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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.9K+ 7.77% |
$3.5M - $3.85M
|
1.14M
$53.4M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
45.8KNew |
$1.96M - $2.15M
|
45.8K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.9K+ 59.87% |
$1.49M - $1.64M
|
93.2K
$4.38M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
34.8KNew |
$1.49M - $1.63M
|
34.8K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32.5KNew |
$1.39M - $1.53M
|
32.5K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.9K+ 0.31% |
$806K - $887K
|
6.11M
$288M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.54K+ 33.83% |
$322K - $354K
|
29.8K
$1.4M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$199K - $219K
|
4.66K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05K+ 9.06% |
$44.7K - $49.2K
|
12.6K
$592K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
936+ 0.96% |
$40K - $44K
|
98.4K
$4.63M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$85.4 - $94
|
923
$43.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-48- 0.06% |
$2.05K - $2.26K
|
76.1K
$3.58M
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-373- 2.11% |
$15.9K - $17.5K
|
17.3K
$815K
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-436- 1.49% |
$18.6K - $20.5K
|
28.8K
$1.35M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.63K- 8.17% |
$326K - $359K
|
85.7K
$4.03M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.27K- 1.89% |
$353K - $389K
|
429K
$20.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 12.42% |
$607K - $668K
|
100K
$4.72M
|
|
Oct 21, 2024
Q3 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-47.6K- 5.29% |
$2.03M - $2.24M
|
852K
$40.1M
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-63.8K- 80.92% |
$2.73M - $3M
|
15K
$708K
|