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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-225- 5.88% |
$18K - $19.7K
|
3.6K
$287K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 9.43% |
$835K - $916K
|
121K
$9.64M
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
132+ 2.62% |
$10.6K - $11.6K
|
5.17K
$411K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
300+ 6.52% |
$24K - $26.3K
|
4.9K
$390K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
87New |
$6.96K - $7.63K
|
87
$6.92K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96KNew |
$397K - $435K
|
4.96K
$395K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 15.61% |
$850K - $932K
|
78.7K
$6.26M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577New |
$46.1K - $50.6K
|
577
$45.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.1K+ 1618.42% |
$4.09M - $4.49M
|
54.3K
$4.32M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
33.1KNew |
$2.65M - $2.9M
|
33.1K
$2.63M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 2441.8% |
$1.13M - $1.24M
|
14.7K
$1.17M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$1.19M - $1.31M
|
14.9K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.84KNew |
$307K - $336K
|
3.84K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53KNew |
$442K - $485K
|
5.53K
$440K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
630K+ 75.95% |
$50.4M - $55.3M
|
1.46M
$116M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.3K+ 6660.0% |
$3.86M - $4.24M
|
49K
$3.9M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.34KNew |
$347K - $380K
|
4.34K
$345K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.3KNew |
$2.66M - $2.92M
|
33.3K
$2.65M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 38.81% |
$2.29M - $2.51M
|
102K
$8.14M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14K- 77.2% |
$1.12M - $1.23M
|
4.14K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02K+ 5.16% |
$321K - $352K
|
81.8K
$6.51M
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-5- 0.19% |
$400 - $439
|
2.64K
$210K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62.7K+ 1137.86% |
$5.02M - $5.5M
|
68.2K
$5.43M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.05KNew |
$723K - $794K
|
9.05K
$720K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.52KNew |
$362K - $397K
|
4.52K
$360K
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.92KNew |
$313K - $344K
|
3.92K
$312K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 4.39% |
$80.2K - $88K
|
21.8K
$1.74M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.4K- 5.38% |
$1.15M - $1.26M
|
253K
$20.2M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-435- 0.48% |
$34.8K - $38.2K
|
90.3K
$7.18M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 6.42% |
$27.9K - $30.6K
|
5.78K
$460K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
760+ 20.16% |
$60.8K - $66.7K
|
4.53K
$360K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
431+ 828.85% |
$34.5K - $37.8K
|
483
$38.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 82.21% |
$1.3M - $1.43M
|
36.2K
$2.88M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11.7KNew |
$938K - $1.03M
|
11.7K
$934K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.12KNew |
$329K - $361K
|
4.12K
$328K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 1247.24% |
$4.28M - $4.69M
|
57.8K
$4.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
25.9KNew |
$2.07M - $2.27M
|
25.9K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 162.07% |
$6.49M - $7.12M
|
131K
$10.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 9.31% |
$82.8K - $90.8K
|
10.1K
$802K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-405- 10.73% |
$32.4K - $35.5K
|
3.37K
$268K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.84KNew |
$307K - $337K
|
3.84K
$305K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150New |
$12K - $13.2K
|
150
$11.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$225K - $247K
|
2.82K
$224K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.77KNew |
$541K - $594K
|
6.77K
$539K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 11.97% |
$2.72K - $2.98K
|
250
$19.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.52KNew |
$681K - $747K
|
8.52K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$613K - $672K
|
7.66K
$610K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.16K+ 20.68% |
$573K - $628K
|
41.8K
$3.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 153.76% |
$8.34M - $9.15M
|
172K
$13.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.4K+ 13.29% |
$989K - $1.08M
|
105K
$8.39M
|