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 | 3.2M | $329M | -9% | Jun 2026 |
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| Raymond James Financial | 1.9M | $190M | 7% | Jun 2026 |
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| Envestnet Asset Management | 1.7M | $168M | -17% | Jun 2026 |
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| Advisor Group Holdings | 1.3M | $133M | -9% | Jun 2026 |
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| HighTower Advisors | 1.3M | $129M | 2% | Jun 2026 |
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| Cetera Investment Advisers | 637k | $65M | 21% | Jun 2026 |
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| First Community Trust Na | 531k | $54M | -3% | Sep 2026 |
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| Kestra Advisory Services | 517k | $53M | 22% | Jun 2026 |
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| Bank of America Corporation | 398k | $41M | 26% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 385k | $39M | 25% | Jun 2026 |
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| Stifel Financial | 356k | $36M | 1% | Jun 2026 |
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| Private Advisor | 356k | $36M | 140% | Jun 2026 |
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| Resolute Capital | 346k | $35M | 36% | Jun 2026 |
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| Harel Insurance Investments & Financial Services | 267k | $27M | 100% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 256k | $27M | 3% | Sep 2026 |
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| Legacy Financial Advisors | 227k | $23M | 1% | Jun 2026 |
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| Anderson Financial Strategies | 224k | $24M | 1% | Jun 2026 |
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| Cambridge Investment Research Advisors | 222k | $23M | 1% | Jun 2026 |
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| Oppenheimer & Co | 211k | $22M | 0% | Sep 2026 |
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| Commonwealth Equity Services | 188k | $19M | -4% | Jun 2026 |
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| Venture Visionary Partners | 177k | $18M | 2% | Sep 2026 |
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| Summit Investment Advisors | 174k | $18M | 5% | Jun 2026 |
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| Flagship Harbor Advisors | 164k | $17M | 3% | Sep 2026 |
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| Personal Resources Investment & Strategic Management | 161k | $17M | -13% | Sep 2026 |
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| Systelligence | 161k | $16M | -28% | Jun 2026 |
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| Cornerstone Planning Group | 151k | $16M | 3% | Sep 2026 |
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| 626 Financial | 148k | $15M | 6% | Jun 2026 |
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| Jpmorgan Chase & Co | 139k | $14M | 100% | Jun 2026 |
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| Onyx Bridge Wealth Group | 137k | $14M | -17% | Sep 2026 |
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| Camden Capital | 124k | $13M | 34% | Jun 2026 |
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| Mml Investors Services | 116k | $12M | 30% | Jun 2026 |
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| Capital Asset Advisory Services | 112k | $12M | -4% | Sep 2026 |
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| Menora Mivtachim Holdings | 112k | $11M | 0% | Jun 2026 |
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| MLG Wealth Management DBA Pine Grove Financial Group | 111k | $11M | 2% | Sep 2026 |
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| Envestnet Portfolio Solutions | 107k | $11M | -23% | Jun 2026 |
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| Team Financial Group | 105k | $11M | -1% | Sep 2026 |
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| Global Retirement Partners | 96k | $9.8M | 100% | Jun 2026 |
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| Equitable Holdings | 90k | $9.2M | 3% | Jun 2026 |
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| AE Wealth Management | 85k | $8.6M | 5% | Jun 2026 |
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| Ruggaard & Associates | 83k | $8.4M | 4% | Jun 2026 |
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| Jones Financial Companies, L.L | 81k | $8.3M | 36% | Jun 2026 |
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| D.A. Davidson & Co. | 79k | $8.1M | 7% | Sep 2026 |
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| Western Wealth Management | 77k | $7.8M | 58% | Jun 2026 |
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| Ceera Investments | 71k | $7.3M | 38% | Jun 2026 |
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| Leslie Global Wealth | 70k | $7.2M | 76% | Sep 2026 |
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| Optima Capital | 68k | $7.0M | 80% | Sep 2026 |
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| Ameritas Advisory Services | 66k | $6.8M | 273% | Jun 2026 |
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| Goss Wealth Management | 66k | $6.7M | 38% | Jun 2026 |
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| Geneos Wealth Management | 64k | $6.5M | -1% | Jun 2026 |
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| Columbia Advisory Partners | 64k | $6.6M | -4% | Sep 2026 |
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| IFG Advisory | 64k | $6.5M | 100% | Jun 2026 |
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| Branch Banking & Trust Company | 64k | $6.5M | -1% | Sep 2026 |
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| USAdvisors Wealth Management | 62k | $6.3M | 2% | Sep 2026 |
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| United Advisor Group | 54k | $5.5M | 92% | Jun 2026 |
