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 | 2.6M | $239M | 11% | Dec 2025 |
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| Envestnet Asset Management | 1.9M | $177M | 0% | Dec 2025 |
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| Raymond James Financial | 1.5M | $140M | 7% | Dec 2025 |
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| Advisor Group Holdings | 1.3M | $117M | 1% | Dec 2025 |
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| HighTower Advisors | 1.2M | $112M | 4% | Dec 2025 |
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| Cetera Investment Advisers | 453k | $42M | 120% | Dec 2025 |
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| Kestra Advisory Services | 404k | $38M | 104% | Dec 2025 |
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| Northwestern Mutual Wealth Management Company | 361k | $34M | 10% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 352k | $34M | 7766% | Dec 2025 |
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| Stifel Financial | 332k | $31M | 9% | Dec 2025 |
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| Lido Advisors | 312k | $28M | 0% | Dec 2025 |
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| Resolute Capital | 240k | $22M | 100% | Dec 2025 |
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| Onyx Bridge Wealth Group | 237k | $22M | 3% | Dec 2025 |
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| Legacy Financial Advisors | 223k | $21M | -1% | Dec 2025 |
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| Anderson Financial Strategies | 223k | $21M | 1% | Dec 2025 |
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| Cambridge Investment Research Advisors | 215k | $20M | -8% | Dec 2025 |
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| Systelligence | 205k | $19M | 10% | Dec 2025 |
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| Personal Resources Investment & Strategic Management | 196k | $18M | -6% | Dec 2025 |
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| Commonwealth Equity Services | 196k | $18M | 8% | Dec 2025 |
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| Oppenheimer & Co | 194k | $18M | 1% | Dec 2025 |
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| Summit Investment Advisors | 168k | $16M | 5% | Dec 2025 |
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| Venture Visionary Partners | 151k | $14M | -1% | Dec 2025 |
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| Trust Co Of Toledo Na | 150k | $14M | 11% | Dec 2025 |
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| Flagship Harbor Advisors | 142k | $13M | 4% | Dec 2025 |
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| Envestnet Portfolio Solutions | 140k | $13M | 4% | Dec 2025 |
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| 626 Financial | 136k | $13M | 20% | Dec 2025 |
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| Jpmorgan Chase & Co | 133k | $12M | 100% | Sep 2025 |
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| Mariner Wealth Advisors | 131k | $12M | -2% | Dec 2025 |
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| Cornerstone Planning Group | 131k | $13M | 34921% | Dec 2025 |
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| Mml Investors Services | 123k | $11M | 7% | Dec 2025 |
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| Capital Asset Advisory Services | 120k | $11M | -2% | Dec 2025 |
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| Axxcess Wealth Management | 119k | $11M | -3% | Dec 2025 |
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| Menora Mivtachim Holdings | 119k | $11M | 10% | Dec 2025 |
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| Private Advisor | 114k | $11M | 24% | Dec 2025 |
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| Team Financial Group | 103k | $9.6M | -1% | Dec 2025 |
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| AE Wealth Management | 93k | $8.7M | 5% | Dec 2025 |
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| Insight Advisors, LLC/ PA | 87k | $8.1M | 4% | Dec 2025 |
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| CWM | 85k | $8.0M | 2% | Dec 2025 |
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| Global Retirement Partners | 85k | $7.9M | 0% | Dec 2025 |
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| Ruggaard & Associates | 78k | $7.2M | -9% | Dec 2025 |
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| Leslie Global Wealth | 71k | $6.6M | -3% | Dec 2025 |
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| USAdvisors Wealth Management | 69k | $6.4M | 10% | Dec 2025 |
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| Modern Wealth Management | 65k | $6.1M | -5% | Dec 2025 |
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| Equitable Holdings | 64k | $5.9M | 45% | Dec 2025 |
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| CLS Investments | 60k | $5.6M | -8% | Dec 2025 |
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| IFG Advisory | 55k | $5.1M | 6% | Dec 2025 |
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| Ceera Investments | 55k | $5.1M | -2% | Dec 2025 |
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| Concurrent Investment Advisors | 55k | $5.1M | -4% | Dec 2025 |
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| Branch Banking & Trust Company | 52k | $4.9M | 3% | Dec 2025 |
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| Sanctuary Advisors | 52k | $4.9M | 9% | Dec 2025 |
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| Smartleaf Asset Management | 51k | $4.8M | 2% | Dec 2025 |
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| Geneos Wealth Management | 49k | $4.6M | 0% | Dec 2025 |
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| Goss Wealth Management | 46k | $4.3M | 448% | Dec 2025 |
