Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51.8K+ 18.72% |
$3.01M - $3.57M
|
328K
$27.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
50K+ 103.95% |
$2.91M - $3.45M
|
98.1K
$8.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.7KNew |
$2.14M - $2.53M
|
36.7K
$3.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
26.6KNew |
$1.55M - $1.83M
|
26.6K
$2.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
22.1K+ 78.46% |
$1.29M - $1.52M
|
50.2K
$4.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
22K+ 81.46% |
$1.28M - $1.52M
|
48.9K
$4.11M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.51K+ 43.2% |
$554K - $656K
|
31.5K
$2.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
9.1K+ 34.07% |
$530K - $628K
|
35.8K
$3.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.05K+ 43.43% |
$469K - $555K
|
26.6K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
6.33KNew |
$368K - $437K
|
6.33K
$531K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.64KNew |
$328K - $389K
|
5.64K
$473K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.78KNew |
$278K - $330K
|
4.78K
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
4.65KNew |
$271K - $321K
|
4.65K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
4.46K+ 5.27% |
$259K - $307K
|
89.1K
$7.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.42K+ 85.78% |
$257K - $305K
|
9.57K
$804K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
4.22KNew |
$246K - $291K
|
4.22K
$354K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
3.92K+ 18.39% |
$228K - $270K
|
25.2K
$2.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.72KNew |
$216K - $256K
|
3.72K
$312K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.41K+ 101.07% |
$198K - $235K
|
6.78K
$569K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.3KNew |
$192K - $228K
|
3.3K
$277K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.1KNew |
$181K - $214K
|
3.1K
$260K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.09KNew |
$180K - $213K
|
3.09K
$259K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
2.95KNew |
$172K - $203K
|
2.95K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
BUY
|
- |
2.82K+ 3.73% |
$164K - $195K
|
78.5K
$6.59M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.52K+ 35.19% |
$147K - $174K
|
9.69K
$813K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.05KNew |
$119K - $141K
|
2.05K
$172K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.86K+ 15.35% |
$108K - $129K
|
14K
$1.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
887+ 1.5% |
$51.7K - $61.2K
|
60.2K
$5.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
855+ 0.47% |
$49.8K - $59K
|
181K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
605+ 60500.0% |
$35.2K - $41.7K
|
606
$50.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
547New |
$31.9K - $37.7K
|
547
$45.9K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
542New |
$31.6K - $37.4K
|
542
$45.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
421+ 194.91% |
$24.5K - $29K
|
637
$53.5K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
358New |
$20.8K - $24.7K
|
358
$30.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
236+ 11800.0% |
$13.7K - $16.3K
|
238
$20K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
75New |
$4.37K - $5.18K
|
75
$6.3K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-193- 3.04% |
$11.2K - $13.3K
|
6.15K
$517K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-827- 40.15% |
$48.2K - $57.1K
|
1.23K
$104K
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-907- 22.86% |
$52.8K - $62.6K
|
3.06K
$257K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-908- 22.96% |
$52.9K - $62.7K
|
3.05K
$256K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.53K- 9.48% |
$88.9K - $105K
|
14.6K
$1.22M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.65K- 3.53% |
$96.1K - $114K
|
45.2K
$3.79M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-4.71K- 4.34% |
$274K - $325K
|
104K
$8.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.16K- 3.68% |
$533K - $632K
|
240K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-10.6K- 19.72% |
$620K - $735K
|
43.3K
$3.64M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-28.4K- 22.45% |
$1.65M - $1.96M
|
98.1K
$8.23M
|