Purchases and Sales Made in Q2 2022 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
402KNew |
$12.9M - $16.4M
|
402K
$19.4M
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
BUY
|
- |
163K+ 469.02% |
$5.23M - $6.66M
|
198K
$9.56M
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
140KNew |
$4.49M - $5.72M
|
140K
$6.77M
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
105K+ 88.5% |
$3.39M - $4.31M
|
225K
$10.9M
|
|
Jul 28, 2022
Q2 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
95.4K+ 2028.4% |
$3.06M - $3.9M
|
100K
$4.84M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
95K+ 106.64% |
$3.05M - $3.88M
|
184K
$8.9M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
64.3KNew |
$2.06M - $2.63M
|
64.3K
$3.11M
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
48.3K+ 3.27% |
$1.55M - $1.98M
|
1.52M
$73.7M
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
16.3KNew |
$524K - $668K
|
16.3K
$790K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.1KNew |
$388K - $494K
|
12.1K
$584K
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11.4KNew |
$367K - $468K
|
11.4K
$553K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.6K+ 51.19% |
$339K - $432K
|
31.2K
$1.51M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.1K+ 49.05% |
$260K - $331K
|
24.6K
$1.19M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.07K+ 39.48% |
$227K - $289K
|
25K
$1.21M
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.81K+ 1.54% |
$154K - $197K
|
318K
$15.4M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.35K+ 25.81% |
$140K - $178K
|
21.2K
$1.03M
|
|
Jul 20, 2022
Q2 2022
|
Act Advisors, Llc.
|
BUY
|
- |
2.86K+ 0.84% |
$91.8K - $117K
|
344K
$16.7M
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.5KNew |
$80.3K - $102K
|
2.5K
$121K
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
2.2KNew |
$70.6K - $90K
|
2.2K
$106K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
2.11K+ 17.22% |
$67.6K - $86.1K
|
14.3K
$693K
|
|
Jul 22, 2022
Q2 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
1.7K+ 5.45% |
$54.6K - $69.5K
|
32.9K
$1.59M
|
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$25.7K - $32.7K
|
800
$38.7K
|
|
Aug 11, 2022
Q2 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
588+ 2.3% |
$18.9K - $24K
|
26.2K
$1.27M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
426+ 17.32% |
$13.7K - $17.4K
|
2.89K
$140K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
300+ 0.71% |
$9.63K - $12.3K
|
42.8K
$2.07M
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
100+ 0.65% |
$3.21K - $4.09K
|
15.5K
$750K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
99+ 2475.0% |
$3.18K - $4.05K
|
103
$4.98K
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
78+ 1.57% |
$2.5K - $3.19K
|
5.04K
$244K
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
19+ 6.55% |
$610 - $777
|
309
$14.9K
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
17+ 6.05% |
$546 - $695
|
298
$14.4K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-6Closed |
$193 - $245
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-21Closed |
$674 - $859
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-123- 0.51% |
$3.95K - $5.03K
|
23.9K
$1.16M
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-244- 85.02% |
$7.83K - $9.98K
|
43
$2.08K
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-247- 0.9% |
$7.93K - $10.1K
|
27.2K
$1.31M
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-300Closed |
$9.63K - $12.3K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-733- 9.57% |
$23.5K - $30K
|
6.93K
$335K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 11.68% |
$30.7K - $39.1K
|
7.24K
$350K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-957- 11.68% |
$30.7K - $39.1K
|
7.24K
$350K
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.22K- 57.47% |
$39.1K - $49.8K
|
902
$43.6K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.23K- 7.88% |
$39.5K - $50.4K
|
14.4K
$697K
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.38KClosed |
$76.3K - $97.2K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.63K- 14.68% |
$84.3K - $107K
|
15.3K
$738K
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.94K- 8.71% |
$94.2K - $120K
|
30.8K
$1.49M
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-4.52KClosed |
$145K - $185K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-5.01KClosed |
$161K - $205K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-5.15K- 2.04% |
$165K - $211K
|
248K
$12M
|
|
Jul 27, 2022
Q2 2022
|
V Wealth Advisors LLC
|
SELL
|
- |
-5.4KClosed |
$173K - $221K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-5.7KClosed |
$183K - $233K
|
0
$0
|