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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
129K+ 72.7% |
$11.1M - $11.9M
|
306K
$27.7M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.52K+ 87.83% |
$474K - $508K
|
11.8K
$1.07M
|
|
|
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
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.85KNew |
$417K - $447K
|
4.85K
$438K
|
|
|
Nov 12, 2025
Q3 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
18.8KNew |
$1.62M - $1.73M
|
18.8K
$1.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
141+ 1.37% |
$12.1K - $13K
|
10.5K
$947K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
18K+ 24.29% |
$1.55M - $1.66M
|
92.2K
$8.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
60+ 1.31% |
$5.16K - $5.53K
|
4.65K
$421K
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-155- 5.29% |
$13.3K - $14.3K
|
2.78K
$251K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
943+ 1.47% |
$81K - $86.9K
|
65.2K
$5.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-534- 13.62% |
$45.9K - $49.2K
|
3.39K
$306K
|
|
|
Nov 12, 2025
Q3 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
314+ 4.36% |
$27K - $28.9K
|
7.52K
$680K
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.77KNew |
$324K - $348K
|
3.77K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-62- 46.27% |
$5.33K - $5.71K
|
72
$6.51K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.09K+ 36.2% |
$351K - $377K
|
15.4K
$1.39M
|
|
|
Nov 10, 2025
Q3 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
40.8K+ 34.07% |
$3.5M - $3.76M
|
160K
$14.5M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.81K+ 0.82% |
$156K - $167K
|
224K
$20.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.81KNew |
$499K - $535K
|
5.81K
$525K
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
41New |
$3.52K - $3.78K
|
41
$3.71K
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
345+ 0.42% |
$29.6K - $31.8K
|
83.4K
$7.54M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.41K+ 11.92% |
$121K - $130K
|
13.2K
$1.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$226K - $242K
|
2.63K
$238K
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
906+ 14.4% |
$77.9K - $83.5K
|
7.2K
$651K
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.5K+ 9.47% |
$987K - $1.06M
|
133K
$12M
|
|
|
Nov 07, 2025
Q3 2025
|
626 Financial, LLC
|
BUY
|
- |
113KNew |
$9.73M - $10.4M
|
113K
$10.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.17K+ 1.8% |
$186K - $200K
|
122K
$11.1M
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$198K - $212K
|
2.3K
$208K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.33K+ 3.68% |
$114K - $122K
|
37.4K
$3.38M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
54.3K+ 30.96% |
$4.66M - $5M
|
230K
$20.8M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-446- 44.16% |
$38.3K - $41.1K
|
564
$51K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.85K+ 176.7% |
$589K - $631K
|
10.7K
$970K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
6.81KNew |
$585K - $627K
|
6.81K
$616K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.32K- 72.18% |
$371K - $398K
|
1.67K
$151K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
491K+ 73.69% |
$42.2M - $45.2M
|
1.16M
$105M
|
|
|
Nov 05, 2025
Q3 2025
|
Ceera Investments, LLC
Bellaire, TX |
BUY
|
- |
14.6K+ 35.31% |
$1.26M - $1.35M
|
56.1K
$5.07M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
134+ 1.84% |
$11.5K - $12.3K
|
7.4K
$669K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 3.93% |
$162K - $173K
|
49.8K
$4.51M
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
10.1K+ 98.26% |
$869K - $932K
|
20.4K
$1.85M
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-182- 1.34% |
$15.6K - $16.8K
|
13.4K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15.5K+ 8.79% |
$1.33M - $1.42M
|
191K
$17.3M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-328- 7.33% |
$28.2K - $30.2K
|
4.15K
$375K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-2.4K- 1.07% |
$207K - $221K
|
221K
$20M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.66K+ 35.8% |
$142K - $153K
|
6.29K
$569K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.3KNew |
$198K - $212K
|
2.3K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-176- 3.36% |
$15.1K - $16.2K
|
5.07K
$458K
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.36K+ 8.91% |
$202K - $217K
|
28.8K
$2.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
85+ 3.42% |
$7.3K - $7.83K
|
2.57K
$232K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.68K+ 1721.69% |
$402K - $431K
|
4.96K
$448K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
373New |
$32.1K - $34.4K
|
373
$33.7K
|
|