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 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1+ 1.25% |
$72.3 - $86.4
|
81
$7.4K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.76% |
$72.3 - $86.4
|
130
$11.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.08% |
$362 - $432
|
6.02K
$549K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-14- 0.34% |
$1.01K - $1.21K
|
4.1K
$375K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-24- 0.15% |
$1.74K - $2.07K
|
16K
$1.46M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-61- 0.64% |
$4.41K - $5.27K
|
9.52K
$869K
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-66- 1.77% |
$4.77K - $5.7K
|
3.67K
$335K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-99- 3.18% |
$7.16K - $8.55K
|
3.01K
$275K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-129- 0.36% |
$9.33K - $11.1K
|
36K
$3.29M
|
|
|
Aug 06, 2025
Q2 2025
|
Centerpoint Advisory Group
Overland Park, KS |
SELL
|
- |
-163- 3.4% |
$11.8K - $14.1K
|
4.63K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-260- 7.22% |
$18.8K - $22.5K
|
3.34K
$305K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-262- 5.53% |
$18.9K - $22.6K
|
4.48K
$409K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-287- 3.18% |
$20.8K - $24.8K
|
8.74K
$798K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-407- 0.85% |
$29.4K - $35.2K
|
47.3K
$4.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-427- 7.34% |
$30.9K - $36.9K
|
5.39K
$492K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-452- 0.5% |
$32.7K - $39.1K
|
89.8K
$8.2M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-820- 1.05% |
$59.3K - $70.8K
|
77.6K
$7.09M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.06K- 3.85% |
$76.6K - $91.5K
|
26.4K
$2.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.1K- 21.24% |
$79.8K - $95.3K
|
4.09K
$373K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 16.59% |
$81.2K - $97K
|
5.65K
$516K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.23K- 17.46% |
$88.7K - $106K
|
5.8K
$529K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 14.68% |
$107K - $128K
|
8.6K
$785K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 19.62% |
$211K - $252K
|
12K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 96.04% |
$223K - $266K
|
127
$11.6K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-5.66K- 6.26% |
$409K - $489K
|
84.6K
$7.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.85K- 73.73% |
$568K - $678K
|
2.8K
$255K
|
|
|
Jul 31, 2025
Q2 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9.02K- 21.58% |
$652K - $779K
|
32.8K
$2.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.21K- 17.36% |
$666K - $796K
|
43.9K
$4M
|
|
|
Jul 17, 2025
Q2 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-9.61K- 44.03% |
$695K - $830K
|
12.2K
$1.12M
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-10.1K- 42.42% |
$730K - $872K
|
13.7K
$1.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 3.99% |
$933K - $1.11M
|
310K
$28.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.8K- 6.03% |
$998K - $1.19M
|
215K
$19.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.5K- 14.61% |
$1.05M - $1.26M
|
84.9K
$7.75M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-29.4K- 88.34% |
$2.12M - $2.54M
|
3.88K
$354K
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-50.6K- 20.0% |
$3.66M - $4.38M
|
203K
$18.5M
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-75.9K- 80.63% |
$5.49M - $6.56M
|
18.2K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-150K- 45.81% |
$10.8M - $12.9M
|
177K
$16.2M
|