Latest Institutional Transactions on Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (NTSX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19KNew |
$870K - $935K
|
19K
$918K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.4% |
$7.79K - $8.38K
|
12.3K
$595K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 3.8% |
$43.4K - $46.7K
|
25.9K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
16.4KNew |
$752K - $809K
|
16.4K
$794K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$10.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-167- 0.45% |
$7.66K - $8.23K
|
37.2K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-190- 0.33% |
$8.71K - $9.36K
|
56.7K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.49% |
$5.32K - $5.72K
|
4.54K
$220K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$256K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.49% |
$91.7 - $98.6
|
409
$19.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.7K+ 2.22% |
$902K - $969K
|
905K
$43.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 8.06% |
$46.5K - $50K
|
11.6K
$560K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.71% |
$158K - $170K
|
89.7K
$4.34M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.05K+ 2.08% |
$93.9K - $101K
|
100K
$4.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
119+ 0.37% |
$5.46K - $5.86K
|
32.6K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.58K+ 2.0% |
$393K - $423K
|
438K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 6.92% |
$55K - $59.1K
|
16.1K
$780K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24KNew |
$1.1M - $1.18M
|
24K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.94K+ 13.7% |
$181K - $194K
|
32.7K
$1.58M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.58K- 33.67% |
$366K - $403K
|
16.9K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
858+ 3.89% |
$36.7K - $40.3K
|
22.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 6.07% |
$527K - $580K
|
191K
$9.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.98K+ 104.51% |
$213K - $234K
|
9.75K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.37% |
$4.27K - $4.7K
|
27K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 8.69% |
$51.8K - $57K
|
12.7K
$616K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 1.37% |
$3.37K - $3.71K
|
5.68K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.66K+ 1.52% |
$113K - $125K
|
177K
$8.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 5.0% |
$42.7 - $47
|
19
$919
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-19.8K- 18.98% |
$848K - $933K
|
84.7K
$4.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 4.68% |
$100K - $110K
|
47.7K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 3.59% |
$1.07M - $1.18M
|
673K
$32.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.81K+ 1.04% |
$248K - $273K
|
564K
$27.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$478K - $526K
|
11.2K
$542K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.61% |
$44.4K - $48.9K
|
12.6K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.3% |
$17.1K - $18.8K
|
5.95K
$288K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5KNew |
$214K - $235K
|
5K
$242K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-380- 1.04% |
$16.2K - $17.9K
|
36.2K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-97.3K- 24.7% |
$4.16M - $4.58M
|
297K
$14.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
292KNew |
$12.5M - $13.7M
|
292K
$14.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.27K - $4.7K
|
100
$4.84K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 38.98% |
$11.4K - $12.5K
|
418
$20.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19K+ 2.67% |
$813K - $894K
|
733K
$35.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.01% |
$85.4 - $94
|
18.1K
$873K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.85K- 6.15% |
$165K - $181K
|
58.8K
$2.84M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
240+ 5.81% |
$10.3K - $11.3K
|
4.37K
$212K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 20.33% |
$1.07K - $1.18K
|
98
$4.74K
|
|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 7.66% |
$4.17M - $4.59M
|
1.18M
$57M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.72K- 37.01% |
$330K - $363K
|
13.1K
$635K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 12.1% |
$114K - $125K
|
24.7K
$1.2M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.17% |
$684 - $752
|
9.51K
$460K
|
|