Market Cap
$3.7B
WT
WTV
WISDOMTREE TR
$103.53 ▲ +0.64%
Prev close $102.87Market cap$3.7B
12 New Institutional Positions7 Institutional Exits
Snapshot
The big-picture read on WTV right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Inst. Holders
50 funds
Inst. Value
$1.6B
Inst. Activity
12 buys / 7 sells
Price chart 30d -4.7%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 3, 2026 ftd
FTD: WTV — 7,613 shares ($0.8M) failed to deliver
Settlement: 20260903, Price: $108.67, FTD Value: $827,304.71, WISDOMTREE TR WISDOMTREE U.S.
Jun 30, 2026 Inst.
BANK OF AMERICA CORP — ADD
398,169 shares ($40.5M)
Jun 30, 2026 Inst.
Private Advisor Group, LLC — DOUBLED
355,607 shares ($36.2M)
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 3, 2026
ftd
FTD: WTV — 7,613 shares ($0.8M) failed to deliver
Settlement: 20260903, Price: $108.67, FTD Value: $827,304.71, WISDOMTREE TR WISDOMTREE U.S.
Aug 31, 2026
dark_pool
Dark Pool: WTV — 0.1M shares, 643 trades
Week starting 2026-08-31. Total ATS volume: 61,697 shares across 643 trades.
Aug 28, 2026
ftd
FTD: WTV — 5,807 shares ($0.6M) failed to deliver
Settlement: 20260828, Price: $108.84, FTD Value: $632,033.88, WISDOMTREE TR WISDOMTREE U.S.
Aug 27, 2026
ftd
FTD: WTV — 14,941 shares ($1.6M) failed to deliver
Settlement: 20260827, Price: $108.47, FTD Value: $1,620,650.27, WISDOMTREE TR WISDOMTREE U.S.
Aug 24, 2026
dark_pool
Dark Pool: WTV — 0.1M shares, 505 trades
Week starting 2026-08-24. Total ATS volume: 53,376 shares across 505 trades.
Institutional ownership
Which big funds own WTV (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.6B total value (15,348,158 shares) as of 2026-Q2. Top holders: LPL, RAYMOND, MORGAN. Net buying activity: 12 institutions added/increased vs 7 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| LPL Financial LLC | 3,234,403 | $329.0M | 21.1% | ADD +38.3% |
| RAYMOND JAMES FINANCIAL INC | 1,872,080 | $190.4M | 12.2% | — |
| MORGAN STANLEY | 1,688,436 | $171.7M | 11.0% | ADD +43.8% |
| ENVESTNET ASSET MANAGEMENT INC | 1,652,709 | $168.1M | 10.8% | — |
| OSAIC HOLDINGS, INC. | 1,302,119 | $132.5M | 8.5% | — |
| HighTower Advisors, LLC | 1,267,908 | $129.0M | 8.3% | ADD +73.7% |
| Cetera Investment Advisers | 637,003 | $64.8M | 4.1% | DOUBLED +120.2% |
| Kestra Advisory Services, LLC | 516,715 | $52.6M | 3.4% | DOUBLED +104.1% |
| BANK OF AMERICA CORP /DE/ | 398,169 | $40.5M | 2.6% | ADD +26.1% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 385,150 | $39.2M | 2.5% | TRIM -57.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | ADD | 315,673 | 398,169 | +26.1% | $40.5M |
| Private Advisor Group, LLC | DOUBLED | 147,976 | 355,607 | +140.3% | $36.2M |
| MML INVESTORS SERVICES, LLC | ADD | 88,880 | 115,504 | +30.0% | $11.7M |
| JONES FINANCIAL COMPANIES LLLP | ADD | 59,501 | 80,812 | +35.8% | $8.3M |
| D.A. DAVIDSON & CO. | DOUBLED | 3,189 | 73,926 | +2218.2% | $7.5M |
| NewEdge Advisors, LLC | ADD | 47,616 | 65,754 | +38.1% | $6.7M |
| Integrated Wealth Concepts LLC | ADD | 25,273 | 40,709 | +61.1% | $4.1M |
| Orion Porfolio Solutions, LLC | TRIM | 54,724 | 35,278 | -35.5% | $3.6M |
| Sanctuary Advisors, LLC | NEAR_EXIT | 45,563 | 9,382 | -79.4% | $954.4K |
| Mariner, LLC | NEAR_EXIT | 282,605 | 8,812 | -96.9% | $896.4K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for WTV.
Shares short
47,710
Settlement Sep 15, 2026
Change vs prior
-0.7%
Semi-monthly cycle
Days to cover
1.0
At avg daily volume