13FBOX
WISDOMTREE TR WISDOMTREE US VA · 13F Institutional Holdings
Options Calculator Rankings
W

WISDOMTREE TR WISDOMTREE US VA

WTV
Institutions
234
Combined AUM (Q2 2026)
$2.20B
Combined Shares (Q2 2026)
21.6M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+3.3M
148 · 32 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-2.2M
73 · 14 Exit · ≈
⚖️ Net
+1.2M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$2.20B
Institutions
234
New Buys
32
Adds
116
Reduces
59
Exits
14
Unchanged
27
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
0.07%0.09%#87$329.0M3.2M$335.0M3.5M-301,932-8.54%Reduce
RAYMOND JAMES FINANCIAL INC
0.05%0.05%#101$190.4M1.9M$165.4M1.7M+125,800+7.20%Add
MORGAN STANLEY
0.01%0.01%#162$171.7M1.7M$83.7M919,720+768,716+83.58%Add
ENVESTNET ASSET MANAGEMENT INC
0.04%0.05%#114$168.1M1.7M$188.2M2.0M-333,572-16.79%Reduce
OSAIC HOLDINGS, INC.
0.16%0.2%#67$132.5M1.3M$134.7M1.4M-121,940-8.56%Reduce
HighTower Advisors, LLC
0.12%0.12%#77$129.0M1.3M$117.7M1.2M+25,098+2.02%Add
Cetera Investment Advisers
0.06%0.05%#95$64.8M637,003$49.8M525,408+111,595+21.24%Add
FIRST COMMUNITY TRUST NA
25.07%#1$55.5M545,821$00+545,821New Buy
Kestra Advisory Services, LLC
0.17%0.15%#64$52.6M516,715$40.3M424,918+91,797+21.60%Add
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#181$40.5M398,169$29.9M315,673+82,496+26.13%Add
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
0.02%0.02%#137$39.2M385,150$29.3M308,847+76,303+24.71%Add
STIFEL FINANCIAL CORP
0.03%0.03%#124$36.2M355,650$33.4M352,839+2,811+0.80%Add
Private Advisor Group, LLC
0.17%0.07%#65$36.2M355,607$14.0M147,976+207,631+140.31%Add
RESOLUTE CAPITAL, LLC
12.15%9.76%#3$35.2M346,145$24.1M254,257+91,888+36.14%Add
Harel Insurance Investments & Financial Services Ltd.
0.13%#76$27.1M266,800$00+266,800New Buy
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.04%0.05%#107$26.0M248,743$22.5M237,958+10,785+4.53%Add
Anderson Financial Strategies, LLC
12.57%12.05%#2$24.2M223,678$21.9M221,408+2,270+1.03%Add
Legacy Financial Advisors, Inc.
2.81%2.99%#11$23.1M226,780$21.4M225,627+1,153+0.51%Add
Cambridge Investment Research Advisors, Inc.
0.05%0.05%#100$22.6M222,023$20.9M220,375+1,648+0.75%Add
OPPENHEIMER & CO INC
0.23%0.23%#56$21.5M211,755$18.7M197,770+13,985+7.07%Add
TRUST CO OF TOLEDO NA /OH/
1.69%1.51%#17$20.4M200,115$15.9M168,051+32,064+19.08%Add
COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.03%#130$19.2M188,315$18.6M196,567-8,252-4.20%Reduce
Prism Advisors, Inc.
4.57%4.67%#6$18.8M184,919$17.5M184,607+312+0.17%Add
Ameritas Investment Partners, Inc.
0.47%0.48%#41$17.7M173,587$15.6M164,860+8,727+5.29%Add
Venture Visionary Partners LLC
0.49%0.52%#40$17.6M173,085$15.6M164,229+8,856+5.39%Add
Onyx Bridge Wealth Group LLC
1.51%2.08%#22$16.8M165,274$19.4M204,293-39,019-19.10%Reduce
Systelligence, LLC
2.73%4.08%#13$16.3M160,487$21.0M221,641-61,154-27.59%Reduce
FLAGSHIP HARBOR ADVISORS, LLC
0.62%0.63%#34$16.3M160,028$14.4M151,627+8,401+5.54%Add
Cornerstone Planning Group LLC
1.94%1.88%#15$15.4M146,722$14.1M142,032+4,690+3.30%Add
626 Financial, LLC
5.89%5.91%#4$15.1M148,026$13.3M139,971+8,055+5.75%Add
JPMORGAN CHASE & CO
<0.01%<0.01%#197$14.2M138,725$13.4M144,084-5,359-3.72%Reduce
CERTUITY, LLC
0.58%0.57%#36$12.6M123,471$8.7M92,290+31,181+33.79%Add
Capital Asset Advisory Services LLC
0.43%0.45%#43$11.9M116,832$11.8M119,177-2,345-1.97%Reduce
AXXCESS WEALTH MANAGEMENT, LLC
0.19%#61$11.9M116,832$00+116,832New Buy
MML INVESTORS SERVICES, LLC
0.02%0.02%#131$11.7M115,504$8.4M88,880+26,624+29.95%Add
MENORA MIVTACHIM HOLDINGS LTD.
0.04%0.05%#105$11.4M112,212$10.6M112,21200.00%Unchanged
Envestnet Portfolio Solutions, Inc.
0.05%0.07%#99$10.9M107,161$13.2M139,486-32,325-23.17%Reduce
Team Financial Group, LLC
4.59%4.44%#5$10.8M106,286$9.8M103,213+3,073+2.98%Add
Global Retirement Partners, LLC
0.15%#70$9.8M96,039$00+96,039New Buy
Equitable Holdings, Inc.
0.05%0.05%#97$9.2M90,250$8.2M87,917+2,333+2.65%Add
AE Wealth Management LLC
0.04%0.04%#113$8.6M84,700$7.6M80,390+4,310+5.36%Add
Ruggaard & Associates LLC
3.02%3.01%#10$8.4M82,878$7.6M80,071+2,807+3.51%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#179$8.3M80,812$5.6M59,501+21,311+35.82%Add
Western Wealth Management, LLC
0.26%0.18%#54$7.8M76,942$4.6M48,789+28,153+57.70%Add
D.A. DAVIDSON & CO.
0.04%<0.01%#111$7.5M73,926$302,0943,189+70,737+2,218.16%Add
CEERA INVESTMENTS, LLC
3.08%2.15%#9$7.3M71,378$4.9M51,698+19,680+38.07%Add
COLUMBIA ADVISORY PARTNERS LLC
3.74%3.92%#8$6.8M66,582$6.1M64,791+1,791+2.76%Add
Ameritas Advisory Services, LLC
0.14%0.07%#74$6.8M66,393$1.7M17,820+48,573+272.58%Add
NewEdge Advisors, LLC
0.02%0.02%#140$6.7M65,754$4.5M47,616+18,138+38.09%Add
Geneos Wealth Management Inc.
0.13%0.14%#75$6.5M64,254$6.2M65,123-869-1.33%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow