Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)

NTSX Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q1 2023. 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, 2023 Q1 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
284K
+ 70.93%
$9.2M - $10.1M
684K $33.1M
Apr 13, 2023 Q1 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
217K
+ 32.46%
$7.03M - $7.74M
885K $42.8M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
215K
+ 55.18%
$6.96M - $7.65M
603K $29.2M
May 15, 2023 Q1 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
186K
+ 97.67%
$6.04M - $6.64M
377K $18.2M
May 11, 2023 Q1 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
143K
New
$4.63M - $5.09M
143K $6.91M
May 11, 2023 Q1 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
101K
+ 33.67%
$3.27M - $3.6M
401K $19.4M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
100K
+ 806.01%
$3.26M - $3.58M
113K $5.46M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
58.8K
+ 11.03%
$1.91M - $2.1M
592K $28.6M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
56.1K
+ 835.08%
$1.82M - $2M
62.8K $3.04M
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
24.5K
+ 9.31%
$794K - $874K
288K $13.9M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.2K
+ 6.14%
$624K - $686K
332K $16.1M
May 12, 2023 Q1 2023
Kestra Advisory Services, LLC

BUY
 -
14.7K
+ 73.16%
$477K - $525K
34.9K $1.69M
Apr 20, 2023 Q1 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
13.8K
+ 43.22%
$446K - $490K
45.6K $2.2M
Apr 25, 2023 Q1 2023
Innova Wealth Partners

BUY
 -
10.5K
+ 118.9%
$341K - $375K
19.4K $938K
May 15, 2023 Q1 2023
Israel Englander Millennium Management LLC | New York, Ny
BUY
 -
9.68K
New
$314K - $345K
9.68K $468K
Apr 11, 2023 Q1 2023
Stableford Capital Ii LLC

Scottsdale, AZ
BUY
 -
8.6K
New
$279K - $307K
8.6K $416K
Apr 11, 2023 Q1 2023
Sfg Wealth Management, Llc.

BUY
 -
8.53K
New
$276K - $304K
8.53K $412K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
7.99K
+ 8.88%
$259K - $285K
98K $4.74M
May 10, 2023 Q1 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
6.22K
+ 37.67%
$202K - $222K
22.7K $1.1M
May 15, 2023 Q1 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
3.58K
+ 5.75%
$116K - $128K
65.8K $3.18M
May 11, 2023 Q1 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.29K
+ 14.17%
$74.2K - $81.6K
18.4K $892K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
1.13K
+ 3.44%
$36.7K - $40.4K
34K $1.65M
Apr 06, 2023 Q1 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
814
+ 3.11%
$26.4K - $29K
27K $1.3M
May 01, 2023 Q1 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
660
+ 2.64%
$21.4K - $23.5K
25.6K $1.24M
Apr 26, 2023 Q1 2023
Safeguard Financial, LLC

BUY
 -
504
+ 5.86%
$16.3K - $18K
9.1K $440K
May 03, 2023 Q1 2023
Ogorek Anthony Joseph

BUY
 -
491
+ 0.2%
$15.9K - $17.5K
250K $12.1M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
250
+ 8.47%
$8.11K - $8.92K
3.2K $155K
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
150
New
$4.86K - $5.35K
150 $7.26K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
100
New
$3.24K - $3.57K
100 $4.84K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
93
+ 3.57%
$3.02K - $3.32K
2.7K $131K
Apr 21, 2023 Q1 2023
Janiczek Wealth Management, LLC

BUY
 -
88
+ 31.32%
$2.85K - $3.14K
369 $17.8K
May 16, 2023 Q1 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
37
New
$1.2K - $1.32K
37 $1.79K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.25%
$32.4 - $35.7
400 $19.3K
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-1
- 25.0%
$32.4 - $35.7
3 $145
May 15, 2023 Q1 2023
Covestor LTD

Boston, MA
SELL
 -
-24
- 13.04%
$778 - $856
160 $7.74K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

SELL
 -
-136
- 0.45%
$4.41K - $4.85K
30.4K $1.47M
May 05, 2023 Q1 2023
Truist Financial Corp

SELL
 -
-435
- 3.67%
$14.1K - $15.5K
11.4K $552K
May 09, 2023 Q1 2023
Motco

SELL
 -
-450
- 22.85%
$14.6K - $16K
1.52K $73.5K
May 02, 2023 Q1 2023
Sym Financial Corp

SELL
 -
-583
- 73.7%
$18.9K - $20.8K
208 $10.1K
May 02, 2023 Q1 2023
Black Diamond Wealth Management Inc.

SELL
 -
-668
- 2.26%
$21.7K - $23.8K
28.9K $1.4M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.01K
- 9.48%
$32.8K - $36.1K
9.67K $468K
Apr 12, 2023 Q1 2023
Flagship Harbor Advisors, LLC

SELL
 -
-1.45K
- 16.45%
$47K - $51.7K
7.36K $356K
Apr 18, 2023 Q1 2023
Ifp Advisors, Inc

SELL
 -
-1.48K
- 99.93%
$48K - $52.8K
1 $48.4
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
SELL
 -
-1.5K
- 28.11%
$48.6K - $53.5K
3.84K $186K
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-1.94K
- 22.04%
$62.9K - $69.1K
6.86K $332K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

SELL
 -
-2K
- 11.55%
$64.9K - $71.4K
15.3K $741K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-2.26K
- 8.7%
$73.1K - $80.4K
23.7K $1.15M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-2.46K
- 6.13%
$79.7K - $87.7K
37.6K $1.82M

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