Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
51K+ 59.21% |
$2.68M - $3.08M
|
137K
$11M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.7KNew |
$667K - $768K
|
12.7K
$1.02M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.78K+ 4.39% |
$303K - $349K
|
137K
$11M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
4.8K+ 2.82% |
$252K - $290K
|
175K
$14.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
4.14KNew |
$217K - $250K
|
4.14K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
4.13KNew |
$217K - $249K
|
4.13K
$332K
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.92KNew |
$206K - $237K
|
3.92K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.67KNew |
$192K - $221K
|
3.67K
$295K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
2.01K+ 190.26% |
$106K - $122K
|
3.07K
$247K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
1.68KNew |
$88.4K - $102K
|
1.68K
$136K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.55KNew |
$81.3K - $93.5K
|
1.55K
$125K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 18.63% |
$57.9K - $66.7K
|
7.02K
$566K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
943+ 5.38% |
$49.5K - $57K
|
18.5K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
904New |
$47.5K - $54.6K
|
904
$72.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
394New |
$20.7K - $23.8K
|
394
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60+ 1.05% |
$3.15K - $3.63K
|
5.75K
$463K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18New |
$945 - $1.09K
|
18
$1.45K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5+ 0.01% |
$263 - $302
|
34K
$2.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 0.07% |
$52.5 - $60.4
|
1.51K
$122K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-150- 3.92% |
$7.88K - $9.06K
|
3.68K
$296K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-151- 2.2% |
$7.93K - $9.12K
|
6.7K
$539K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-209- 48.6% |
$11K - $12.6K
|
221
$17.8K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-238- 0.86% |
$12.5K - $14.4K
|
27.3K
$2.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-375- 72.25% |
$19.7K - $22.7K
|
144
$11.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-420- 3.62% |
$22.1K - $25.4K
|
11.2K
$901K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-598- 73.46% |
$31.4K - $36.1K
|
216
$17.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.14K- 6.9% |
$59.8K - $68.8K
|
15.4K
$1.24M
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.63K- 28.41% |
$85.7K - $98.6K
|
4.11K
$331K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-1.72K- 1.47% |
$90.1K - $104K
|
115K
$9.26M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-2.09K- 8.74% |
$110K - $126K
|
21.8K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.86K- 39.63% |
$308K - $354K
|
8.93K
$719K
|
|
|
Feb 02, 2023
Q4 2022
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-9K- 66.67% |
$473K - $544K
|
4.5K
$362K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-23.4K- 8.3% |
$1.23M - $1.42M
|
259K
$20.8M
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-55.3K- 60.38% |
$2.9M - $3.34M
|
36.3K
$2.92M
|