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 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-800- 4.78% |
$39.5K - $43.3K
|
15.9K
$863K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-874- 1.31% |
$43.2K - $47.3K
|
65.9K
$3.57M
|
|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-946- 3.98% |
$46.7K - $51.2K
|
22.8K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 3.7% |
$49.4K - $54.1K
|
26K
$1.41M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 6.37% |
$51.8K - $56.7K
|
15.4K
$835K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.18K- 7.33% |
$58.3K - $63.8K
|
14.9K
$807K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.56K- 8.42% |
$77.2K - $84.5K
|
17K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.19K- 5.82% |
$108K - $118K
|
35.4K
$1.92M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.39K- 27.68% |
$118K - $129K
|
6.25K
$338K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 65.2% |
$126K - $138K
|
1.36K
$73.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-2.81K- 8.96% |
$139K - $152K
|
28.6K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.86K- 0.51% |
$141K - $154K
|
558K
$30.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.95K- 31.23% |
$146K - $159K
|
6.49K
$351K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.35K- 14.25% |
$166K - $181K
|
20.2K
$1.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 6.19% |
$169K - $185K
|
51.9K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.1K- 1.64% |
$202K - $222K
|
246K
$13.3M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.72K- 8.07% |
$233K - $255K
|
53.8K
$2.91M
|
|
|
Nov 14, 2025
Q3 2025
|
Old Mission Capital LLC
|
SELL
|
- |
-4.84K- 13.02% |
$239K - $262K
|
32.3K
$1.75M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.98K- 46.34% |
$246K - $269K
|
5.77K
$312K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7K- 2.13% |
$346K - $378K
|
321K
$17.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 11.07% |
$513K - $562K
|
83.4K
$4.52M
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10.4K- 30.93% |
$516K - $565K
|
23.3K
$1.26M
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-53.6K- 7.08% |
$2.65M - $2.9M
|
704K
$38.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-65.4K- 8.39% |
$3.23M - $3.54M
|
714K
$38.6M
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-90.2K- 15.36% |
$4.46M - $4.88M
|
497K
$26.9M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-91.1K- 33.1% |
$4.5M - $4.93M
|
184K
$9.97M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-153K- 32.34% |
$7.57M - $8.28M
|
320K
$17.3M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-523K- 8.71% |
$25.8M - $28.3M
|
5.48M
$297M
|
|