WisdomTree U.S. Value Fund (WTV) Ownership & Trading Activity
Institutional holders, insider transactions, and congressional trades for WTV. 13F holdings as of 2026-06-30.
In 13F filings for the quarter ended June 30, 2026, 233 institutions reported holding WTV, with 20.3 million shares worth $2.1 billion in aggregate.
Top Institutional Holders
| Institution | Shares | Value | Change |
|---|---|---|---|
| Lpl Financial | 3,234,403 | $329M | DECREASED |
| Raymond James Financial | 1,872,080 | $190M | INCREASED |
| Morgan Stanley | 1,688,436 | $172M | INCREASED |
| Envestnet Asset Management | 1,652,709 | $168M | DECREASED |
| Osaic Holdings | 1,302,119 | $132M | DECREASED |
Full institutional holdings, insider history, and congressional trades for WisdomTree U.S. Value Fund on SentiSense.