Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32.1KNew |
$1.91M - $2.04M
|
32.1K
$2.69M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
23.6K+ 9.14% |
$1.41M - $1.5M
|
282K
$23.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17K+ 56.29% |
$1.01M - $1.08M
|
47.1K
$3.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.7K+ 104.95% |
$697K - $742K
|
22.8K
$1.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
11.4KNew |
$677K - $721K
|
11.4K
$954K
|
|
|
Feb 08, 2022
Q4 2021
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
4.5KNew |
$268K - $286K
|
4.5K
$378K
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
BUY
|
- |
874New |
$52.1K - $55.5K
|
874
$73.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
665New |
$39.6K - $42.2K
|
665
$55.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
568+ 2.99% |
$33.8K - $36.1K
|
19.5K
$1.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
522+ 131.16% |
$31.1K - $33.1K
|
920
$77.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
337+ 1.86% |
$20.1K - $21.4K
|
18.5K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
128+ 2.99% |
$7.63K - $8.13K
|
4.41K
$370K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
50New |
$2.98K - $3.17K
|
50
$4.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$953 - $1.02K
|
16
$1.34K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9+ 0.17% |
$536 - $571
|
5.18K
$435K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
1New |
$59.6 - $63.5
|
1
$84
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-21- 0.17% |
$1.25K - $1.33K
|
12K
$1.01M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-82- 2.78% |
$4.89K - $5.21K
|
2.87K
$241K
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-146Closed |
$8.7K - $9.27K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-159- 0.3% |
$9.47K - $10.1K
|
52.2K
$4.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-279- 4.58% |
$16.6K - $17.7K
|
5.82K
$489K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-500- 12.58% |
$29.8K - $31.7K
|
3.48K
$292K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
SELL
|
- |
-502- 12.57% |
$29.9K - $31.9K
|
3.49K
$293K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-502- 1.79% |
$29.9K - $31.9K
|
27.6K
$2.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.13K- 3.18% |
$67.4K - $71.8K
|
34.4K
$2.89M
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.32K- 29.2% |
$78.7K - $83.8K
|
3.2K
$269K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-3.56K- 2.8% |
$212K - $226K
|
124K
$10.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.08KClosed |
$303K - $323K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
SELL
|
- |
-7.83KClosed |
$466K - $497K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-40.2K- 89.65% |
$2.4M - $2.55M
|
4.65K
$390K
|