Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Systelligence, LLC
|
SELL
|
- |
-41.6K- 18.23% |
$3.57M - $3.83M
|
186K
$16.9M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-17.3K- 8.06% |
$1.49M - $1.6M
|
198K
$17.9M
|
|
|
Oct 27, 2025
Q3 2025
|
Optima Capital LLC
Portland, OR |
SELL
|
- |
-15.3K- 21.63% |
$1.31M - $1.41M
|
55.4K
$5.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-9.26K- 14.02% |
$795K - $853K
|
56.8K
$5.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-6.01K- 6.69% |
$516K - $554K
|
83.8K
$7.58M
|
|
|
Oct 22, 2025
Q3 2025
|
Leslie Global Wealth, LLC
Itasca, IL |
SELL
|
- |
-4.66K- 6.0% |
$400K - $429K
|
72.9K
$6.6M
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.32K- 72.18% |
$371K - $398K
|
1.67K
$151K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-2.42K- 44.73% |
$208K - $223K
|
2.99K
$270K
|
|
|
Nov 04, 2025
Q3 2025
|
Anderson Financial Strategies, LLC
Dayton, OH |
SELL
|
- |
-2.4K- 1.07% |
$207K - $221K
|
221K
$20M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.84K- 37.08% |
$158K - $170K
|
3.12K
$283K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.41K- 8.85% |
$121K - $130K
|
14.6K
$1.32M
|
|
|
Oct 23, 2025
Q3 2025
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
SELL
|
- |
-1.29K- 31.56% |
$111K - $119K
|
2.8K
$253K
|
|
|
Oct 10, 2025
Q3 2025
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1K- 8.19% |
$86K - $92.2K
|
11.2K
$1.01M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
SELL
|
- |
-971- 26.21% |
$83.4K - $89.4K
|
2.73K
$247K
|
|
|
Nov 12, 2025
Q3 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
SELL
|
- |
-534- 13.62% |
$45.9K - $49.2K
|
3.39K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-446- 44.16% |
$38.3K - $41.1K
|
564
$51K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-355- 6.29% |
$30.5K - $32.7K
|
5.29K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Solano Wealth Investment Advisors LLC
Fairfield, CA |
SELL
|
- |
-334- 2.44% |
$28.7K - $30.8K
|
13.4K
$1.21M
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-328- 7.33% |
$28.2K - $30.2K
|
4.15K
$375K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-266- 6.82% |
$22.9K - $24.5K
|
3.64K
$329K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
SELL
|
- |
-200- 25.54% |
$17.2K - $18.4K
|
583
$52.7K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-182- 1.34% |
$15.6K - $16.8K
|
13.4K
$1.21M
|
|
|
Nov 04, 2025
Q3 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-176- 3.36% |
$15.1K - $16.2K
|
5.07K
$458K
|
|
|
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
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-154- 2.84% |
$13.2K - $14.2K
|
5.27K
$476K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-128- 98.46% |
$11K - $11.8K
|
2
$181
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-108- 3.58% |
$9.28K - $9.95K
|
2.91K
$263K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-91- 0.3% |
$7.82K - $8.38K
|
30.6K
$2.76M
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-65- 1.94% |
$5.59K - $5.99K
|
3.28K
$296K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-62- 46.27% |
$5.33K - $5.71K
|
72
$6.51K
|
|
|
Nov 13, 2025
Q3 2025
|
Quartz Partners, LLC
Saratoga Springs, NY |
SELL
|
- |
-34- 0.93% |
$2.92K - $3.13K
|
3.63K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-11- 0.12% |
$945 - $1.01K
|
9.51K
$860K
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Advisor Resource Council
|
SELL
|
- |
-75.9K- 80.63% |
$5.49M - $6.56M
|
18.2K
$1.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.08K- 96.04% |
$223K - $266K
|
127
$11.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-2.92K- 19.62% |
$211K - $252K
|
12K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.48K- 14.68% |
$107K - $128K
|
8.6K
$778K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.23K- 17.46% |
$88.7K - $106K
|
5.8K
$524K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-427- 7.34% |
$30.9K - $36.9K
|
5.39K
$488K
|
|
|
Aug 14, 2025
Q2 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5- 0.08% |
$362 - $432
|
6.02K
$544K
|
|
| Q1 2025 | |||||||
|
Apr 11, 2025
Q1 2025
|
Horizon Wealth Management, LLC
|
SELL
|
- |
-330K- 99.01% |
$26.4M - $28.9M
|
3.31K
$299K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-14K- 77.2% |
$1.12M - $1.23M
|
4.14K
$374K
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-34- 1.17% |
$2.72K - $2.98K
|
2.88K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13- 0.03% |
$1.04K - $1.14K
|
45.4K
$4.1M
|
|
| Q4 2024 | |||||||
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-987- 8.32% |
$78.9K - $88.3K
|
10.9K
$983K
|
|
|
Feb 10, 2025
Q4 2024
|
Carlson Capital Management
|
SELL
|
- |
-136- 2.15% |
$10.9K - $12.2K
|
6.18K
$559K
|
|
| Q3 2024 | |||||||
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-110- 8.63% |
$7.84K - $8.8K
|
1.16K
$105K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-36- 0.08% |
$2.57K - $2.88K
|
44.8K
$4.05M
|
|
| Q2 2024 | |||||||
|
Dec 02, 2025
Q2 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-115K- 83.61% |
$8.12M - $8.62M
|
22.5K
$2.03M
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-419- 77.31% |
$29.7K - $31.5K
|
123
$11.1K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.83K- 27.2% |
$123K - $138K
|
4.89K
$442K
|
|