Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
198KNew |
$14M - $14.9M
|
198K
$17.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.9K+ 24.56% |
$6.94M - $7.37M
|
497K
$44.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
70.2KNew |
$4.98M - $5.28M
|
70.2K
$6.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.4K+ 138.03% |
$3.58M - $3.8M
|
87K
$7.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.8KNew |
$3.1M - $3.29M
|
43.8K
$3.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.2K+ 64.23% |
$2.35M - $2.5M
|
84.8K
$7.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
24.4KNew |
$1.73M - $1.84M
|
24.4K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21.1K+ 11.12% |
$1.49M - $1.58M
|
210K
$18.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.4K+ 34.31% |
$1.23M - $1.31M
|
68.1K
$6.05M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 10.38% |
$843K - $895K
|
126K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 10.38% |
$843K - $895K
|
126K
$11.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.48K+ 51.37% |
$530K - $563K
|
22K
$1.96M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.17K+ 10.12% |
$437K - $464K
|
67.2K
$5.97M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.11K+ 12.37% |
$433K - $460K
|
55.5K
$4.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.78KNew |
$410K - $435K
|
5.78K
$514K
|
|
|
Aug 13, 2024
Q2 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.47K+ 4.9% |
$317K - $336K
|
95.5K
$8.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.39K+ 17.45% |
$311K - $330K
|
29.6K
$2.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.5K+ 45.74% |
$248K - $263K
|
11.1K
$992K
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.35K+ 1.83% |
$237K - $252K
|
186K
$16.5M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 18.82% |
$164K - $174K
|
14.6K
$1.3M
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.53K+ 3.03% |
$109K - $115K
|
52K
$4.62M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.27KNew |
$90.3K - $95.9K
|
1.27K
$113K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
610+ 4.19% |
$43.2K - $45.9K
|
15.2K
$1.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 87.96% |
$13.5K - $14.3K
|
406
$36.1K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138+ 7.09% |
$9.78K - $10.4K
|
2.09K
$185K
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
100+ 1.1% |
$7.09K - $7.53K
|
9.21K
$819K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78New |
$5.53K - $5.87K
|
78
$6.94K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
54New |
$3.83K - $4.06K
|
54
$4.8K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.24% |
$851 - $903
|
5.1K
$453K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.79% |
$354 - $376
|
284
$25.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$70.9 - $75.3
|
1
$88.9
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25- 7.31% |
$1.77K - $1.88K
|
317
$28.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33- 0.07% |
$2.34K - $2.48K
|
44.8K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.76% |
$3.54K - $3.76K
|
6.57K
$584K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-75- 9.38% |
$5.32K - $5.64K
|
725
$64.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-79- 2.52% |
$5.6K - $5.94K
|
3.05K
$271K
|
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-118- 3.82% |
$8.37K - $8.88K
|
2.97K
$264K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-150- 4.95% |
$10.6K - $11.3K
|
2.88K
$256K
|
|
|
Jul 10, 2024
Q2 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-189- 1.81% |
$13.4K - $14.2K
|
10.2K
$910K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-419- 77.31% |
$29.7K - $31.5K
|
123
$10.9K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
SELL
|
- |
-422- 5.54% |
$29.9K - $31.8K
|
7.2K
$640K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-470- 0.2% |
$33.3K - $35.4K
|
240K
$21.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.4K- 17.5% |
$99.3K - $105K
|
6.61K
$587K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 4.95% |
$154K - $163K
|
41.7K
$3.71M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.53K- 3.92% |
$321K - $341K
|
111K
$9.87M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-4.66K- 24.94% |
$330K - $351K
|
14K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.9K- 27.92% |
$489K - $519K
|
17.8K
$1.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-7.67K- 7.52% |
$544K - $577K
|
94.4K
$8.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.71K- 12.62% |
$618K - $656K
|
60.3K
$5.37M
|