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| Stratos Wealth Partners | 41k | $3.8M | 9% | Dec 2025 |
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| PMG Wealth Management | 39k | $3.6M | 7% | Dec 2025 |
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| Optima Capital | 38k | $3.5M | -31% | Dec 2025 |
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| Sequoia Financial Advisors | 37k | $3.4M | -5% | Dec 2025 |
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| Bowman & Co S.C. | 36k | $3.4M | 0% | Dec 2025 |
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| Nilsine Partners | 36k | $3.4M | 5% | Dec 2025 |
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| Nbc Securities | 36k | $3.3M | 5% | Dec 2025 |
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| Bay Capital Advisors | 31k | $2.9M | 11% | Dec 2025 |
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| Susquehanna International | 31k | $2.8M | 53% | Dec 2025 |
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| Ashton Thomas Private Wealth | 31k | $2.8M | 6% | Dec 2025 |
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| Sunbelt Securities | 30k | $2.7M | -15% | Dec 2025 |
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| Cooper Financial Group | 29k | $2.7M | -5% | Dec 2025 |
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| Santori & Peters | 29k | $2.7M | 1% | Dec 2025 |
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| Camden Capital | 28k | $2.6M | 1152% | Dec 2025 |
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| J.w. Cole Advisors | 27k | $2.5M | 20% | Dec 2025 |
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| Western Wealth Management | 24k | $2.3M | 20% | Dec 2025 |
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| Jones Financial Companies, L.L | 24k | $2.2M | 384% | Dec 2025 |
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| United Advisor Group | 24k | $2.2M | 101% | Dec 2025 |
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| Advisor Resource Council | 22k | $2.1M | 100% | Dec 2025 |
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| Ameritas Advisory Services | 21k | $1.9M | 1147% | Dec 2025 |
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| BFI Wealth Solutions | 20k | $1.8M | 100% | Dec 2025 |
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| Royal Bank of Canada | 19k | $1.8M | 259% | Sep 2025 |
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| Harbour Investments | 19k | $1.8M | 6% | Dec 2025 |
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| Founders Financial Securities | 19k | $1.7M | 53% | Dec 2025 |
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| Integrity Alliance | 18k | $1.7M | 2% | Dec 2025 |
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| Valued Retirements | 17k | $1.6M | 17% | Dec 2025 |
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| Sigma Planning | 17k | $1.6M | 10% | Dec 2025 |
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| Thoroughbred Financial Services | 16k | $1.5M | 24% | Dec 2025 |
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| Change Path | 16k | $1.5M | 50% | Dec 2025 |
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| IFP Advisors | 15k | $1.4M | 3% | Dec 2025 |
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| WCG Wealth Advisors | 15k | $1.4M | 23% | Dec 2025 |
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| WealthPoint Financial | 14k | $1.3M | 100% | Dec 2025 |
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| Integrated Wealth Concepts | 14k | $1.3M | -11% | Dec 2025 |
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| RFG Advisory | 14k | $1.3M | 3% | Dec 2025 |
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| Arkadios Wealth Advisors | 14k | $1.3M | -10% | Dec 2025 |
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| Solano Wealth Investment Advisors | 13k | $1.3M | 0% | Dec 2025 |
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| Holistic Planning | 13k | $1.2M | 100% | Dec 2025 |
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| Powers Advisory Group | 13k | $1.2M | 100% | Dec 2025 |
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| Advisory Services Network | 13k | $1.2M | 22% | Dec 2025 |
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| Etesian Wealth Advisors | 13k | $1.2M | 100% | Dec 2025 |
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| First National Bank Sioux Falls | 13k | $1.2M | 43% | Dec 2025 |
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| Matauro | 12k | $1.1M | 4% | Dec 2025 |
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| PCG Wealth Advisors | 11k | $995k | 2% | Dec 2025 |
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| Fifth Third Securities | 11k | $987k | -6% | Dec 2025 |
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| Wedbush Morgan Securities | 10k | $971k | 53% | Dec 2025 |
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| Pensionmark Financial Group | 10k | $726k | 38% | Dec 2025 |
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| Avant Capital | 9.6k | $892k | 33% | Dec 2025 |
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| RVW Wealth | 9.5k | $887k | 0% | Dec 2025 |
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| Atlas Brown | 9.4k | $877k | 100% | Dec 2025 |
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| MAI Wealth Advisors | 8.6k | $806k | 100% | Dec 2025 |
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| Parsons Capital Management | 8.2k | $767k | 69% | Dec 2025 |
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| Country Club Bank | 8.2k | $746k | 37% | Sep 2025 |
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| Centerpoint Advisory Group | 8.2k | $763k | 30% | Dec 2025 |
