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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.13K+ 16.7% |
$183K - $196K
|
14.9K
$1.34M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-200- 25.54% |
$17.2K - $18.4K
|
583
$52.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
359+ 8.96% |
$30.8K - $33.1K
|
4.36K
$395K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
34.6KNew |
$2.97M - $3.19M
|
34.6K
$3.13M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.59K+ 17.82% |
$137K - $146K
|
10.5K
$950K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.7K+ 2.71% |
$2.81M - $3.01M
|
1.24M
$112M
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43K+ 0.78% |
$208K - $223K
|
313K
$28.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
4.94KNew |
$424K - $455K
|
4.94K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.35KNew |
$116K - $124K
|
1.35K
$122K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
29.6K+ 34.93% |
$2.55M - $2.73M
|
115K
$10.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.74K+ 77.06% |
$579K - $621K
|
15.5K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
19K+ 6.19% |
$1.64M - $1.75M
|
327K
$29.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
319+ 0.38% |
$27.4K - $29.4K
|
85K
$7.68M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
25.7KNew |
$2.21M - $2.37M
|
25.7K
$2.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
42.9K+ 4.89% |
$3.68M - $3.95M
|
920K
$83.2M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
686+ 8.81% |
$58.9K - $63.2K
|
8.47K
$766K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
18KNew |
$1.55M - $1.66M
|
18K
$1.63M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
258K+ 22.57% |
$22.2M - $23.8M
|
1.4M
$127M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 12.32% |
$319K - $342K
|
33.8K
$3.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 3.0% |
$334K - $358K
|
134K
$12.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.1K+ 610.01% |
$1.47M - $1.57M
|
19.9K
$1.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-266- 6.82% |
$22.9K - $24.5K
|
3.64K
$329K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
74.7K+ 56.94% |
$6.42M - $6.88M
|
206K
$18.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.3K+ 30.4% |
$881K - $945K
|
44K
$3.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8New |
$687 - $737
|
8
$724
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128- 98.46% |
$11K - $11.8K
|
2
$181
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-65- 1.94% |
$5.59K - $5.99K
|
3.28K
$296K
|
|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-41.6K- 18.23% |
$3.57M - $3.83M
|
186K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-34- 0.93% |
$2.92K - $3.13K
|
3.63K
$328K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-334- 2.44% |
$28.7K - $30.8K
|
13.4K
$1.21M
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.22KNew |
$191K - $205K
|
2.22K
$201K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5New |
$430 - $461
|
5
$452
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.87K+ 97.86% |
$848K - $909K
|
20K
$1.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12KNew |
$1.03M - $1.11M
|
12K
$1.09M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.59K+ 93.2% |
$137K - $146K
|
3.3K
$298K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 8.06% |
$1.49M - $1.6M
|
198K
$17.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
472+ 4.74% |
$40.6K - $43.5K
|
10.4K
$943K
|
|
|
Nov 13, 2025
Q3 2025
|
Menora Mivtachim Holdings Ltd.
|
BUY
|
- |
108KNew |
$9.26M - $9.93M
|
108K
$9.74M
|
|
|
Nov 12, 2025
Q3 2025
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.68K+ 6.23% |
$316K - $339K
|
62.7K
$5.67M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
287K+ 14.32% |
$24.7M - $26.5M
|
2.29M
$208M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15.1K+ 40.97% |
$1.29M - $1.39M
|
51.8K
$4.69M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-154- 2.84% |
$13.2K - $14.2K
|
5.27K
$476K
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$202K - $216K
|
2.35K
$212K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.91K+ 12.03% |
$164K - $176K
|
17.8K
$1.61M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.47K+ 7.91% |
$298K - $320K
|
47.3K
$4.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 7.77% |
$1.45M - $1.55M
|
233K
$21.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.97K+ 4.5% |
$255K - $273K
|
68.8K
$6.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
734+ 300.82% |
$63.1K - $67.6K
|
978
$88.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.78KNew |
$238K - $256K
|
2.78K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 72.7% |
$11.1M - $11.9M
|
306K
$27.7M
|
|