Who owns WisdomTree LargeCap Value Fund?
- Ticker: WTV
- CUSIP Number: 97717W547
Tip: Access positions for across all investors
Analyze quarterly positions in WisdomTree LargeCap Value Fund with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of WisdomTree LargeCap Value Fund stock
Who bought or sold WisdomTree LargeCap Value Fund this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| LPL Financial | 2.3M | $209M | 14% | Sep 2025 |
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| Envestnet Asset Management | 1.9M | $172M | 6% | Sep 2025 |
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| Raymond James Financial | 1.4M | $128M | 23% | Sep 2025 |
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| Advisor Group Holdings | 1.2M | $113M | 3% | Sep 2025 |
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| HighTower Advisors | 1.2M | $105M | 74% | Sep 2025 |
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| Smith Anglin Financial | 1.1M | $96M | 100% | Jun 2025 |
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| Morgan Stanley | 877k | $76M | 100% | Jun 2025 |
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| Northwestern Mutual Wealth Management Company | 327k | $30M | 6% | Sep 2025 |
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| Lido Advisors | 313k | $29M | 1% | Sep 2025 |
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| Stifel Financial | 306k | $28M | 73% | Sep 2025 |
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| Cambridge Investment Research Advisors | 233k | $21M | 8% | Sep 2025 |
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| Onyx Bridge Wealth Group | 230k | $21M | 31% | Sep 2025 |
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| Legacy Financial Advisors | 224k | $20M | 1% | Sep 2025 |
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| Anderson Financial Strategies | 221k | $20M | -1% | Sep 2025 |
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| Personal Resources Investment & Strategic Management | 208k | $19M | 3% | Sep 2025 |
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| Cetera Investment Advisers | 206k | $19M | 57% | Sep 2025 |
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| Kestra Advisory Services | 198k | $18M | -8% | Sep 2025 |
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| Oppenheimer & Co | 191k | $17M | 9% | Sep 2025 |
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| Systelligence | 186k | $17M | -18% | Sep 2025 |
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| Commonwealth Equity Services | 182k | $17M | 84% | Sep 2025 |
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| Summit Investment Advisors | 160k | $15M | 34% | Sep 2025 |
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| Venture Visionary Partners | 151k | $14M | 100% | Sep 2025 |
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| Flagship Harbor Advisors | 137k | $13M | 6% | Sep 2025 |
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| Trust Co Of Toledo Na | 135k | $12M | 14% | Sep 2025 |
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| Envestnet Portfolio Solutions | 134k | $12M | 2% | Sep 2025 |
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| Mariner Wealth Advisors | 134k | $12M | 3% | Sep 2025 |
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| Jpmorgan Chase & Co | 133k | $12M | 9% | Sep 2025 |
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| Axxcess Wealth Management | 122k | $11M | 2% | Sep 2025 |
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| Capital Asset Advisory Services | 122k | $11M | 2% | Sep 2025 |
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| Mml Investors Services | 115k | $10M | 35% | Sep 2025 |
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| 626 Financial | 113k | $10M | 100% | Sep 2025 |
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| Menora Mivtachim Holdings | 108k | $9.8M | 100% | Sep 2025 |
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| Team Financial Group | 103k | $9.4M | 1% | Sep 2025 |
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| Private Advisor | 92k | $8.4M | 24% | Sep 2025 |
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| AE Wealth Management | 89k | $8.1M | 4% | Sep 2025 |
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| Ruggaard & Associates | 85k | $7.7M | 0% | Sep 2025 |
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| Global Retirement Partners | 85k | $7.7M | 11% | Sep 2025 |
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| CWM | 84k | $7.6M | -7% | Sep 2025 |
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| Insight Advisors, LLC/ PA | 83k | $7.6M | 0% | Sep 2025 |
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| Leslie Global Wealth | 73k | $6.6M | -6% | Sep 2025 |
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| Modern Wealth Management | 69k | $6.3M | 5% | Sep 2025 |
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| CLS Investments | 65k | $5.9M | 1% | Sep 2025 |
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| USAdvisors Wealth Management | 63k | $5.7M | 6% | Sep 2025 |
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| Concurrent Investment Advisors | 57k | $5.2M | -14% | Sep 2025 |
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| Ceera Investments | 56k | $5.1M | 35% | Sep 2025 |
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| Optima Capital | 55k | $5.0M | -22% | Sep 2025 |
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| IFG Advisory | 52k | $4.7M | 41% | Sep 2025 |
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| Branch Banking & Trust Company | 51k | $4.6M | 8% | Sep 2025 |
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| Smartleaf Asset Management | 50k | $4.5M | 4% | Sep 2025 |
