Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 24.73% |
$1.6M - $1.94M
|
155K
$13M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.7K+ 24.73% |
$1.6M - $1.94M
|
155K
$13M
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
29.5KNew |
$1.54M - $1.86M
|
29.5K
$2.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.1K+ 18.41% |
$734K - $888K
|
90.5K
$7.6M
|
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.94K+ 106.35% |
$467K - $564K
|
17.3K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.46KNew |
$285K - $345K
|
5.46K
$459K
|
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.54K+ 2.77% |
$237K - $287K
|
169K
$14.2M
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.88KNew |
$202K - $245K
|
3.88K
$325K
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
836+ 17.93% |
$43.6K - $52.8K
|
5.5K
$462K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
833+ 19.04% |
$43.5K - $52.6K
|
5.21K
$437K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
735+ 6.21% |
$38.4K - $46.4K
|
12.6K
$1.05M
|
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
574New |
$30K - $36.2K
|
574
$48.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
400+ 11.73% |
$20.9K - $25.2K
|
3.81K
$320K
|
|
|
Aug 10, 2022
Q2 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
400+ 11.67% |
$20.9K - $25.2K
|
3.83K
$321K
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
394New |
$20.6K - $24.9K
|
394
$33.1K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
220+ 7.28% |
$11.5K - $13.9K
|
3.24K
$272K
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
148+ 0.41% |
$7.72K - $9.34K
|
36K
$3.02M
|
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
71+ 0.06% |
$3.71K - $4.48K
|
121K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$835 - $1.01K
|
16
$1.34K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.6% |
$209 - $252
|
672
$56.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$52.2 - $63.1
|
1
$84
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-16- 0.06% |
$835 - $1.01K
|
27.5K
$2.31M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-50Closed |
$2.61K - $3.16K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-50- 0.72% |
$2.61K - $3.16K
|
6.94K
$583K
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-96- 0.5% |
$5.01K - $6.06K
|
19.1K
$1.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-364- 1.21% |
$19K - $23K
|
29.6K
$2.49M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-382- 45.8% |
$19.9K - $24.1K
|
452
$37.9K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.4K- 73.0% |
$73K - $88.2K
|
517
$43.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.06K- 1.09% |
$160K - $193K
|
278K
$23.3M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.2KClosed |
$167K - $202K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Garrison Asset Management, LLC
|
SELL
|
- |
-9.34KClosed |
$488K - $589K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.72K- 62.59% |
$507K - $613K
|
5.81K
$487K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-69.5K- 85.72% |
$3.63M - $4.38M
|
11.6K
$972K
|