Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
BUY
|
- |
62K+ 209.98% |
$3.16M - $3.76M
|
91.5K
$7.91M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15KNew |
$764K - $908K
|
15K
$1.29M
|
|
|
Nov 09, 2022
Q3 2022
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
9K+ 200.0% |
$459K - $546K
|
13.5K
$1.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.85KNew |
$350K - $416K
|
6.85K
$592K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.16K+ 1.5% |
$212K - $252K
|
282K
$24.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.22K+ 17.7% |
$114K - $135K
|
14.8K
$1.28M
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.21K+ 0.72% |
$61.8K - $73.4K
|
170K
$14.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
598+ 276.85% |
$30.5K - $36.3K
|
814
$70.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
540+ 104.45% |
$27.6K - $32.8K
|
1.06K
$91.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
484+ 9.29% |
$24.7K - $29.4K
|
5.69K
$492K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
422+ 7.67% |
$21.5K - $25.6K
|
5.92K
$512K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
194New |
$9.9K - $11.8K
|
194
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
182+ 1.05% |
$9.29K - $11K
|
17.5K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35+ 0.3% |
$1.79K - $2.12K
|
11.6K
$1M
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-9- 0.02% |
$459 - $546
|
52.1K
$4.51M
|
|
|
Nov 10, 2022
Q3 2022
|
Citigroup Inc
|
SELL
|
- |
-22- 4.87% |
$1.12K - $1.33K
|
430
$37.2K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-63- 1.08% |
$3.22K - $3.82K
|
5.74K
$497K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.01K- 5.56% |
$102K - $122K
|
34K
$2.94M
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.57K- 13.46% |
$131K - $156K
|
16.5K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-3.82K- 3.17% |
$195K - $232K
|
117K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.45K- 4.92% |
$227K - $270K
|
86.1K
$7.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.74K- 19.37% |
$293K - $348K
|
23.9K
$2.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-23.4K- 15.11% |
$1.19M - $1.42M
|
131K
$11.4M
|