Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
104K+ 8.24% |
$5.15M - $5.63M
|
1.37M
$74.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
66.8KNew |
$3.3M - $3.61M
|
66.8K
$3.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1K+ 9.61% |
$2.08M - $2.27M
|
480K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 94.2% |
$1.67M - $1.83M
|
69.7K
$3.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.1K+ 2.29% |
$1.04M - $1.14M
|
941K
$51M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 3.34% |
$788K - $862K
|
493K
$26.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8KNew |
$684K - $748K
|
13.8K
$749K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 10.92% |
$609K - $666K
|
125K
$6.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11.4K+ 13.45% |
$563K - $616K
|
96.1K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.32K+ 53.6% |
$312K - $342K
|
18.1K
$981K
|
|
|
Nov 14, 2025
Q3 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
5.13KNew |
$253K - $277K
|
5.13K
$278K
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.77KNew |
$236K - $258K
|
4.77K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.02KNew |
$198K - $217K
|
4.02K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.95KNew |
$195K - $213K
|
3.95K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71KNew |
$184K - $201K
|
3.71K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.4K+ 14.61% |
$168K - $184K
|
26.6K
$1.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.46K+ 7.91% |
$121K - $133K
|
33.6K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$113K - $123K
|
80.8K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
877New |
$43.3K - $47.4K
|
877
$47.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
702+ 0.54% |
$34.7K - $38K
|
131K
$7.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
677+ 4.25% |
$33.5K - $36.6K
|
16.6K
$899K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
294+ 6.95% |
$14.5K - $15.9K
|
4.53K
$245K
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
248+ 2.11% |
$12.3K - $13.4K
|
12K
$650K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.04% |
$10.9K - $11.9K
|
21.4K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
103+ 0.31% |
$5.09K - $5.57K
|
32.9K
$1.78M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.79% |
$4.94K - $5.41K
|
5.7K
$308K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 0.32% |
$2.77K - $3.03K
|
17.6K
$954K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.32% |
$1.98K - $2.16K
|
12.7K
$689K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26+ 0.71% |
$1.28K - $1.41K
|
3.71K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
19New |
$939 - $1.03K
|
19
$1.03K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.26% |
$889 - $973
|
6.9K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3+ 0.04% |
$148 - $162
|
7.15K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $162
|
1.35K
$73K
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.02% |
$98.8 - $108
|
12.3K
$669K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.26% |
$49.4 - $54.1
|
386
$20.9K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$49.4 - $54.1
|
405
$21.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$49.4 - $54.1
|
471
$25.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.01% |
$49.4 - $54.1
|
8.03K
$435K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 9.89% |
$445 - $487
|
82
$4.44K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.64% |
$2.92K - $3.19K
|
9.13K
$494K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-109- 1.6% |
$5.39K - $5.89K
|
6.71K
$363K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 4.92% |
$12K - $13.1K
|
4.68K
$253K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-384- 1.66% |
$19K - $20.8K
|
22.8K
$1.24M
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-456- 9.86% |
$22.5K - $24.7K
|
4.17K
$226K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-484- 10.61% |
$23.9K - $26.2K
|
4.08K
$221K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-506- 84.33% |
$25K - $27.4K
|
94
$5.09K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-515- 4.06% |
$25.4K - $27.9K
|
12.2K
$659K
|
|