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 | 3.5M | $335M | 38% | Mar 2026 |
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| Envestnet Asset Management | 2.0M | $188M | 5% | Mar 2026 |
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| Morgan Stanley | 1.6M | $153M | 22% | Mar 2026 |
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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 | $118M | 3% | Mar 2026 |
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| Cetera Investment Advisers | 525k | $50M | 16% | Mar 2026 |
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| Kestra Advisory Services | 425k | $40M | 5% | Mar 2026 |
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| Stifel Financial | 353k | $33M | 6% | Mar 2026 |
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| Bank of America Corporation | 316k | $30M | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 309k | $29M | -14% | Mar 2026 |
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| Lido Advisors | 284k | $27M | -9% | Mar 2026 |
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| Mariner Wealth Advisors | 283k | $27M | 116% | Mar 2026 |
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| Independent Advisor Alliance | 261k | $25M | 100% | Mar 2026 |
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| Resolute Capital | 254k | $24M | 6% | Mar 2026 |
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| Legacy Financial Advisors | 226k | $21M | 1% | Mar 2026 |
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| Anderson Financial Strategies | 223k | $21M | 1% | Dec 2025 |
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| Systelligence | 222k | $21M | 8% | Mar 2026 |
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| Cambridge Investment Research Advisors | 220k | $21M | 3% | Mar 2026 |
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| Onyx Bridge Wealth Group | 204k | $19M | -14% | Mar 2026 |
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| Oppenheimer & Co | 198k | $19M | 2% | Mar 2026 |
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| Commonwealth Equity Services | 197k | $19M | 0% | Mar 2026 |
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| Personal Resources Investment & Strategic Management | 185k | $18M | -6% | Mar 2026 |
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| Trust Co Of Toledo Na | 168k | $16M | 12% | Mar 2026 |
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| Summit Investment Advisors | 165k | $16M | -2% | Mar 2026 |
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| Venture Visionary Partners | 164k | $16M | 9% | Mar 2026 |
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| Flagship Harbor Advisors | 152k | $14M | 7% | Mar 2026 |
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| Private Advisor | 148k | $14M | 30% | Mar 2026 |
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| Cornerstone Planning Group | 142k | $14M | 9% | Mar 2026 |
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| 626 Financial | 140k | $13M | 3% | Mar 2026 |
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| Envestnet Portfolio Solutions | 140k | $13M | 0% | Mar 2026 |
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| Capital Asset Advisory Services | 119k | $12M | 0% | Mar 2026 |
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| Menora Mivtachim Holdings | 112k | $11M | -6% | Mar 2026 |
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| Team Financial Group | 103k | $9.8M | 1% | Mar 2026 |
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| Camden Capital | 92k | $8.7M | 232% | Mar 2026 |
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| Retirement Management Systems | 90k | $8.6M | 100% | Mar 2026 |
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| Mml Investors Services | 89k | $8.4M | -28% | Mar 2026 |
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| Equitable Holdings | 88k | $8.2M | 38% | Mar 2026 |
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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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| AE Wealth Management | 80k | $7.6M | -14% | Mar 2026 |
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| Ruggaard & Associates | 80k | $7.6M | 3% | Mar 2026 |
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| USAdvisors Wealth Management | 73k | $6.8M | 6% | Mar 2026 |
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| Leslie Global Wealth | 71k | $6.6M | -3% | Dec 2025 |
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| Modern Wealth Management | 65k | $6.1M | -5% | Dec 2025 |
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| Geneos Wealth Management | 65k | $6.2M | 33% | Mar 2026 |
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| Columbia Advisory Partners | 65k | $6.1M | 100% | Mar 2026 |
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| Royal Bank of Canada | 63k | $5.7M | 223% | Mar 2026 |
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| CLS Investments | 55k | $5.2M | -8% | Mar 2026 |
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| Branch Banking & Trust Company | 54k | $5.1M | 2% | Mar 2026 |
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| Smartleaf Asset Management | 52k | $4.8M | 2% | Mar 2026 |
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| Ceera Investments | 52k | $4.9M | -6% | Mar 2026 |
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| Western Wealth Management | 49k | $4.6M | 100% | Mar 2026 |
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| Goss Wealth Management | 48k | $4.5M | 3% | Mar 2026 |
