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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.39K- 27.68% |
$118K - $129K
|
6.25K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.35K- 14.25% |
$166K - $181K
|
20.2K
$1.09M
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-4.98K- 46.34% |
$246K - $269K
|
5.77K
$312K
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 9.89% |
$445 - $487
|
82
$4.44K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
42.1K+ 9.61% |
$2.08M - $2.27M
|
480K
$26M
|
|
|
Oct 28, 2025
Q3 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 3.34% |
$788K - $862K
|
493K
$26.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.32K+ 53.6% |
$312K - $342K
|
18.1K
$981K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59- 0.64% |
$2.92K - $3.19K
|
9.13K
$494K
|
|
|
Oct 23, 2025
Q3 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
103+ 0.31% |
$5.09K - $5.57K
|
32.9K
$1.78M
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-506- 84.33% |
$25K - $27.4K
|
94
$5.09K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.43K- 6.19% |
$169K - $185K
|
51.9K
$2.81M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-800- 4.78% |
$39.5K - $43.3K
|
15.9K
$863K
|
|
|
Oct 22, 2025
Q3 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-4.72K- 8.07% |
$233K - $255K
|
53.8K
$2.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.26% |
$49.4 - $54.1
|
386
$20.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.22% |
$148 - $162
|
1.35K
$73K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
11.4K+ 13.45% |
$563K - $616K
|
96.1K
$5.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
40+ 0.32% |
$1.98K - $2.16K
|
12.7K
$689K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-384- 1.66% |
$19K - $20.8K
|
22.8K
$1.24M
|
|
|
Oct 20, 2025
Q3 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-90.2K- 15.36% |
$4.46M - $4.88M
|
497K
$26.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-242- 4.92% |
$12K - $13.1K
|
4.68K
$253K
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-523K- 8.71% |
$25.8M - $28.3M
|
5.48M
$297M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
104K+ 8.24% |
$5.15M - $5.63M
|
1.37M
$74.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 65.2% |
$126K - $138K
|
1.36K
$73.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12.3K+ 10.92% |
$609K - $666K
|
125K
$6.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Act Advisors, Llc.
|
BUY
|
- |
677+ 4.25% |
$33.5K - $36.6K
|
16.6K
$899K
|
|
|
Oct 06, 2025
Q3 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
26+ 0.71% |
$1.28K - $1.41K
|
3.71K
$201K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 2.17% |
$3.67K - $4.51K
|
4.23K
$229K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.6K - $8.11K
|
162
$8.77K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-467- 25.63% |
$19K - $23.4K
|
1.36K
$73.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
82KNew |
$3.34M - $4.1M
|
82K
$4.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.42K- 9.73% |
$302K - $371K
|
68.8K
$3.73M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.8K- 77.91% |
$886K - $1.09M
|
6.17K
$334K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$48.2K - $59.2K
|
1.18K
$64K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-81- 1.48% |
$3.3K - $4.05K
|
5.41K
$293K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-125- 0.43% |
$5.09K - $6.26K
|
28.9K
$1.56M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
639New |
$26K - $32K
|
639
$34.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
375+ 5.05% |
$15.3K - $18.8K
|
7.8K
$422K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
140New |
$5.7K - $7.01K
|
140
$7.58K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.55K- 17.83% |
$104K - $128K
|
11.8K
$637K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$9.25K - $11.4K
|
227
$12.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 1.68% |
$3.22K - $3.95K
|
4.77K
$258K
|
|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
SELL
|
- |
-10- 1.1% |
$407 - $501
|
900
$48.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 20.18% |
$514K - $632K
|
49.9K
$2.7M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-406- 7.36% |
$16.5K - $20.3K
|
5.11K
$277K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
144New |
$6.44K - $7.06K
|
144
$7.8K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33+ 0.28% |
$1.48K - $1.62K
|
11.7K
$632K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 2.7% |
$44.7 - $49.1
|
38
$2.06K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
874New |
$39.1K - $42.9K
|
874
$47.3K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 56.07% |
$662K - $726K
|
11.6K
$628K
|
|