Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q1 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
261KNew |
$14.5M - $16.8M
|
261K
$22.5M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
143K+ 104.66% |
$7.96M - $9.22M
|
280K
$24.3M
|
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
128KNew |
$7.08M - $8.21M
|
128K
$11M
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
35.2K+ 97.04% |
$1.95M - $2.26M
|
71.4K
$6.18M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.8K+ 196.23% |
$765K - $886K
|
20.8K
$1.8M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
13.2K+ 38.65% |
$730K - $845K
|
47.2K
$4.08M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.89KNew |
$437K - $507K
|
7.89K
$682K
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.96KNew |
$386K - $447K
|
6.96K
$601K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.39K+ 355.81% |
$299K - $346K
|
6.9K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.46K+ 39.86% |
$248K - $287K
|
15.7K
$1.35M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2.47K+ 1.42% |
$137K - $159K
|
177K
$15.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
1.27KNew |
$70.7K - $81.9K
|
1.27K
$110K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.18K+ 6.37% |
$65.2K - $75.6K
|
19.6K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
786+ 13.66% |
$43.6K - $50.5K
|
6.54K
$565K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
716+ 79.2% |
$39.7K - $46K
|
1.62K
$140K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
586+ 6.56% |
$32.5K - $37.7K
|
9.51K
$823K
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
218+ 5.28% |
$12.1K - $14K
|
4.35K
$376K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
194New |
$10.8K - $12.5K
|
194
$16.8K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
167+ 77.31% |
$9.26K - $10.7K
|
383
$33.1K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$5.55K - $6.43K
|
100
$8.65K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
13+ 0.33% |
$721 - $835
|
3.94K
$340K
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
13+ 3.3% |
$721 - $835
|
407
$35.2K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-28- 1.66% |
$1.55K - $1.8K
|
1.66K
$143K
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-100- 1.49% |
$5.55K - $6.43K
|
6.6K
$571K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-241- 6.55% |
$13.4K - $15.5K
|
3.44K
$297K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-241- 6.58% |
$13.4K - $15.5K
|
3.42K
$296K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-255- 26.29% |
$14.1K - $16.4K
|
715
$61.8K
|
|
|
May 05, 2023
Q1 2023
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-331- 7.99% |
$18.4K - $21.3K
|
3.81K
$330K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-878- 28.62% |
$48.7K - $56.4K
|
2.19K
$189K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.72K- 7.89% |
$95.4K - $111K
|
20.1K
$1.74M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-2.46K- 2.14% |
$136K - $158K
|
113K
$9.73M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.1K- 20.14% |
$172K - $199K
|
12.3K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.92K- 1.52% |
$217K - $252K
|
255K
$22M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.82K- 53.68% |
$378K - $438K
|
5.89K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-89.2K- 65.04% |
$4.95M - $5.73M
|
48K
$4.15M
|