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 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
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
2.84KNew |
$227K - $249K
|
2.84K
$247K
|
|
|
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 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
752+ 1.22% |
$60.1K - $66K
|
62.5K
$5.44M
|
|
|
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
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
570New |
$45.6K - $50K
|
570
$49.6K
|
|
|
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
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-5- 0.19% |
$400 - $439
|
2.64K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.03% |
$1.04K - $1.14K
|
45.4K
$3.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-34- 11.97% |
$2.72K - $2.98K
|
250
$21.7K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-34- 1.17% |
$2.72K - $2.98K
|
2.88K
$251K
|
|
|
Apr 09, 2025
Q1 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
SELL
|
- |
-36- 0.12% |
$2.88K - $3.16K
|
31.2K
$2.72M
|