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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
630K+ 75.95% |
$50.4M - $55.3M
|
1.46M
$116M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356K+ 105.91% |
$28.5M - $31.3M
|
693K
$55.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
165KNew |
$13.2M - $14.5M
|
165K
$13.1M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
112KNew |
$8.93M - $9.8M
|
112K
$8.89M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 153.76% |
$8.34M - $9.15M
|
172K
$13.7M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
94.2KNew |
$7.53M - $8.26M
|
94.2K
$7.49M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 162.07% |
$6.49M - $7.12M
|
131K
$10.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.1K+ 424.16% |
$5.53M - $6.06M
|
85.4K
$6.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62.7K+ 1137.86% |
$5.02M - $5.5M
|
68.2K
$5.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 1247.24% |
$4.28M - $4.69M
|
57.8K
$4.6M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.1K+ 1618.42% |
$4.09M - $4.49M
|
54.3K
$4.32M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.3K+ 6660.0% |
$3.86M - $4.24M
|
49K
$3.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
43.5KNew |
$3.48M - $3.81M
|
43.5K
$3.46M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.3KNew |
$2.66M - $2.92M
|
33.3K
$2.65M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
33.1KNew |
$2.65M - $2.9M
|
33.1K
$2.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.2KNew |
$2.34M - $2.56M
|
29.2K
$2.33M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 38.81% |
$2.29M - $2.51M
|
102K
$8.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
25.9KNew |
$2.07M - $2.27M
|
25.9K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 82.21% |
$1.3M - $1.43M
|
36.2K
$2.88M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$1.19M - $1.31M
|
14.9K
$1.18M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 2441.8% |
$1.13M - $1.24M
|
14.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.4K+ 13.29% |
$989K - $1.08M
|
105K
$8.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$967K - $1.06M
|
12.1K
$962K
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11.7KNew |
$938K - $1.03M
|
11.7K
$934K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 15.61% |
$850K - $932K
|
78.7K
$6.26M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 9.43% |
$835K - $916K
|
121K
$9.64M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.05KNew |
$723K - $794K
|
9.05K
$720K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.52KNew |
$681K - $747K
|
8.52K
$678K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$613K - $672K
|
7.66K
$610K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 15.81% |
$579K - $635K
|
53.1K
$4.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.16K+ 20.68% |
$573K - $628K
|
41.8K
$3.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.77KNew |
$541K - $594K
|
6.77K
$539K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53KNew |
$442K - $485K
|
5.53K
$440K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.18K+ 28.81% |
$414K - $454K
|
23.2K
$1.84M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96KNew |
$397K - $435K
|
4.96K
$395K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.52KNew |
$362K - $397K
|
4.52K
$360K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.34KNew |
$347K - $380K
|
4.34K
$345K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.12KNew |
$329K - $361K
|
4.12K
$328K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02K+ 5.16% |
$321K - $352K
|
81.8K
$6.51M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.92KNew |
$313K - $344K
|
3.92K
$312K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.84KNew |
$307K - $337K
|
3.84K
$305K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.84KNew |
$307K - $336K
|
3.84K
$305K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.82KNew |
$305K - $335K
|
3.82K
$304K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.52KNew |
$281K - $308K
|
3.52K
$280K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.21KNew |
$257K - $281K
|
3.21K
$255K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.08KNew |
$246K - $270K
|
3.08K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.07KNew |
$246K - $270K
|
3.07K
$244K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$225K - $247K
|
2.82K
$224K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.65K+ 572.35% |
$212K - $232K
|
3.11K
$248K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.15K+ 86.59% |
$172K - $189K
|
4.64K
$369K
|