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| Modern Wealth Management | 54k | $5.5M | -5% | Jun 2026 |
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| Smartleaf Asset Management | 52k | $5.3M | 0% | Jun 2026 |
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| Royal Bank of Canada | 49k | $4.9M | -22% | Jun 2026 |
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| Creative Financial Designs | 48k | $4.9M | 13730% | Jun 2026 |
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| Nbc Securities | 45k | $4.6M | -1% | Sep 2026 |
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| Santori & Peters | 45k | $4.6M | 47% | Sep 2026 |
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| PMG Wealth Management | 44k | $4.5M | 9% | Jun 2026 |
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| Nilsine Partners | 44k | $4.5M | 0% | Jun 2026 |
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| Vericrest Private Wealth | 44k | $4.5M | 0% | Sep 2026 |
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| Bay Capital Advisors | 41k | $4.2M | 8% | Sep 2026 |
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| Powers Advisory Group | 38k | $3.9M | 12% | Sep 2026 |
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| Sequoia Financial Advisors | 37k | $3.8M | 0% | Jun 2026 |
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| J.w. Cole Advisors | 36k | $3.7M | 22% | Jun 2026 |
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| CLS Investments | 35k | $3.6M | -36% | Jun 2026 |
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| Ashton Thomas Private Wealth | 35k | $3.6M | 8% | Jun 2026 |
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| Founders Financial Securities | 31k | $3.1M | 14% | Sep 2026 |
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| BFI Wealth Solutions | 30k | $3.1M | 48% | Sep 2026 |
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| First National Bank Sioux Falls | 29k | $2.9M | 29% | Sep 2026 |
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| Advisor Resource Council | 27k | $2.8M | 21% | Jun 2026 |
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| Vise Technologies | 26k | $2.7M | 100% | Sep 2026 |
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| Holistic Planning | 26k | $2.6M | 17% | Jun 2026 |
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| Integrated Wealth Concepts | 26k | $2.6M | 2% | Jun 2026 |
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| Guilbault Capital | 26k | $2.6M | 128% | Sep 2026 |
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| Cooper Financial Group | 24k | $2.5M | 6% | Sep 2026 |
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| Arkadios Wealth Advisors | 23k | $2.4M | 14% | Jun 2026 |
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| Etesian Wealth Advisors | 23k | $2.4M | 52% | Sep 2026 |
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| Harbour Investments | 22k | $2.3M | 1% | Jun 2026 |
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| Strategic Financial Concepts | 22k | $2.2M | 6% | Jun 2026 |
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| MFG Investments | 21k | $2.2M | 100% | Sep 2026 |
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| Natixis Asset Management Advisors | 21k | $2.1M | 55% | Jun 2026 |
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| Advisory Services Network | 20k | $2.1M | 8% | Jun 2026 |
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| Integrity Alliance | 20k | $2.0M | 4% | Sep 2026 |
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| Alchemi Wealth | 20k | $2.0M | 9% | Jun 2026 |
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| Keating Financial Advisory Services | 20k | $2.0M | -26% | Jun 2026 |
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| Thoroughbred Financial Services | 19k | $2.0M | 3% | Jun 2026 |
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| Centerpoint Advisory Group | 19k | $2.0M | 25% | Sep 2026 |
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| Stratos Wealth Partners | 19k | $1.9M | -35% | Jun 2026 |
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| Valued Retirements | 18k | $1.8M | 1% | Jun 2026 |
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| Tower Research Capital | 17k | $1.8M | 100% | Jun 2026 |
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| Steward Partners Investment Advisory | 17k | $1.7M | 0% | Jun 2026 |
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| Weaver Consulting Group | 16k | $1.7M | 100% | Sep 2026 |
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| UBS Group | 16k | $1.6M | 100% | Jun 2026 |
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| IFP Advisors | 16k | $1.6M | 0% | Sep 2026 |
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| Sigma Planning | 16k | $1.6M | -2% | Sep 2026 |
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| WealthPoint Financial | 15k | $1.6M | 3% | Jun 2026 |
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| TopTier Wealth Management | 15k | $1.5M | 22% | Sep 2026 |
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| MAI Wealth Advisors | 15k | $1.5M | 23% | Jun 2026 |
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| Sonoma Allocations | 15k | $1.5M | 99% | Jun 2026 |
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| Cyndeo Wealth Partners | 15k | $1.5M | 21% | Sep 2026 |
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| Pnc Financial Services | 14k | $1.4M | 100% | Jun 2026 |
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| RFG Advisory | 14k | $1.4M | 0% | Jun 2026 |
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| Mercer Global Advisors | 14k | $1.4M | 100% | Jun 2026 |
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| MidAtlantic Capital Management | 13k | $1.3M | 1% | Jun 2026 |
