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 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 65.35% |
$869K - $953K
|
27.5K
$2.42M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-74.1K- 75.71% |
$5.93M - $6.5M
|
23.8K
$2.1M
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
425+ 0.54% |
$34K - $37.3K
|
78.4K
$6.91M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 103.84% |
$9.32M - $10.2M
|
229K
$20.2M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$199K - $218K
|
2.49K
$219K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.76K - $1.93K
|
22
$1.94K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-154- 0.07% |
$12.3K - $13.5K
|
217K
$19.2M
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$6.4K - $7.02K
|
80
$7.05K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.6K+ 2546.98% |
$6.84M - $7.5M
|
88.9K
$7.84M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.2K+ 208.78% |
$5.37M - $5.9M
|
99.4K
$8.76M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
247+ 21.08% |
$19.8K - $21.7K
|
1.42K
$125K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.73KNew |
$298K - $327K
|
3.73K
$329K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46.3KNew |
$3.7M - $4.06M
|
46.3K
$4.08M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 16.0% |
$117K - $129K
|
10.7K
$939K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131New |
$10.5K - $11.5K
|
131
$11.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.18K+ 28.81% |
$414K - $454K
|
23.2K
$2.04M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 15.81% |
$579K - $635K
|
53.1K
$4.68M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356K+ 105.91% |
$28.5M - $31.3M
|
693K
$61.1M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.21KNew |
$257K - $281K
|
3.21K
$283K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
283K+ 647.88% |
$22.6M - $24.8M
|
327K
$28.8M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 9.43% |
$835K - $916K
|
121K
$10.7M
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
300+ 6.52% |
$24K - $26.3K
|
4.9K
$432K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
132+ 2.62% |
$10.6K - $11.6K
|
5.17K
$456K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-225- 5.88% |
$18K - $19.7K
|
3.6K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
87New |
$6.96K - $7.63K
|
87
$7.67K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
112KNew |
$8.93M - $9.8M
|
112K
$9.85M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.82KNew |
$305K - $335K
|
3.82K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 3.99% |
$20K - $21.9K
|
6.02K
$531K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 15.61% |
$850K - $932K
|
78.7K
$6.94M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577New |
$46.1K - $50.6K
|
577
$50.9K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.1K+ 1618.42% |
$4.09M - $4.49M
|
54.3K
$4.79M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96KNew |
$397K - $435K
|
4.96K
$437K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53KNew |
$442K - $485K
|
5.53K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.84KNew |
$307K - $336K
|
3.84K
$338K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 2441.8% |
$1.13M - $1.24M
|
14.7K
$1.3M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
33.1KNew |
$2.65M - $2.9M
|
33.1K
$2.92M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.34KNew |
$347K - $380K
|
4.34K
$382K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
630K+ 75.95% |
$50.4M - $55.3M
|
1.46M
$129M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02K+ 5.16% |
$321K - $352K
|
81.8K
$7.21M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14K- 77.2% |
$1.12M - $1.23M
|
4.14K
$365K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 38.81% |
$2.29M - $2.51M
|
102K
$9.01M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.3KNew |
$2.66M - $2.92M
|
33.3K
$2.93M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.92KNew |
$313K - $344K
|
3.92K
$345K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.05KNew |
$723K - $794K
|
9.05K
$798K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62.7K+ 1137.86% |
$5.02M - $5.5M
|
68.2K
$6.01M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-435- 0.48% |
$34.8K - $38.2K
|
90.3K
$7.96M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 6.42% |
$27.9K - $30.6K
|
5.78K
$510K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
760+ 20.16% |
$60.8K - $66.7K
|
4.53K
$399K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
431+ 828.85% |
$34.5K - $37.8K
|
483
$42.6K
|