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 |
|---|---|---|---|---|---|---|---|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.09K+ 36.2% |
$351K - $377K
|
15.4K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 3.0% |
$334K - $358K
|
134K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
3.77KNew |
$324K - $348K
|
3.77K
$341K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
3.74K+ 7.93% |
$321K - $344K
|
50.8K
$4.6M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
3.72K+ 4.38% |
$319K - $342K
|
88.5K
$8M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.71K+ 12.32% |
$319K - $342K
|
33.8K
$3.06M
|
|
|
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
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.47K+ 7.91% |
$298K - $320K
|
47.3K
$4.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
3.33KNew |
$286K - $306K
|
3.33K
$301K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.14K+ 76.55% |
$270K - $289K
|
7.24K
$655K
|
|
|
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
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.78KNew |
$238K - $256K
|
2.78K
$251K
|
|
|
Oct 20, 2025
Q3 2025
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
2.67KNew |
$230K - $246K
|
2.67K
$242K
|
|
|
Nov 10, 2025
Q3 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.63KNew |
$226K - $242K
|
2.63K
$238K
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.43K+ 0.78% |
$208K - $223K
|
313K
$28.3M
|
|
|
Oct 02, 2025
Q3 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
2.39K+ 1.99% |
$205K - $220K
|
122K
$11.1M
|
|
|
Nov 04, 2025
Q3 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.36K+ 8.91% |
$202K - $217K
|
28.8K
$2.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.35KNew |
$202K - $216K
|
2.35K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.3KNew |
$198K - $212K
|
2.3K
$208K
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.3KNew |
$198K - $212K
|
2.3K
$208K
|
|
|
Oct 07, 2025
Q3 2025
|
Country Club Bank
|
BUY
|
- |
2.23K+ 37.35% |
$192K - $205K
|
8.2K
$742K
|
|
|
Nov 13, 2025
Q3 2025
|
Camden Capital, LLC
|
BUY
|
- |
2.22KNew |
$191K - $205K
|
2.22K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.17K+ 1.8% |
$186K - $200K
|
122K
$11.1M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.13K+ 183.95% |
$183K - $196K
|
3.29K
$298K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.13K+ 16.7% |
$183K - $196K
|
14.9K
$1.34M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.99K+ 1.51% |
$171K - $183K
|
134K
$12.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.91K+ 12.03% |
$164K - $176K
|
17.8K
$1.61M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 3.93% |
$162K - $173K
|
49.8K
$4.51M
|
|
|
Nov 10, 2025
Q3 2025
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.81K+ 0.82% |
$156K - $167K
|
224K
$20.2M
|
|
|
Nov 04, 2025
Q3 2025
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
1.66K+ 35.8% |
$142K - $153K
|
6.29K
$569K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.64K+ 3.46% |
$141K - $151K
|
49K
$4.43M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
1.59K+ 93.2% |
$137K - $146K
|
3.3K
$298K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.59K+ 17.82% |
$137K - $146K
|
10.5K
$950K
|
|
|
Oct 06, 2025
Q3 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
1.48K+ 4.51% |
$127K - $136K
|
34.2K
$3.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.41K+ 11.92% |
$121K - $130K
|
13.2K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.35KNew |
$116K - $124K
|
1.35K
$122K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.33K+ 3.68% |
$114K - $122K
|
37.4K
$3.38M
|
|
|
Oct 31, 2025
Q3 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
1.07K+ 3.06% |
$92.2K - $98.8K
|
36.1K
$3.27M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
995+ 7.04% |
$85.5K - $91.7K
|
15.1K
$1.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
943+ 1.47% |
$81K - $86.9K
|
65.2K
$5.9M
|
|
|
Nov 10, 2025
Q3 2025
|
Avant Capital LLC
Lafayette, LA |
BUY
|
- |
906+ 14.4% |
$77.9K - $83.5K
|
7.2K
$651K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
780+ 0.76% |
$67K - $71.9K
|
103K
$9.35M
|
|
|
Nov 12, 2025
Q3 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
734+ 300.82% |
$63.1K - $67.6K
|
978
$88.5K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
686+ 8.81% |
$58.9K - $63.2K
|
8.47K
$766K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
472+ 4.74% |
$40.6K - $43.5K
|
10.4K
$943K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
373New |
$32.1K - $34.4K
|
373
$33.7K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
359+ 8.96% |
$30.8K - $33.1K
|
4.36K
$395K
|
|
|
Oct 10, 2025
Q3 2025
|
Matauro, LLC
New York, NY |
BUY
|
- |
347+ 3.22% |
$29.8K - $32K
|
11.1K
$1.01M
|
|
|
Nov 10, 2025
Q3 2025
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
345+ 0.42% |
$29.6K - $31.8K
|
83.4K
$7.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
319+ 0.38% |
$27.4K - $29.4K
|
85K
$7.68M
|
|