Purchases and Sales Made in Q3 2022 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2022
Q3 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
243K+ 60.54% |
$7.43M - $9.18M
|
645K
$31M
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
205KNew |
$6.28M - $7.76M
|
205K
$9.88M
|
|
Nov 09, 2022
Q3 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
142K+ 101.43% |
$4.34M - $5.36M
|
282K
$13.6M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
96.5KNew |
$2.95M - $3.64M
|
96.5K
$4.64M
|
|
Nov 14, 2022
Q3 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
62.8KNew |
$1.92M - $2.37M
|
62.8K
$3.02M
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
56.2K+ 30.53% |
$1.72M - $2.12M
|
240K
$11.6M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
53.5K+ 171.61% |
$1.64M - $2.02M
|
84.7K
$4.07M
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
50.5K+ 0.99% |
$1.54M - $1.91M
|
5.13M
$247M
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
26.1K+ 40.63% |
$799K - $987K
|
90.5K
$4.35M
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.9KNew |
$516K - $637K
|
16.9K
$812K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13KNew |
$397K - $489K
|
13K
$624K
|
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9.78KNew |
$299K - $369K
|
9.78K
$471K
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.75KNew |
$206K - $255K
|
6.75K
$325K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
6.73K+ 26.94% |
$206K - $254K
|
31.7K
$1.53M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.52KNew |
$138K - $171K
|
4.52K
$218K
|
|
Oct 20, 2022
Q3 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
3.56K+ 1.44% |
$109K - $134K
|
251K
$12.1M
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
3.15K+ 3.15% |
$96.4K - $119K
|
103K
$4.96M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.87K+ 23.75% |
$87.7K - $108K
|
14.9K
$719K
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.02K+ 8.2% |
$61.8K - $76.3K
|
26.6K
$1.28M
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
906New |
$27.7K - $34.2K
|
906
$43.6K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
750+ 34.09% |
$22.9K - $28.3K
|
2.95K
$142K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
605+ 5.29% |
$18.5K - $22.8K
|
12K
$579K
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
229+ 1.6% |
$7K - $8.64K
|
14.6K
$700K
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122New |
$3.73K - $4.61K
|
122
$5.87K
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 9.73% |
$887 - $1.09K
|
327
$15.7K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
23New |
$703 - $868
|
23
$1.11K
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-99- 96.12% |
$3.03K - $3.74K
|
4
$192
|
|
Nov 14, 2022
Q3 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-129- 41.75% |
$3.94K - $4.87K
|
180
$8.66K
|
|
Nov 08, 2022
Q3 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-160- 0.52% |
$4.89K - $6.04K
|
30.6K
$1.47M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-269- 1.12% |
$8.23K - $10.2K
|
23.7K
$1.14M
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-772- 10.24% |
$23.6K - $29.1K
|
6.77K
$326K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-841- 67.82% |
$25.7K - $31.7K
|
399
$19.2K
|
|
Nov 07, 2022
Q3 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-907- 3.47% |
$27.7K - $34.2K
|
25.3K
$1.22M
|
|
Oct 12, 2022
Q3 2022
|
Garrett Wealth Advisory Group, LLC
|
SELL
|
- |
-950- 3.52% |
$29.1K - $35.9K
|
26.1K
$1.25M
|
|
Nov 14, 2022
Q3 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1K- 13.81% |
$30.6K - $37.8K
|
6.24K
$300K
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.25K- 50.0% |
$38.2K - $47.2K
|
1.25K
$60.1K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.7K- 3.84% |
$52.1K - $64.3K
|
42.7K
$2.05M
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.95K- 13.53% |
$59.6K - $73.6K
|
12.5K
$599K
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.58K- 6.24% |
$79K - $97.5K
|
38.8K
$1.87M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-2.59K- 19.48% |
$79.2K - $97.8K
|
10.7K
$515K
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.81K- 12.8% |
$86.1K - $106K
|
19.2K
$922K
|
|
Oct 06, 2022
Q3 2022
|
Act Advisors, Llc.
|
SELL
|
- |
-3.34K- 0.97% |
$102K - $126K
|
341K
$16.4M
|
|
Oct 26, 2022
Q3 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-3.36K- 10.2% |
$103K - $127K
|
29.6K
$1.42M
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.73K- 22.82% |
$114K - $141K
|
12.6K
$606K
|
|
Oct 11, 2022
Q3 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-3.78K- 26.17% |
$116K - $143K
|
10.7K
$513K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.3K- 10.05% |
$131K - $162K
|
38.5K
$1.85M
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-4.65K- 92.32% |
$142K - $176K
|
387
$18.6K
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-4.75K- 18.77% |
$145K - $179K
|
20.6K
$989K
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-5.43K- 1.71% |
$166K - $205K
|
312K
$15M
|