Latest Institutional Purchases of Wisdomtree Tr Wisdomtree U.S. (WTV)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (WTV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.65M+ 1256.61% |
$119M - $143M
|
1.78M
$155M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.11MNew |
$80.5M - $96.2M
|
1.11M
$97M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
984K+ 1152.21% |
$71.2M - $85M
|
1.07M
$93.3M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
666KNew |
$48.2M - $57.6M
|
666K
$58.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
548K+ 37.52% |
$39.6M - $47.3M
|
2.01M
$175M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
452K+ 65.2% |
$32.7M - $39M
|
1.14M
$99.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
219K+ 246.07% |
$15.8M - $18.9M
|
308K
$26.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
176KNew |
$12.7M - $15.2M
|
176K
$15.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
175KNew |
$12.7M - $15.1M
|
175K
$15.3M
|
|
|
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
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
130KNew |
$9.38M - $11.2M
|
130K
$11.3M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
129K+ 4193.95% |
$9.33M - $11.1M
|
132K
$11.5M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
120KNew |
$8.69M - $10.4M
|
120K
$10.5M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
120KNew |
$8.67M - $10.4M
|
120K
$10.5M
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
118KNew |
$8.55M - $10.2M
|
118K
$10.3M
|
|
|
Jul 29, 2025
Q2 2025
|
Systelligence, LLC
|
BUY
|
- |
62.8K+ 38.05% |
$4.54M - $5.43M
|
228K
$19.9M
|
|
|
Jul 22, 2025
Q2 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
59KNew |
$4.27M - $5.1M
|
59K
$5.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
47.1KNew |
$3.41M - $4.07M
|
47.1K
$4.11M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
44.3K+ 25.71% |
$3.2M - $3.82M
|
216K
$18.9M
|
|
|
Jul 30, 2025
Q2 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
39.6K+ 91.02% |
$2.86M - $3.42M
|
83K
$7.24M
|
|
|
Jul 09, 2025
Q2 2025
|
Bowman & CO S.C.
|
BUY
|
- |
35.7KNew |
$2.58M - $3.09M
|
35.7K
$3.11M
|
|
|
Jul 17, 2025
Q2 2025
|
Cooper Financial Group
|
BUY
|
- |
30.6KNew |
$2.22M - $2.65M
|
30.6K
$2.67M
|
|
|
Aug 05, 2025
Q2 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
29.7K+ 253.1% |
$2.15M - $2.57M
|
41.4K
$3.61M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.8K+ 28.2% |
$2.09M - $2.49M
|
131K
$11.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.8K+ 337.58% |
$2.08M - $2.49M
|
37.3K
$3.25M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
25.4KNew |
$1.83M - $2.19M
|
25.4K
$2.21M
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
23.8K+ 22.61% |
$1.72M - $2.06M
|
129K
$11.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
20.7KNew |
$1.5M - $1.79M
|
20.7K
$1.81M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20K+ 25.39% |
$1.45M - $1.73M
|
98.7K
$8.6M
|
|
|
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 13, 2025
Q2 2025
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
14.8KNew |
$1.07M - $1.28M
|
14.8K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.6K+ 16.04% |
$766K - $915K
|
76.7K
$6.68M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.6K+ 45.67% |
$765K - $914K
|
33.7K
$2.94M
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.3KNew |
$747K - $892K
|
10.3K
$900K
|
|
|
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
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.84K+ 19.48% |
$639K - $763K
|
54.2K
$4.72M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
8.61K+ 155.82% |
$623K - $744K
|
14.1K
$1.23M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.29K+ 14.35% |
$600K - $716K
|
66K
$5.76M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
8.21K+ 181.65% |
$594K - $710K
|
12.7K
$1.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
7.93K+ 7.1% |
$573K - $685K
|
120K
$10.4M
|
|
|
Jul 14, 2025
Q2 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
7.4K+ 11.7% |
$535K - $639K
|
70.6K
$6.16M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.77K+ 149.37% |
$489K - $584K
|
11.3K
$984K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.33KNew |
$458K - $547K
|
6.33K
$552K
|
|
|
Jul 22, 2025
Q2 2025
|
Country Club Bank
|
BUY
|
- |
5.97KNew |
$432K - $516K
|
5.97K
$520K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.96K+ 8.74% |
$431K - $515K
|
74.2K
$6.47M
|
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.75K+ 94.43% |
$416K - $497K
|
11.8K
$1.03M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
5.67K+ 5.85% |
$410K - $490K
|
103K
$8.94M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.41KNew |
$391K - $467K
|
5.41K
$471K
|
|
|
Aug 07, 2025
Q2 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.75K+ 2.18% |
$343K - $410K
|
222K
$19.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
4.59KNew |
$332K - $397K
|
4.59K
$400K
|