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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.65K- 9.17% |
$103K - $113K
|
26.3K
$1.27M
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-4.92K- 7.33% |
$190K - $209K
|
62.2K
$3.01M
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5.01K- 5.92% |
$194K - $213K
|
79.7K
$3.85M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 30.76% |
$254K - $280K
|
14.8K
$716K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.74K- 15.57% |
$377K - $415K
|
52.8K
$2.55M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11.7K- 32.66% |
$452K - $498K
|
24.1K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.1K- 1.6% |
$505K - $556K
|
803K
$38.8M
|
|
|
May 03, 2024
Q1 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-16.2K- 34.84% |
$627K - $690K
|
30.3K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-16.9K- 17.68% |
$652K - $718K
|
78.5K
$3.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-17.5K- 0.29% |
$676K - $744K
|
5.98M
$289M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 52.07% |
$718K - $790K
|
17.1K
$826K
|
|
|
Apr 23, 2024
Q1 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-33.9K- 2.63% |
$1.31M - $1.44M
|
1.26M
$60.8M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44.6KClosed |
$1.73M - $1.9M
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-70.3K- 25.7% |
$2.72M - $3M
|
203K
$9.84M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-89.9K- 48.99% |
$3.48M - $3.83M
|
93.6K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-313K- 68.49% |
$12.1M - $13.3M
|
144K
$6.97M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-351K- 95.92% |
$13.6M - $14.9M
|
14.9K
$722K
|