WTV

Wisdomtree U.s. Value Fund

Latest period2026 - Q1Total superinvestors217

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 217 superinvestors own shares of Wisdomtree U.s. Value Fund (WTV), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree U.s. Value Fund (WTV), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree U.s. Value Fund (WTV) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree U.s. Value Fund (WTV) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Increased 38.33%
0.09%
$334.997M
3.536M shares@ 94.73 avg price
Sean P. Skuja@Envestnet Asset Management Inc
Recent Activity
Increased 4.85%
0.06%
$188.16M
1.986M shares@ 94.73 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Increased 16.7%
0.06%
$165.425M
1.746M shares@ 94.73 avg price
Claire Gordon@Morgan Stanley
Recent Activity
Increased 22.11%
0.01%
$152.927M
1.614M shares@ 94.74 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Increased 13.55%
0.2%
$134.739M
1.424M shares@ 94.62 avg price
Gary Davis, Jr.@Hightower Advisors, Llc
Recent Activity
Increased 3.44%
0.13%
$117.732M
1.243M shares@ 94.74 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 15.96%
0.06%
$49.772M
525,408 shares@ 94.74 avg price
Stephen Smith@Kestra Advisory Services, Llc
Recent Activity
Increased 5.32%
0.16%
$40.252M
424,918 shares@ 94.74 avg price
James M. Zemlyak@Stifel Financial Corp
Recent Activity
Increased 6.25%
0.04%
$33.424M
352,839 shares@ 94.73 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 30.73%
0.01%
$29.904M
315,673 shares@ 94.73 avg price

1-10 of 217