Purchases and Sales Made in Q1 2024 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
534KNew |
$20.7M - $22.8M
|
534K
$25.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
224K+ 110.84% |
$8.68M - $9.56M
|
427K
$20.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
179K+ 25.74% |
$6.93M - $7.63M
|
875K
$41.4M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
79.4K+ 493.48% |
$3.07M - $3.38M
|
95.5K
$4.52M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
70.2K+ 7.46% |
$2.72M - $2.99M
|
1.01M
$47.8M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
47.7K+ 12.84% |
$1.85M - $2.03M
|
419K
$19.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$1.73M - $1.9M
|
44.6K
$2.11M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
34.8KNew |
$1.35M - $1.48M
|
34.8K
$1.65M
|
|
|
Apr 10, 2024
Q1 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
23.3K+ 2.74% |
$901K - $992K
|
874K
$41.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 4.53% |
$868K - $955K
|
518K
$24.5M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
17.8K+ 14.5% |
$689K - $759K
|
141K
$6.66M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.9K+ 4.99% |
$654K - $720K
|
355K
$16.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 201.66% |
$432K - $475K
|
16.7K
$789K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
10.8KNew |
$419K - $461K
|
10.8K
$512K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
8.8KNew |
$341K - $375K
|
8.8K
$417K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.59K+ 24.26% |
$294K - $323K
|
38.9K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.67KNew |
$258K - $284K
|
6.67K
$315K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.33K+ 2.02% |
$167K - $184K
|
219K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
3.8K+ 19.75% |
$147K - $162K
|
23K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.47K+ 5.01% |
$95.6K - $105K
|
51.8K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.92% |
$52.8K - $58.1K
|
29.1K
$1.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.25K+ 1.29% |
$48.3K - $53.1K
|
98.2K
$4.64M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
807+ 3.58% |
$31.2K - $34.4K
|
23.3K
$1.1M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
762+ 17.07% |
$29.5K - $32.5K
|
5.23K
$247K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
762+ 17.07% |
$29.5K - $32.5K
|
5.23K
$247K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
685New |
$26.5K - $29.2K
|
685
$32.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
683+ 14.2% |
$26.4K - $29.1K
|
5.49K
$260K
|
|
|
Apr 19, 2024
Q1 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
621+ 0.79% |
$24K - $26.5K
|
79K
$3.74M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
514+ 8.92% |
$19.9K - $21.9K
|
6.28K
$297K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
457+ 9.58% |
$17.7K - $19.5K
|
5.23K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
361+ 7.85% |
$14K - $15.4K
|
4.96K
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Act Advisors, Llc.
|
BUY
|
- |
360+ 2.0% |
$13.9K - $15.3K
|
18.4K
$869K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
275+ 7.58% |
$10.6K - $11.7K
|
3.9K
$185K
|
|
|
Apr 09, 2024
Q1 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
29+ 0.25% |
$1.12K - $1.24K
|
11.5K
$544K
|
|
|
May 03, 2024
Q1 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
16+ 0.22% |
$619 - $682
|
7.21K
$341K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
4New |
$155 - $170
|
4
$189
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.02% |
$116 - $128
|
18K
$854K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.25% |
$38.7 - $42.6
|
405
$19.2K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$38.7 - $42.6
|
1
$47.3
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 4.17% |
$194 - $213
|
115
$5.44K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-6- 4.62% |
$232 - $256
|
124
$5.87K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-84- 0.59% |
$3.25K - $3.58K
|
14K
$665K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-87- 2.13% |
$3.37K - $3.71K
|
4K
$189K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-410- 1.9% |
$15.9K - $17.5K
|
21.1K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-690- 2.74% |
$26.7K - $29.4K
|
24.5K
$1.16M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-735- 2.51% |
$28.4K - $31.3K
|
28.6K
$1.35M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-2.04K- 0.29% |
$78.8K - $86.8K
|
705K
$33.3M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.15K- 25.47% |
$83K - $91.4K
|
6.28K
$297K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.28K- 9.66% |
$88.3K - $97.2K
|
21.3K
$1.01M
|