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 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-154- 0.07% |
$12.3K - $13.5K
|
217K
$18.9M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-225- 5.88% |
$18K - $19.7K
|
3.6K
$313K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-250- 3.99% |
$20K - $21.9K
|
6.02K
$524K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-278- 1.71% |
$22.2K - $24.4K
|
16K
$1.39M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-405- 10.73% |
$32.4K - $35.5K
|
3.37K
$293K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-435- 0.48% |
$34.8K - $38.2K
|
90.3K
$7.85M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-835- 16.31% |
$66.8K - $73.2K
|
4.29K
$373K
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 4.39% |
$80.2K - $88K
|
21.8K
$1.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.04K- 9.31% |
$82.8K - $90.8K
|
10.1K
$877K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.27K- 2.59% |
$101K - $111K
|
47.7K
$4.15M
|
|
|
Apr 22, 2025
Q1 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-1.78K- 1.81% |
$143K - $156K
|
96.9K
$8.43M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.61K- 91.91% |
$209K - $229K
|
230
$20K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14K- 77.2% |
$1.12M - $1.23M
|
4.14K
$360K
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.4K- 5.38% |
$1.15M - $1.26M
|
253K
$22M
|
|
|
May 14, 2025
Q1 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-74.1K- 75.71% |
$5.93M - $6.5M
|
23.8K
$2.07M
|
|
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-330K- 99.01% |
$26.4M - $28.9M
|
3.31K
$288K
|