# WISDOMTREE TR (WTV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WTV/

- Reporting holders: 11
- Reported value: $97.0M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FIRST COMMUNITY TRUST NA](https://holderbook.com/funds/1130344-first-community-trust-na/) | $54.4M | 531,343 | 18.1% | 2 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $18.1M | 177,066 | 0.5% | 5 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $16.7M | 160,605 | 4.2% | 10 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $2.5M | 24,160 | 0.2% | 6 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $1.7M | 16,256 | 0.3% | 1 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $1.1M | 10,501 | 0.3% | 4 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $1.1M | 10,203 | 0.5% | 2 |
| [RVW Wealth, LLC](https://holderbook.com/funds/1756543-rvw-wealth-llc/) | $974.2K | 9,510 | 0.1% | 27 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $339.2K | 3,289 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $89.8K | 877 | 0.0% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $30.2K | 295 | 0.0% | 4 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 11 | $97.0M |
| Q2 2026 | 237 | $2.4B |
| Q1 2026 | 218 | $2.0B |
| Q4 2025 | 205 | $1.8B |
| Q3 2025 | 178 | $1.5B |
| Q2 2025 | 158 | $1.3B |
| Q1 2025 | 137 | $633.0M |
| Q4 2024 | 102 | $363.3M |
| Q3 2024 | 72 | $224.6M |
| Q2 2024 | 70 | $207.5M |
| Q1 2024 | 66 | $184.1M |
| Q4 2023 | 60 | $125.1M |