Purchases and Sales Made in Q2 2025 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q2 2025. 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 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
82KNew |
$3.34M - $4.1M
|
82K
$4.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
71.1K+ 5.96% |
$2.89M - $3.56M
|
1.26M
$69.3M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 5.64% |
$1.03M - $1.26M
|
474K
$26M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 5.58% |
$1.03M - $1.26M
|
477K
$26.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 84.0% |
$667K - $820K
|
35.9K
$1.97M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 1.77% |
$652K - $802K
|
920K
$50.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.6K+ 72.08% |
$634K - $779K
|
37.1K
$2.04M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.7KNew |
$517K - $636K
|
12.7K
$696K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$481K - $591K
|
11.8K
$647K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
10.8KNew |
$438K - $538K
|
10.8K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10K+ 9.76% |
$409K - $502K
|
113K
$6.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.44K+ 11.19% |
$385K - $473K
|
93.8K
$5.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.43KNew |
$384K - $472K
|
9.43K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.91K+ 10.3% |
$322K - $396K
|
84.7K
$4.65M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.11KNew |
$208K - $256K
|
5.11K
$280K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.11KNew |
$208K - $256K
|
5.11K
$280K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.68KNew |
$150K - $184K
|
3.68K
$202K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.08K+ 5.55% |
$125K - $154K
|
58.5K
$3.21M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 3.65% |
$113K - $139K
|
78.5K
$4.31M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 181.0% |
$103K - $126K
|
3.92K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 0.25% |
$75.6K - $93K
|
758K
$41.6M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.65K+ 4.58% |
$67K - $82.3K
|
37.6K
$2.06M
|
|
|
Aug 27, 2025
Q2 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.31K+ 22.36% |
$53.2K - $65.4K
|
7.15K
$392K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.23K+ 5.59% |
$50.1K - $61.6K
|
23.2K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$48.2K - $59.2K
|
1.18K
$64.9K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.95% |
$47.2K - $58.1K
|
11.8K
$645K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16K+ 7.04% |
$47K - $57.8K
|
17.6K
$963K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
707+ 5.91% |
$28.8K - $35.4K
|
12.7K
$695K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
639New |
$26K - $32K
|
639
$35K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
635+ 2.06% |
$25.9K - $31.8K
|
31.4K
$1.72M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
600New |
$24.4K - $30K
|
600
$32.9K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
488+ 7.71% |
$19.9K - $24.4K
|
6.82K
$374K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
419+ 45.2% |
$17.1K - $21K
|
1.35K
$73.8K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
375+ 5.05% |
$15.3K - $18.8K
|
7.8K
$428K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
325+ 7.07% |
$13.2K - $16.3K
|
4.92K
$270K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$9.25K - $11.4K
|
227
$12.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.6K - $8.11K
|
162
$8.89K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
140New |
$5.7K - $7.01K
|
140
$7.68K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 34.67% |
$4.24K - $5.21K
|
404
$22.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
102+ 0.31% |
$4.15K - $5.11K
|
32.8K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 2.17% |
$3.67K - $4.51K
|
4.23K
$232K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 1.68% |
$3.22K - $3.95K
|
4.77K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.28% |
$774 - $951
|
6.88K
$377K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$122 - $150
|
21.2K
$1.16M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$40.7 - $50.1
|
5.6K
$307K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-10- 1.1% |
$407 - $501
|
900
$49.4K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-25- 6.1% |
$1.02K - $1.25K
|
385
$21.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-29- 0.18% |
$1.18K - $1.45K
|
16.5K
$904K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-70- 0.86% |
$2.85K - $3.5K
|
8.03K
$441K
|