Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
630K+ 75.95% |
$50.4M - $55.3M
|
1.46M
$127M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
545K+ 298.19% |
$43.6M - $47.8M
|
728K
$63.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
356K+ 105.91% |
$28.5M - $31.3M
|
693K
$60.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
283K+ 647.88% |
$22.6M - $24.8M
|
327K
$28.4M
|
|
|
Apr 22, 2025
Q1 2025
|
Systelligence, LLC
|
BUY
|
- |
165KNew |
$13.2M - $14.5M
|
165K
$14.4M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
143K+ 79.62% |
$11.5M - $12.6M
|
323K
$28.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
117K+ 103.84% |
$9.32M - $10.2M
|
229K
$19.9M
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
112KNew |
$8.93M - $9.8M
|
112K
$9.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
104K+ 153.76% |
$8.34M - $9.15M
|
172K
$15M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
94.2KNew |
$7.53M - $8.26M
|
94.2K
$8.19M
|
|
|
May 15, 2025
Q1 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
90.3KNew |
$7.22M - $7.92M
|
90.3K
$7.86M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
85.6K+ 2546.98% |
$6.84M - $7.5M
|
88.9K
$7.73M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
81.2K+ 162.07% |
$6.49M - $7.12M
|
131K
$11.4M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
69.1K+ 424.16% |
$5.53M - $6.06M
|
85.4K
$7.43M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
67.2K+ 208.78% |
$5.37M - $5.9M
|
99.4K
$8.65M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
62.7K+ 1137.86% |
$5.02M - $5.5M
|
68.2K
$5.94M
|
|
|
Jun 12, 2025
Q1 2025
|
Optima Capital LLC
Portland, OR |
BUY
|
- |
56.6K+ 856.05% |
$4.53M - $4.97M
|
63.2K
$5.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
53.5K+ 1247.24% |
$4.28M - $4.69M
|
57.8K
$5.02M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
51.1K+ 1618.42% |
$4.09M - $4.49M
|
54.3K
$4.72M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
48.3K+ 6660.0% |
$3.86M - $4.24M
|
49K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
46.3KNew |
$3.7M - $4.06M
|
46.3K
$4.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
43.5KNew |
$3.48M - $3.81M
|
43.5K
$3.78M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
33.3KNew |
$2.66M - $2.92M
|
33.3K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
33.1KNew |
$2.65M - $2.9M
|
33.1K
$2.88M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
29.3KNew |
$2.34M - $2.57M
|
29.3K
$2.55M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29.2KNew |
$2.34M - $2.56M
|
29.2K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
28.6K+ 38.81% |
$2.29M - $2.51M
|
102K
$8.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
25.9KNew |
$2.07M - $2.27M
|
25.9K
$2.26M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
16.3K+ 82.21% |
$1.3M - $1.43M
|
36.2K
$3.15M
|
|
|
May 28, 2025
Q1 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
BUY
|
- |
15.1K+ 7.28% |
$1.21M - $1.32M
|
223K
$19.4M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
14.9KNew |
$1.19M - $1.31M
|
14.9K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.1K+ 2441.8% |
$1.13M - $1.24M
|
14.7K
$1.28M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
12.4K+ 13.29% |
$989K - $1.08M
|
105K
$9.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
12.1KNew |
$967K - $1.06M
|
12.1K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
11.7KNew |
$938K - $1.03M
|
11.7K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
10.9K+ 65.35% |
$869K - $953K
|
27.5K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.6K+ 15.61% |
$850K - $932K
|
78.7K
$6.85M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.4K+ 9.43% |
$835K - $916K
|
121K
$10.5M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
9.05KNew |
$723K - $794K
|
9.05K
$787K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
8.52KNew |
$681K - $747K
|
8.52K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
7.66KNew |
$613K - $672K
|
7.66K
$667K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.24K+ 15.81% |
$579K - $635K
|
53.1K
$4.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
7.16K+ 20.68% |
$573K - $628K
|
41.8K
$3.63M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.02KNew |
$561K - $616K
|
7.02K
$611K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.81KNew |
$545K - $598K
|
6.81K
$593K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
6.77KNew |
$541K - $594K
|
6.77K
$589K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.53KNew |
$442K - $485K
|
5.53K
$481K
|
|
|
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
|