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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Innova Wealth Partners
|
SELL
|
- |
-946- 3.98% |
$46.7K - $51.2K
|
22.8K
$1.23M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$49.4 - $54.1
|
405
$21.9K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
SELL
|
- |
-874- 1.31% |
$43.2K - $47.3K
|
65.9K
$3.57M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.05K- 6.37% |
$51.8K - $56.7K
|
15.4K
$835K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.79% |
$4.94K - $5.41K
|
5.7K
$308K
|
|
|
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
|
Old Mission Capital LLC
|
SELL
|
- |
-4.84K- 13.02% |
$239K - $262K
|
32.3K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 94.2% |
$1.67M - $1.83M
|
69.7K
$3.77M
|
|
|
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
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 0.32% |
$2.77K - $3.03K
|
17.6K
$954K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7K- 2.13% |
$346K - $378K
|
321K
$17.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.95K- 31.23% |
$146K - $159K
|
6.49K
$351K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
877New |
$43.3K - $47.4K
|
877
$47.5K
|
|
|
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
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1- 0.01% |
$49.4 - $54.1
|
8.03K
$435K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-4.1K- 1.64% |
$202K - $222K
|
246K
$13.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.77KNew |
$236K - $258K
|
4.77K
$258K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
19New |
$939 - $1.03K
|
19
$1.03K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3+ 0.04% |
$148 - $162
|
7.15K
$387K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-484- 10.61% |
$23.9K - $26.2K
|
4.08K
$221K
|
|
|
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 13, 2025
Q3 2025
|
Herold Advisors, Inc.
|
SELL
|
- |
-1K- 3.7% |
$49.4K - $54.1K
|
26K
$1.41M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-10.4K- 11.07% |
$513K - $562K
|
83.4K
$4.52M
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.04% |
$10.9K - $11.9K
|
21.4K
$1.16M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-109- 1.6% |
$5.39K - $5.89K
|
6.71K
$363K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.95KNew |
$195K - $213K
|
3.95K
$214K
|
|
|
Nov 12, 2025
Q3 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-65.4K- 8.39% |
$3.23M - $3.54M
|
714K
$38.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-153K- 32.34% |
$7.57M - $8.28M
|
320K
$17.3M
|
|
|
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
|
Cambria Investment Management, L.P.
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-2.19K- 5.82% |
$108K - $118K
|
35.4K
$1.92M
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
702+ 0.54% |
$34.7K - $38K
|
131K
$7.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$113K - $123K
|
80.8K
$4.37M
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.02% |
$98.8 - $108
|
12.3K
$669K
|
|
|
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 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71KNew |
$184K - $201K
|
3.71K
$201K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.1K+ 2.29% |
$1.04M - $1.14M
|
941K
$51M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8KNew |
$684K - $748K
|
13.8K
$749K
|
|
|
Nov 06, 2025
Q3 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-456- 9.86% |
$22.5K - $24.7K
|
4.17K
$226K
|
|
|
Nov 05, 2025
Q3 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.56K- 8.42% |
$77.2K - $84.5K
|
17K
$920K
|
|
|
Nov 05, 2025
Q3 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-515- 4.06% |
$25.4K - $27.9K
|
12.2K
$659K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.02KNew |
$198K - $217K
|
4.02K
$217K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.26% |
$889 - $973
|
6.9K
$373K
|
|
|
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 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$210K
|
|
|
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 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$49.4 - $54.1
|
471
$25.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.4K+ 14.61% |
$168K - $184K
|
26.6K
$1.44M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.39K- 27.68% |
$118K - $129K
|
6.25K
$338K
|
|