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| First National Bank Of Omaha | 13k | $1.3M | 32% | Jun 2026 |
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| Summit Financial | 12k | $1.3M | 10% | Jun 2026 |
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| Change Path | 12k | $1.2M | -36% | Jun 2026 |
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| Solano Wealth Investment Advisors | 12k | $1.2M | -15% | Jun 2026 |
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| PCG Wealth Advisors | 12k | $1.2M | 6% | Jun 2026 |
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| Matauro | 12k | $1.2M | 0% | Jun 2026 |
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| Fifth Third Securities | 11k | $1.2M | 23% | Sep 2026 |
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| Parsons Capital Management | 11k | $1.1M | 12% | Sep 2026 |
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| Atlas Brown | 11k | $1.1M | 9% | Sep 2026 |
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| Ballew Advisors | 10k | $1.1M | 35% | Sep 2026 |
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| WCG Wealth Advisors | 10k | $1.0M | -32% | Jun 2026 |
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| Avant Capital | 10k | $1.0M | 1% | Jun 2026 |
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| RVW Wealth | 9.5k | $974k | 0% | Sep 2026 |
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| Sanctuary Advisors | 9.4k | $954k | -79% | Jun 2026 |
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| Goldman Sachs Group | 9.0k | $918k | 100% | Jun 2026 |
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| Capital Investment Advisory Services | 9.0k | $917k | 10% | Sep 2026 |
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| Mariner Wealth Advisors | 8.8k | $896k | -97% | Jun 2026 |
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| Walled Lake Planning & Wealth Management | 8.7k | $887k | 8% | Sep 2026 |
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| Atria Investments | 8.4k | $858k | 70% | Sep 2026 |
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| Partners Wealth Management | 8.2k | $843k | 100% | Sep 2026 |
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| Qube Research & Technologies | 8.2k | $837k | 100% | Jun 2026 |
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| Signature Estate and Investment Advisors | 8.2k | $838k | 10% | Sep 2026 |
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| Concurrent Investment Advisors | 8.0k | $824k | -14% | Sep 2026 |
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| Signal Advisors Wealth | 8.0k | $816k | 100% | Sep 2026 |
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| Fifth Third Bancorp | 7.2k | $732k | -5% | Jun 2026 |
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| Pensionmark Financial Group | 7.1k | $683k | -7% | Jun 2026 |
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| Cary Street Partners Financial | 6.9k | $702k | 12% | Jun 2026 |
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| Clear Creek Financial Management | 6.7k | $684k | 100% | Sep 2026 |
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| Narus Financial Partners | 6.4k | $659k | 22% | Sep 2026 |
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| Principal Securities | 6.4k | $654k | -14% | Jun 2026 |
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| Gwn Securities | 6.2k | $633k | 1% | Jun 2026 |
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| Osprey Private Wealth | 6.2k | $631k | 0% | Jun 2026 |
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| Philadelphia Investment Partners | 6.1k | $624k | 0% | Jun 2026 |
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| William John Sempolinski | 5.9k | $601k | 100% | Sep 2026 |
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| LRI Investments | 5.8k | $589k | 0% | Jun 2026 |
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| Peapack Gladstone Financial Corp | 5.7k | $581k | -5% | Jun 2026 |
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| Gateway Wealth Partners | 5.7k | $575k | -42% | Jun 2026 |
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| XY Planning Network | 5.5k | $567k | 12% | Sep 2026 |
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| Nova Wealth Management | 5.5k | $556k | 8% | Jun 2026 |
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| Wedbush Morgan Securities | 5.3k | $542k | -56% | Sep 2026 |
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| Wharton Business Group | 4.9k | $497k | 0% | Jun 2026 |
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| Quantinno Capital Management | 4.8k | $487k | 52% | Jun 2026 |
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| Thrivent Financial for Lutherans | 4.8k | $485k | 55% | Jun 2026 |
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| Beacon Financial Advisory | 4.3k | $441k | -10% | Sep 2026 |
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| Silver Oak Securities | 4.2k | $427k | -29% | Jun 2026 |
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| Kestra Private Wealth Services | 3.5k | $358k | -63% | Sep 2026 |
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| Mutual Advisors | 3.5k | $351k | -31% | Jun 2026 |
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| Susquehanna International | 3.1k | $316k | -90% | Jun 2026 |
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| Great Valley Advisor Group | 2.7k | $277k | -67% | Jun 2026 |
|
| Zhang Financial | 2.5k | $257k | -71% | Jun 2026 |
|
Who sold out of WisdomTree LargeCap Value Fund?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Lido Advisors | Mar 2026 | 284k | $27M |
| Independent Advisor Alliance | Mar 2026 | 261k | $25M |
| Trust Co Of Toledo Na | Jun 2026 | 200k | $20M |
| Axxcess Wealth Management | Jun 2026 | 117k | $12M |
| Retirement Management Systems | Mar 2026 | 90k | $8.6M |
| Jane Street | Mar 2026 | 11k | $1.0M |