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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 7.66% |
$4.17M - $4.59M
|
1.18M
$55M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.72K- 37.01% |
$330K - $363K
|
13.1K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 12.1% |
$114K - $125K
|
24.7K
$1.15M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
717+ 2.96% |
$30.6K - $33.7K
|
24.9K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.17% |
$684 - $752
|
9.51K
$444K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2KNew |
$85.5K - $94K
|
2K
$93.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.9K+ 12.8% |
$2.04M - $2.25M
|
422K
$19.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.7K- 4.35% |
$72.7K - $79.9K
|
37.4K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.63K- 8.17% |
$326K - $359K
|
85.7K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-63.8K- 80.92% |
$2.73M - $3M
|
15K
$702K
|
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-47.6K- 5.29% |
$2.03M - $2.24M
|
852K
$39.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
34.8KNew |
$1.49M - $1.63M
|
34.8K
$1.62M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-373- 2.11% |
$15.9K - $17.5K
|
17.3K
$809K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 12.42% |
$607K - $668K
|
100K
$4.68M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.9K+ 59.87% |
$1.49M - $1.64M
|
93.2K
$4.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.9K+ 0.31% |
$806K - $887K
|
6.11M
$285M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$199K - $219K
|
4.66K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$85.4 - $94
|
923
$43.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05K+ 9.06% |
$44.7K - $49.2K
|
12.6K
$587K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
45.8KNew |
$1.96M - $2.15M
|
45.8K
$2.14M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.27K- 1.89% |
$353K - $389K
|
429K
$20M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-48- 0.06% |
$2.05K - $2.26K
|
76.1K
$3.55M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
936+ 0.96% |
$40K - $44K
|
98.4K
$4.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32.5KNew |
$1.39M - $1.53M
|
32.5K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.9K+ 7.77% |
$3.5M - $3.85M
|
1.14M
$53M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-436- 1.49% |
$18.6K - $20.5K
|
28.8K
$1.34M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.54K+ 33.83% |
$322K - $354K
|
29.8K
$1.39M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-457- 8.74% |
$18.3K - $20.3K
|
4.77K
$223K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 4.53% |
$970K - $1.08M
|
559K
$26.1M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-805- 3.06% |
$32.2K - $35.8K
|
25.5K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.05% |
$1.68K - $1.87K
|
4.04K
$189K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 3.29% |
$68.1K - $75.7K
|
50.1K
$2.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-514- 8.19% |
$20.6K - $22.9K
|
5.76K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
33.8K+ 24.02% |
$1.35M - $1.5M
|
174K
$8.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
16+ 400.0% |
$641 - $712
|
20
$933
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$2.29M - $2.54M
|
57.1K
$2.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
702+ 3.29% |
$28.1K - $31.3K
|
22K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 13.04% |
$4.19M - $4.66M
|
698K
$32.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 8.11% |
$79.5K - $88.4K
|
26.5K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-323- 1.4% |
$12.9K - $14.4K
|
22.7K
$1.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$49.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122New |
$4.89K - $5.43K
|
122
$5.69K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 6.58% |
$39.3K - $43.7K
|
13.9K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.59M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.01K+ 9.43% |
$361K - $401K
|
105K
$4.88M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 2.89% |
$10.2K - $11.3K
|
8.55K
$399K
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.81% |
$40.1 - $44.5
|
123
$5.74K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.01% |
$1.08K - $1.2K
|
203K
$9.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.58K+ 0.75% |
$264K - $293K
|
882K
$41.2M
|
|