Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q1 2024. 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 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
189KNew |
$12.7M - $14.3M
|
189K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
106K+ 1106.47% |
$7.12M - $8.01M
|
115K
$9.7M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
70.5K+ 21.49% |
$4.74M - $5.33M
|
399K
$33.5M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
49.4KNew |
$3.32M - $3.74M
|
49.4K
$4.15M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
30.9K+ 548.26% |
$2.08M - $2.34M
|
36.5K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
25.1K+ 94.34% |
$1.69M - $1.9M
|
51.7K
$4.34M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.7KNew |
$1.26M - $1.41M
|
18.7K
$1.57M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 16.81% |
$1.11M - $1.25M
|
115K
$9.62M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.5K+ 16.81% |
$1.11M - $1.25M
|
115K
$9.62M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
14K+ 38.13% |
$941K - $1.06M
|
50.7K
$4.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.1K+ 24.66% |
$811K - $912K
|
61K
$5.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$701K - $788K
|
10.4K
$875K
|
|
|
Apr 30, 2024
Q1 2024
|
Mason & Associates, LLC
Newport News, VA |
BUY
|
- |
10.4KNew |
$701K - $788K
|
10.4K
$875K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
9.66KNew |
$650K - $730K
|
9.66K
$811K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.85K+ 14.69% |
$595K - $669K
|
69K
$5.8M
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.01KNew |
$538K - $605K
|
8.01K
$672K
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.9KNew |
$397K - $446K
|
5.9K
$495K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
5.43KNew |
$365K - $411K
|
5.43K
$456K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.91K+ 10.93% |
$263K - $296K
|
39.7K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73KNew |
$183K - $206K
|
2.73K
$229K
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.59K+ 26.74% |
$174K - $196K
|
12.3K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
2.33K+ 34.29% |
$156K - $176K
|
9.11K
$764K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
1.99K+ 2.24% |
$134K - $151K
|
91.1K
$7.64M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.95KNew |
$131K - $147K
|
1.95K
$163K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.37K+ 0.76% |
$92.3K - $104K
|
183K
$15.3M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.32K+ 20.89% |
$88.9K - $99.9K
|
7.65K
$642K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
566+ 4.04% |
$38.1K - $42.8K
|
14.6K
$1.22M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
543+ 1.25% |
$36.5K - $41.1K
|
43.9K
$3.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
500+ 0.21% |
$33.6K - $37.8K
|
240K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
303+ 6.34% |
$20.4K - $22.9K
|
5.09K
$427K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
232+ 0.46% |
$15.6K - $17.5K
|
50.5K
$4.24M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
220New |
$14.8K - $16.6K
|
220
$18.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
164New |
$11K - $12.4K
|
164
$13.8K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
138New |
$9.28K - $10.4K
|
138
$11.6K
|
|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
100+ 2.22% |
$6.73K - $7.56K
|
4.6K
$386K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$5.04K - $5.67K
|
75
$6.3K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
71+ 2.32% |
$4.78K - $5.37K
|
3.13K
$263K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
41+ 17.23% |
$2.76K - $3.1K
|
279
$23.4K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 0.88% |
$1.95K - $2.19K
|
3.33K
$280K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
7+ 0.05% |
$471 - $529
|
14.6K
$1.22M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2+ 0.06% |
$135 - $151
|
3.09K
$259K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-18- 0.59% |
$1.21K - $1.36K
|
3.03K
$254K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-29- 7.82% |
$1.95K - $2.19K
|
342
$28.7K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-34- 0.13% |
$2.29K - $2.57K
|
25.2K
$2.11M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-78- 6.33% |
$5.25K - $5.9K
|
1.16K
$97K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-190- 46.8% |
$12.8K - $14.4K
|
216
$18.1K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-238- 43.51% |
$16K - $18K
|
309
$25.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-276- 1.01% |
$18.6K - $20.9K
|
27K
$2.27M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-310- 0.69% |
$20.9K - $23.4K
|
44.9K
$3.77M
|