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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
134K+ 45.19% |
$6.15M - $6.61M
|
431K
$21.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
78.3KNew |
$3.59M - $3.86M
|
78.3K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
31.7K+ 17.9% |
$1.45M - $1.56M
|
209K
$10.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
28.4K+ 2.5% |
$1.3M - $1.4M
|
1.16M
$57M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.3K+ 59.31% |
$1.3M - $1.39M
|
76K
$3.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
27.8KNew |
$1.27M - $1.37M
|
27.8K
$1.36M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24KNew |
$1.1M - $1.18M
|
24K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.1KNew |
$966K - $1.04M
|
21.1K
$1.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.7K+ 2.22% |
$902K - $969K
|
905K
$44.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19KNew |
$870K - $935K
|
19K
$930K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
16.4KNew |
$752K - $809K
|
16.4K
$804K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12K+ 1.64% |
$552K - $594K
|
745K
$36.5M
|
|
|
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
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.44K+ 96.82% |
$433K - $465K
|
19.2K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.58K+ 2.0% |
$393K - $423K
|
438K
$21.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
8.2K+ 164.0% |
$376K - $404K
|
13.2K
$647K
|
|
|
Feb 12, 2025
Q4 2024
|
Astra Wealth Partners LLC
Jersey City, NJ |
BUY
|
- |
7.43KNew |
$340K - $366K
|
7.43K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.27K+ 1.29% |
$333K - $358K
|
572K
$28M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
6.65KNew |
$305K - $328K
|
6.65K
$326K
|
|
|
Feb 04, 2025
Q4 2024
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
6.09KNew |
$279K - $300K
|
6.09K
$298K
|
|
|
Feb 03, 2025
Q4 2024
|
Rw Investment Management LLC
Eagle, ID |
BUY
|
- |
5.18KNew |
$237K - $255K
|
5.18K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
4.35KNew |
$199K - $214K
|
4.35K
$213K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.94K+ 13.7% |
$181K - $194K
|
32.7K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2.61KNew |
$119K - $128K
|
2.61K
$128K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.05K+ 2.08% |
$93.9K - $101K
|
100K
$4.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.19K+ 27.23% |
$54.6K - $58.7K
|
5.57K
$273K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 3.8% |
$43.4K - $46.7K
|
25.9K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
801+ 0.42% |
$36.7K - $39.5K
|
192K
$9.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
731+ 5.74% |
$33.5K - $36K
|
13.5K
$660K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.4% |
$7.79K - $8.38K
|
12.3K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
119+ 0.37% |
$5.46K - $5.86K
|
32.6K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
94New |
$4.31K - $4.63K
|
94
$4.61K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
31+ 0.39% |
$1.42K - $1.53K
|
8.03K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22New |
$1.01K - $1.08K
|
22
$1.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
20+ 20.41% |
$917 - $986
|
118
$5.78K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$183 - $197
|
927
$45.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
3+ 0.02% |
$138 - $148
|
15K
$737K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.49% |
$91.7 - $98.6
|
409
$20K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
47.9K+ 12.8% |
$2.04M - $2.25M
|
422K
$20.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Sierra Capital LLC
|
BUY
|
- |
34.8KNew |
$1.49M - $1.63M
|
34.8K
$1.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$478K - $526K
|
11.2K
$549K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2KNew |
$85.5K - $94K
|
2K
$98K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.27K - $4.7K
|
100
$4.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.01% |
$85.4 - $94
|
18.1K
$884K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
57.1KNew |
$2.29M - $2.54M
|
57.1K
$2.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$403K - $448K
|
10.1K
$493K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$52.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
300New |
$12K - $13.4K
|
300
$14.7K
|
|