M(-8.5%)	$329M	0.1%	+25.27%	0
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+7.2%)	$190.4M	0.1%	+21.21%	33
MORGAN STANLEY	Increased	1.7M(+4.6%)	$171.7M	0.0%	+21.63%	32
ENVESTNET ASSET MANAGEMENT INC	Decreased	1.7M(-16.8%)	$168.1M	0.0%	+23.80%	0
OSAIC HOLDINGS, INC.	Decreased	1.3M(-8.6%)	$132.5M	0.2%	+22.92%	0
HighTower Advisors, LLC	Increased	1.3M(+2.0%)	$129M	0.1%	+20.13%	37
Cetera Investment Advisers	Increased	637,003(+21.2%)	$64.8M	0.1%	+15.87%	35
Kestra Advisory Services, LLC	Increased	516,715(+21.6%)	$52.6M	0.2%	+19.12%	42
BANK OF AMERICA CORP /DE/	Increased	398,169(+26.1%)	$40.5M	0.0%	+11.29%	36
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	385,150(+24.7%)	$39.2M	0.0%	+19.46%	36
STIFEL FINANCIAL CORP	Increased	355,650(+0.8%)	$36.2M	0.0%	+25.24%	29
Private Advisor Group, LLC	Increased	355,607(+140.3%)	$36.2M	0.2%	+10.12%	56
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	248,743(+4.5%)	$26M	0.0%	+10.13%	30
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	188,315(-4.2%)	$19.2M	0.0%	+32.03%	0
JPMORGAN CHASE & CO	Decreased	138,725(-3.7%)	$14.2M	0.0%	+30.81%	0
AXXCESS WEALTH MANAGEMENT, LLC	New	116,832	$11.9M	0.2%	+3.28%	46
MML INVESTORS SERVICES, LLC	Increased	115,504(+29.9%)	$11.7M	0.0%	+19.79%	35
MENORA MIVTACHIM HOLDINGS LTD.	Unchanged	112,212	$11.4M	0.0%	+17.01%	0
Envestnet Portfolio Solutions, Inc.	Decreased	107,161(-23.2%)	$10.9M	0.1%	+23.70%	0
Equitable Holdings, Inc.	Increased	90,250(+2.6%)	$9.2M	0.1%	+23.25%	28

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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