Purchases and Sales Made in Q1 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
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 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61K- 72.79% |
$84.5K - $92.9K
|
974
$47.1K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.7K- 7.14% |
$87.5K - $96.3K
|
35.1K
$1.7M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.85K- 18.37% |
$92.4K - $102K
|
12.7K
$613K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.89K- 9.62% |
$93.7K - $103K
|
27.2K
$1.31M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.96K- 11.52% |
$95.9K - $106K
|
22.7K
$1.1M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.77K- 12.08% |
$155K - $170K
|
34.7K
$1.68M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.22K- 27.36% |
$202K - $222K
|
16.5K
$799K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.42K- 48.9% |
$240K - $264K
|
7.75K
$375K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-8.54K- 9.09% |
$277K - $305K
|
85.4K
$4.13M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-8.92K- 34.91% |
$289K - $318K
|
16.6K
$804K
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-20.9K- 68.02% |
$676K - $744K
|
9.81K
$475K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-30.1K- 20.84% |
$976K - $1.07M
|
114K
$5.53M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-45.1K- 48.51% |
$1.46M - $1.61M
|
47.9K
$2.31M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-47.2K- 72.34% |
$1.53M - $1.68M
|
18K
$873K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-179K- 91.42% |
$5.81M - $6.4M
|
16.8K
$814K
|
|
|
Apr 26, 2023
Q1 2023
|
Act Advisors, Llc.
|
SELL
|
- |
-427K- 96.54% |
$13.8M - $15.2M
|
15.3K
$740K
|
|
|
May 12, 2023
Q1 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-635K- 36.42% |
$20.6M - $22.6M
|
1.11M
$53.6M
|