WTV — WisdomTree U.S. Value Fund
Price · 2024-08-26 → 2026-08-21
499 daily closes shownAnonymous view is capped at two years of history. A free account extends it to five, and Pro opens the whole archive back to 2016-01-04.
Performance
Technicals
Dividends
Largest institutional holders
| manager | value | shares |
|---|---|---|
| LPL Financial LLC | 335.0M | 3.5M |
| ENVESTNET ASSET MANAGEMENT INC | 188.2M | 2.0M |
| RAYMOND JAMES FINANCIAL INC | 165.4M | 1.7M |
| MORGAN STANLEY | 152.9M | 1.6M |
| OSAIC HOLDINGS, INC. | 134.7M | 1.4M |
| HighTower Advisors, LLC | 117.7M | 1.2M |
| Cetera Investment Advisers | 49.8M | 525.4K |
| Kestra Advisory Services, LLC | 40.3M | 424.9K |
| STIFEL FINANCIAL CORP | 33.4M | 352.8K |
| BANK OF AMERICA CORP /DE/ | 29.9M | 315.7K |
13F positions as of 2026-03-31, filed up to 45 days after quarter end. Long-only US equity — shorts and derivatives never appear. What 13F does and does not show →
Short selling
This is off-exchange short volume, not short interest: it is flow, not position, and 40–50% is normal because market makers short to fill your buy. Why that number misleads →
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