Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-421- 66.09% |
$28.3K - $31.8K
|
216
$18.7K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-606Closed |
$40.8K - $45.8K
|
0
$0
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-680- 14.62% |
$45.7K - $51.4K
|
3.97K
$343K
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.83K- 27.2% |
$123K - $138K
|
4.89K
$422K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.88K- 1.81% |
$126K - $142K
|
102K
$8.83M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.8K- 21.57% |
$457K - $514K
|
24.7K
$2.14M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.9K- 9.41% |
$800K - $899K
|
115K
$9.91M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 47.02% |
$840K - $944K
|
14.1K
$1.22M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54.1K- 59.68% |
$3.64M - $4.09M
|
36.5K
$3.16M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-70.8K- 90.29% |
$4.76M - $5.36M
|
7.62K
$659K
|