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 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 9.38% |
$5.32K - $5.64K
|
725
$58.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
54New |
$3.83K - $4.06K
|
54
$4.36K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-422- 5.54% |
$29.9K - $31.8K
|
7.2K
$581K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$5.04K - $5.67K
|
75
$6.05K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.43KNew |
$365K - $411K
|
5.43K
$439K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.91K+ 10.93% |
$263K - $296K
|
39.7K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66KNew |
$650K - $730K
|
9.66K
$780K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73KNew |
$183K - $206K
|
2.73K
$220K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.83K- 27.2% |
$123K - $138K
|
4.89K
$394K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 0.88% |
$1.95K - $2.19K
|
3.33K
$269K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
220New |
$14.8K - $16.6K
|
220
$17.8K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 47.02% |
$840K - $944K
|
14.1K
$1.14M
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
138New |
$9.28K - $10.4K
|
138
$11.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-238- 43.51% |
$16K - $18K
|
309
$24.9K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
100+ 2.22% |
$6.73K - $7.56K
|
4.6K
$371K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10.4KNew |
$701K - $788K
|
10.4K
$841K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-78- 6.33% |
$5.25K - $5.9K
|
1.16K
$93.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
164New |
$11K - $12.4K
|
164
$13.2K
|
|
| Q4 2023 | |||||||
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$172K - $203K
|
2.95K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
75New |
$4.37K - $5.18K
|
75
$6.05K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.1KNew |
$181K - $214K
|
3.1K
$250K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.05KNew |
$119K - $141K
|
2.05K
$165K
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.72KNew |
$216K - $256K
|
3.72K
$300K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
358New |
$20.8K - $24.7K
|
358
$28.9K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 400.0% |
$24.4K - $26.1K
|
500
$40.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77KNew |
$230K - $246K
|
3.77K
$305K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-506- 72.91% |
$30.9K - $33K
|
188
$15.2K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$977 - $1.04K
|
3.97K
$320K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.68KNew |
$224K - $240K
|
3.68K
$297K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.9KNew |
$2.43M - $2.6M
|
39.9K
$3.22M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-14.3K- 71.18% |
$808K - $894K
|
5.79K
$467K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.89KNew |
$437K - $507K
|
7.89K
$636K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-255- 26.29% |
$14.1K - $16.4K
|
715
$57.7K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-331- 7.99% |
$18.4K - $21.3K
|
3.81K
$308K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$5.55K - $6.43K
|
100
$8.07K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
194New |
$10.8K - $12.5K
|
194
$15.7K
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
128KNew |
$7.08M - $8.21M
|
128K
$10.3M
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$945 - $1.09K
|
18
$1.45K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55KNew |
$81.3K - $93.5K
|
1.55K
$125K
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-375- 72.25% |
$19.7K - $22.7K
|
144
$11.6K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-209- 48.6% |
$11K - $12.6K
|
221
$17.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.63K- 28.41% |
$85.7K - $98.6K
|
4.11K
$332K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-9- 0.02% |
$459 - $546
|
52.1K
$4.21M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15KNew |
$764K - $908K
|
15K
$1.21M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.6% |
$209 - $252
|
672
$54.2K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$52.2 - $63.1
|
1
$80.7
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$835 - $1.01K
|
16
$1.29K
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-9.34KClosed |
$488K - $589K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
394New |
$20.6K - $24.9K
|
394
$31.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-50- 0.72% |
$2.61K - $3.16K
|
6.94K
$560K
|
|