Purchases and Sales Made in Q3 2025 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
104K+ 8.24% |
$5.15M - $5.63M
|
1.37M
$75M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1K+ 9.61% |
$2.08M - $2.27M
|
480K
$26.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 3.34% |
$788K - $862K
|
493K
$27.1M
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 10.92% |
$609K - $666K
|
125K
$6.87M
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11.4K+ 13.45% |
$563K - $616K
|
96.1K
$5.27M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.32K+ 53.6% |
$312K - $342K
|
18.1K
$994K
|
|
|
Nov 05, 2025
Q3 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
4.02KNew |
$198K - $217K
|
4.02K
$220K
|
|
|
Nov 03, 2025
Q3 2025
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.89KNew |
$192K - $210K
|
3.89K
$213K
|
|
|
Nov 03, 2025
Q3 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
3.4K+ 14.61% |
$168K - $184K
|
26.6K
$1.46M
|
|
|
Oct 06, 2025
Q3 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
2.46K+ 7.91% |
$121K - $133K
|
33.6K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
677+ 4.25% |
$33.5K - $36.6K
|
16.6K
$911K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
103+ 0.31% |
$5.09K - $5.57K
|
32.9K
$1.8M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.32% |
$1.98K - $2.16K
|
12.7K
$699K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26+ 0.71% |
$1.28K - $1.41K
|
3.71K
$203K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
18+ 0.26% |
$889 - $973
|
6.9K
$378K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $162
|
1.35K
$74K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.26% |
$49.4 - $54.1
|
386
$21.2K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
1+ 0.21% |
$49.4 - $54.1
|
471
$25.8K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 9.89% |
$445 - $487
|
82
$4.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.64% |
$2.92K - $3.19K
|
9.13K
$501K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 4.92% |
$12K - $13.1K
|
4.68K
$257K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-384- 1.66% |
$19K - $20.8K
|
22.8K
$1.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-506- 84.33% |
$25K - $27.4K
|
94
$5.16K
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-800- 4.78% |
$39.5K - $43.3K
|
15.9K
$874K
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.39K- 27.68% |
$118K - $129K
|
6.25K
$343K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 65.2% |
$126K - $138K
|
1.36K
$74.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.35K- 14.25% |
$166K - $181K
|
20.2K
$1.11M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 6.19% |
$169K - $185K
|
51.9K
$2.85M
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.72K- 8.07% |
$233K - $255K
|
53.8K
$2.95M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.98K- 46.34% |
$246K - $269K
|
5.77K
$316K
|
|
|
Nov 03, 2025
Q3 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-10.4K- 30.93% |
$516K - $565K
|
23.3K
$1.28M
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-90.2K- 15.36% |
$4.46M - $4.88M
|
497K
$27.3M
|
|
|
Nov 04, 2025
Q3 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-91.1K- 33.1% |
$4.5M - $4.93M
|
184K
$10.1M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-523K- 8.71% |
$25.8M - $28.3M
|
5.48M
$301M
|