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 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-81- 1.48% |
$3.3K - $4.05K
|
5.41K
$297K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-88- 0.02% |
$3.58K - $4.41K
|
561K
$30.8M
|
|
|
Aug 01, 2025
Q2 2025
|
Sym Financial Corp
|
SELL
|
- |
-124- 20.88% |
$5.05K - $6.21K
|
470
$25.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 0.43% |
$5.09K - $6.26K
|
28.9K
$1.59M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-205- 1.27% |
$8.35K - $10.3K
|
15.9K
$873K
|
|
|
Jul 28, 2025
Q2 2025
|
Innova Wealth Partners
|
SELL
|
- |
-267- 1.11% |
$10.9K - $13.4K
|
23.8K
$1.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-344- 2.01% |
$14K - $17.2K
|
16.7K
$918K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-406- 7.36% |
$16.5K - $20.3K
|
5.11K
$280K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 25.63% |
$19K - $23.4K
|
1.36K
$74.3K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-793- 0.24% |
$32.3K - $39.7K
|
328K
$18M
|
|
|
Jul 23, 2025
Q2 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-1.2K- 6.09% |
$49K - $60.3K
|
18.6K
$1.02M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 23.99% |
$59.5K - $73.1K
|
4.63K
$254K
|
|
|
Jul 31, 2025
Q2 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.48K- 10.71% |
$60.3K - $74.1K
|
12.3K
$677K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.48K- 14.65% |
$60.4K - $74.2K
|
8.64K
$474K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.7K- 5.18% |
$69.2K - $85.1K
|
31.1K
$1.71M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.55K- 17.83% |
$104K - $128K
|
11.8K
$645K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.64K- 14.09% |
$107K - $132K
|
16.1K
$883K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.97K- 11.34% |
$121K - $149K
|
23.2K
$1.27M
|
|
|
Aug 07, 2025
Q2 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-3.25K- 1.17% |
$132K - $162K
|
275K
$15.1M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.42K- 7.4% |
$180K - $221K
|
55.3K
$3.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.55K- 1.36% |
$185K - $228K
|
329K
$18.1M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.79K- 51.25% |
$195K - $240K
|
4.56K
$250K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.09K- 23.17% |
$289K - $355K
|
23.5K
$1.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.42K- 9.73% |
$302K - $371K
|
68.8K
$3.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 20.18% |
$514K - $632K
|
49.9K
$2.74M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.3K- 5.77% |
$625K - $768K
|
250K
$13.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-16.7K- 2.77% |
$681K - $837K
|
587K
$32.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 77.91% |
$886K - $1.09M
|
6.17K
$338K
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-39.3K- 53.77% |
$1.6M - $1.97M
|
33.8K
$1.85M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.7K- 10.93% |
$2.19M - $2.69M
|
438K
$24M
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-58.2K- 30.83% |
$2.37M - $2.91M
|
131K
$7.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-81.5K- 1.34% |
$3.32M - $4.08M
|
6M
$329M
|
|
|
Jul 31, 2025
Q2 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-125K- 13.85% |
$5.1M - $6.27M
|
779K
$42.7M
|