Purchases and Sales Made in Q3 2024 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q3 2024. 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 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
292KNew |
$12.5M - $13.7M
|
292K
$13.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.9K+ 7.77% |
$3.5M - $3.85M
|
1.14M
$53.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.9K+ 12.8% |
$2.04M - $2.25M
|
422K
$20M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
45.8KNew |
$1.96M - $2.15M
|
45.8K
$2.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.9K+ 59.87% |
$1.49M - $1.64M
|
93.2K
$4.41M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
34.8KNew |
$1.49M - $1.63M
|
34.8K
$1.65M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32.5KNew |
$1.39M - $1.53M
|
32.5K
$1.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
19K+ 2.67% |
$813K - $894K
|
733K
$34.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.9K+ 0.31% |
$806K - $887K
|
6.11M
$289M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$478K - $526K
|
11.2K
$530K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.54K+ 33.83% |
$322K - $354K
|
29.8K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.81K+ 1.04% |
$248K - $273K
|
564K
$26.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
5KNew |
$214K - $235K
|
5K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.98K+ 104.51% |
$213K - $234K
|
9.75K
$461K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$199K - $219K
|
4.66K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.58K+ 41.91% |
$153K - $168K
|
12.1K
$574K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.45K+ 0.39% |
$148K - $162K
|
885K
$41.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.67K+ 12.1% |
$114K - $125K
|
24.7K
$1.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.66K+ 1.52% |
$113K - $125K
|
177K
$8.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2KNew |
$85.5K - $94K
|
2K
$94.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05K+ 9.06% |
$44.7K - $49.2K
|
12.6K
$595K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
936+ 0.96% |
$40K - $44K
|
98.4K
$4.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
858+ 3.89% |
$36.7K - $40.3K
|
22.9K
$1.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
717+ 2.96% |
$30.6K - $33.7K
|
24.9K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
240+ 5.81% |
$10.3K - $11.3K
|
4.37K
$207K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.27K - $4.7K
|
100
$4.73K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
16+ 0.17% |
$684 - $752
|
9.51K
$450K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.01% |
$85.4 - $94
|
18.1K
$854K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$85.4 - $94
|
923
$43.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.25% |
$42.7 - $47
|
407
$19.3K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 5.0% |
$42.7 - $47
|
19
$899
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 20.33% |
$1.07K - $1.18K
|
98
$4.64K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-48- 0.06% |
$2.05K - $2.26K
|
76.1K
$3.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 1.37% |
$3.37K - $3.71K
|
5.68K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.37% |
$4.27K - $4.7K
|
27K
$1.28M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 38.98% |
$11.4K - $12.5K
|
418
$19.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-373- 2.11% |
$15.9K - $17.5K
|
17.3K
$820K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-380- 1.04% |
$16.2K - $17.9K
|
36.2K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.3% |
$17.1K - $18.8K
|
5.95K
$281K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-436- 1.49% |
$18.6K - $20.5K
|
28.8K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.61% |
$44.4K - $48.9K
|
12.6K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 8.69% |
$51.8K - $57K
|
12.7K
$602K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.52K- 2.61% |
$65K - $71.5K
|
56.9K
$2.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.7K- 4.35% |
$72.7K - $79.9K
|
37.4K
$1.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 4.68% |
$100K - $110K
|
47.7K
$2.26M
|
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-2.75K- 41.98% |
$118K - $129K
|
3.81K
$180K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.85K- 6.15% |
$165K - $181K
|
58.8K
$2.78M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.63K- 8.17% |
$326K - $359K
|
85.7K
$4.06M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.72K- 37.01% |
$330K - $363K
|
13.1K
$621K
|