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 |
---|---|---|---|---|---|---|---|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
81.9K+ 7.77% |
$3.5M - $3.85M
|
1.14M
$53.4M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
45.8KNew |
$1.96M - $2.15M
|
45.8K
$2.16M
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
34.9K+ 59.87% |
$1.49M - $1.64M
|
93.2K
$4.38M
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
34.8KNew |
$1.49M - $1.63M
|
34.8K
$1.64M
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
32.5KNew |
$1.39M - $1.53M
|
32.5K
$1.53M
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
18.9K+ 0.31% |
$806K - $887K
|
6.11M
$288M
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.54K+ 33.83% |
$322K - $354K
|
29.8K
$1.4M
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.66KNew |
$199K - $219K
|
4.66K
$219K
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
1.05K+ 9.06% |
$44.7K - $49.2K
|
12.6K
$592K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
936+ 0.96% |
$40K - $44K
|
98.4K
$4.63M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.22% |
$85.4 - $94
|
923
$43.4K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$2.29M - $2.54M
|
57.1K
$2.69M
|
|
Aug 14, 2024
Q2 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
33.8K+ 24.02% |
$1.35M - $1.5M
|
174K
$8.21M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.2K+ 4.53% |
$970K - $1.08M
|
559K
$26.3M
|
|
Jul 25, 2024
Q2 2024
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
19K+ 1.51% |
$762K - $847K
|
1.28M
$60M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7K+ 5.28% |
$751K - $835K
|
374K
$17.6M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$403K - $448K
|
10.1K
$473K
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
9.01K+ 9.43% |
$361K - $401K
|
105K
$4.92M
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
8.88K+ 1.26% |
$356K - $395K
|
714K
$33.6M
|
|
Aug 01, 2024
Q2 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
8.8K+ 29.04% |
$352K - $392K
|
39.1K
$1.84M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
6.58K+ 0.75% |
$264K - $293K
|
882K
$41.5M
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.35KNew |
$254K - $282K
|
6.35K
$299K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.99K+ 8.11% |
$79.5K - $88.4K
|
26.5K
$1.25M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$50.2K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
921+ 4.36% |
$36.9K - $41K
|
22.1K
$1.04M
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
868+ 3.72% |
$34.8K - $38.6K
|
24.2K
$1.14M
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
702+ 3.29% |
$28.1K - $31.3K
|
22K
$1.04M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$14.1K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
230+ 5.89% |
$9.21K - $10.2K
|
4.13K
$195K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
179+ 3.26% |
$7.17K - $7.97K
|
5.67K
$267K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122New |
$4.89K - $5.43K
|
122
$5.74K
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98New |
$3.93K - $4.36K
|
98
$4.61K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$1.84K - $2.05K
|
46
$2.16K
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.05% |
$1.68K - $1.87K
|
4.04K
$190K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
16+ 400.0% |
$641 - $712
|
20
$941
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.25% |
$40.1 - $44.5
|
406
$19.1K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
34.8KNew |
$1.35M - $1.48M
|
34.8K
$1.64M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 4.53% |
$868K - $955K
|
518K
$24.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 201.66% |
$432K - $475K
|
16.7K
$785K
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.67KNew |
$258K - $284K
|
6.67K
$314K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.92% |
$52.8K - $58.1K
|
29.1K
$1.37M
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
685New |
$26.5K - $29.2K
|
685
$32.2K
|
|
May 10, 2024
Q1 2024
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
361+ 7.85% |
$14K - $15.4K
|
4.96K
$233K
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
3+ 0.02% |
$116 - $128
|
18K
$849K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$38.7 - $42.6
|
1
$47.1
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$811K - $969K
|
24.4K
$1.15M
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$798K - $954K
|
24K
$1.13M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8KNew |
$266K - $318K
|
8K
$376K
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
250+ 3.4% |
$8.32K - $9.93K
|
7.61K
$358K
|