Public ownership evidence

WisdomTree U.S. Value Fund (WTV) Ownership Disclosures

Read WTV insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

WisdomTree U.S. Value Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
MLG Wealth Management DBA Pine Grove Financial Group
Report period
2025-12-31
Available
2026-08-26
Reported shares
101,535
Value (USD)
$9,473,216
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001754960-26-000782
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read WTV fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read WTV fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-26101,535$9,473,216None
Anderson Financial Strategies, LLC2026-06-302026-08-21223,678$24,192,964None
Rehmann Capital Advisory Group2026-06-302026-08-214,472$455,760None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2013,533$1,376,577None
Ruggaard & Associates LLC2026-06-302026-08-1882,878$8,430,327None
Equitable Holdings, Inc.2026-06-302026-08-1890,250$9,180,186None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,749$483,000None
Hopwood Nicholas Hunter2026-06-302026-08-154,897$498,103None
Hopwood Nicholas Hunter2026-03-312026-08-155,075$480,757None
Hopwood Nicholas Hunter2025-12-312026-08-155,039$470,132None
AMERIFLEX GROUP, INC.2026-06-302026-08-15351$35,705None
JPL Wealth Management, LLC2026-06-302026-08-15139$14,140None
Modern Wealth Management, LLC2026-06-302026-08-1554,192$5,512,414None
Mutual Advisors, LLC2026-06-302026-08-153,454$351,291None
Milestone Investment Advisors LLC2026-06-302026-08-1513$1,323None
Capital Asset Advisory Services LLC2026-06-302026-08-15116,832$11,884,156None
KANE INVESTMENT MANAGEMENT, INC.2026-06-302026-08-152,433$247,485None
Ameritas Advisory Services, LLC2026-06-302026-08-1566,393$6,753,461None
WCG Wealth Advisors LLC2026-06-302026-08-1510,084$1,025,703None
Western Wealth Management, LLC2026-06-302026-08-1538,563$3,922,598None
Western Wealth Management, LLC2026-06-302026-08-1538,379$3,903,922None
Qube Research & Technologies Ltd2026-06-302026-08-158,227$836,850None
IFG Advisory, LLC2026-06-302026-08-1563,733$6,482,916None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,461$148,626None
OSAIC HOLDINGS, INC.2026-06-302026-08-1559,397$6,041,882None
OSAIC HOLDINGS, INC.2026-06-302026-08-1527,204$2,767,191None
OSAIC HOLDINGS, INC.2026-06-302026-08-15727,134$73,964,125None
OSAIC HOLDINGS, INC.2026-06-302026-08-15486,923$49,538,295None
Orion Porfolio Solutions, LLC2026-06-302026-08-1535,278$3,588,507None
Regal Investment Advisors LLC2026-06-302026-08-153,148$320,225None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,107$316,044None
Ancora Advisors LLC2026-06-302026-08-15850$86,462None
&PARTNERS2026-06-302026-08-152,774$282,134None
Thrivent Financial for Lutherans2026-06-302026-08-154,772$485,000None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1580,812$8,269,464None
MAI Capital Management2026-06-302026-08-1514,941$1,519,816None
Cerity Partners LLC2026-06-302026-08-151,310$133,253None
Cerity Partners LLC2026-06-302026-08-151,609$163,684None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-152,978$302,922None
Philadelphia Investment Partners, LLC2026-06-302026-08-1533$3,366None
Philadelphia Investment Partners, LLC2026-06-302026-08-1535$3,537None
Philadelphia Investment Partners, LLC2026-06-302026-08-1525$2,543None
Philadelphia Investment Partners, LLC2026-06-302026-08-15129$13,088None
Philadelphia Investment Partners, LLC2026-06-302026-08-1525$2,568None
Philadelphia Investment Partners, LLC2026-06-302026-08-156$612None
Philadelphia Investment Partners, LLC2026-06-302026-08-15108$10,938None
Philadelphia Investment Partners, LLC2026-06-302026-08-158$842None
Philadelphia Investment Partners, LLC2026-06-302026-08-15175$17,783None
Philadelphia Investment Partners, LLC2026-06-302026-08-1546$4,725None
Philadelphia Investment Partners, LLC2026-06-302026-08-15121$12,289None

90-day public filing window, up to 50 source positions.

MLG Wealth Management DBA Pine Grove Financial Group ↗Anderson Financial Strategies, LLC ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Ruggaard & Associates LLC ↗Equitable Holdings, Inc. ↗CENTAURUS FINANCIAL, INC. ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗Hopwood Nicholas Hunter ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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