# WISDOMTREE TR US VALUE FD

WISDOMTREE TR US VALUE FD is a security (CUSIP 97717W547) tracked across SEC portfolio filings. 229 institutional managers reported $2.2B on Form 13F as of 2026-06-30; 1 registered fund positions totaling $3.7M via N-PORT as of 2026-03-31.

## Summary

- Issuer: WISDOMTREE TR
- Class: US VALUE FD
- CUSIP: 97717W547
- Asset category: OTHER
- 13F holders: 229
- 13F value: $2.2B
- 13F period: 2026-06-30
- N-PORT fund positions: 1
- N-PORT value: $3.7M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 229 managers by value._

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | FORT MILL, SC | $329.0M | 3,234,403 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $168.1M | 1,652,709 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $165.4M | 1,746,280 |
| MORGAN STANLEY | NEW YORK, NY | $152.9M | 1,614,340 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $134.7M | 1,424,059 |
| [HighTower Advisors, LLC](https://search.stillhousedata.com/firm/145323) | CHICAGO, IL | $129.0M | 1,267,908 |
| [Smith Anglin Financial, LLC](https://search.stillhousedata.com/firm/144386) | DALLAS, TX | $96.2M | 1,112,973 |
| FIRST COMMUNITY TRUST NA | DUBUQUE, IA | $55.5M | 545,821 |
| Kestra Advisory Services, LLC | AUSTIN, TX | $52.6M | 516,715 |
| [Cetera Investment Advisers](https://search.stillhousedata.com/firm/105644) | SCHAUMBURG, IL | $49.8M | 525,408 |
| [Private Advisor Group, LLC](https://search.stillhousedata.com/firm/155216) | MORRISTOWN, NJ | $36.2M | 355,607 |
| [RESOLUTE CAPITAL, LLC](https://search.stillhousedata.com/firm/304558) | GREENVILLE, SC | $35.2M | 346,145 |
| STIFEL FINANCIAL CORP | ST. LOUIS, MO | $33.4M | 352,839 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $29.9M | 315,673 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | MILWAUKEE, WI | $29.3M | 308,847 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $3.7M | 252.63% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/97717W547.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.