Purchases and Sales Made in Q3 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)

NTSX Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q3 2023. 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
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
727K
+ 94.29%
$25.2M - $27.8M
1.5M $72.5M
Nov 13, 2023 Q3 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
292K
New
$10.1M - $11.2M
292K $14.1M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
115K
+ 72.71%
$4M - $4.41M
274K $13.3M
Oct 11, 2023 Q3 2023
Cwm, LLC

BUY
 -
81.1K
+ 11.89%
$2.81M - $3.1M
763K $36.9M
Nov 14, 2023 Q3 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
59.4K
+ 8.79%
$2.06M - $2.27M
735K $35.6M
Nov 14, 2023 Q3 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
41.4K
+ 9.55%
$1.43M - $1.58M
475K $23M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
BUY
 -
31.1K
+ 133.69%
$1.08M - $1.19M
54.3K $2.63M
Nov 02, 2023 Q3 2023
Private Advisor Group, LLC

BUY
 -
27.6K
+ 20.31%
$956K - $1.05M
163K $7.91M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21.6K
+ 3.32%
$750K - $827K
674K $32.6M
Nov 13, 2023 Q3 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
19.1K
+ 7.14%
$661K - $729K
286K $13.9M
Oct 13, 2023 Q3 2023
Halbert Hargrove Global Advisors, LLC

BUY
 -
14.7K
+ 0.24%
$510K - $562K
6.04M $292M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
11.2K
+ 31.86%
$389K - $429K
46.5K $2.25M
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
9.07K
+ 10.36%
$314K - $346K
96.7K $4.68M
Nov 09, 2023 Q3 2023
Kestra Advisory Services, LLC

BUY
 -
8.67K
+ 24.73%
$300K - $331K
43.7K $2.12M
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
7.15K
+ 2.34%
$248K - $273K
313K $15.2M
Nov 15, 2023 Q3 2023
Townsquare Capital LLC

BUY
 -
5.1K
+ 60.11%
$177K - $195K
13.6K $658K
Oct 25, 2023 Q3 2023
Leading Edge Financial Planning LLC

Knoxville, TN
BUY
 -
5.04K
+ 11.11%
$175K - $193K
50.4K $2.44M
Nov 15, 2023 Q3 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
4.24K
New
$147K - $162K
4.24K $205K
Oct 25, 2023 Q3 2023
Professional Financial Advisors, LLC

BUY
 -
2.69K
+ 1.54%
$93.2K - $103K
178K $8.61M
Nov 06, 2023 Q3 2023
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
2K
New
$69.3K - $76.4K
2K $96.8K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
1.88K
+ 5.95%
$65.3K - $71.9K
33.5K $1.62M
Nov 01, 2023 Q3 2023
Black Diamond Wealth Management Inc.

BUY
 -
1.71K
+ 5.04%
$59.2K - $65.3K
35.6K $1.72M
Oct 13, 2023 Q3 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.7K
+ 6.49%
$59K - $65.1K
28K $1.35M
Oct 16, 2023 Q3 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
1.16K
+ 0.14%
$40.3K - $44.5K
849K $41.1M
Nov 09, 2023 Q3 2023
Ubs Group Ag

BUY
 -
1.16K
+ 575.74%
$40.3K - $44.4K
1.37K $66.1K
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
1.12K
+ 35.64%
$38.7K - $42.6K
4.25K $206K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
630
+ 21.01%
$21.8K - $24.1K
3.63K $176K
Oct 19, 2023 Q3 2023
Act Advisors, Llc.

BUY
 -
533
+ 3.52%
$18.5K - $20.4K
15.7K $758K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
447
New
$15.5K - $17.1K
447 $21.6K
Oct 30, 2023 Q3 2023
Safeguard Financial, LLC

BUY
 -
436
+ 4.08%
$15.1K - $16.7K
11.1K $538K
Oct 27, 2023 Q3 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
429
+ 2.19%
$14.9K - $16.4K
20K $968K
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
2
+ 0.5%
$69.3 - $76.4
403 $19.5K
Nov 02, 2023 Q3 2023
Empirical Finance, LLC

BUY
 -
2
+ 0.01%
$69.3 - $76.4
18K $873K
Oct 25, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Oct 30, 2023 Q3 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Nov 13, 2023 Q3 2023
Covestor LTD

Boston, MA
SELL
 -
-27
- 17.65%
$936 - $1.03K
126 $6.1K
Oct 23, 2023 Q3 2023
Innova Wealth Partners

SELL
 -
-30
- 0.15%
$1.04K - $1.15K
19.8K $959K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

SELL
 -
-52
- 0.23%
$1.8K - $1.99K
22.5K $1.09M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

SELL
 -
-308
- 2.13%
$10.7K - $11.8K
14.2K $686K
Nov 14, 2023 Q3 2023
Royal Bank Of Canada

Toronto, A6
SELL
 -
-355
- 3.75%
$12.3K - $13.6K
9.12K $442K
Nov 08, 2023 Q3 2023
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-666
- 2.59%
$23.1K - $25.4K
25K $1.21M
Nov 08, 2023 Q3 2023
Klr Investment Advisors, LLC

Providence, RI
SELL
 -
-1.59K
- 2.35%
$55K - $60.6K
65.8K $3.19M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-2.14K
- 2.03%
$74.3K - $81.8K
103K $5M
Nov 14, 2023 Q3 2023
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-4.44K
- 13.3%
$154K - $169K
28.9K $1.4M
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
SELL
 -
-4.68K
- 11.7%
$162K - $179K
35.3K $1.71M
Nov 13, 2023 Q3 2023
Envestnet Asset Management Inc

SELL
 -
-5.62K
- 5.68%
$195K - $215K
93.3K $4.52M
Nov 13, 2023 Q3 2023
Prospera Financial Services Inc

SELL
 -
-6.29K
- 42.98%
$218K - $240K
8.35K $404K
Oct 23, 2023 Q3 2023
Rhs Financial, LLC

SELL
 -
-7.41K
- 9.23%
$257K - $283K
72.9K $3.53M
Nov 14, 2023 Q3 2023
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-12.6K
- 50.2%
$437K - $481K
12.5K $605K

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