Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q3 2023. 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 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
84.6KNew |
$5.17M - $5.52M
|
84.6K
$7.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67.4K+ 32.22% |
$4.11M - $4.4M
|
276K
$23.2M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
45.1K+ 317.83% |
$2.76M - $2.95M
|
59.3K
$4.98M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.9KNew |
$2.43M - $2.6M
|
39.9K
$3.35M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
28.1KNew |
$1.72M - $1.84M
|
28.1K
$2.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
21.3KNew |
$1.3M - $1.39M
|
21.3K
$1.79M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
18.5KNew |
$1.13M - $1.21M
|
18.5K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
10.7K+ 95.31% |
$656K - $701K
|
22K
$1.85M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
7.17KNew |
$438K - $468K
|
7.17K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.21K+ 30.28% |
$379K - $405K
|
26.7K
$2.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.53K+ 83.68% |
$338K - $361K
|
12.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.15KNew |
$315K - $336K
|
5.15K
$432K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77KNew |
$230K - $246K
|
3.77K
$317K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.68KNew |
$224K - $240K
|
3.68K
$309K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.37KNew |
$206K - $220K
|
3.37K
$283K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.38K+ 9.69% |
$145K - $155K
|
27K
$2.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
756+ 1.42% |
$46.2K - $49.4K
|
54K
$4.53M
|
|
|
Oct 10, 2023
Q3 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
734+ 0.41% |
$44.8K - $47.9K
|
180K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
600+ 10.44% |
$36.6K - $39.2K
|
6.35K
$533K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 400.0% |
$24.4K - $26.1K
|
500
$42K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
371New |
$22.7K - $24.2K
|
371
$31.1K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
348+ 20.33% |
$21.3K - $22.7K
|
2.06K
$173K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
147+ 0.31% |
$8.98K - $9.6K
|
48.1K
$4.04M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
142+ 0.89% |
$8.67K - $9.27K
|
16.1K
$1.35M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$977 - $1.04K
|
3.97K
$333K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-3- 0.01% |
$183 - $196
|
27.3K
$2.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-128- 3.13% |
$7.82K - $8.36K
|
3.97K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-128- 3.14% |
$7.82K - $8.36K
|
3.95K
$332K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-133- 0.28% |
$8.12K - $8.68K
|
46.8K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-167- 43.6% |
$10.2K - $10.9K
|
216
$18.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-506- 72.91% |
$30.9K - $33K
|
188
$15.8K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
SELL
|
- |
-682- 0.89% |
$41.6K - $44.5K
|
75.6K
$6.35M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-2.76K- 2.48% |
$169K - $180K
|
109K
$9.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.1K- 2.01% |
$312K - $333K
|
249K
$20.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.9K- 99.99% |
$421K - $451K
|
1
$83.9
|