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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.45K- 5.72% |
$246K - $276K
|
56.9K
$4.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-737- 5.26% |
$52.6K - $59K
|
13.3K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
335+ 11.27% |
$23.9K - $26.8K
|
3.31K
$266K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12+ 0.24% |
$856 - $960
|
5.11K
$411K
|
|
|
Oct 23, 2024
Q3 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
2.5K+ 2.62% |
$178K - $200K
|
98K
$7.89M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
21.5K+ 365.06% |
$1.54M - $1.72M
|
27.4K
$2.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 96.08% |
$2.03M - $2.27M
|
58K
$4.67M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.18K+ 6.22% |
$298K - $334K
|
71.3K
$5.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28K+ 1.37% |
$234K - $262K
|
243K
$19.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.84K+ 18.72% |
$203K - $227K
|
18K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-16- 0.17% |
$1.14K - $1.28K
|
9.19K
$740K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
277New |
$19.8K - $22.2K
|
277
$22.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
55K+ 27.78% |
$3.92M - $4.4M
|
253K
$20.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-50- 0.51% |
$3.57K - $4K
|
9.85K
$793K
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.47K- 6.01% |
$105K - $118K
|
23K
$1.85M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52KNew |
$180K - $202K
|
2.52K
$203K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1.53K- 1.62% |
$109K - $123K
|
92.9K
$7.48M
|
|
|
Oct 07, 2024
Q3 2024
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
1.63K+ 15.9% |
$116K - $130K
|
11.9K
$955K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 8.63% |
$7.84K - $8.8K
|
1.16K
$93.7K
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
11.9K+ 10.38% |
$843K - $895K
|
126K
$10.2M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.11K+ 12.37% |
$433K - $460K
|
55.5K
$4.47M
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
78New |
$5.53K - $5.87K
|
78
$6.28K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-25- 7.31% |
$1.77K - $1.88K
|
317
$25.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-150- 4.95% |
$10.6K - $11.3K
|
2.88K
$232K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-79- 2.52% |
$5.6K - $5.94K
|
3.05K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.2K+ 64.23% |
$2.35M - $2.5M
|
84.8K
$6.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.48K+ 51.37% |
$530K - $563K
|
22K
$1.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
190+ 87.96% |
$13.5K - $14.3K
|
406
$32.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.78KNew |
$410K - $435K
|
5.78K
$465K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
43.8KNew |
$3.1M - $3.29M
|
43.8K
$3.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.9K- 27.92% |
$489K - $519K
|
17.8K
$1.43M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.4K- 17.5% |
$99.3K - $105K
|
6.61K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.5K+ 45.74% |
$248K - $263K
|
11.1K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.17K- 4.95% |
$154K - $163K
|
41.7K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-33- 0.07% |
$2.34K - $2.48K
|
44.8K
$3.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$70.9 - $75.3
|
1
$80.5
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21.1K+ 11.12% |
$1.49M - $1.58M
|
210K
$16.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-50- 0.76% |
$3.54K - $3.76K
|
6.57K
$529K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
17.4K+ 34.31% |
$1.23M - $1.31M
|
68.1K
$5.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
50.4K+ 138.03% |
$3.58M - $3.8M
|
87K
$7M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-419- 77.31% |
$29.7K - $31.5K
|
123
$9.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.53K- 3.92% |
$321K - $341K
|
111K
$8.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
97.9K+ 24.56% |
$6.94M - $7.37M
|
497K
$40M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.31K+ 18.82% |
$164K - $174K
|
14.6K
$1.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.79% |
$354 - $376
|
284
$22.9K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.53K+ 3.03% |
$109K - $115K
|
52K
$4.19M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.35K+ 1.83% |
$237K - $252K
|
186K
$15M
|
|
|
Jul 31, 2024
Q2 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
70.2KNew |
$4.98M - $5.28M
|
70.2K
$5.65M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
138+ 7.09% |
$9.78K - $10.4K
|
2.09K
$168K
|
|