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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.41KNew |
$391K - $467K
|
5.41K
$494K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.75K+ 2.18% |
$343K - $410K
|
222K
$20.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.59KNew |
$332K - $397K
|
4.59K
$419K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.5KNew |
$326K - $389K
|
4.5K
$411K
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
4.13KNew |
$298K - $356K
|
4.13K
$377K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.01KNew |
$290K - $346K
|
4.01K
$366K
|
|
|
Jul 17, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
3.83K+ 12.26% |
$277K - $331K
|
35K
$3.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.68K+ 11.11% |
$266K - $318K
|
36.8K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.36K+ 5.38% |
$243K - $290K
|
65.9K
$6.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.17K+ 112.31% |
$229K - $274K
|
5.99K
$546K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
2.98K+ 3.64% |
$215K - $257K
|
84.8K
$7.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.87K+ 66.11% |
$207K - $248K
|
7.2K
$658K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.63K+ 34.37% |
$190K - $228K
|
10.3K
$940K
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.63KNew |
$190K - $227K
|
2.63K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 3.68% |
$123K - $147K
|
48K
$4.38M
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.65K+ 35.49% |
$119K - $142K
|
6.28K
$573K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
1.55K+ 17.02% |
$112K - $134K
|
10.7K
$973K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.47K+ 12.13% |
$106K - $127K
|
13.6K
$1.24M
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.41K+ 36.64% |
$102K - $121K
|
5.24K
$479K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 31.95% |
$95K - $113K
|
5.42K
$495K
|
|
|
Aug 11, 2025
Q2 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
1.18K+ 0.53% |
$85K - $102K
|
224K
$20.4M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 7.91% |
$84.2K - $101K
|
15.9K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.12K+ 21.75% |
$81.3K - $97.1K
|
6.29K
$575K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
1.01KNew |
$73K - $87.3K
|
1.01K
$92.2K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
973+ 14.28% |
$70.4K - $84.1K
|
7.79K
$711K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
925+ 20.56% |
$66.9K - $79.9K
|
5.42K
$495K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
902+ 9.97% |
$65.2K - $77.9K
|
9.95K
$909K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
875+ 2.99% |
$63.3K - $75.6K
|
30.1K
$2.75M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
589+ 103.33% |
$42.6K - $50.9K
|
1.16K
$106K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
335+ 9.94% |
$24.2K - $28.9K
|
3.71K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
300+ 62.11% |
$21.7K - $25.9K
|
783
$71.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
BUY
|
- |
288New |
$20.8K - $24.9K
|
288
$26.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
287+ 20.23% |
$20.8K - $24.8K
|
1.71K
$156K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
282+ 4.04% |
$20.4K - $24.4K
|
7.26K
$663K
|
|
|
Aug 05, 2025
Q2 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
252New |
$18.2K - $21.8K
|
252
$23K
|
|
|
Jul 16, 2025
Q2 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
217+ 6.17% |
$15.7K - $18.7K
|
3.73K
$341K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 36.05% |
$15K - $18K
|
785
$71.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
187+ 1.76% |
$13.5K - $16.2K
|
10.8K
$985K
|
|
|
Jul 21, 2025
Q2 2025
|
Willner & Heller, LLC
|
BUY
|
- |
181+ 6.86% |
$13.1K - $15.6K
|
2.82K
$257K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
124+ 3.71% |
$8.97K - $10.7K
|
3.46K
$316K
|
|
|
Aug 08, 2025
Q2 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
101+ 2.64% |
$7.3K - $8.73K
|
3.92K
$358K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
100+ 69.44% |
$7.23K - $8.64K
|
244
$22.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
97+ 38.8% |
$7.02K - $8.38K
|
347
$31.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.73% |
$5.35K - $6.39K
|
4.36K
$398K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70New |
$5.06K - $6.05K
|
70
$6.39K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66+ 1.72% |
$4.77K - $5.7K
|
3.9K
$356K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 18.26% |
$3.04K - $3.63K
|
272
$24.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
42New |
$3.04K - $3.63K
|
42
$3.84K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 21.84% |
$1.37K - $1.64K
|
106
$9.68K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
2+ 0.03% |
$145 - $173
|
5.79K
$528K
|