Latest Institutional Transactions on Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (NTSX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.8KNew |
$1.27M - $1.37M
|
27.8K
$1.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
94New |
$4.31K - $4.63K
|
94
$4.54K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.61KNew |
$119K - $128K
|
2.61K
$126K
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
78.3KNew |
$3.59M - $3.86M
|
78.3K
$3.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-901- 15.88% |
$41.3K - $44.4K
|
4.77K
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-29K- 0.48% |
$1.33M - $1.43M
|
6.08M
$294M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.09KNew |
$279K - $300K
|
6.09K
$294K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3+ 0.02% |
$138 - $148
|
15K
$726K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
28.4K+ 2.5% |
$1.3M - $1.4M
|
1.16M
$56.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.78K- 3.65% |
$128K - $137K
|
73.4K
$3.54M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
5.18KNew |
$237K - $255K
|
5.18K
$250K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-28K- 3.29% |
$1.29M - $1.38M
|
824K
$39.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 1.6% |
$63K - $67.7K
|
84.3K
$4.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$183 - $197
|
927
$44.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 8.29% |
$4.48M - $4.81M
|
1.08M
$52.2M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 1.23% |
$5.36K - $5.77K
|
9.39K
$453K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
10.4K+ 3.55% |
$475K - $510K
|
302K
$14.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$485K - $522K
|
10.6K
$511K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.4% |
$7.79K - $8.38K
|
12.3K
$594K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19KNew |
$870K - $935K
|
19K
$916K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 3.8% |
$43.4K - $46.7K
|
25.9K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
16.4KNew |
$752K - $809K
|
16.4K
$792K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-167- 0.45% |
$7.66K - $8.23K
|
37.2K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$10.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-190- 0.33% |
$8.71K - $9.36K
|
56.7K
$2.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.49% |
$5.32K - $5.72K
|
4.54K
$219K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$255K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.49% |
$91.7 - $98.6
|
409
$19.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.7K+ 2.22% |
$902K - $969K
|
905K
$43.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 8.06% |
$46.5K - $50K
|
11.6K
$559K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.71% |
$158K - $170K
|
89.7K
$4.33M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.05K+ 2.08% |
$93.9K - $101K
|
100K
$4.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
119+ 0.37% |
$5.46K - $5.86K
|
32.6K
$1.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.58K+ 2.0% |
$393K - $423K
|
438K
$21.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 6.92% |
$55K - $59.1K
|
16.1K
$779K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24KNew |
$1.1M - $1.18M
|
24K
$1.16M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.94K+ 13.7% |
$181K - $194K
|
32.7K
$1.58M
|
|
| Q3 2024 | |||||||
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.58K- 33.67% |
$366K - $403K
|
16.9K
$815K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
858+ 3.89% |
$36.7K - $40.3K
|
22.9K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 6.07% |
$527K - $580K
|
191K
$9.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.98K+ 104.51% |
$213K - $234K
|
9.75K
$471K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.37% |
$4.27K - $4.7K
|
27K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 8.69% |
$51.8K - $57K
|
12.7K
$615K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 1.37% |
$3.37K - $3.71K
|
5.68K
$274K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.66K+ 1.52% |
$113K - $125K
|
177K
$8.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 5.0% |
$42.7 - $47
|
19
$917
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-19.8K- 18.98% |
$848K - $933K
|
84.7K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 4.68% |
$100K - $110K
|
47.7K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 3.59% |
$1.07M - $1.18M
|
673K
$32.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.81K+ 1.04% |
$248K - $273K
|
564K
$27.3M
|
|