Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
151KNew |
$13M - $13.9M
|
151K
$13.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 84.25% |
$7.14M - $7.66M
|
182K
$16.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
28.8KNew |
$2.47M - $2.65M
|
28.8K
$2.63M
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
17.1K+ 14.46% |
$1.47M - $1.58M
|
135K
$12.4M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.7KNew |
$747K - $801K
|
8.7K
$794K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.08K+ 10.54% |
$695K - $745K
|
84.8K
$7.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8K+ 194.01% |
$688K - $737K
|
12.1K
$1.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.42K+ 35.84% |
$638K - $684K
|
28.1K
$2.57M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
5.46K+ 2.69% |
$469K - $503K
|
208K
$19M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.33KNew |
$286K - $306K
|
3.33K
$304K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.14K+ 76.55% |
$270K - $289K
|
7.24K
$661K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.67KNew |
$230K - $246K
|
2.67K
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.43KNew |
$209K - $224K
|
2.43K
$222K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.39K+ 1.99% |
$205K - $220K
|
122K
$11.2M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
2.23K+ 37.35% |
$192K - $205K
|
8.2K
$749K
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.13K+ 183.95% |
$183K - $196K
|
3.29K
$301K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 3.46% |
$141K - $151K
|
49K
$4.47M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.48K+ 4.51% |
$127K - $136K
|
34.2K
$3.13M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
780+ 0.76% |
$67K - $71.9K
|
103K
$9.44M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
347+ 3.22% |
$29.8K - $32K
|
11.1K
$1.02M
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
240+ 8.51% |
$20.6K - $22.1K
|
3.06K
$279K
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.41% |
$12.6K - $13.5K
|
35.9K
$3.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
26New |
$2.23K - $2.4K
|
26
$2.37K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.12% |
$945 - $1.01K
|
9.51K
$868K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-91- 0.3% |
$7.82K - $8.38K
|
30.6K
$2.79M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-108- 3.58% |
$9.28K - $9.95K
|
2.91K
$265K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-971- 26.21% |
$83.4K - $89.4K
|
2.73K
$250K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 8.19% |
$86K - $92.2K
|
11.2K
$1.02M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.29K- 31.56% |
$111K - $119K
|
2.8K
$256K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.41K- 8.85% |
$121K - $130K
|
14.6K
$1.33M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 37.08% |
$158K - $170K
|
3.12K
$285K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.66K- 6.0% |
$400K - $429K
|
72.9K
$6.66M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.01K- 6.69% |
$516K - $554K
|
83.8K
$7.65M
|