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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
70New |
$5.06K - $6.05K
|
70
$6.09K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
74+ 1.73% |
$5.35K - $6.39K
|
4.36K
$379K
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
35.7KNew |
$2.58M - $3.09M
|
35.7K
$3.11M
|
|
|
Jul 08, 2025
Q2 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-50.6K- 20.0% |
$3.66M - $4.38M
|
203K
$17.6M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
875+ 2.99% |
$63.3K - $75.6K
|
30.1K
$2.62M
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
589+ 103.33% |
$42.6K - $50.9K
|
1.16K
$101K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
120KNew |
$8.67M - $10.4M
|
120K
$10.4M
|
|
| Q1 2025 | |||||||
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
56.6K+ 856.05% |
$4.53M - $4.97M
|
63.2K
$5.5M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
15.1K+ 7.28% |
$1.21M - $1.32M
|
223K
$19.4M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.61K- 91.91% |
$209K - $229K
|
230
$20K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 2.59% |
$101K - $111K
|
47.7K
$4.15M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
29.3KNew |
$2.34M - $2.57M
|
29.3K
$2.55M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.03% |
$1.04K - $1.14K
|
45.4K
$3.95M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.81KNew |
$545K - $598K
|
6.81K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.97KNew |
$397K - $435K
|
4.97K
$432K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 298.19% |
$43.6M - $47.8M
|
728K
$63.3M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
143K+ 79.62% |
$11.5M - $12.6M
|
323K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.58K+ 79.73% |
$206K - $226K
|
5.82K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
90.3KNew |
$7.22M - $7.92M
|
90.3K
$7.86M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-34- 1.17% |
$2.72K - $2.98K
|
2.88K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.02KNew |
$561K - $616K
|
7.02K
$611K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.28K+ 88.52% |
$262K - $288K
|
6.98K
$607K
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 65.35% |
$869K - $953K
|
27.5K
$2.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5K+ 124.24% |
$400K - $439K
|
9.03K
$786K
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-74.1K- 75.71% |
$5.93M - $6.5M
|
23.8K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
425+ 0.54% |
$34K - $37.3K
|
78.4K
$6.82M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 103.84% |
$9.32M - $10.2M
|
229K
$19.9M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$199K - $218K
|
2.49K
$216K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.76K - $1.93K
|
22
$1.91K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-154- 0.07% |
$12.3K - $13.5K
|
217K
$18.9M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$6.4K - $7.02K
|
80
$6.96K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.6K+ 2546.98% |
$6.84M - $7.5M
|
88.9K
$7.73M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 16.0% |
$117K - $129K
|
10.7K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.79K+ 143.6% |
$223K - $245K
|
4.74K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.2K+ 208.78% |
$5.37M - $5.9M
|
99.4K
$8.65M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
247+ 21.08% |
$19.8K - $21.7K
|
1.42K
$123K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.73KNew |
$298K - $327K
|
3.73K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46.3KNew |
$3.7M - $4.06M
|
46.3K
$4.02M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131New |
$10.5K - $11.5K
|
131
$11.4K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.18K+ 28.81% |
$414K - $454K
|
23.2K
$2.01M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 15.81% |
$579K - $635K
|
53.1K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356K+ 105.91% |
$28.5M - $31.3M
|
693K
$60.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
283K+ 647.88% |
$22.6M - $24.8M
|
327K
$28.4M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.21KNew |
$257K - $281K
|
3.21K
$279K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 9.43% |
$835K - $916K
|
121K
$10.5M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
132+ 2.62% |
$10.6K - $11.6K
|
5.17K
$450K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
300+ 6.52% |
$24K - $26.3K
|
4.9K
$426K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-225- 5.88% |
$18K - $19.7K
|
3.6K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
87New |
$6.96K - $7.63K
|
87
$7.57K
|
|