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 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.18K+ 28.81% |
$414K - $454K
|
23.2K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
5K+ 124.24% |
$400K - $439K
|
9.03K
$786K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.97KNew |
$397K - $435K
|
4.97K
$432K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.96KNew |
$397K - $435K
|
4.96K
$431K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
4.52KNew |
$362K - $397K
|
4.52K
$393K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
4.34KNew |
$347K - $380K
|
4.34K
$377K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.12KNew |
$329K - $361K
|
4.12K
$358K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.02K+ 5.16% |
$321K - $352K
|
81.8K
$7.12M
|
|
|
May 05, 2025
Q1 2025
|
Verus Financial Partners, Inc.
|
BUY
|
- |
3.92KNew |
$313K - $344K
|
3.92K
$341K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.84KNew |
$307K - $337K
|
3.84K
$334K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.84KNew |
$307K - $336K
|
3.84K
$334K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.82KNew |
$305K - $335K
|
3.82K
$332K
|
|
|
May 14, 2025
Q1 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
3.73KNew |
$298K - $327K
|
3.73K
$325K
|
|
|
Apr 21, 2025
Q1 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
3.52KNew |
$281K - $308K
|
3.52K
$306K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.28K+ 88.52% |
$262K - $288K
|
6.98K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.21KNew |
$257K - $281K
|
3.21K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.08KNew |
$246K - $270K
|
3.08K
$267K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
3.07KNew |
$246K - $270K
|
3.07K
$267K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.82KNew |
$225K - $247K
|
2.82K
$245K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
2.79K+ 143.6% |
$223K - $245K
|
4.74K
$412K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.65K+ 572.35% |
$212K - $232K
|
3.11K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.58K+ 79.73% |
$206K - $226K
|
5.82K
$506K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
2.49KNew |
$199K - $218K
|
2.49K
$216K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
2.15K+ 86.59% |
$172K - $189K
|
4.64K
$403K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.47K+ 16.0% |
$117K - $129K
|
10.7K
$927K
|
|
|
Apr 22, 2025
Q1 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
994+ 26.16% |
$79.5K - $87.2K
|
4.79K
$417K
|
|
|
Apr 16, 2025
Q1 2025
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
870New |
$69.6K - $76.3K
|
870
$75.7K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
760+ 20.16% |
$60.8K - $66.7K
|
4.53K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577New |
$46.1K - $50.6K
|
577
$50.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
575+ 5.74% |
$46K - $50.4K
|
10.6K
$922K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
431+ 828.85% |
$34.5K - $37.8K
|
483
$42K
|
|
|
May 14, 2025
Q1 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
425+ 0.54% |
$34K - $37.3K
|
78.4K
$6.82M
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
349+ 6.42% |
$27.9K - $30.6K
|
5.78K
$503K
|
|
|
May 12, 2025
Q1 2025
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
300+ 6.52% |
$24K - $26.3K
|
4.9K
$426K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
247+ 21.08% |
$19.8K - $21.7K
|
1.42K
$123K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
150New |
$12K - $13.2K
|
150
$13K
|
|
|
May 12, 2025
Q1 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
132+ 2.62% |
$10.6K - $11.6K
|
5.17K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
131New |
$10.5K - $11.5K
|
131
$11.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
125+ 1.39% |
$10K - $11K
|
9.11K
$792K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
87New |
$6.96K - $7.63K
|
87
$7.57K
|
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
80New |
$6.4K - $7.02K
|
80
$6.96K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
29+ 0.88% |
$2.32K - $2.54K
|
3.34K
$290K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
22New |
$1.76K - $1.93K
|
22
$1.91K
|
|
|
Apr 10, 2025
Q1 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
9+ 0.17% |
$720 - $789
|
5.19K
$452K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.1KNew |
$5.28M - $5.91M
|
66.1K
$5.75M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
6.09KNew |
$487K - $544K
|
6.09K
$529K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$522K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$237K - $265K
|
2.96K
$258K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.59KNew |
$207K - $232K
|
2.59K
$225K
|
|