Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.11MNew |
$80.5M - $96.2M
|
1.11M
$98.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
120KNew |
$8.67M - $10.4M
|
120K
$10.6M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
59KNew |
$4.27M - $5.1M
|
59K
$5.2M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
47.1KNew |
$3.41M - $4.07M
|
47.1K
$4.15M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
35.7KNew |
$2.58M - $3.09M
|
35.7K
$3.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
30.6KNew |
$2.22M - $2.65M
|
30.6K
$2.7M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
20.7KNew |
$1.5M - $1.79M
|
20.7K
$1.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.4K+ 11.7% |
$535K - $639K
|
70.6K
$6.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
5.97KNew |
$432K - $516K
|
5.97K
$526K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.67K+ 5.85% |
$410K - $490K
|
103K
$9.04M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.59KNew |
$332K - $397K
|
4.59K
$405K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5KNew |
$326K - $389K
|
4.5K
$397K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.83K+ 12.26% |
$277K - $331K
|
35K
$3.09M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.17K+ 112.31% |
$229K - $274K
|
5.99K
$528K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
875+ 2.99% |
$63.3K - $75.6K
|
30.1K
$2.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
589+ 103.33% |
$42.6K - $50.9K
|
1.16K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
217+ 6.17% |
$15.7K - $18.7K
|
3.73K
$329K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
187+ 1.76% |
$13.5K - $16.2K
|
10.8K
$951K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
181+ 6.86% |
$13.1K - $15.6K
|
2.82K
$248K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
124+ 3.71% |
$8.97K - $10.7K
|
3.46K
$305K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.73% |
$5.35K - $6.39K
|
4.36K
$384K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70New |
$5.06K - $6.05K
|
70
$6.17K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24- 0.15% |
$1.74K - $2.07K
|
16K
$1.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-61- 0.64% |
$4.41K - $5.27K
|
9.52K
$839K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-99- 3.18% |
$7.16K - $8.55K
|
3.01K
$266K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-262- 5.53% |
$18.9K - $22.6K
|
4.48K
$395K
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.1K- 21.24% |
$79.8K - $95.3K
|
4.09K
$361K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 16.59% |
$81.2K - $97K
|
5.65K
$498K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 19.62% |
$211K - $252K
|
12K
$1.05M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.61K- 44.03% |
$695K - $830K
|
12.2K
$1.08M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-50.6K- 20.0% |
$3.66M - $4.38M
|
203K
$17.9M
|