Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2024. 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 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-473- 1.59% |
$21.7K - $23.3K
|
29.3K
$1.32M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-901- 15.88% |
$41.3K - $44.4K
|
4.77K
$215K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 8.06% |
$46.5K - $50K
|
11.6K
$522K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 6.92% |
$55K - $59.1K
|
16.1K
$727K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 1.6% |
$63K - $67.7K
|
84.3K
$3.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.44K- 1.69% |
$65.8K - $70.7K
|
83.3K
$3.75M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.78K- 3.65% |
$128K - $137K
|
73.4K
$3.31M
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.71% |
$158K - $170K
|
89.7K
$4.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.57K- 14.42% |
$164K - $176K
|
21.2K
$954K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$10.2K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4.43K- 15.14% |
$203K - $218K
|
24.8K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 63.99% |
$672K - $722K
|
8.25K
$372K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-28K- 3.29% |
$1.29M - $1.38M
|
824K
$37.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-29K- 0.48% |
$1.33M - $1.43M
|
6.08M
$274M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.8K- 39.64% |
$1.82M - $1.96M
|
60.5K
$2.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$238K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.9K- 69.55% |
$1.87M - $2.02M
|
17.9K
$807K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 8.29% |
$4.48M - $4.81M
|
1.08M
$48.7M
|