Purchases and Sales Made in Q2 2024 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
118K+ 1.98% |
$4.74M - $5.26M
|
6.09M
$288M
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
58.3KNew |
$2.33M - $2.59M
|
58.3K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$2.29M - $2.54M
|
57.1K
$2.7M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
42.9K+ 4.25% |
$1.72M - $1.91M
|
1.05M
$49.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
33.8K+ 24.02% |
$1.35M - $1.5M
|
174K
$8.25M
|
|
|
Jul 16, 2024
Q2 2024
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
25.7K+ 2.94% |
$1.03M - $1.14M
|
899K
$42.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 4.53% |
$970K - $1.08M
|
559K
$26.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
22.3KNew |
$892K - $992K
|
22.3K
$1.05M
|
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
19K+ 1.51% |
$762K - $847K
|
1.28M
$60.3M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7K+ 5.28% |
$751K - $835K
|
374K
$17.7M
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
10.9K+ 2.56% |
$438K - $487K
|
438K
$20.7M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$403K - $448K
|
10.1K
$476K
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.01K+ 9.43% |
$361K - $401K
|
105K
$4.95M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.88K+ 1.26% |
$356K - $395K
|
714K
$33.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.8K+ 29.04% |
$352K - $392K
|
39.1K
$1.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.58K+ 0.75% |
$264K - $293K
|
882K
$41.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35KNew |
$254K - $282K
|
6.35K
$300K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 8.11% |
$79.5K - $88.4K
|
26.5K
$1.25M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$50.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
921New |
$36.9K - $41K
|
921
$43.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 4.36% |
$36.9K - $41K
|
22.1K
$1.04M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
868+ 3.72% |
$34.8K - $38.6K
|
24.2K
$1.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
702+ 3.29% |
$28.1K - $31.3K
|
22K
$1.04M
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
670+ 2.35% |
$26.8K - $29.8K
|
29.2K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$14.2K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
230+ 5.89% |
$9.21K - $10.2K
|
4.13K
$196K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
179+ 3.26% |
$7.17K - $7.97K
|
5.67K
$268K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122New |
$4.89K - $5.43K
|
122
$5.77K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98New |
$3.93K - $4.36K
|
98
$4.64K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$1.84K - $2.05K
|
46
$2.18K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.05% |
$1.68K - $1.87K
|
4.04K
$191K
|
|
|
Aug 07, 2024
Q2 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
32+ 0.28% |
$1.28K - $1.42K
|
11.5K
$546K
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
16+ 400.0% |
$641 - $712
|
20
$946
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
5+ 4.35% |
$200 - $223
|
120
$5.68K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.25% |
$40.1 - $44.5
|
406
$19.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.81% |
$40.1 - $44.5
|
123
$5.82K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-27- 0.01% |
$1.08K - $1.2K
|
203K
$9.62M
|
|
|
Jul 31, 2024
Q2 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-177- 0.22% |
$7.09K - $7.88K
|
78.9K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-222- 0.24% |
$8.89K - $9.88K
|
93.3K
$4.42M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-254- 2.89% |
$10.2K - $11.3K
|
8.55K
$405K
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-323- 1.4% |
$12.9K - $14.4K
|
22.7K
$1.07M
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-377- 2.68% |
$15.1K - $16.8K
|
13.7K
$647K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-457- 8.74% |
$18.3K - $20.3K
|
4.77K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-457- 8.74% |
$18.3K - $20.3K
|
4.77K
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-514- 8.19% |
$20.6K - $22.9K
|
5.76K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-647- 8.98% |
$25.9K - $28.8K
|
6.56K
$310K
|
|
|
Jul 24, 2024
Q2 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-666- 3.63% |
$26.7K - $29.7K
|
17.7K
$837K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-738- 0.75% |
$29.6K - $32.9K
|
97.4K
$4.61M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-805- 3.06% |
$32.2K - $35.8K
|
25.5K
$1.2M
|