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| Geneos Wealth Management | 49k | $4.5M | 3% | Sep 2025 |
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| Steward Partners Investment Advisory | 47k | $4.3M | 8% | Sep 2025 |
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| Equitable Holdings | 44k | $4.0M | 30% | Sep 2025 |
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| Sequoia Financial Advisors | 39k | $3.5M | 5% | Sep 2025 |
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| Stratos Wealth Partners | 37k | $3.4M | 4% | Sep 2025 |
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| PMG Wealth Management | 36k | $3.3M | 3% | Sep 2025 |
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| Bowman & Co S.C. | 36k | $3.3M | 0% | Sep 2025 |
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| Sunbelt Securities | 35k | $3.1M | 100% | Sep 2025 |
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| Nilsine Partners | 34k | $3.1M | 5% | Sep 2025 |
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| Nbc Securities | 34k | $3.1M | 12% | Sep 2025 |
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| Cooper Financial Group | 31k | $2.8M | 0% | Sep 2025 |
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| Santori & Peters | 29k | $2.6M | 100% | Sep 2025 |
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| Ashton Thomas Private Wealth | 29k | $2.6M | 9% | Sep 2025 |
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| Bay Capital Advisors | 28k | $2.6M | 36% | Sep 2025 |
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| Crossmark Global Holdings | 26k | $2.4M | 0% | Sep 2025 |
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| H D Vest Advisory Services | 25k | $2.2M | 100% | Jun 2025 |
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| J.w. Cole Advisors | 22k | $2.0M | 100% | Sep 2025 |
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| Western Wealth Management | 20k | $1.9M | 98% | Sep 2025 |
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| Jane Street | 20k | $1.8M | 98% | Sep 2025 |
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| Susquehanna International | 20k | $1.8M | 610% | Sep 2025 |
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| Royal Bank of Canada | 19k | $1.8M | 259% | Sep 2025 |
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| Strategic Financial Concepts | 19k | $1.7M | 100% | Sep 2025 |
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| Integrity Alliance | 18k | $1.6M | 100% | Sep 2025 |
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| Harbour Investments | 18k | $1.6M | 12% | Sep 2025 |
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| Integrated Wealth Concepts | 16k | $1.4M | 77% | Sep 2025 |
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| Sigma Planning | 15k | $1.4M | 36% | Sep 2025 |
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| Arkadios Wealth Advisors | 15k | $1.4M | 7% | Sep 2025 |
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| IFP Advisors | 15k | $1.4M | 17% | Sep 2025 |
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| Valued Retirements | 15k | $1.3M | 0% | Sep 2025 |
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| ValMark Advisers | 15k | $1.3M | -9% | Sep 2025 |
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| RFG Advisory | 13k | $1.2M | -1% | Sep 2025 |
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| Solano Wealth Investment Advisors | 13k | $1.2M | -2% | Sep 2025 |
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| Thoroughbred Financial Services | 13k | $1.2M | 12% | Sep 2025 |
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| Founders Financial Securities | 12k | $1.1M | 194% | Sep 2025 |
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| WCG Wealth Advisors | 12k | $1.1M | 100% | Sep 2025 |
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| United Advisor Group | 12k | $1.1M | 88% | Sep 2025 |
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| Fifth Third Securities | 11k | $1.0M | -8% | Sep 2025 |
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| Matauro | 11k | $1.0M | 3% | Sep 2025 |
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| Atria Investments | 11k | $976k | 177% | Sep 2025 |
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| Good Life Advisors | 11k | $921k | 17% | Jun 2025 |
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| Advisory Services Network | 11k | $956k | 18% | Sep 2025 |
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| Change Path | 11k | $953k | 1% | Sep 2025 |
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| PCG Wealth Advisors | 10k | $949k | 5% | Sep 2025 |
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| RVW Wealth | 9.5k | $866k | 0% | Sep 2025 |
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| First National Bank Sioux Falls | 8.7k | $791k | 100% | Sep 2025 |
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| Goss Wealth Management | 8.5k | $771k | 9% | Sep 2025 |
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| Country Club Bank | 8.2k | $746k | 37% | Sep 2025 |
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| Walled Lake Planning & Wealth Management | 7.5k | $684k | 4% | Sep 2025 |
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| Signature Estate and Investment Advisors | 7.4k | $673k | 2% | Sep 2025 |
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| Pensionmark Financial Group | 7.2k | $659k | 77% | Sep 2025 |
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| Avant Capital | 7.2k | $655k | 14% | Sep 2025 |
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| Wedbush Morgan Securities | 6.8k | $620k | 100% | Sep 2025 |
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| Centerpoint Advisory Group | 6.3k | $572k | 36% | Sep 2025 |
