Purchases and Sales Made in Q4 2021 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
BUY
|
- |
1.35MNew |
$54.9M - $60.1M
|
1.35M
$64.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
BUY
|
- |
550KNew |
$22.4M - $24.5M
|
550K
$26.5M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
538KNew |
$22M - $24M
|
538K
$25.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
347K+ 24.15% |
$14.1M - $15.5M
|
1.78M
$85.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Act Advisors, Llc.
|
BUY
|
- |
304K+ 736.38% |
$12.4M - $13.6M
|
345K
$16.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
221K+ 992.62% |
$9.02M - $9.87M
|
244K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
100KNew |
$4.08M - $4.46M
|
100K
$4.81M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
53.8KNew |
$2.19M - $2.4M
|
53.8K
$2.59M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
52K+ 69.84% |
$2.12M - $2.32M
|
126K
$6.08M
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
51.8K+ 101.68% |
$2.11M - $2.31M
|
103K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
46.1K+ 63.23% |
$1.88M - $2.06M
|
119K
$5.73M
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
40.7KNew |
$1.66M - $1.82M
|
40.7K
$1.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.5K+ 5747.67% |
$1.41M - $1.54M
|
35.1K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
27.6KNew |
$1.13M - $1.23M
|
27.6K
$1.33M
|
|
|
Feb 09, 2022
Q4 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
12.2KNew |
$498K - $545K
|
12.2K
$588K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.2K+ 109.29% |
$496K - $543K
|
23.3K
$1.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
11.7KNew |
$476K - $521K
|
11.7K
$562K
|
|
|
Jan 12, 2022
Q4 2021
|
Stonnington Group, LLC
|
BUY
|
- |
11.6KNew |
$473K - $518K
|
11.6K
$558K
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11.3K+ 25.16% |
$461K - $505K
|
56.3K
$2.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
10.8KNew |
$439K - $481K
|
10.8K
$518K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.2K+ 121.0% |
$418K - $457K
|
18.7K
$900K
|
|
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
9.41KNew |
$384K - $420K
|
9.41K
$453K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
9.05KNew |
$369K - $404K
|
9.05K
$435K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
7.91K+ 4.17% |
$323K - $353K
|
197K
$9.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.55K+ 19.72% |
$267K - $292K
|
39.8K
$1.91M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
6.3KNew |
$257K - $281K
|
6.3K
$303K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.2K+ 61.86% |
$253K - $277K
|
16.2K
$781K
|
|
|
Feb 11, 2022
Q4 2021
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
6.02KNew |
$245K - $269K
|
6.02K
$290K
|
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.42KNew |
$221K - $242K
|
5.42K
$261K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.2KNew |
$212K - $232K
|
5.2K
$250K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.05KNew |
$206K - $225K
|
5.05K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
4.85KNew |
$198K - $216K
|
4.85K
$233K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.75K+ 6.46% |
$194K - $212K
|
78.3K
$3.77M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.7K+ 8.56% |
$192K - $210K
|
59.6K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
2.56K+ 9.71% |
$104K - $114K
|
28.9K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2.32K+ 86.45% |
$94.7K - $104K
|
5.01K
$241K
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
1.97KNew |
$80.3K - $87.9K
|
1.97K
$94.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1K+ 13.87% |
$40.8K - $44.6K
|
8.21K
$395K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
802New |
$32.7K - $35.8K
|
802
$38.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
BUY
|
- |
693+ 27.52% |
$28.3K - $30.9K
|
3.21K
$154K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
597+ 28.46% |
$24.3K - $26.6K
|
2.7K
$130K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
460New |
$18.8K - $20.5K
|
460
$22.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
399+ 66.17% |
$16.3K - $17.8K
|
1K
$48.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
378New |
$15.4K - $16.9K
|
378
$18.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
316New |
$12.9K - $14.1K
|
316
$15.2K
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
300New |
$12.2K - $13.4K
|
300
$14.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
285New |
$11.6K - $12.7K
|
285
$13.7K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
230New |
$9.38K - $10.3K
|
230
$11.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
225+ 0.85% |
$9.18K - $10K
|
26.6K
$1.28M
|
|
|
Jan 13, 2022
Q4 2021
|
Innova Wealth Partners
|
BUY
|
- |
90+ 0.34% |
$3.67K - $4.02K
|
26.5K
$1.27M
|