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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-2.4K- 1.07% |
$207K - $221K
|
221K
$20M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.74K+ 7.93% |
$321K - $344K
|
50.8K
$4.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 0.02% |
$85.9 - $92.1
|
5.79K
$523K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 4.38% |
$319K - $342K
|
88.5K
$8M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.07K+ 3.06% |
$92.2K - $98.8K
|
36.1K
$3.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99K+ 1.51% |
$171K - $183K
|
134K
$12.1M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 16.98% |
$1.55K - $1.66K
|
124
$11.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-355- 6.29% |
$30.5K - $32.7K
|
5.29K
$479K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
115+ 2.64% |
$9.88K - $10.6K
|
4.47K
$405K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
995+ 7.04% |
$85.5K - $91.7K
|
15.1K
$1.37M
|
|
|
Oct 29, 2025
Q3 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
4.86KNew |
$418K - $448K
|
4.86K
$440K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
39KNew |
$3.35M - $3.59M
|
39K
$3.53M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
87+ 30.21% |
$7.48K - $8.01K
|
375
$33.9K
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-15.3K- 21.63% |
$1.31M - $1.41M
|
55.4K
$5.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.42K- 44.73% |
$208K - $223K
|
2.99K
$270K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.26K- 14.02% |
$795K - $853K
|
56.8K
$5.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-108- 3.58% |
$9.28K - $9.95K
|
2.91K
$263K
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.29K- 31.56% |
$111K - $119K
|
2.8K
$253K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
26New |
$2.23K - $2.4K
|
26
$2.35K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.41K- 8.85% |
$121K - $130K
|
14.6K
$1.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 3.46% |
$141K - $151K
|
49K
$4.43M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 37.08% |
$158K - $170K
|
3.12K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.66K- 6.0% |
$400K - $429K
|
72.9K
$6.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
83.1K+ 84.25% |
$7.14M - $7.66M
|
182K
$16.4M
|
|
|
Oct 21, 2025
Q3 2025
|
First National Bank Sioux Falls
|
BUY
|
- |
8.7KNew |
$747K - $801K
|
8.7K
$786K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
8.08K+ 10.54% |
$695K - $745K
|
84.8K
$7.66M
|
|
|
Oct 21, 2025
Q3 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
7.42K+ 35.84% |
$638K - $684K
|
28.1K
$2.54M
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.67KNew |
$230K - $246K
|
2.67K
$242K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.12% |
$945 - $1.01K
|
9.51K
$860K
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.33KNew |
$286K - $306K
|
3.33K
$301K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
240+ 8.51% |
$20.6K - $22.1K
|
3.06K
$277K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
17.1K+ 14.46% |
$1.47M - $1.58M
|
135K
$12.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
28.8KNew |
$2.47M - $2.65M
|
28.8K
$2.6M
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
8K+ 194.01% |
$688K - $737K
|
12.1K
$1.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-971- 26.21% |
$83.4K - $89.4K
|
2.73K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.14K+ 76.55% |
$270K - $289K
|
7.24K
$655K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.01K- 6.69% |
$516K - $554K
|
83.8K
$7.58M
|
|
|
Oct 14, 2025
Q3 2025
|
Prism Advisors, Inc.
|
BUY
|
- |
5.46K+ 2.69% |
$469K - $503K
|
208K
$18.8M
|
|
|
Oct 10, 2025
Q3 2025
|
Bowman & CO S.C.
|
BUY
|
- |
147+ 0.41% |
$12.6K - $13.5K
|
35.9K
$3.24M
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
347+ 3.22% |
$29.8K - $32K
|
11.1K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 8.19% |
$86K - $92.2K
|
11.2K
$1.01M
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
2.23K+ 37.35% |
$192K - $205K
|
8.2K
$742K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-91- 0.3% |
$7.82K - $8.38K
|
30.6K
$2.76M
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.48K+ 4.51% |
$127K - $136K
|
34.2K
$3.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
151KNew |
$13M - $13.9M
|
151K
$13.7M
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
780+ 0.76% |
$67K - $71.9K
|
103K
$9.35M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.13K+ 183.95% |
$183K - $196K
|
3.29K
$298K
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.39K+ 1.99% |
$205K - $220K
|
122K
$11.1M
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-427- 7.34% |
$30.9K - $36.9K
|
5.39K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
925+ 20.56% |
$66.9K - $79.9K
|
5.42K
$490K
|
|