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 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-5.75KClosed |
$185K - $235K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-6.58KClosed |
$211K - $269K
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.61K- 12.95% |
$212K - $270K
|
44.4K
$2.15M
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.61K- 17.8% |
$276K - $352K
|
39.8K
$1.92M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10KClosed |
$322K - $411K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4KClosed |
$367K - $468K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-11.6K- 21.93% |
$373K - $476K
|
41.4K
$2M
|
|
|
Jul 14, 2022
Q2 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-12.3K- 45.99% |
$395K - $503K
|
14.5K
$699K
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-15.2K- 7.29% |
$486K - $619K
|
193K
$9.32M
|
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-15.8KClosed |
$507K - $646K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-24.7K- 30.3% |
$793K - $1.01M
|
56.8K
$2.75M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-27.5K- 45.78% |
$884K - $1.13M
|
32.6K
$1.58M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-28.2K- 56.23% |
$906K - $1.15M
|
22K
$1.06M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-28.4K- 19.91% |
$913K - $1.16M
|
114K
$5.53M
|
|
|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-36.5K- 20.19% |
$1.17M - $1.49M
|
144K
$6.98M
|
|
|
Jul 19, 2022
Q2 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-39.9K- 74.99% |
$1.28M - $1.63M
|
13.3K
$643K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.6K- 86.57% |
$1.56M - $1.99M
|
7.54K
$365K
|
|
|
Aug 03, 2022
Q2 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-73.5KClosed |
$2.36M - $3.01M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-109K- 80.18% |
$3.51M - $4.47M
|
27K
$1.31M
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-128K- 60.6% |
$4.11M - $5.24M
|
83.2K
$4.03M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-155K- 2.97% |
$4.98M - $6.35M
|
5.08M
$246M
|
|
|
Aug 09, 2022
Q2 2022
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-753K- 29.86% |
$24.2M - $30.8M
|
1.77M
$85.6M
|