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
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.07K- 4.0% |
$40.3K - $47.2K
|
25.6K
$1.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
SELL
|
- |
-1.15K- 4.33% |
$43.3K - $50.8K
|
25.3K
$1.19M
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-3.13K- 96.9% |
$118K - $139K
|
100
$4.7K
|
|
|
Apr 28, 2022
Q1 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.39K- 0.98% |
$128K - $150K
|
342K
$16M
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.23K- 9.3% |
$198K - $232K
|
51K
$2.4M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.58K- 10.0% |
$211K - $247K
|
50.2K
$2.36M
|
|
|
May 06, 2022
Q1 2022
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-6.02KClosed |
$228K - $267K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.66K- 32.87% |
$290K - $339K
|
15.6K
$734K
|
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-9.48K- 23.3% |
$359K - $420K
|
31.2K
$1.47M
|
|
|
Apr 12, 2022
Q1 2022
|
Stonnington Group, LLC
|
SELL
|
- |
-11.6KClosed |
$439K - $514K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-24.8K- 48.11% |
$939K - $1.1M
|
26.8K
$1.26M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24.9K- 30.72% |
$942K - $1.1M
|
56.2K
$2.64M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-26.7K- 11.21% |
$1.01M - $1.18M
|
211K
$9.92M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-26.9K- 76.64% |
$1.02M - $1.19M
|
8.2K
$385K
|
|
|
Apr 25, 2022
Q1 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-34.9K- 20.4% |
$1.32M - $1.55M
|
136K
$6.4M
|
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-53.8KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-62.7K- 25.75% |
$2.37M - $2.78M
|
181K
$8.49M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-71.3K- 49.22% |
$2.7M - $3.16M
|
73.5K
$3.45M
|
|
|
May 16, 2022
Q1 2022
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-100KClosed |
$3.78M - $4.43M
|
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
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-263K- 4.79% |
$9.96M - $11.7M
|
5.23M
$246M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-533K- 98.94% |
$20.1M - $23.6M
|
5.7K
$268K
|