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 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.35KNew |
$199K - $214K
|
4.35K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.57K- 14.42% |
$164K - $176K
|
21.2K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.7K+ 17.9% |
$1.45M - $1.56M
|
209K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 63.99% |
$672K - $722K
|
8.25K
$404K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7- 0.12% |
$321 - $345
|
5.68K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.44K+ 96.82% |
$433K - $465K
|
19.2K
$941K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31+ 0.39% |
$1.42K - $1.53K
|
8.03K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
731+ 5.74% |
$33.5K - $36K
|
13.5K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 20.41% |
$917 - $986
|
118
$5.78K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 1.64% |
$552K - $594K
|
745K
$36.5M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.1KNew |
$966K - $1.04M
|
21.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-58- 0.22% |
$2.66K - $2.86K
|
26.4K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6.65KNew |
$305K - $328K
|
6.65K
$326K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 1.29% |
$333K - $358K
|
572K
$28M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-40.9K- 69.55% |
$1.87M - $2.02M
|
17.9K
$877K
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
801+ 0.42% |
$36.7K - $39.5K
|
192K
$9.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.43KNew |
$340K - $366K
|
7.43K
$364K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-473- 1.59% |
$21.7K - $23.3K
|
29.3K
$1.44M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 45.19% |
$6.15M - $6.61M
|
431K
$21.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.3K+ 59.31% |
$1.3M - $1.39M
|
76K
$3.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-39.8K- 39.64% |
$1.82M - $1.96M
|
60.5K
$2.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 27.23% |
$54.6K - $58.7K
|
5.57K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.2K+ 164.0% |
$376K - $404K
|
13.2K
$647K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22New |
$1.01K - $1.08K
|
22
$1.08K
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-1.44K- 1.69% |
$65.8K - $70.7K
|
83.3K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.8KNew |
$1.27M - $1.37M
|
27.8K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
78.3KNew |
$3.59M - $3.86M
|
78.3K
$3.84M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.61KNew |
$119K - $128K
|
2.61K
$128K
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
94New |
$4.31K - $4.63K
|
94
$4.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-29K- 0.48% |
$1.33M - $1.43M
|
6.08M
$298M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-901- 15.88% |
$41.3K - $44.4K
|
4.77K
$234K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
28.4K+ 2.5% |
$1.3M - $1.4M
|
1.16M
$57M
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3+ 0.02% |
$138 - $148
|
15K
$737K
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.78K- 3.65% |
$128K - $137K
|
73.4K
$3.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.09KNew |
$279K - $300K
|
6.09K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-28K- 3.29% |
$1.29M - $1.38M
|
824K
$40.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
5.18KNew |
$237K - $255K
|
5.18K
$254K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 1.6% |
$63K - $67.7K
|
84.3K
$4.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$183 - $197
|
927
$45.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 8.29% |
$4.48M - $4.81M
|
1.08M
$52.9M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 1.23% |
$5.36K - $5.77K
|
9.39K
$460K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$485K - $522K
|
10.6K
$519K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
10.4K+ 3.55% |
$475K - $510K
|
302K
$14.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.4% |
$7.79K - $8.38K
|
12.3K
$603K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19KNew |
$870K - $935K
|
19K
$930K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 3.8% |
$43.4K - $46.7K
|
25.9K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
16.4KNew |
$752K - $809K
|
16.4K
$804K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-167- 0.45% |
$7.66K - $8.23K
|
37.2K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$11.1K
|