Latest Institutional Transactions on Wisdom Tree Investments, Inc. (WETF)
This table provides information on the latest institutional transactions involving Wisdom Tree Investments, Inc. (WETF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
10K+ 48.98% |
N/A
|
30.5K
$166K
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
76.1KNew |
N/A
|
76.1K
$416K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-5.55KClosed |
$30.3K - $30.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-82.8K- 80.38% |
$452K - $461K
|
20.2K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
310New |
$1.69K - $1.73K
|
310
$1.69K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 40.0% |
$5.46K - $5.57K
|
1.5K
$8.19K
|
|
|
Apr 04, 2023
Q1 2023
|
Everence Capital Management Inc
|
BUY
|
- |
21.4KNew |
$117K - $119K
|
21.4K
$117K
|
|
| Q4 2022 | |||||||
|
Dec 19, 2023
Q4 2022
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
2.43KNew |
$0 - $13.5K
|
2.43K
$13.3K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
114New |
$0 - $632
|
114
$622
|
|
|
Feb 14, 2023
Q4 2022
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
21.3KNew |
$0 - $118K
|
21.3K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1.44MNew |
$0 - $7.99M
|
1.44M
$7.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Difesa Capital Management, LP
New York, NY |
BUY
|
- |
293K+ 69.12% |
$0 - $1.63M
|
718K
$3.92M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
One68 Global Capital, LLC
New York, NY |
SELL
|
- |
-20KClosed |
$0 - $111K
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
4.59KNew |
$0 - $25.4K
|
4.59K
$25.1K
|
|
|
Feb 13, 2023
Q4 2022
|
River & Mercantile Asset Management LLP
London, X0 |
SELL
|
- |
-195K- 93.74% |
$0 - $1.08M
|
13K
$71.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
6.6K+ 1.27% |
$0 - $36.6K
|
528K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
SELL
|
- |
-141K- 95.03% |
$0 - $782K
|
7.39K
$40.3K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
75New |
$0 - $416
|
75
$410
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
16+ 21.62% |
$0 - $88.6
|
90
$491
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
342+ 6.19% |
$776 - $1.29K
|
5.87K
$32.1K
|
|
| Q1 2020 | |||||||
|
Jan 08, 2024
Q1 2020
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-52.8KClosed |
$108K - $272K
|
0
$0
|
|
| Q1 2018 | |||||||
|
Jan 03, 2024
Q1 2018
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
1+ 0.04% |
$8.94 - $13.2
|
2.3K
$12.6K
|
|