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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 45.67% |
$765K - $914K
|
33.7K
$2.94M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
149K+ 20.5% |
$10.8M - $12.9M
|
877K
$76.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 3.68% |
$123K - $147K
|
48K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-150K- 45.81% |
$10.8M - $12.9M
|
177K
$15.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.85K- 73.73% |
$568K - $678K
|
2.8K
$244K
|
|
|
Aug 14, 2025
Q2 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
1.12K+ 21.75% |
$81.3K - $97.1K
|
6.29K
$549K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-287- 3.18% |
$20.8K - $24.8K
|
8.74K
$762K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
66+ 1.72% |
$4.77K - $5.7K
|
3.9K
$340K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.76% |
$72.3 - $86.4
|
130
$11.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.36K+ 5.38% |
$243K - $290K
|
65.9K
$5.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-14.5K- 14.61% |
$1.05M - $1.26M
|
84.9K
$7.4M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
973+ 14.28% |
$70.4K - $84.1K
|
7.79K
$679K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 96.04% |
$223K - $266K
|
127
$11.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.84K+ 19.48% |
$639K - $763K
|
54.2K
$4.72M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14.9K+ 300.54% |
$1.08M - $1.29M
|
19.9K
$1.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
208+ 36.05% |
$15K - $18K
|
785
$68.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-13.8K- 6.03% |
$998K - $1.19M
|
215K
$18.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452K+ 65.2% |
$32.7M - $39M
|
1.14M
$99.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-66- 1.77% |
$4.77K - $5.7K
|
3.67K
$320K
|
|
|
Aug 14, 2025
Q2 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-5.66K- 6.26% |
$409K - $489K
|
84.6K
$7.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.1KNew |
$729K - $871K
|
10.1K
$879K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.23K- 17.46% |
$88.7K - $106K
|
5.8K
$505K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
925+ 20.56% |
$66.9K - $79.9K
|
5.42K
$473K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
130KNew |
$9.38M - $11.2M
|
130K
$11.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-427- 7.34% |
$30.9K - $36.9K
|
5.39K
$470K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.08% |
$362 - $432
|
6.02K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219K+ 246.07% |
$15.8M - $18.9M
|
308K
$26.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.63KNew |
$190K - $227K
|
2.63K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.9K- 3.99% |
$933K - $1.11M
|
310K
$27M
|
|
|
Aug 13, 2025
Q2 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-820- 1.05% |
$59.3K - $70.8K
|
77.6K
$6.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
14.8KNew |
$1.07M - $1.28M
|
14.8K
$1.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42+ 18.26% |
$3.04K - $3.63K
|
272
$23.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
984K+ 1152.21% |
$71.2M - $85M
|
1.07M
$93.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
287+ 20.23% |
$20.8K - $24.8K
|
1.71K
$149K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 16.04% |
$766K - $915K
|
76.7K
$6.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.21K- 17.36% |
$666K - $796K
|
43.9K
$3.82M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
2.87K+ 66.11% |
$207K - $248K
|
7.2K
$628K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
548K+ 37.52% |
$39.6M - $47.3M
|
2.01M
$175M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.93K+ 7.1% |
$573K - $685K
|
120K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$747K - $892K
|
10.3K
$900K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 14.68% |
$107K - $128K
|
8.6K
$750K
|
|
|
Aug 12, 2025
Q2 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-10.1K- 42.42% |
$730K - $872K
|
13.7K
$1.19M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 8.74% |
$431K - $515K
|
74.2K
$6.47M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
666KNew |
$48.2M - $57.6M
|
666K
$58.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.31K+ 31.95% |
$95K - $113K
|
5.42K
$473K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 21.84% |
$1.37K - $1.64K
|
106
$9.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-75.9K- 80.63% |
$5.49M - $6.56M
|
18.2K
$1.59M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-260- 7.22% |
$18.8K - $22.5K
|
3.34K
$291K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.33KNew |
$458K - $547K
|
6.33K
$552K
|