Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
69KNew |
$4.92M - $5.52M
|
69K
$5.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
60.2K+ 12.11% |
$4.29M - $4.81M
|
557K
$46.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
55K+ 27.78% |
$3.92M - $4.4M
|
253K
$21.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 96.08% |
$2.03M - $2.27M
|
58K
$4.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 365.06% |
$1.54M - $1.72M
|
27.4K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$964K - $1.08M
|
13.5K
$1.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.07K+ 3.36% |
$504K - $566K
|
218K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96K+ 10.73% |
$425K - $477K
|
61.5K
$5.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.5KNew |
$321K - $360K
|
4.5K
$377K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.18K+ 6.22% |
$298K - $334K
|
71.3K
$5.98M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4KNew |
$285K - $320K
|
4K
$336K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.81KNew |
$272K - $305K
|
3.81K
$320K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 4.19% |
$260K - $292K
|
90.6K
$7.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 4.19% |
$260K - $292K
|
90.6K
$7.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.38K+ 4.97% |
$241K - $270K
|
71.4K
$5.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28K+ 1.37% |
$234K - $262K
|
243K
$20.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.13K+ 47.4% |
$223K - $250K
|
9.74K
$817K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.84K+ 18.72% |
$203K - $227K
|
18K
$1.51M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.73KNew |
$194K - $218K
|
2.73K
$229K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52KNew |
$180K - $202K
|
2.52K
$211K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.5K+ 2.62% |
$178K - $200K
|
98K
$8.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.25K+ 5.39% |
$160K - $180K
|
44K
$3.69M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.63K+ 15.9% |
$116K - $130K
|
11.9K
$995K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
910+ 78.79% |
$64.9K - $72.8K
|
2.07K
$173K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
794+ 250.47% |
$56.6K - $63.5K
|
1.11K
$93.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713+ 0.56% |
$50.8K - $57K
|
127K
$10.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
700+ 4.8% |
$49.9K - $56K
|
15.3K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
561+ 5.03% |
$40K - $44.9K
|
11.7K
$982K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
335+ 11.27% |
$23.9K - $26.8K
|
3.31K
$278K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
277New |
$19.8K - $22.2K
|
277
$23.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$14.3K - $16K
|
200
$16.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
155+ 0.7% |
$11.1K - $12.4K
|
22.2K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 85.9% |
$4.78K - $5.36K
|
145
$12.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
37+ 1.26% |
$2.64K - $2.96K
|
2.99K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13+ 0.43% |
$927 - $1.04K
|
3.07K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.24% |
$856 - $960
|
5.11K
$429K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$1.14K - $1.28K
|
9.19K
$771K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36- 0.08% |
$2.57K - $2.88K
|
44.8K
$3.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-50- 0.51% |
$3.57K - $4K
|
9.85K
$826K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 8.63% |
$7.84K - $8.8K
|
1.16K
$97.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 5.48% |
$12.1K - $13.6K
|
2.93K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-190- 46.8% |
$13.5K - $15.2K
|
216
$18.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-197- 6.85% |
$14K - $15.8K
|
2.68K
$225K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-737- 5.26% |
$52.6K - $59K
|
13.3K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748- 4.2% |
$53.3K - $59.8K
|
17.1K
$1.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-881- 12.24% |
$62.8K - $70.5K
|
6.32K
$530K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 6.01% |
$105K - $118K
|
23K
$1.93M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 1.62% |
$109K - $123K
|
92.9K
$7.79M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.27K- 5.19% |
$162K - $182K
|
41.5K
$3.48M
|