Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Wisdomtree U.S. (WTV)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (WTV) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
337KNew |
$26.9M - $30.1M
|
337K
$29M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Wealth Management, LLC
|
BUY
|
- |
333KNew |
$26.6M - $29.8M
|
333K
$28.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
66.1KNew |
$5.28M - $5.91M
|
66.1K
$5.69M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
65.6K+ 239.18% |
$5.25M - $5.87M
|
93K
$8.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
45.8KNew |
$3.66M - $4.1M
|
45.8K
$3.94M
|
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
34.6KNew |
$2.77M - $3.1M
|
34.6K
$2.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
31.3KNew |
$2.5M - $2.79M
|
31.3K
$2.69M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
18.1KNew |
$1.45M - $1.62M
|
18.1K
$1.56M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
16.3KNew |
$1.3M - $1.45M
|
16.3K
$1.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
14.9K+ 5.88% |
$1.19M - $1.33M
|
268K
$23M
|
|
|
Feb 03, 2025
Q4 2024
|
Matauro, LLC
New York, NY |
BUY
|
- |
10KNew |
$802K - $897K
|
10K
$863K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.51KNew |
$441K - $493K
|
5.51K
$474K
|
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
5.18KNew |
$414K - $464K
|
5.18K
$446K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
3.8KNew |
$304K - $340K
|
3.8K
$327K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.96KNew |
$237K - $265K
|
2.96K
$255K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.64KNew |
$211K - $236K
|
2.64K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.02K+ 97.07% |
$162K - $181K
|
4.11K
$354K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.82K+ 10.12% |
$146K - $163K
|
19.9K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
1.71K+ 82.81% |
$137K - $153K
|
3.78K
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.33K+ 8.72% |
$107K - $119K
|
16.6K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3K+ 43.62% |
$104K - $116K
|
4.29K
$369K
|
|
|
Jan 17, 2025
Q4 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
697+ 0.71% |
$55.7K - $62.3K
|
98.7K
$8.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
598New |
$47.8K - $53.5K
|
598
$51.5K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
463New |
$37K - $41.4K
|
463
$39.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
435+ 15.96% |
$34.8K - $38.9K
|
3.16K
$272K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
318New |
$25.4K - $28.4K
|
318
$27.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
189New |
$15.1K - $16.9K
|
189
$16.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
52New |
$4.16K - $4.65K
|
52
$4.47K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1+ 0.03% |
$80 - $89.4
|
3.31K
$285K
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-138- 0.6% |
$11K - $12.3K
|
22.8K
$1.97M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-208- 2.26% |
$16.6K - $18.6K
|
8.98K
$773K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-234- 5.85% |
$18.7K - $20.9K
|
3.77K
$324K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-263- 2.67% |
$21K - $23.5K
|
9.58K
$825K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-768- 4.5% |
$61.4K - $68.7K
|
16.3K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-987- 8.32% |
$78.9K - $88.3K
|
10.9K
$936K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-2.16K- 2.32% |
$172K - $193K
|
90.7K
$7.81M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.17K- 16.32% |
$173K - $194K
|
11.1K
$956K
|