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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.7KNew |
$517K - $636K
|
12.7K
$644K
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.09K- 23.17% |
$289K - $355K
|
23.5K
$1.19M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 1.77% |
$652K - $802K
|
920K
$46.7M
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.68KNew |
$150K - $184K
|
3.68K
$187K
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-16.7K- 2.77% |
$681K - $837K
|
587K
$29.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 23.99% |
$59.5K - $73.1K
|
4.63K
$235K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-81.5K- 1.34% |
$3.32M - $4.08M
|
6M
$304M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.65K+ 4.58% |
$67K - $82.3K
|
37.6K
$1.91M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
325+ 7.07% |
$13.2K - $16.3K
|
4.92K
$250K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 20.18% |
$514K - $632K
|
49.9K
$2.53M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-344- 2.01% |
$14K - $17.2K
|
16.7K
$849K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.97K- 11.34% |
$121K - $149K
|
23.2K
$1.18M
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-205- 1.27% |
$8.35K - $10.3K
|
15.9K
$807K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 181.0% |
$103K - $126K
|
3.92K
$199K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.7K- 10.93% |
$2.19M - $2.69M
|
438K
$22.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 5.58% |
$1.03M - $1.26M
|
477K
$24.2M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-406- 7.36% |
$16.5K - $20.3K
|
5.11K
$259K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10K+ 9.76% |
$409K - $502K
|
113K
$5.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.7K- 5.18% |
$69.2K - $85.1K
|
31.1K
$1.58M
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$965K - $1.06M
|
21.6K
$1.09M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 27.02% |
$68.6K - $75.2K
|
4.14K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3K- 1.56% |
$134K - $147K
|
189K
$9.57M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
298+ 1.55% |
$13.3K - $14.6K
|
19.5K
$988K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.33K- 11.05% |
$104K - $114K
|
18.7K
$950K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
144New |
$6.44K - $7.06K
|
144
$7.3K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70+ 0.87% |
$3.13K - $3.43K
|
8.1K
$411K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.45K+ 4.93% |
$64.6K - $70.9K
|
30.8K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33+ 0.28% |
$1.48K - $1.62K
|
11.7K
$592K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
56.9K+ 27.25% |
$2.54M - $2.79M
|
266K
$13.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 10.98% |
$373K - $410K
|
84.4K
$4.28M
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.03K+ 21.38% |
$46K - $50.5K
|
5.84K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.4KNew |
$733K - $805K
|
16.4K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 1418.33% |
$76.1K - $83.5K
|
1.82K
$92.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
874New |
$39.1K - $42.9K
|
874
$44.3K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 2.7% |
$44.7 - $49.1
|
38
$1.93K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.25M - $1.37M
|
27.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.07K- 20.41% |
$227K - $249K
|
19.8K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.6KNew |
$250K - $275K
|
5.6K
$284K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.03K- 8.45% |
$314K - $345K
|
76.2K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 56.07% |
$662K - $726K
|
11.6K
$588K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 22.88% |
$1.21K - $1.32K
|
91
$4.61K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.44% |
$44.7 - $49.1
|
227
$11.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-789- 1.3% |
$35.3K - $38.7K
|
59.8K
$3.03M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.55K- 1.97% |
$69.1K - $75.8K
|
76.8K
$3.89M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
910New |
$40.7K - $44.6K
|
910
$46.1K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$59.6K - $65.4K
|
1.33K
$67.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
765+ 13.75% |
$34.2K - $37.5K
|
6.33K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 4.03% |
$777K - $852K
|
448K
$22.7M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$44.7 - $49.1
|
410
$20.8K
|
|