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| Sanctuary Advisors | 46k | $4.3M | -12% | Mar 2026 |
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| Nilsine Partners | 44k | $4.3M | 22% | Mar 2026 |
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| Nbc Securities | 41k | $3.9M | 15% | Mar 2026 |
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| PMG Wealth Management | 40k | $3.8M | 4% | Mar 2026 |
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| Optima Capital | 38k | $3.6M | 1% | Mar 2026 |
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| Sequoia Financial Advisors | 37k | $3.5M | 0% | Mar 2026 |
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| Bowman & Co S.C. | 36k | $3.4M | 0% | Dec 2025 |
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| Vericrest Private Wealth | 35k | $3.3M | 14% | Mar 2026 |
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| Bay Capital Advisors | 35k | $3.3M | 11% | Mar 2026 |
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| Ashton Thomas Private Wealth | 33k | $3.1M | 7% | Mar 2026 |
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| Sunbelt Securities | 31k | $3.0M | 6% | Mar 2026 |
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| Susquehanna International | 31k | $2.8M | 53% | Dec 2025 |
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| Santori & Peters | 30k | $2.8M | 3% | Mar 2026 |
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| J.w. Cole Advisors | 30k | $2.8M | 12% | Mar 2026 |
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| Stratos Wealth Partners | 29k | $2.7M | -29% | Mar 2026 |
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| United Advisor Group | 28k | $2.7M | 19% | Mar 2026 |
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| Cooper Financial Group | 28k | $2.7M | -4% | Mar 2026 |
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| Keating Financial Advisory Services | 26k | $2.5M | 100% | Mar 2026 |
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| Powers Advisory Group | 26k | $2.4M | 101% | Mar 2026 |
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| Integrated Wealth Concepts | 25k | $2.4M | 83% | Mar 2026 |
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| Jones Financial Companies, L.L | 24k | $2.2M | 384% | Dec 2025 |
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| First National Bank Sioux Falls | 22k | $2.2M | 78% | Mar 2026 |
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| Advisor Resource Council | 22k | $2.1M | 2% | Mar 2026 |
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| Holistic Planning | 22k | $2.1M | 67% | Mar 2026 |
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| Harbour Investments | 22k | $2.1M | 16% | Mar 2026 |
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| Strategic Financial Concepts | 21k | $2.0M | 100% | Mar 2026 |
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| Arkadios Wealth Advisors | 21k | $1.9M | 50% | Mar 2026 |
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| BFI Wealth Solutions | 20k | $1.9M | 2% | Mar 2026 |
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| Founders Financial Securities | 20k | $1.9M | 8% | Mar 2026 |
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| Thoroughbred Financial Services | 19k | $1.8M | 15% | Mar 2026 |
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| Change Path | 19k | $1.8M | 18% | Mar 2026 |
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| Alchemi Wealth | 18k | $1.7M | 100% | Mar 2026 |
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| Integrity Alliance | 18k | $1.7M | -2% | Mar 2026 |
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| Ameritas Advisory Services | 18k | $1.7M | -14% | Mar 2026 |
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| Valued Retirements | 18k | $1.7M | 2% | Mar 2026 |
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| Steward Partners Investment Advisory | 17k | $1.6M | 1265% | Mar 2026 |
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| Sigma Planning | 16k | $1.6M | -3% | Mar 2026 |
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| IFP Advisors | 15k | $1.4M | -1% | Mar 2026 |
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| WCG Wealth Advisors | 15k | $1.4M | 1% | Mar 2026 |
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| WealthPoint Financial | 14k | $1.3M | 0% | Mar 2026 |
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| Solano Wealth Investment Advisors | 14k | $1.3M | 5% | Mar 2026 |
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| RFG Advisory | 14k | $1.3M | 1% | Mar 2026 |
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| Etesian Wealth Advisors | 14k | $1.3M | 6% | Mar 2026 |
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| Natixis Asset Management Advisors | 13k | $1.3M | 100% | Mar 2026 |
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| Advisory Services Network | 13k | $1.2M | 22% | Dec 2025 |
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| MidAtlantic Capital Management | 13k | $1.2M | 389% | Mar 2026 |
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| MAI Wealth Advisors | 12k | $1.2M | 41% | Mar 2026 |
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| TopTier Wealth Management | 12k | $1.1M | 100% | Mar 2026 |
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| Centerpoint Advisory Group | 12k | $1.1M | 43% | Mar 2026 |
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| Matauro | 12k | $1.1M | 0% | Mar 2026 |
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| Summit Financial | 11k | $1.1M | 41% | Mar 2026 |