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| Peapack Gladstone Financial Corp | 6.0k | $547k | 0% | Sep 2025 |
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| Cary Street Partners Financial | 5.8k | $529k | 100% | Sep 2025 |
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| LRI Investments | 5.8k | $527k | 0% | Sep 2025 |
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| Beacon Financial Advisory | 5.3k | $482k | -6% | Sep 2025 |
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| Principal Securities | 5.3k | $479k | -3% | Sep 2025 |
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| Mutual Advisors | 5.1k | $467k | -3% | Sep 2025 |
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| Jones Financial Companies, L.L | 5.0k | $451k | 1722% | Sep 2025 |
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| Summit Financial | 4.9k | $449k | 100% | Sep 2025 |
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| O'Brien Greene & Co | 4.9k | $446k | 0% | Sep 2025 |
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| Wharton Business Group | 4.9k | $445k | 0% | Sep 2025 |
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| Parsons Capital Management | 4.9k | $443k | 100% | Sep 2025 |
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| Diversify Advisory Services | 4.8k | $437k | 100% | Sep 2025 |
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| Consolidated Portfolio Review Corp | 4.7k | $424k | 1% | Sep 2025 |
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| Rehmann Capital Advisory | 4.6k | $419k | 0% | Sep 2025 |
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| Janney Montgomery Scott | 4.5k | $410k | 0% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 4.5k | $408k | 3% | Sep 2025 |
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| Centaurus Financial | 4.4k | $397k | 9% | Sep 2025 |
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| REAP Financial Group | 4.1k | $378k | -7% | Sep 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 3.9k | $357k | 0% | Sep 2025 |
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| Atlantic Trust | 3.8k | $344k | 0% | Sep 2025 |
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| XY Planning Network | 3.7k | $323k | 0% | Sep 2025 |
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| Great Valley Advisor Group | 3.6k | $331k | -7% | Sep 2025 |
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| Quartz Partners | 3.6k | $331k | -1% | Sep 2025 |
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| Kane Investment Management | 3.4k | $308k | -14% | Sep 2025 |
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| Trademark Financial Management | 3.3k | $303k | 100% | Sep 2025 |
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| Brian McDonald | 3.3k | $300k | 93% | Sep 2025 |
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| Nova Wealth Management | 3.3k | $300k | 184% | Sep 2025 |
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| Regal Investment Advisors | 3.3k | $298k | -2% | Sep 2025 |
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| Gladstone Institutional Advisory | 3.1k | $284k | -16% | Sep 2025 |
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| Willner & Heller | 3.1k | $278k | 9% | Sep 2025 |
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| Gwn Securities | 3.0k | $273k | -45% | Sep 2025 |
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| ORG Partners | 2.9k | $264k | -4% | Sep 2025 |
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| Cathy Pareto & Associates | 2.8k | $255k | -32% | Sep 2025 |
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| Smith, Moore & Co. | 2.8k | $253k | -5% | Sep 2025 |
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| Buckingham Strategic Partners | 2.8k | $252k | 100% | Sep 2025 |
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| Private Trust Co Na | 2.7k | $249k | -26% | Sep 2025 |
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| Farrell Financial | 2.7k | $243k | 100% | Sep 2025 |
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| Trustmark National Bank - Trust Department | 2.6k | $239k | 0% | Sep 2025 |
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| Empirical Asset Management | 2.6k | $239k | 100% | Sep 2025 |
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| Wiley Bros.-aintree Capital | 2.6k | $236k | 0% | Sep 2025 |
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| TFB Advisors | 2.6k | $233k | 3% | Sep 2025 |
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| Koshinski Asset Management | 2.5k | $229k | 0% | Sep 2025 |
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| Park Avenue Securities | 2.4k | $221k | 100% | Sep 2025 |
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| Arete Wealth Advisors | 2.3k | $214k | 100% | Sep 2025 |
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| Essex Financial Services | 2.3k | $210k | 100% | Sep 2025 |
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| Transcend Wealth Collective | 2.3k | $209k | 100% | Sep 2025 |
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| Camden Capital | 2.2k | $202k | 100% | Sep 2025 |
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| Ameritas Advisory Services | 1.7k | $152k | -72% | Sep 2025 |
|
Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Atria Wealth Solutions | Mar 2025 | 54k | $4.5M |
| Advisor Resource Council | Jun 2025 | 18k | $1.6M |
| Armis Advisers | Jun 2025 | 12k | $1.0M |
| Financial Advocates Investment Management | Jun 2025 | 8.6k | $743k |
| Thrivent Financial for Lutherans | Jun 2025 | 6.3k | $547k |
| Citadel Advisors | Jun 2025 | 5.8k | $501k |
| AQR Capital Management | Jun 2025 | 5.4k | $469k |
| Goldman Sachs Group | Mar 2025 | 5.0k | $408k |
| Patriot Financial Group Insurance Agency | Jun 2025 | 3.5k | $299k |