Purchases and Sales Made in Q4 2022 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
809K+ 15.76% |
$24.5M - $28.2M
|
5.94M
$287M
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
443K+ 489.47% |
$13.4M - $15.5M
|
533K
$25.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
412K+ 3851.33% |
$12.5M - $14.4M
|
423K
$20.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
389KNew |
$11.8M - $13.6M
|
389K
$18.8M
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
303K+ 314.38% |
$9.21M - $10.6M
|
400K
$19.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
191KNew |
$5.79M - $6.65M
|
191K
$9.23M
|
|
|
Feb 08, 2023
Q4 2022
|
Act Advisors, Llc.
|
BUY
|
- |
101K+ 29.58% |
$3.06M - $3.52M
|
442K
$21.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
100K+ 803.21% |
$3.04M - $3.49M
|
113K
$5.45M
|
|
|
Jan 24, 2023
Q4 2022
|
Empirical Finance, LLC
|
BUY
|
- |
65.2KNew |
$1.98M - $2.28M
|
65.2K
$3.16M
|
|
|
May 15, 2023
Q4 2022
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
62.3KNew |
$1.89M - $2.17M
|
62.3K
$3.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
33.9K+ 1.98% |
$1.03M - $1.18M
|
1.74M
$84.4M
|
|
|
Mar 02, 2023
Q4 2022
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
31.8KNew |
$966K - $1.11M
|
31.8K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
23.7K+ 3.68% |
$720K - $827K
|
668K
$32.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
22.8K+ 9.49% |
$692K - $796K
|
263K
$12.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
21.4K+ 20.76% |
$650K - $748K
|
125K
$6.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Ford Financial Group, LLC
|
BUY
|
- |
20K+ 187.33% |
$607K - $698K
|
30.7K
$1.48M
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
18K+ 6.38% |
$546K - $628K
|
300K
$14.5M
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
15.2KNew |
$460K - $529K
|
15.2K
$734K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.8K+ 48.16% |
$390K - $448K
|
39.5K
$1.91M
|
|
|
Jan 10, 2023
Q4 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
8.6KNew |
$261K - $300K
|
8.6K
$416K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
6.38K+ 33.27% |
$194K - $223K
|
25.5K
$1.24M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.29K+ 6.24% |
$161K - $185K
|
90K
$4.36M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.19K+ 34.72% |
$157K - $181K
|
20.1K
$974K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.04K+ 1303.1% |
$153K - $176K
|
5.43K
$263K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.12KNew |
$125K - $144K
|
4.12K
$200K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.7K+ 17.44% |
$112K - $129K
|
24.9K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.18K+ 24.55% |
$96.6K - $111K
|
16.1K
$782K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.09K+ 4.91% |
$93.7K - $108K
|
65.9K
$3.19M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.25K+ 9.52% |
$68.4K - $78.7K
|
25.9K
$1.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.18K+ 3.72% |
$35.9K - $41.2K
|
32.9K
$1.59M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
935+ 0.3% |
$28.4K - $32.6K
|
313K
$15.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
731New |
$22.2K - $25.5K
|
731
$35.4K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
112+ 66.27% |
$3.4K - $3.91K
|
281
$13.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
88+ 382.61% |
$2.67K - $3.07K
|
111
$5.37K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.31K - $1.5K
|
86
$4.16K
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
4+ 2.22% |
$121 - $140
|
184
$8.91K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-6- 0.02% |
$182 - $209
|
29.6K
$1.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54- 0.8% |
$1.64K - $1.88K
|
6.72K
$325K
|
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-278- 1.1% |
$8.44K - $9.7K
|
25K
$1.21M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-280- 9.7% |
$8.5K - $9.77K
|
2.61K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-365- 2.16% |
$11.1K - $12.7K
|
16.5K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-560- 1.83% |
$17K - $19.5K
|
30K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-650- 1.69% |
$19.7K - $22.7K
|
37.8K
$1.83M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-903- 14.47% |
$27.4K - $31.5K
|
5.34K
$258K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1K- 10.19% |
$30.4K - $34.9K
|
8.81K
$427K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.02K- 3.76% |
$31K - $35.6K
|
26.1K
$1.27M
|
|
|
Jan 30, 2023
Q4 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-1.18K- 0.47% |
$35.9K - $41.2K
|
250K
$12.1M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.09K- 6.39% |
$63.3K - $72.8K
|
30.5K
$1.48M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.09K- 14.37% |
$63.5K - $73K
|
12.5K
$603K
|