Latest Institutional Purchases of Wisdomtree Tr Wisdomtree U.S. (WTV)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (WTV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2024
Q1 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
100+ 2.22% |
$6.73K - $7.56K
|
4.6K
$389K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$5.04K - $5.67K
|
75
$6.35K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
29+ 0.88% |
$1.95K - $2.19K
|
3.33K
$282K
|
|
| Q4 2023 | |||||||
|
Feb 06, 2024
Q4 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
3.72KNew |
$216K - $256K
|
3.72K
$315K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
2.05KNew |
$119K - $141K
|
2.05K
$173K
|
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
358New |
$20.8K - $24.7K
|
358
$30.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
75New |
$4.37K - $5.18K
|
75
$6.35K
|
|
| Q3 2023 | |||||||
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
39.9KNew |
$2.43M - $2.6M
|
39.9K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.77KNew |
$230K - $246K
|
3.77K
$319K
|
|
|
Nov 07, 2023
Q3 2023
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
3.68KNew |
$224K - $240K
|
3.68K
$311K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
400+ 400.0% |
$24.4K - $26.1K
|
500
$42.3K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
16+ 0.4% |
$977 - $1.04K
|
3.97K
$336K
|
|
| Q1 2023 | |||||||
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
128KNew |
$7.08M - $8.21M
|
128K
$10.8M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.89KNew |
$437K - $507K
|
7.89K
$667K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
194New |
$10.8K - $12.5K
|
194
$16.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
100New |
$5.55K - $6.43K
|
100
$8.46K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55KNew |
$81.3K - $93.5K
|
1.55K
$131K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$945 - $1.09K
|
18
$1.52K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
15KNew |
$764K - $908K
|
15K
$1.27M
|
|
| Q2 2022 | |||||||
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
394New |
$20.6K - $24.9K
|
394
$33.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16New |
$835 - $1.01K
|
16
$1.35K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.6% |
$209 - $252
|
672
$56.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1New |
$52.2 - $63.1
|
1
$84.6
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
5.43KNew |
$318K - $349K
|
5.43K
$460K
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
425+ 100.0% |
$24.9K - $27.3K
|
850
$71.9K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
522+ 131.16% |
$31.1K - $33.1K
|
920
$77.9K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
37New |
$2.1K - $2.25K
|
37
$3.13K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$84.6
|
|
| Q1 2017 | |||||||
|
Aug 30, 2024
Q1 2017
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
100New |
N/A
|
100
$8.46K
|
|