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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.42K- 48.9% |
$240K - $264K
|
7.75K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-435- 3.67% |
$14.1K - $15.5K
|
11.4K
$532K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-583- 73.7% |
$18.9K - $20.8K
|
208
$9.71K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-179K- 91.42% |
$5.81M - $6.4M
|
16.8K
$785K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.53KNew |
$276K - $304K
|
8.53K
$398K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
8.6KNew |
$279K - $307K
|
8.6K
$401K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-410K- 96.92% |
$12.5M - $14.3M
|
13K
$609K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.31K - $1.5K
|
86
$4.01K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
731New |
$22.2K - $25.5K
|
731
$34.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.04K+ 1303.1% |
$153K - $176K
|
5.43K
$253K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.09K+ 4.91% |
$93.7K - $108K
|
65.9K
$3.08M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.12KNew |
$125K - $144K
|
4.12K
$192K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
906New |
$27.7K - $34.2K
|
906
$42.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.75KNew |
$206K - $255K
|
6.75K
$315K
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.73K- 22.82% |
$114K - $141K
|
12.6K
$588K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122New |
$3.73K - $4.61K
|
122
$5.69K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.25K- 50.0% |
$38.2K - $47.2K
|
1.25K
$58.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 9.73% |
$887 - $1.09K
|
327
$15.3K
|
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9.78KNew |
$299K - $369K
|
9.78K
$457K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.52KNew |
$138K - $171K
|
4.52K
$211K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-950- 3.52% |
$29.1K - $35.9K
|
26.1K
$1.22M
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 57.47% |
$39.1K - $49.8K
|
902
$42.1K
|
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6Closed |
$193 - $245
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$25.7K - $32.7K
|
800
$37.3K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-733- 9.57% |
$23.5K - $30K
|
6.93K
$323K
|
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.01KClosed |
$161K - $205K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-21Closed |
$674 - $859
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
100+ 0.65% |
$3.21K - $4.09K
|
15.5K
$723K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10KClosed |
$322K - $411K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
163K+ 469.02% |
$5.23M - $6.66M
|
198K
$9.22M
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-300Closed |
$9.63K - $12.3K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-73.5KClosed |
$2.36M - $3.01M
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$76.3K - $97.2K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.58KClosed |
$211K - $269K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.4KClosed |
$173K - $221K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.7KClosed |
$183K - $233K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-100KClosed |
$3.78M - $4.43M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-53.8KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-316Closed |
$12K - $14K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-100K- 18.18% |
$3.78M - $4.43M
|
450K
$21M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.02KClosed |
$228K - $267K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-230Closed |
$8.7K - $10.2K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-11.6KClosed |
$439K - $514K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-3.13K- 96.9% |
$118K - $139K
|
100
$4.67K
|
|
| Q4 2021 | |||||||
|
Feb 16, 2022
Q4 2021
|
Menlo Advisors LLC
|
SELL
|
- |
-415- 3.22% |
$16.9K - $18.5K
|
12.5K
$581K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
460New |
$18.8K - $20.5K
|
460
$21.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
9.41KNew |
$384K - $420K
|
9.41K
$439K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-5.84KClosed |
$238K - $261K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-23.8KClosed |
$972K - $1.06M
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3KClosed |
$122K - $134K
|
0
$0
|
|