Purchases and Sales Made in Q4 2025 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
347K+ 7765.69% |
$30.6M - $32.2M
|
352K
$31.8M
|
|
|
Jan 20, 2026
Q4 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
14.3K+ 10.55% |
$1.26M - $1.32M
|
150K
$13.5M
|
|
|
Jan 26, 2026
Q4 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 100.63% |
$1.05M - $1.1M
|
23.7K
$2.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Atlas Brown,Inc.
|
BUY
|
- |
9.4KNew |
$828K - $870K
|
9.4K
$850K
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.4KNew |
$476K - $500K
|
5.4K
$489K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.25K+ 3.83% |
$463K - $486K
|
142K
$12.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
4.78K+ 5.4% |
$421K - $442K
|
93.3K
$8.44M
|
|
|
Jan 13, 2026
Q4 2025
|
Parsons Capital Management Inc
|
BUY
|
- |
3.36K+ 69.01% |
$296K - $311K
|
8.22K
$743K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.29K+ 8.79% |
$290K - $304K
|
40.7K
$3.68M
|
|
|
Jan 16, 2026
Q4 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.03K+ 10.77% |
$267K - $281K
|
31.2K
$2.82M
|
|
|
Jan 26, 2026
Q4 2025
|
Xy Planning Network, Inc.
Bozeman, MT |
BUY
|
- |
2.98K+ 79.75% |
$262K - $276K
|
6.71K
$607K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.91KNew |
$256K - $269K
|
2.91K
$263K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.64KNew |
$233K - $245K
|
2.64K
$239K
|
|
|
Jan 23, 2026
Q4 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
2.44K+ 6.76% |
$215K - $226K
|
38.6K
$3.49M
|
|
|
Jan 15, 2026
Q4 2025
|
Adg Wealth Management Group, LLC
Metairie, LA |
BUY
|
- |
2.16KNew |
$191K - $200K
|
2.16K
$196K
|
|
|
Jan 22, 2026
Q4 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.98K+ 40.93% |
$175K - $184K
|
6.83K
$618K
|
|
|
Jan 15, 2026
Q4 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.71K+ 4.98% |
$150K - $158K
|
36K
$3.25M
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
1.57K+ 1.87% |
$138K - $145K
|
85.4K
$7.72M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
899+ 29.39% |
$79.2K - $83.3K
|
3.96K
$358K
|
|
|
Jan 16, 2026
Q4 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
409+ 3.67% |
$36K - $37.9K
|
11.5K
$1.04M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 200.0% |
$35.3K - $37K
|
600
$54.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Santori & Peters, Inc.
|
BUY
|
- |
247+ 0.86% |
$21.8K - $22.9K
|
29K
$2.63M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
241+ 42.73% |
$21.2K - $22.3K
|
805
$72.8K
|
|
|
Jan 14, 2026
Q4 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
185+ 5.62% |
$16.3K - $17.1K
|
3.48K
$314K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
178+ 0.5% |
$15.7K - $16.5K
|
36.1K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
146+ 5.46% |
$12.9K - $13.5K
|
2.82K
$255K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
111New |
$9.78K - $10.3K
|
111
$10K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
93New |
$8.2K - $8.61K
|
93
$8.41K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
84+ 3.45% |
$7.4K - $7.78K
|
2.52K
$228K
|
|
|
Jan 23, 2026
Q4 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
43+ 1.54% |
$3.79K - $3.98K
|
2.84K
$257K
|
|
|
Jan 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
34+ 9.07% |
$3K - $3.15K
|
409
$37K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
28+ 3.57% |
$2.47K - $2.59K
|
813
$73.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-644- 5.74% |
$56.8K - $59.6K
|
10.6K
$956K
|
|
|
Jan 13, 2026
Q4 2025
|
Team Financial Group, LLC
Temecula, CA |
SELL
|
- |
-756- 0.73% |
$66.6K - $70K
|
103K
$9.28M
|
|
|
Jan 26, 2026
Q4 2025
|
Private Trust CO Na
|
SELL
|
- |
-964- 35.26% |
$85K - $89.3K
|
1.77K
$160K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
SELL
|
- |
-1.38K- 4.51% |
$121K - $128K
|
29.2K
$2.64M
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.84K- 2.32% |
$250K - $263K
|
119K
$10.8M
|
|
|
Jan 23, 2026
Q4 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.9K- 5.7% |
$1.05M - $1.1M
|
196K
$17.7M
|
|
|
Jan 23, 2026
Q4 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-17.4K- 31.36% |
$1.53M - $1.61M
|
38K
$3.44M
|
|