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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
71.1K+ 5.96% |
$2.89M - $3.56M
|
1.26M
$64.8M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 5.58% |
$1.03M - $1.26M
|
477K
$24.5M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 1.77% |
$652K - $802K
|
920K
$47.2M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.7KNew |
$517K - $636K
|
12.7K
$651K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$481K - $591K
|
11.8K
$605K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10K+ 9.76% |
$409K - $502K
|
113K
$5.79M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.68KNew |
$150K - $184K
|
3.68K
$189K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.08K+ 5.55% |
$125K - $154K
|
58.5K
$3M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 181.0% |
$103K - $126K
|
3.92K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 0.25% |
$75.6K - $93K
|
758K
$38.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.65K+ 4.58% |
$67K - $82.3K
|
37.6K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.23K+ 5.59% |
$50.1K - $61.6K
|
23.2K
$1.19M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
488+ 7.71% |
$19.9K - $24.4K
|
6.82K
$350K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
375+ 5.05% |
$15.3K - $18.8K
|
7.8K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
325+ 7.07% |
$13.2K - $16.3K
|
4.92K
$252K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$9.25K - $11.4K
|
227
$11.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
140New |
$5.7K - $7.01K
|
140
$7.18K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 34.67% |
$4.24K - $5.21K
|
404
$20.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
102+ 0.31% |
$4.15K - $5.11K
|
32.8K
$1.68M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 1.68% |
$3.22K - $3.95K
|
4.77K
$245K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$122 - $150
|
21.2K
$1.09M
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-10- 1.1% |
$407 - $501
|
900
$46.1K
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-124- 20.88% |
$5.05K - $6.21K
|
470
$24.1K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-205- 1.27% |
$8.35K - $10.3K
|
15.9K
$816K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-267- 1.11% |
$10.9K - $13.4K
|
23.8K
$1.22M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-344- 2.01% |
$14K - $17.2K
|
16.7K
$858K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-406- 7.36% |
$16.5K - $20.3K
|
5.11K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.2K- 6.09% |
$49K - $60.3K
|
18.6K
$952K
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 23.99% |
$59.5K - $73.1K
|
4.63K
$237K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.48K- 10.71% |
$60.3K - $74.1K
|
12.3K
$633K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.48K- 14.65% |
$60.4K - $74.2K
|
8.64K
$443K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.7K- 5.18% |
$69.2K - $85.1K
|
31.1K
$1.59M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.55K- 17.83% |
$104K - $128K
|
11.8K
$603K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.97K- 11.34% |
$121K - $149K
|
23.2K
$1.19M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.25K- 1.17% |
$132K - $162K
|
275K
$14.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.42K- 7.4% |
$180K - $221K
|
55.3K
$2.84M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.79K- 51.25% |
$195K - $240K
|
4.56K
$234K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.09K- 23.17% |
$289K - $355K
|
23.5K
$1.21M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 20.18% |
$514K - $632K
|
49.9K
$2.56M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-16.7K- 2.77% |
$681K - $837K
|
587K
$30.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-39.3K- 53.77% |
$1.6M - $1.97M
|
33.8K
$1.73M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.7K- 10.93% |
$2.19M - $2.69M
|
438K
$22.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-81.5K- 1.34% |
$3.32M - $4.08M
|
6M
$308M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-125K- 13.85% |
$5.1M - $6.27M
|
779K
$39.9M
|