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 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-136- 2.15% |
$10.9K - $12.2K
|
6.18K
$474K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
79+ 15.8% |
$6.32K - $7.06K
|
579
$44.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
48.3K+ 75.6% |
$3.86M - $4.32M
|
112K
$8.61M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.27K- 4.58% |
$261K - $292K
|
68.1K
$5.22M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
189New |
$15.1K - $16.9K
|
189
$14.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-768- 4.5% |
$61.4K - $68.7K
|
16.3K
$1.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$237K - $265K
|
2.96K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
- |
6KNew |
$480K - $537K
|
6K
$460K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.8KNew |
$3.66M - $4.1M
|
45.8K
$3.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
318New |
$25.4K - $28.4K
|
318
$24.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337KNew |
$26.9M - $30.1M
|
337K
$25.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 8.72% |
$107K - $119K
|
16.6K
$1.28M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.71K+ 82.81% |
$137K - $153K
|
3.78K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 2.32% |
$172K - $193K
|
90.7K
$6.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-234- 5.85% |
$18.7K - $20.9K
|
3.77K
$289K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 43.62% |
$104K - $116K
|
4.29K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
435+ 15.96% |
$34.8K - $38.9K
|
3.16K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.1KNew |
$5.28M - $5.91M
|
66.1K
$5.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.51KNew |
$441K - $493K
|
5.51K
$423K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3KNew |
$1.3M - $1.45M
|
16.3K
$1.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.02K+ 97.07% |
$162K - $181K
|
4.11K
$315K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52New |
$4.16K - $4.65K
|
52
$3.99K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.8KNew |
$304K - $340K
|
3.8K
$292K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 10.12% |
$146K - $163K
|
19.9K
$1.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 16.32% |
$173K - $194K
|
11.1K
$853K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.1KNew |
$1.45M - $1.62M
|
18.1K
$1.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.6% |
$11K - $12.3K
|
22.8K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-263- 2.67% |
$21K - $23.5K
|
9.58K
$735K
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.77M - $3.1M
|
34.6K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.9K+ 5.88% |
$1.19M - $1.33M
|
268K
$20.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
65.6K+ 239.18% |
$5.25M - $5.87M
|
93K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
598New |
$47.8K - $53.5K
|
598
$45.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
697+ 0.71% |
$55.7K - $62.3K
|
98.7K
$7.57M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$203K
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-987- 8.32% |
$78.9K - $88.3K
|
10.9K
$834K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
463New |
$37K - $41.4K
|
463
$35.5K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
4.5KNew |
$321K - $360K
|
4.5K
$345K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.13K+ 47.4% |
$223K - $250K
|
9.74K
$747K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36- 0.08% |
$2.57K - $2.88K
|
44.8K
$3.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-170- 5.48% |
$12.1K - $13.6K
|
2.93K
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
200New |
$14.3K - $16K
|
200
$15.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.28K+ 1.37% |
$234K - $262K
|
243K
$18.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.4K+ 96.08% |
$2.03M - $2.27M
|
58K
$4.45M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.52KNew |
$180K - $202K
|
2.52K
$193K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 8.63% |
$7.84K - $8.8K
|
1.16K
$89.3K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.78KNew |
$410K - $435K
|
5.78K
$444K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-419- 77.31% |
$29.7K - $31.5K
|
123
$9.44K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 1.79% |
$354 - $376
|
284
$21.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.53K+ 3.03% |
$109K - $115K
|
52K
$3.99M
|
|
|
Aug 01, 2024
Q2 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.35K+ 1.83% |
$237K - $252K
|
186K
$14.3M
|
|