Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337KNew |
$26.9M - $30.1M
|
337K
$28.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
333KNew |
$26.6M - $29.8M
|
333K
$28.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
273K+ 49.0% |
$21.8M - $24.4M
|
830K
$70.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
BUY
|
- |
97.9KNew |
$7.83M - $8.76M
|
97.9K
$8.37M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.1KNew |
$5.28M - $5.91M
|
66.1K
$5.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
65.6K+ 239.18% |
$5.25M - $5.87M
|
93K
$7.95M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.3K+ 75.6% |
$3.86M - $4.32M
|
112K
$9.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.8KNew |
$3.66M - $4.1M
|
45.8K
$3.92M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.77M - $3.1M
|
34.6K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.2KNew |
$2.57M - $2.88M
|
32.2K
$2.75M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
31.3KNew |
$2.5M - $2.79M
|
31.3K
$2.67M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
20.2K+ 22.24% |
$1.61M - $1.8M
|
111K
$9.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.1KNew |
$1.45M - $1.62M
|
18.1K
$1.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3KNew |
$1.3M - $1.45M
|
16.3K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.9K+ 5.88% |
$1.19M - $1.33M
|
268K
$22.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
10KNew |
$802K - $897K
|
10K
$857K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
6.35K+ 8.89% |
$508K - $568K
|
77.8K
$6.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.09KNew |
$487K - $544K
|
6.09K
$520K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$513K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.51KNew |
$441K - $493K
|
5.51K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.18KNew |
$414K - $464K
|
5.18K
$443K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
3.9K+ 9.4% |
$312K - $349K
|
45.4K
$3.88M
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.8KNew |
$304K - $340K
|
3.8K
$325K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.7KNew |
$296K - $331K
|
3.7K
$317K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.21K+ 2216.55% |
$257K - $287K
|
3.36K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$237K - $265K
|
2.96K
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$226K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.03K+ 17.34% |
$162K - $182K
|
13.7K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.02K+ 97.07% |
$162K - $181K
|
4.11K
$351K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 10.12% |
$146K - $163K
|
19.9K
$1.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.71K+ 82.81% |
$137K - $153K
|
3.78K
$323K
|
|
|
Feb 11, 2025
Q4 2024
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.36K+ 37.02% |
$109K - $122K
|
5.04K
$431K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 8.72% |
$107K - $119K
|
16.6K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 43.62% |
$104K - $116K
|
4.29K
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
697+ 0.71% |
$55.7K - $62.3K
|
98.7K
$8.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
598New |
$47.8K - $53.5K
|
598
$51.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
463New |
$37K - $41.4K
|
463
$39.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
435+ 15.96% |
$34.8K - $38.9K
|
3.16K
$270K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
318New |
$25.4K - $28.4K
|
318
$27.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
189New |
$15.1K - $16.9K
|
189
$16.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 15.8% |
$6.32K - $7.06K
|
579
$49.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52New |
$4.16K - $4.65K
|
52
$4.45K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
15+ 0.39% |
$1.2K - $1.34K
|
3.83K
$327K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$80 - $89.4
|
3.31K
$283K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$80 - $89.4
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-116- 0.05% |
$9.27K - $10.4K
|
217K
$18.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-136- 2.15% |
$10.9K - $12.2K
|
6.18K
$528K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.6% |
$11K - $12.3K
|
22.8K
$1.95M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-208- 2.26% |
$16.6K - $18.6K
|
8.98K
$768K
|