Latest Institutional Purchases of Wisdomtree Tr Wisdomtree U.S. (NTSX)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Wisdomtree U.S. (NTSX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
82KNew |
$3.34M - $4.1M
|
82K
$4.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
71.1K+ 5.96% |
$2.89M - $3.56M
|
1.26M
$64.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.3K+ 5.64% |
$1.03M - $1.26M
|
474K
$24.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
25.2K+ 5.58% |
$1.03M - $1.26M
|
477K
$24.5M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.4K+ 84.0% |
$667K - $820K
|
35.9K
$1.84M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
16K+ 1.77% |
$652K - $802K
|
920K
$47.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
15.6K+ 72.08% |
$634K - $779K
|
37.1K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12.7KNew |
$517K - $636K
|
12.7K
$652K
|
|
|
Jul 28, 2025
Q2 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
11.8KNew |
$481K - $591K
|
11.8K
$606K
|
|
|
Jul 09, 2025
Q2 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10K+ 9.76% |
$409K - $502K
|
113K
$5.79M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.44K+ 11.19% |
$385K - $473K
|
93.8K
$4.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.43KNew |
$384K - $472K
|
9.43K
$484K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
7.91K+ 10.3% |
$322K - $396K
|
84.7K
$4.35M
|
|
|
Aug 13, 2025
Q2 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
5.11KNew |
$208K - $256K
|
5.11K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
5.11KNew |
$208K - $256K
|
5.11K
$262K
|
|
|
Jul 21, 2025
Q2 2025
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
3.68KNew |
$150K - $184K
|
3.68K
$189K
|
|
|
Jul 25, 2025
Q2 2025
|
Rhs Financial, LLC
|
BUY
|
- |
3.08K+ 5.55% |
$125K - $154K
|
58.5K
$3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
2.77K+ 3.65% |
$113K - $139K
|
78.5K
$4.03M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.53K+ 181.0% |
$103K - $126K
|
3.92K
$201K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.86K+ 0.25% |
$75.6K - $93K
|
758K
$38.9M
|
|
|
Jul 15, 2025
Q2 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
1.65K+ 4.58% |
$67K - $82.3K
|
37.6K
$1.93M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.23K+ 5.59% |
$50.1K - $61.6K
|
23.2K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.18KNew |
$48.2K - $59.2K
|
1.18K
$60.7K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
1.16K+ 10.95% |
$47.2K - $58.1K
|
11.8K
$603K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.16K+ 7.04% |
$47K - $57.8K
|
17.6K
$902K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
707+ 5.91% |
$28.8K - $35.4K
|
12.7K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
639New |
$26K - $32K
|
639
$32.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
635+ 2.06% |
$25.9K - $31.8K
|
31.4K
$1.61M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
488+ 7.71% |
$19.9K - $24.4K
|
6.82K
$350K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
419+ 45.2% |
$17.1K - $21K
|
1.35K
$69.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
375+ 5.05% |
$15.3K - $18.8K
|
7.8K
$400K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
325+ 7.07% |
$13.2K - $16.3K
|
4.92K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
BUY
|
- |
227New |
$9.25K - $11.4K
|
227
$11.7K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
162New |
$6.6K - $8.11K
|
162
$8.32K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
140New |
$5.7K - $7.01K
|
140
$7.19K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 34.67% |
$4.24K - $5.21K
|
404
$20.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
102+ 0.31% |
$4.15K - $5.11K
|
32.8K
$1.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90+ 2.17% |
$3.67K - $4.51K
|
4.23K
$217K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
79+ 1.68% |
$3.22K - $3.95K
|
4.77K
$245K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
19+ 0.28% |
$774 - $951
|
6.88K
$353K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3+ 0.01% |
$122 - $150
|
21.2K
$1.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.19KNew |
$411K - $451K
|
9.19K
$472K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.68K+ 14.52% |
$75.1K - $82.4K
|
13.3K
$680K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$59.6K - $65.4K
|
1.33K
$68.4K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.03K+ 21.38% |
$46K - $50.5K
|
5.84K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
874New |
$39.1K - $42.9K
|
874
$44.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
251New |
$11.2K - $12.3K
|
251
$12.9K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
144New |
$6.44K - $7.06K
|
144
$7.39K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33+ 0.28% |
$1.48K - $1.62K
|
11.7K
$599K
|
|