Latest Institutional Purchases of Wisdomtree Tr Wisdomtree U.S. (NTSX)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (NTSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
104K+ 8.24% |
$5.15M - $5.63M
|
1.37M
$74.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1K+ 9.61% |
$2.08M - $2.27M
|
480K
$26M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
33.8K+ 94.2% |
$1.67M - $1.83M
|
69.7K
$3.77M
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
21.1K+ 2.29% |
$1.04M - $1.14M
|
941K
$51M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 3.34% |
$788K - $862K
|
493K
$26.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
13.8KNew |
$684K - $748K
|
13.8K
$749K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 10.92% |
$609K - $666K
|
125K
$6.78M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11.4K+ 13.45% |
$563K - $616K
|
96.1K
$5.2M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.32K+ 53.6% |
$312K - $342K
|
18.1K
$981K
|
|
|
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
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
4.77KNew |
$236K - $258K
|
4.77K
$258K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.02KNew |
$198K - $217K
|
4.02K
$217K
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
3.95KNew |
$195K - $213K
|
3.95K
$214K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$210K
|
|
|
Nov 10, 2025
Q3 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.71KNew |
$184K - $201K
|
3.71K
$201K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.4K+ 14.61% |
$168K - $184K
|
26.6K
$1.44M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.46K+ 7.91% |
$121K - $133K
|
33.6K
$1.82M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.28K+ 2.91% |
$113K - $123K
|
80.8K
$4.37M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
877New |
$43.3K - $47.4K
|
877
$47.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
702+ 0.54% |
$34.7K - $38K
|
131K
$7.11M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
677+ 4.25% |
$33.5K - $36.6K
|
16.6K
$899K
|
|
|
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
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
220+ 1.04% |
$10.9K - $11.9K
|
21.4K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
103+ 0.31% |
$5.09K - $5.57K
|
32.9K
$1.78M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100+ 1.79% |
$4.94K - $5.41K
|
5.7K
$308K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
72+ 1.41% |
$3.56K - $3.89K
|
5.18K
$280K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
56+ 0.32% |
$2.77K - $3.03K
|
17.6K
$954K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.32% |
$1.98K - $2.16K
|
12.7K
$689K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26+ 0.71% |
$1.28K - $1.41K
|
3.71K
$201K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
19New |
$939 - $1.03K
|
19
$1.03K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.26% |
$889 - $973
|
6.9K
$373K
|
|
|
Nov 14, 2025
Q3 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
3+ 0.04% |
$148 - $162
|
7.15K
$387K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $162
|
1.35K
$73K
|
|
|
Nov 12, 2025
Q3 2025
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2+ 0.02% |
$98.8 - $108
|
12.3K
$669K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1+ 0.25% |
$49.4 - $54.1
|
405
$21.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$49.4 - $54.1
|
471
$25.5K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.26% |
$49.4 - $54.1
|
386
$20.9K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
82KNew |
$3.34M - $4.1M
|
82K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$48.2K - $59.2K
|
1.18K
$64K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
639New |
$26K - $32K
|
639
$34.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
375+ 5.05% |
$15.3K - $18.8K
|
7.8K
$422K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$9.25K - $11.4K
|
227
$12.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.6K - $8.11K
|
162
$8.77K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
140New |
$5.7K - $7.01K
|
140
$7.58K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 2.17% |
$3.67K - $4.51K
|
4.23K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 1.68% |
$3.22K - $3.95K
|
4.77K
$258K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.68K+ 14.52% |
$75.1K - $82.4K
|
13.3K
$717K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$59.6K - $65.4K
|
1.33K
$72.2K
|
|