Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
164KNew |
$9.61M - $10.5M
|
164K
$14.5M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
101K+ 443.72% |
$5.93M - $6.51M
|
124K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 62.28% |
$1.72M - $1.89M
|
76.5K
$6.77M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
15.5KNew |
$909K - $997K
|
15.5K
$1.37M
|
|
|
May 09, 2022
Q1 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
9.34KNew |
$547K - $600K
|
9.34K
$827K
|
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
BUY
|
- |
6.99KNew |
$409K - $449K
|
6.99K
$619K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.01K+ 103.32% |
$352K - $386K
|
11.8K
$1.05M
|
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.43KNew |
$318K - $349K
|
5.43K
$481K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.32K+ 7.03% |
$312K - $342K
|
81.1K
$7.17M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.66KNew |
$273K - $300K
|
4.66K
$413K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.23K+ 62.29% |
$189K - $207K
|
8.41K
$744K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.91K+ 191400.0% |
$112K - $123K
|
1.92K
$169K
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.45K+ 4.21% |
$84.8K - $93K
|
35.9K
$3.18M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
688+ 3.72% |
$40.3K - $44.2K
|
19.2K
$1.7M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
425+ 100.0% |
$24.9K - $27.3K
|
850
$75.2K
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
153+ 5.33% |
$8.96K - $9.83K
|
3.02K
$268K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3+ 0.45% |
$176 - $193
|
668
$59.1K
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
2New |
$117 - $129
|
2
$177
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16Closed |
$937 - $1.03K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-34- 0.77% |
$1.99K - $2.18K
|
4.38K
$387K
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-40- 4.58% |
$2.34K - $2.57K
|
834
$73.8K
|
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-64- 1.83% |
$3.75K - $4.11K
|
3.43K
$303K
|
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-64- 1.84% |
$3.75K - $4.11K
|
3.41K
$302K
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-68Closed |
$3.98K - $4.37K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-93- 0.18% |
$5.45K - $5.98K
|
52.1K
$4.61M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-425- 50.0% |
$24.9K - $27.3K
|
425
$37.6K
|
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-790- 44.89% |
$46.3K - $50.8K
|
970
$85.8K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 0.36% |
$59.1K - $64.8K
|
281K
$24.9M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.12K- 6.59% |
$124K - $136K
|
30K
$2.65M
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-3.28K- 2.65% |
$192K - $211K
|
120K
$10.7M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-4.65KClosed |
$272K - $298K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.31KClosed |
$370K - $406K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.4KClosed |
$665K - $730K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-19.5KClosed |
$1.14M - $1.26M
|
0
$0
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-30.7K- 19.83% |
$1.8M - $1.97M
|
124K
$11M
|