Latest Institutional Sells 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 sells. 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 sale 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 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 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 12.42% |
$607K - $668K
|
100K
$4.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.27K- 1.89% |
$353K - $389K
|
429K
$20M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.72K- 37.01% |
$330K - $363K
|
13.1K
$613K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.63K- 8.17% |
$326K - $359K
|
85.7K
$4M
|
|
|
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 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-436- 1.49% |
$18.6K - $20.5K
|
28.8K
$1.34M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-373- 2.11% |
$15.9K - $17.5K
|
17.3K
$809K
|
|
|
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
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 13.04% |
$4.19M - $4.66M
|
698K
$32.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 6.03% |
$1.01M - $1.13M
|
394K
$18.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 20.2% |
$635K - $706K
|
62.6K
$2.92M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.59M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.79K- 6.1% |
$152K - $169K
|
58.4K
$2.72M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.31K- 5.95% |
$92.7K - $103K
|
36.5K
$1.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 3.29% |
$68.1K - $75.7K
|
50.1K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 6.58% |
$39.3K - $43.7K
|
13.9K
$651K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-805- 3.06% |
$32.2K - $35.8K
|
25.5K
$1.19M
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-647- 8.98% |
$25.9K - $28.8K
|
6.56K
$306K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-514- 8.19% |
$20.6K - $22.9K
|
5.76K
$269K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-457- 8.74% |
$18.3K - $20.3K
|
4.77K
$223K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-377- 2.68% |
$15.1K - $16.8K
|
13.7K
$638K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-323- 1.4% |
$12.9K - $14.4K
|
22.7K
$1.06M
|
|
|
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
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.01% |
$1.08K - $1.2K
|
203K
$9.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.81% |
$40.1 - $44.5
|
123
$5.74K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-313K- 68.49% |
$12.1M - $13.3M
|
144K
$6.72M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 52.07% |
$718K - $790K
|
17.1K
$797K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.74K- 15.57% |
$377K - $415K
|
52.8K
$2.46M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 30.76% |
$254K - $280K
|
14.8K
$690K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 4.17% |
$194 - $213
|
115
$5.37K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97.2K- 94.16% |
$3.23M - $3.86M
|
6.03K
$281K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15- 3.36% |
$499 - $596
|
432
$20.2K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.29K- 42.98% |
$218K - $240K
|
8.35K
$389K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.03K- 67.61% |
$35.6K - $38.1K
|
492
$23K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-50- 0.18% |
$1.73K - $1.86K
|
27.1K
$1.26M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 2.17% |
$278 - $297
|
361
$16.8K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-179K- 91.42% |
$5.81M - $6.4M
|
16.8K
$785K
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-20.9K- 68.02% |
$676K - $744K
|
9.81K
$458K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.42K- 48.9% |
$240K - $264K
|
7.75K
$362K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61K- 72.79% |
$84.5K - $92.9K
|
974
$45.5K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-583- 73.7% |
$18.9K - $20.8K
|
208
$9.71K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-435- 3.67% |
$14.1K - $15.5K
|
11.4K
$532K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1- 25.0% |
$32.4 - $35.7
|
3
$140
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-410K- 96.92% |
$12.5M - $14.3M
|
13K
$609K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.73K- 22.82% |
$114K - $141K
|
12.6K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.25K- 50.0% |
$38.2K - $47.2K
|
1.25K
$58.3K
|
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-950- 3.52% |
$29.1K - $35.9K
|
26.1K
$1.22M
|
|