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| PCG Wealth Advisors | 11k | $1.1M | 5% | Mar 2026 |
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| Wedbush Morgan Securities | 11k | $1.0M | 5% | Mar 2026 |
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| Jane Street | 11k | $1.0M | 85% | Mar 2026 |
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| Concurrent Investment Advisors | 11k | $1.0M | -81% | Mar 2026 |
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| Avant Capital | 9.8k | $931k | 3% | Mar 2026 |
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| Gateway Wealth Partners | 9.8k | $928k | 102% | Mar 2026 |
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| Atlas Brown | 9.6k | $909k | 2% | Mar 2026 |
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| Parsons Capital Management | 9.5k | $903k | 16% | Mar 2026 |
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| RVW Wealth | 9.5k | $901k | 0% | Mar 2026 |
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| First National Bank Of Omaha | 9.4k | $879k | 16% | Mar 2026 |
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| Fifth Third Securities | 9.3k | $878k | -12% | Mar 2026 |
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| Zhang Financial | 8.9k | $839k | 100% | Mar 2026 |
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| Kestra Private Wealth Services | 8.8k | $836k | 202% | Mar 2026 |
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| Great Valley Advisor Group | 8.3k | $785k | 173% | Mar 2026 |
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| Pensionmark Financial Group | 7.6k | $724k | -24% | Mar 2026 |
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| Fifth Third Bancorp | 7.6k | $718k | 100% | Mar 2026 |
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| Sonoma Allocations | 7.5k | $711k | 100% | Mar 2026 |
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| Principal Securities | 7.5k | $706k | 17% | Mar 2026 |
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| Signature Estate and Investment Advisors | 7.4k | $702k | 0% | Mar 2026 |
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| Walled Lake Planning & Wealth Management | 7.2k | $686k | -5% | Mar 2026 |
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| Capital Investment Advisory Services | 6.6k | $628k | 1005% | Mar 2026 |
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| Osprey Private Wealth | 6.2k | $587k | 0% | Mar 2026 |
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| Cary Street Partners Financial | 6.2k | $584k | -24% | Mar 2026 |
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| Philadelphia Investment Partners | 6.1k | $580k | 100% | Mar 2026 |
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| Peapack Gladstone Financial Corp | 6.0k | $570k | 0% | Mar 2026 |
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| Silver Oak Securities | 5.9k | $560k | 9% | Mar 2026 |
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| LRI Investments | 5.8k | $549k | 0% | Mar 2026 |
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| Beacon Financial Advisory | 5.2k | $496k | -5% | Mar 2026 |
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| Atria Investments | 5.1k | $484k | 8% | Mar 2026 |
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| Nova Wealth Management | 5.0k | $478k | 45% | Mar 2026 |
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| Mutual Advisors | 5.0k | $473k | -1% | Mar 2026 |
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| Wharton Business Group | 4.9k | $463k | 0% | Mar 2026 |
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| Willner & Heller | 4.7k | $445k | 19% | Mar 2026 |
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| XY Planning Network | 4.7k | $440k | -31% | Mar 2026 |
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| Janney Montgomery Scott | 4.5k | $431k | 1% | Mar 2026 |
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| Rubicon Advisors, GP | 4.5k | $424k | 100% | Dec 2025 |
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| Astoria Portfolio Advisors | 4.5k | $441k | 17% | Mar 2026 |
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| Rockefeller Capital Management | 4.5k | $424k | 22% | Mar 2026 |
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| Essex Financial Services | 4.5k | $422k | 10% | Mar 2026 |
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| Rehmann Capital Advisory | 4.4k | $423k | -3% | Mar 2026 |
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| Centaurus Financial | 4.4k | $417k | -5% | Mar 2026 |
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| O'Brien Greene & Co | 4.3k | $409k | -14% | Mar 2026 |
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| Armis Advisers | 4.2k | $416k | -5% | Mar 2026 |
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| Kuehl Shepherd Kozlowski & Associates | 3.9k | $382k | 0% | Mar 2026 |
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| NWF Advisory Services | 3.8k | $363k | 100% | Mar 2026 |
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| REAP Financial Group | 3.5k | $330k | -14% | Mar 2026 |
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| Woodard & Co Asset Management Group | 3.3k | $311k | -45% | Mar 2026 |
|
Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 352k | $34M |
| Jpmorgan Chase & Co | Sep 2025 | 133k | $12M |
| Axxcess Wealth Management | Dec 2025 | 119k | $11M |
| Insight Advisors, LLC/ PA | Dec 2025 | 87k | $8.1M |
| IFG Advisory | Dec 2025 | 55k | $5.1M |
| Diversify Advisory Services | Dec 2025 | 6.8k | $657k |
| Lavelle Capital | Dec 2025 | 5.2k | $482k |