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| First National Bank Of Omaha | 8.1k | $763k | 100% | Dec 2025 |
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| Cary Street Partners Financial | 8.1k | $757k | 40% | Dec 2025 |
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| Summit Financial | 8.0k | $747k | 62% | Dec 2025 |
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| Walled Lake Planning & Wealth Management | 7.6k | $710k | 1% | Dec 2025 |
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| Signature Estate and Investment Advisors | 7.4k | $694k | 1% | Dec 2025 |
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| Diversify Advisory Services | 6.8k | $657k | 41% | Dec 2025 |
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| XY Planning Network | 6.7k | $626k | 80% | Dec 2025 |
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| Principal Securities | 6.4k | $594k | 21% | Dec 2025 |
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| Osprey Private Wealth | 6.2k | $578k | 100% | Dec 2025 |
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| Peapack Gladstone Financial Corp | 6.0k | $561k | 0% | Dec 2025 |
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| Woodard & Co Asset Management Group | 6.0k | $560k | 100% | Dec 2025 |
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| LRI Investments | 5.8k | $540k | 0% | Dec 2025 |
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| Jane Street | 5.8k | $540k | -71% | Dec 2025 |
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| Beacon Financial Advisory | 5.5k | $513k | 4% | Dec 2025 |
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| Silver Oak Securities | 5.4k | $508k | 100% | Dec 2025 |
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| O'Brien Greene & Co | 5.1k | $471k | 3% | Dec 2025 |
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| Mutual Advisors | 5.0k | $470k | -1% | Dec 2025 |
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| Wharton Business Group | 4.9k | $456k | 0% | Dec 2025 |
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| Gateway Wealth Partners | 4.8k | $452k | 100% | Dec 2025 |
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| Atria Investments | 4.7k | $442k | -56% | Dec 2025 |
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| Centaurus Financial | 4.6k | $431k | 6% | Dec 2025 |
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| Rehmann Capital Advisory | 4.6k | $429k | 0% | Dec 2025 |
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| Janney Montgomery Scott | 4.5k | $420k | 0% | Dec 2025 |
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| REAP Financial Group | 4.1k | $379k | -2% | Dec 2025 |
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| Essex Financial Services | 4.0k | $376k | 75% | Dec 2025 |
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| Willner & Heller | 4.0k | $369k | 29% | Dec 2025 |
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| Kuehl Shepherd Kozlowski & Associates | 3.9k | $376k | 0% | Dec 2025 |
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| Astoria Portfolio Advisors | 3.9k | $382k | 100% | Dec 2025 |
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| Atlantic Trust | 3.8k | $352k | 0% | Dec 2025 |
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| Rockefeller Capital Management | 3.7k | $344k | 173% | Dec 2025 |
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| Quartz Partners | 3.6k | $337k | 0% | Dec 2025 |
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| Nova Wealth Management | 3.5k | $324k | 6% | Dec 2025 |
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| Trademark Financial Management | 3.5k | $322k | 4% | Dec 2025 |
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| Gwn Securities | 3.3k | $309k | 11% | Dec 2025 |
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| Hrt Financial | 3.3k | $306k | 100% | Dec 2025 |
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| Regal Investment Advisors | 3.3k | $306k | 0% | Dec 2025 |
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| Thrivent Financial for Lutherans | 3.1k | $294k | 100% | Dec 2025 |
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| Great Valley Advisor Group | 3.0k | $283k | -17% | Dec 2025 |
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| Brian McDonald | 2.9k | $274k | -11% | Dec 2025 |
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| Kestra Private Wealth Services | 2.9k | $273k | 100% | Dec 2025 |
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| Dynamic Advisors Solutions | 2.9k | $271k | 100% | Dec 2025 |
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| Mercer Global Advisors | 2.9k | $266k | 100% | Dec 2025 |
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| Cathy Pareto & Associates | 2.8k | $265k | 2% | Dec 2025 |
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| Farrell Financial | 2.8k | $263k | 5% | Dec 2025 |
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| Gladstone Institutional Advisory | 2.7k | $250k | -14% | Dec 2025 |
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| Steward Partners Investment Advisory | 1.2k | $114k | -97% | Dec 2025 |
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Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Crossmark Global Holdings | Sep 2025 | 26k | $2.4M |
| Strategic Financial Concepts | Sep 2025 | 19k | $1.7M |
| ValMark Advisers | Sep 2025 | 15k | $1.3M |
| Armis Advisers | Jun 2025 | 12k | $1.0M |
| Financial Advocates Investment Management | Jun 2025 | 8.6k | $743k |
| Citadel Advisors | Jun 2025 | 5.8k | $501k |
| AQR Capital Management | Jun 2025 | 5.4k | $469k |
| Consolidated Portfolio Review Corp | Sep 2025 | 4.7k | $424k |
| Kane Investment Management | Sep 2025 | 3.4k | $308k |
| ORG Partners | Sep 2025 | 2.9k | $264k |