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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05K+ 9.06% |
$44.7K - $49.2K
|
12.6K
$609K
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
45.8KNew |
$1.96M - $2.15M
|
45.8K
$2.22M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-8.27K- 1.89% |
$353K - $389K
|
429K
$20.8M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-48- 0.06% |
$2.05K - $2.26K
|
76.1K
$3.69M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
936+ 0.96% |
$40K - $44K
|
98.4K
$4.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.9K+ 7.77% |
$3.5M - $3.85M
|
1.14M
$54.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32.5KNew |
$1.39M - $1.53M
|
32.5K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-436- 1.49% |
$18.6K - $20.5K
|
28.8K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.54K+ 33.83% |
$322K - $354K
|
29.8K
$1.44M
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$2.29M - $2.54M
|
57.1K
$2.76M
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.05% |
$1.68K - $1.87K
|
4.04K
$196K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 8.11% |
$79.5K - $88.4K
|
26.5K
$1.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Innova Wealth Partners
|
SELL
|
- |
-323- 1.4% |
$12.9K - $14.4K
|
22.7K
$1.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$51.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122New |
$4.89K - $5.43K
|
122
$5.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$14.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
179+ 3.26% |
$7.17K - $7.97K
|
5.67K
$275K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$403K - $448K
|
10.1K
$487K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98New |
$3.93K - $4.36K
|
98
$4.74K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$1.84K - $2.05K
|
46
$2.23K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 4.17% |
$194 - $213
|
115
$5.57K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
34.8KNew |
$1.35M - $1.48M
|
34.8K
$1.68M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 30.76% |
$254K - $280K
|
14.8K
$716K
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-313K- 68.49% |
$12.1M - $13.3M
|
144K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 4.53% |
$868K - $955K
|
518K
$25.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 201.66% |
$432K - $475K
|
16.7K
$807K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.92% |
$52.8K - $58.1K
|
29.1K
$1.41M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 52.07% |
$718K - $790K
|
17.1K
$826K
|
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
361+ 7.85% |
$14K - $15.4K
|
4.96K
$240K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$38.7 - $42.6
|
1
$48.4
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.74K- 15.57% |
$377K - $415K
|
52.8K
$2.56M
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.67KNew |
$258K - $284K
|
6.67K
$323K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8KNew |
$266K - $318K
|
8K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$811K - $969K
|
24.4K
$1.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97.2K- 94.16% |
$3.23M - $3.86M
|
6.03K
$292K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15- 3.36% |
$499 - $596
|
432
$20.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
70New |
$2.33K - $2.78K
|
70
$3.39K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$798K - $954K
|
24K
$1.16M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
250+ 3.4% |
$8.32K - $9.93K
|
7.61K
$368K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.1K+ 60.11% |
$177K - $195K
|
13.6K
$658K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
31.1K+ 133.69% |
$1.08M - $1.19M
|
54.3K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.29K- 42.98% |
$218K - $240K
|
8.35K
$404K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66KNew |
$57.7K - $61.7K
|
1.66K
$80.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
546New |
$18.9K - $20.3K
|
546
$26.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.03K- 67.61% |
$35.6K - $38.1K
|
492
$23.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 2.17% |
$278 - $297
|
361
$17.5K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61K- 72.79% |
$84.5K - $92.9K
|
974
$47.1K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
37New |
$1.2K - $1.32K
|
37
$1.79K
|
|