Latest Institutional Transactions on Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (WTV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 2.32% |
$172K - $193K
|
90.7K
$7.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-234- 5.85% |
$18.7K - $20.9K
|
3.77K
$327K
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
10KNew |
$802K - $897K
|
10K
$870K
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
31.3KNew |
$2.5M - $2.79M
|
31.3K
$2.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 43.62% |
$104K - $116K
|
4.29K
$372K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
435+ 15.96% |
$34.8K - $38.9K
|
3.16K
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.1KNew |
$5.28M - $5.91M
|
66.1K
$5.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.51KNew |
$441K - $493K
|
5.51K
$478K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-208- 2.26% |
$16.6K - $18.6K
|
8.98K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3KNew |
$1.3M - $1.45M
|
16.3K
$1.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.02K+ 97.07% |
$162K - $181K
|
4.11K
$357K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52New |
$4.16K - $4.65K
|
52
$4.51K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.8KNew |
$304K - $340K
|
3.8K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 16.32% |
$173K - $194K
|
11.1K
$965K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 10.12% |
$146K - $163K
|
19.9K
$1.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.1KNew |
$1.45M - $1.62M
|
18.1K
$1.57M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-263- 2.67% |
$21K - $23.5K
|
9.58K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.6% |
$11K - $12.3K
|
22.8K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.18KNew |
$414K - $464K
|
5.18K
$450K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$80 - $89.4
|
3.31K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.77M - $3.1M
|
34.6K
$3M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.9K+ 5.88% |
$1.19M - $1.33M
|
268K
$23.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
65.6K+ 239.18% |
$5.25M - $5.87M
|
93K
$8.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
598New |
$47.8K - $53.5K
|
598
$51.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
697+ 0.71% |
$55.7K - $62.3K
|
98.7K
$8.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$229K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-987- 8.32% |
$78.9K - $88.3K
|
10.9K
$944K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
333KNew |
$26.6M - $29.8M
|
333K
$28.9M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
463New |
$37K - $41.4K
|
463
$40.2K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.65K+ 4.19% |
$260K - $292K
|
90.6K
$7.86M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.27K- 5.19% |
$162K - $182K
|
41.5K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-197- 6.85% |
$14K - $15.8K
|
2.68K
$233K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
13+ 0.43% |
$927 - $1.04K
|
3.07K
$266K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
155+ 0.7% |
$11.1K - $12.4K
|
22.2K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
794+ 250.47% |
$56.6K - $63.5K
|
1.11K
$96.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.25K+ 5.39% |
$160K - $180K
|
44K
$3.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.38K+ 4.97% |
$241K - $270K
|
71.4K
$6.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-190- 46.8% |
$13.5K - $15.2K
|
216
$18.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.5KNew |
$321K - $360K
|
4.5K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
713+ 0.56% |
$50.8K - $57K
|
127K
$11M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
910+ 78.79% |
$64.9K - $72.8K
|
2.07K
$179K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-20.9K- 24.67% |
$1.49M - $1.67M
|
63.9K
$5.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-748- 4.2% |
$53.3K - $59.8K
|
17.1K
$1.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
SELL
|
- |
-881- 12.24% |
$62.8K - $70.5K
|
6.32K
$548K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.96K+ 10.73% |
$425K - $477K
|
61.5K
$5.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
7.07K+ 3.36% |
$504K - $566K
|
218K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.13K+ 47.4% |
$223K - $250K
|
9.74K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$964K - $1.08M
|
13.5K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
67+ 85.9% |
$4.78K - $5.36K
|
145
$12.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.81KNew |
$272K - $305K
|
3.81K
$331K
|
|