Latest Institutional Transactions on Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (WTV) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.27K- 5.19% |
$162K - $182K
|
41.5K
$3.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-197- 6.85% |
$14K - $15.8K
|
2.68K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
794+ 250.47% |
$56.6K - $63.5K
|
1.11K
$95.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13+ 0.43% |
$927 - $1.04K
|
3.07K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
155+ 0.7% |
$11.1K - $12.4K
|
22.2K
$1.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.25K+ 5.39% |
$160K - $180K
|
44K
$3.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713+ 0.56% |
$50.8K - $57K
|
127K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.38K+ 4.97% |
$241K - $270K
|
71.4K
$6.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-190- 46.8% |
$13.5K - $15.2K
|
216
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.5KNew |
$321K - $360K
|
4.5K
$386K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
910+ 78.79% |
$64.9K - $72.8K
|
2.07K
$177K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.9K- 24.67% |
$1.49M - $1.67M
|
63.9K
$5.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748- 4.2% |
$53.3K - $59.8K
|
17.1K
$1.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-881- 12.24% |
$62.8K - $70.5K
|
6.32K
$541K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96K+ 10.73% |
$425K - $477K
|
61.5K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.07K+ 3.36% |
$504K - $566K
|
218K
$18.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.13K+ 47.4% |
$223K - $250K
|
9.74K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36- 0.08% |
$2.57K - $2.88K
|
44.8K
$3.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$964K - $1.08M
|
13.5K
$1.16M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 85.9% |
$4.78K - $5.36K
|
145
$12.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.81KNew |
$272K - $305K
|
3.81K
$327K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 5.48% |
$12.1K - $13.6K
|
2.93K
$251K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.2K+ 12.11% |
$4.29M - $4.81M
|
557K
$47.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73KNew |
$194K - $218K
|
2.73K
$234K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 4.19% |
$260K - $292K
|
90.6K
$7.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
561+ 5.03% |
$40K - $44.9K
|
11.7K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-48.1K- 43.32% |
$3.43M - $3.85M
|
62.9K
$5.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
700+ 4.8% |
$49.9K - $56K
|
15.3K
$1.31M
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69KNew |
$4.92M - $5.52M
|
69K
$5.91M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4KNew |
$285K - $320K
|
4K
$343K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$14.3K - $16K
|
200
$17.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 1.26% |
$2.64K - $2.96K
|
2.99K
$256K
|
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-3.26K- 4.64% |
$232K - $261K
|
67K
$5.74M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 5.72% |
$246K - $276K
|
56.9K
$4.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-737- 5.26% |
$52.6K - $59K
|
13.3K
$1.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
335+ 11.27% |
$23.9K - $26.8K
|
3.31K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.5K+ 2.62% |
$178K - $200K
|
98K
$8.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.24% |
$856 - $960
|
5.11K
$438K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 365.06% |
$1.54M - $1.72M
|
27.4K
$2.35M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28K+ 1.37% |
$234K - $262K
|
243K
$20.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 96.08% |
$2.03M - $2.27M
|
58K
$4.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.18K+ 6.22% |
$298K - $334K
|
71.3K
$6.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.84K+ 18.72% |
$203K - $227K
|
18K
$1.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$1.14K - $1.28K
|
9.19K
$788K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
277New |
$19.8K - $22.2K
|
277
$23.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-50- 0.51% |
$3.57K - $4K
|
9.85K
$844K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
55K+ 27.78% |
$3.92M - $4.4M
|
253K
$21.7M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 6.01% |
$105K - $118K
|
23K
$1.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52KNew |
$180K - $202K
|
2.52K
$216K
|