Perennial Investment Advisors, LLC Wisdomtree Tr Wisdomtree U.S. Transaction History

Perennial Investment Advisors, LLC

  • $989 Million
  • Q2 2025

A detailed history of Perennial Investment Advisors, LLC transactions in Wisdomtree Tr Wisdomtree U.S. stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 130,587 shares of NTSX stock, worth $6.7 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
130,587
Previous 188,781 30.83%
Holding current value
$6.7 Million
Previous $8.55 Million 23.57%
% of portfolio
0.66%
Previous 0.99%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
SELL
$40.73 - $50.06 $2.37 Million - $2.91 Million
-58,194 Reduced 30.83%
130,587 $6.54 Million
Q1 2025

May 15, 2025
SELL
$44.7 - $49.05 $134,100 - $147,150
-3,000 Reduced 1.56%
188,781 $8.55 Million
Q4 2024

Feb 12, 2025
BUY
$45.85 - $49.28 $36,725 - $39,473
801 Added 0.42%
191,781 $8.95 Million
Q3 2024

Nov 14, 2024
SELL
$42.72 - $47.0 $527,079 - $579,886
-12,338 Reduced 6.07%
190,980 $8.97 Million
Q2 2024

Aug 09, 2024
SELL
$40.06 - $44.52 $1,081 - $1,202
-27 Reduced 0.01%
203,318 $8.93 Million
Q1 2024

May 14, 2024
SELL
$38.7 - $42.6 $2.72 Million - $3 Million
-70,326 Reduced 25.7%
203,345 $8.59 Million
Q4 2023

Feb 14, 2024
SELL
$33.27 - $39.73 $21,026 - $25,109
-632 Reduced 0.23%
273,671 $10.8 Million
Q3 2023

Nov 14, 2023
BUY
$34.65 - $38.19 $4 Million - $4.41 Million
115,479 Added 72.71%
274,303 $9.59 Million
Q2 2023

Aug 14, 2023
BUY
$34.69 - $37.13 $557,329 - $596,530
16,066 Added 11.25%
158,824 $5.89 Million
Q1 2023

May 11, 2023
BUY
$32.42 - $35.66 $4.63 Million - $5.09 Million
142,758 New
142,758 $5.01 Million

Others Institutions Holding NTSX

# of Institutions
101
Shares Held
14.9M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR WISDOMTREE U.S.

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