Purchases and Sales Made in Q2 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)

NTSX Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q2 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
Aug 10, 2023 Q2 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
708K
+ 1128.17%
$24.6M - $26.3M
771K $36.5M
Aug 08, 2023 Q2 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
274K
+ 24.74%
$9.51M - $10.2M
1.38M $65.4M
Jul 12, 2023 Q2 2023
Professional Financial Advisors, LLC

BUY
 -
175K
New
$6.08M - $6.5M
175K $8.29M
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
90.1K
+ 15.22%
$3.13M - $3.35M
682K $32.3M
Aug 14, 2023 Q2 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
62.3K
+ 1.05%
$2.16M - $2.31M
6.02M $285M
Aug 09, 2023 Q2 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
56.5K
+ 14.99%
$1.96M - $2.1M
433K $20.5M
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
49.1K
+ 8.13%
$1.7M - $1.82M
653K $30.9M
Aug 10, 2023 Q2 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
41K
+ 10.22%
$1.42M - $1.52M
442K $20.9M
Jul 24, 2023 Q2 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
39.7K
+ 83.05%
$1.38M - $1.48M
87.6K $4.14M
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

BUY
 -
23.9K
+ 9.56%
$831K - $889K
274K $13M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
18.4K
+ 6.39%
$637K - $682K
306K $14.5M
Aug 14, 2023 Q2 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
16.1K
+ 11.25%
$557K - $597K
159K $7.51M
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
9.18K
+ 55.59%
$318K - $341K
25.7K $1.22M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
8.49K
New
$295K - $315K
8.49K $402K
Jul 31, 2023 Q2 2023
Black Diamond Wealth Management Inc.

BUY
 -
5.01K
+ 17.33%
$174K - $186K
33.9K $1.6M
Aug 15, 2023 Q2 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.32K
+ 6.17%
$80.6K - $86.3K
40K $1.89M
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
1.66K
New
$57.7K - $61.7K
1.66K $78.6K
Aug 08, 2023 Q2 2023
Klr Investment Advisors, LLC

Providence, RI
BUY
 -
1.59K
+ 2.41%
$55K - $58.9K
67.4K $3.19M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
1.57K
+ 17.29%
$54.6K - $58.4K
10.7K $505K
Jul 26, 2023 Q2 2023
Janney Montgomery Scott LLC

BUY
 -
1.26K
+ 4.16%
$43.8K - $46.9K
31.7K $1.5M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
1.13K
+ 6.15%
$39.3K - $42.1K
19.6K $926K
Aug 04, 2023 Q2 2023
Envestnet Asset Management Inc

BUY
 -
957
+ 0.98%
$33.2K - $35.5K
98.9K $4.68M
Aug 11, 2023 Q2 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
546
New
$18.9K - $20.3K
546 $25.8K
Aug 10, 2023 Q2 2023
Commonwealth Equity Services, LLC

BUY
 -
527
+ 1.52%
$18.3K - $19.6K
35.2K $1.67M
Jul 13, 2023 Q2 2023
Innova Wealth Partners

BUY
 -
462
+ 2.38%
$16K - $17.2K
19.8K $939K
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
300
+ 11.12%
$10.4K - $11.1K
3K $142K
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
211
+ 0.61%
$7.32K - $7.83K
35.1K $1.66M
Aug 11, 2023 Q2 2023
Ubs Group Ag

BUY
 -
202
New
$7.01K - $7.5K
202 $9.56K
Aug 14, 2023 Q2 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
37
+ 0.15%
$1.28K - $1.37K
24.9K $1.18M
Jul 27, 2023 Q2 2023
Empirical Finance, LLC

BUY
 -
1
+ 0.01%
$34.7 - $37.1
18K $854K
Aug 08, 2023 Q2 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.25%
$34.7 - $37.1
401 $19K
Aug 10, 2023 Q2 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Aug 11, 2023 Q2 2023
Covestor LTD

Boston, MA
SELL
 -
-7
- 4.38%
$243 - $260
153 $7.24K
Jul 11, 2023 Q2 2023
Janiczek Wealth Management, LLC

SELL
 -
-8
- 2.17%
$278 - $297
361 $17.1K
Jul 14, 2023 Q2 2023
Herold Advisors, Inc.

SELL
 -
-50
- 0.18%
$1.73K - $1.86K
27.1K $1.28M
Jul 28, 2023 Q2 2023
Private Trust CO Na

SELL
 -
-69
- 2.16%
$2.39K - $2.56K
3.13K $148K
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
SELL
 -
-109
- 1.59%
$3.78K - $4.05K
6.75K $319K
Jul 27, 2023 Q2 2023
Act Advisors, Llc.

SELL
 -
-177
- 1.16%
$6.14K - $6.57K
15.1K $716K
Jul 17, 2023 Q2 2023
Leading Edge Financial Planning LLC

Knoxville, TN
SELL
 -
-206
- 0.45%
$7.15K - $7.65K
45.4K $2.15M
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-685
- 2.01%
$23.8K - $25.4K
33.4K $1.58M
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-686
- 2.54%
$23.8K - $25.5K
26.3K $1.24M
Aug 30, 2023 Q2 2023
Western Wealth Management, LLC

SELL
 -
-842
- 5.5%
$29.2K - $31.3K
14.5K $685K
Aug 04, 2023 Q2 2023
Motco

SELL
 -
-1.03K
- 67.61%
$35.6K - $38.1K
492 $23.3K
Jul 13, 2023 Q2 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-1.12K
- 4.73%
$38.8K - $41.5K
22.6K $1.07M
Aug 08, 2023 Q2 2023
Prospera Financial Services Inc

SELL
 -
-1.99K
- 11.97%
$69K - $73.9K
14.6K $692K
Aug 11, 2023 Q2 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-2.41K
- 9.41%
$83.7K - $89.6K
23.2K $1.1M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2.79K
- 28.83%
$96.8K - $104K
6.88K $326K
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-3.19K
- 25.18%
$111K - $118K
9.48K $448K
Jul 21, 2023 Q2 2023
Rhs Financial, LLC

SELL
 -
-5.14K
- 6.02%
$178K - $191K
80.3K $3.8M

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