Purchases and Sales Made in Q1 2022 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q1 2022. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2022
Q1 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
740K+ 41.54% |
$28M - $32.8M
|
2.52M
$119M
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
241K+ 2063.76% |
$9.12M - $10.7M
|
253K
$12M
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
186K+ 147.4% |
$7.05M - $8.26M
|
313K
$14.8M
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
130K+ 9.67% |
$4.92M - $5.77M
|
1.48M
$69.8M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
59.6K+ 202.27% |
$2.25M - $2.64M
|
89.1K
$4.21M
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
48.4KNew |
$1.83M - $2.14M
|
48.4K
$2.29M
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
34.7KNew |
$1.31M - $1.54M
|
34.7K
$1.64M
|
|
May 12, 2022
Q1 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
25.6K+ 92.59% |
$967K - $1.13M
|
53.2K
$2.52M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
24.1K+ 83.34% |
$912K - $1.07M
|
53K
$2.51M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
23.8K+ 19.96% |
$899K - $1.05M
|
143K
$6.76M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6KNew |
$780K - $914K
|
20.6K
$976K
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
16.4K+ 16.0% |
$622K - $729K
|
119K
$5.64M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
15.8KNew |
$598K - $700K
|
15.8K
$747K
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.7K+ 244.86% |
$481K - $564K
|
17.9K
$848K
|
|
Apr 14, 2022
Q1 2022
|
Rhs Financial, LLC
|
BUY
|
- |
10.4K+ 5.25% |
$392K - $460K
|
208K
$9.83M
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
10KNew |
$380K - $445K
|
10K
$475K
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.65K+ 105.33% |
$327K - $383K
|
16.9K
$798K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
7.61K+ 199.08% |
$288K - $337K
|
11.4K
$541K
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
7.12K+ 66.09% |
$269K - $316K
|
17.9K
$847K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.37K+ 28.69% |
$203K - $238K
|
24.1K
$1.14M
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.52KNew |
$171K - $200K
|
4.52K
$214K
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.2K+ 4.09% |
$121K - $142K
|
81.5K
$3.86M
|
|
May 05, 2022
Q1 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3.18K+ 26.01% |
$120K - $141K
|
15.4K
$728K
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.7K+ 6.79% |
$102K - $120K
|
42.5K
$2.01M
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
1.73K+ 6.71% |
$65.2K - $76.5K
|
27.4K
$1.3M
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 46.4% |
$56.4K - $66.1K
|
4.7K
$222K
|
|
May 09, 2022
Q1 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.45K+ 4.5% |
$54.8K - $64.3K
|
33.7K
$1.59M
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.32K+ 164.46% |
$49.9K - $58.5K
|
2.12K
$100K
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
1.16K+ 21.37% |
$43.8K - $51.3K
|
6.58K
$311K
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.13K+ 41.89% |
$42.7K - $50K
|
3.82K
$181K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
957+ 13.22% |
$36.2K - $42.4K
|
8.2K
$388K
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
763+ 8.43% |
$28.9K - $33.8K
|
9.81K
$464K
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
721+ 6.27% |
$27.3K - $32K
|
12.2K
$578K
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
701+ 13.89% |
$26.5K - $31.1K
|
5.75K
$272K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
537+ 0.9% |
$20.3K - $23.8K
|
60.1K
$2.85M
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
294+ 1.81% |
$11.1K - $13K
|
16.5K
$782K
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
238+ 23.75% |
$9K - $10.6K
|
1.24K
$58.7K
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
169New |
$6.39K - $7.49K
|
169
$8K
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
116+ 2.39% |
$4.39K - $5.14K
|
4.96K
$235K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
14+ 200.0% |
$529 - $621
|
21
$994
|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.12% |
$227 - $266
|
5.01K
$237K
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4New |
$151 - $177
|
4
$189
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4- 1.4% |
$151 - $177
|
281
$13.3K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-36- 0.47% |
$1.36K - $1.6K
|
7.66K
$362K
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-88- 23.28% |
$3.33K - $3.9K
|
290
$13.7K
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-230Closed |
$8.7K - $10.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-316Closed |
$12K - $14K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-897- 14.25% |
$33.9K - $39.8K
|
5.4K
$255K
|