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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.63K- 6.14% |
$79.7K - $91.6K
|
40.1K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.05K- 45.98% |
$92.5K - $106K
|
3.58K
$173K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.18K- 21.14% |
$96.4K - $111K
|
11.8K
$573K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-6.64K- 6.66% |
$201K - $232K
|
93K
$4.5M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.18K- 35.73% |
$279K - $320K
|
16.5K
$799K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-10.6K- 87.69% |
$321K - $369K
|
1.48K
$71.7K
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
SELL
|
- |
-11.7K- 56.94% |
$356K - $409K
|
8.86K
$429K
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-21.5K- 55.39% |
$653K - $751K
|
17.3K
$838K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.7K- 64.87% |
$870K - $1M
|
15.5K
$751K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-33.5K- 18.85% |
$1.02M - $1.17M
|
144K
$6.99M
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-56.9K- 37.73% |
$1.73M - $1.99M
|
93.9K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-89.5K- 89.34% |
$2.72M - $3.12M
|
10.7K
$517K
|
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-104K- 92.18% |
$3.15M - $3.62M
|
8.8K
$426K
|
|
|
Feb 14, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-410K- 96.92% |
$12.5M - $14.3M
|
13K
$631K
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.5M- 99.95% |
$45.4M - $52.2M
|
791
$38.3K
|