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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-982- 6.58% |
$39.3K - $43.7K
|
13.9K
$655K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.33K- 12.27% |
$53.2K - $59.1K
|
9.49K
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.7K- 3.29% |
$68.1K - $75.7K
|
50.1K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.31K- 5.95% |
$92.7K - $103K
|
36.5K
$1.72M
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.25K- 13.47% |
$130K - $145K
|
20.9K
$979K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-3.47K- 4.36% |
$139K - $155K
|
76.2K
$3.58M
|
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-3.79K- 6.1% |
$152K - $169K
|
58.4K
$2.74M
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.9K- 20.2% |
$635K - $706K
|
62.6K
$2.94M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-25.3K- 6.03% |
$1.01M - $1.13M
|
394K
$18.5M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-104K- 47.65% |
$4.18M - $4.64M
|
115K
$5.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-105K- 13.04% |
$4.19M - $4.66M
|
698K
$32.8M
|