Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Wisdomtree U.S. (NTSX)

NTSX Quotes by TradingView

This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2023. 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 01, 2024 Q4 2023
Cwm, LLC

BUY
 -
177K
+ 23.17%
$5.88M - $7.03M
940K $45.2M
Feb 06, 2024 Q4 2023
Commonwealth Equity Services, LLC

BUY
 -
168K
+ 361.48%
$5.59M - $6.67M
214K $10.3M
Feb 14, 2024 Q4 2023
Aqr Capital Management LLC

Greenwich, CT
BUY
 -
123K
New
$4.09M - $4.88M
123K $5.91M
Feb 14, 2024 Q4 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
85.4K
+ 29.83%
$2.84M - $3.39M
372K $17.9M
Feb 12, 2024 Q4 2023
Orba Wealth Advisors, L.L.C.

Chicago, IL
BUY
 -
84.7K
New
$2.82M - $3.36M
84.7K $4.07M
Feb 09, 2024 Q4 2023
Ndwm LLC

La Jolla, CA
BUY
 -
78.4K
New
$2.61M - $3.12M
78.4K $3.77M
Feb 14, 2024 Q4 2023
Ae Wealth Management LLC

BUY
 -
52.5K
+ 16.78%
$1.75M - $2.09M
366K $17.6M
Feb 14, 2024 Q4 2023
Rational Advisors LLC

Huntington, NY
BUY
 -
47.6K
+ 3.83%
$1.58M - $1.89M
1.29M $62.1M
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

BUY
 -
45.9K
+ 15.71%
$1.53M - $1.82M
338K $16.3M
Feb 13, 2024 Q4 2023
Belpointe Asset Management LLC

BUY
 -
31.3K
New
$1.04M - $1.24M
31.3K $1.5M
Feb 14, 2024 Q4 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
24.4K
New
$811K - $969K
24.4K $1.17M
Jan 23, 2024 Q4 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
24K
New
$798K - $954K
24K $1.15M
Feb 14, 2024 Q4 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
23.6K
New
$786K - $938K
23.6K $1.14M
Feb 06, 2024 Q4 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
21.9K
+ 3.25%
$730K - $872K
696K $33.5M
Feb 13, 2024 Q4 2023
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
20.7K
+ 4.36%
$688K - $821K
495K $23.8M
Feb 06, 2024 Q4 2023
Private Advisor Group, LLC

BUY
 -
20K
+ 12.24%
$666K - $795K
183K $8.82M
Feb 14, 2024 Q4 2023
Jane Street Group, LLC

New York, NY
BUY
 -
15.3K
New
$510K - $610K
15.3K $738K
Feb 13, 2024 Q4 2023
Toronto Dominion Bank

Toronto, Ontario, A6
BUY
 -
15K
+ 3.39%
$499K - $596K
457K $22M
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
8K
New
$266K - $318K
8K $385K
Jan 29, 2024 Q4 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
5.65K
New
$188K - $224K
5.65K $272K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

BUY
 -
5.56K
+ 12.72%
$185K - $221K
49.3K $2.37M
Feb 13, 2024 Q4 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
5.53K
New
$184K - $220K
5.53K $266K
Feb 14, 2024 Q4 2023
Cardiff Park Advisors, LLC

San Marcos, CA
BUY
 -
4.09K
New
$136K - $162K
4.09K $197K
Feb 02, 2024 Q4 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.71K
+ 10.83%
$90.2K - $108K
27.7K $1.33M
Feb 08, 2024 Q4 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
2.54K
+ 12.68%
$84.3K - $101K
22.5K $1.08M
Jan 30, 2024 Q4 2023
Act Advisors, Llc.

BUY
 -
2.34K
+ 14.94%
$77.9K - $93K
18K $866K
Feb 07, 2024 Q4 2023
Janney Montgomery Scott LLC

BUY
 -
2.25K
+ 6.71%
$74.9K - $89.4K
35.8K $1.72M
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
2.04K
+ 2.19%
$68K - $81.2K
95.4K $4.59M
Jan 17, 2024 Q4 2023
Wj Interests, LLC

Sugar Land, TX
BUY
 -
1.92K
+ 0.23%
$64K - $76.4K
850K $40.9M
Jan 12, 2024 Q4 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
1.31K
+ 4.7%
$43.7K - $52.2K
29.3K $1.41M
Feb 13, 2024 Q4 2023
Cibc World Markets Corp

New York, NY
BUY
 -
765
+ 4.99%
$25.5K - $30.4K
16.1K $774K
Feb 13, 2024 Q4 2023
Morgan Stanley

New York, NY
BUY
 -
627
+ 16.34%
$20.9K - $24.9K
4.46K $215K
Jan 24, 2024 Q4 2023
Private Trust CO Na

BUY
 -
564
+ 13.28%
$18.8K - $22.4K
4.81K $231K
Jan 30, 2024 Q4 2023
Safeguard Financial, LLC

BUY
 -
367
+ 3.3%
$12.2K - $14.6K
11.5K $552K
Feb 14, 2024 Q4 2023
Team Financial Group, LLC

Temecula, CA
BUY
 -
362
+ 8.54%
$12K - $14.4K
4.6K $221K
Jan 10, 2024 Q4 2023
Flagship Harbor Advisors, LLC

BUY
 -
250
+ 3.4%
$8.32K - $9.93K
7.61K $366K
Jan 19, 2024 Q4 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
247
+ 0.26%
$8.22K - $9.81K
96.9K $4.66M
Feb 12, 2024 Q4 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
222
+ 0.89%
$7.39K - $8.82K
25.2K $1.21M
Feb 12, 2024 Q4 2023
Smartleaf Asset Management LLC

Boston, MA
BUY
 -
115
New
$3.83K - $4.57K
115 $5.53K
Feb 09, 2024 Q4 2023
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
70
New
$2.33K - $2.78K
70 $3.37K
Feb 09, 2024 Q4 2023
Black Diamond Wealth Management Inc.

BUY
 -
12
+ 0.03%
$399 - $477
35.6K $1.71M
Feb 09, 2024 Q4 2023
Covestor LTD

Boston, MA
BUY
 -
4
+ 3.17%
$133 - $159
130 $6.25K
Jan 26, 2024 Q4 2023
Geneos Wealth Management Inc.

BUY
 -
1
+ 0.25%
$33.3 - $39.7
404 $19.4K
Feb 07, 2024 Q4 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Feb 09, 2024 Q4 2023
Wells Fargo & Company

San Francisco, CA
SELL
 -
-15
- 3.36%
$499 - $596
432 $20.8K
Jan 31, 2024 Q4 2023
Western Wealth Management, LLC

SELL
 -
-40
- 0.28%
$1.33K - $1.59K
14.1K $680K
Aug 16, 2024 Q4 2023
Morgan Stanley

New York, NY
SELL
 -
-305
- 6.4%
$10.1K - $12.1K
4.46K $215K
Feb 07, 2024 Q4 2023
Innova Wealth Partners

SELL
 -
-585
- 2.95%
$19.5K - $23.2K
19.2K $925K
Feb 14, 2024 Q4 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
SELL
 -
-632
- 0.23%
$21K - $25.1K
274K $13.2M

Track Institutional and Insider Activities on NTSX

Follow WISDOMTREE TR WISDOMTREE U.S. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells NTSX shares.

Notify only if

Insider Trading

Get notified when an Wisdomtree Tr Wisdomtree U.S. insider buys or sells NTSX shares.

Notify only if

News

Receive news related to WISDOMTREE TR WISDOMTREE U.S.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on NTSX