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 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
94New |
$4.31K - $4.63K
|
94
$4.77K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
22New |
$1.01K - $1.08K
|
22
$1.12K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$183 - $197
|
927
$47K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.2KNew |
$478K - $526K
|
11.2K
$568K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
2KNew |
$85.5K - $94K
|
2K
$101K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
100New |
$4.27K - $4.7K
|
100
$5.07K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
2+ 0.01% |
$85.4 - $94
|
18.1K
$915K
|
|
| Q2 2024 | |||||||
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
10.1KNew |
$403K - $448K
|
10.1K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
1.07KNew |
$42.7K - $47.5K
|
1.07K
$54.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
122New |
$4.89K - $5.43K
|
122
$6.19K
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
98New |
$3.93K - $4.36K
|
98
$4.97K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
46New |
$1.84K - $2.05K
|
46
$2.33K
|
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
42+ 1.05% |
$1.68K - $1.87K
|
4.04K
$205K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
34.8KNew |
$1.35M - $1.48M
|
34.8K
$1.76M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
22.4K+ 4.53% |
$868K - $955K
|
518K
$26.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
11.2K+ 201.66% |
$432K - $475K
|
16.7K
$846K
|
|
|
Apr 22, 2024
Q1 2024
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
6.67KNew |
$258K - $284K
|
6.67K
$338K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.37K+ 4.92% |
$52.8K - $58.1K
|
29.1K
$1.48M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1New |
$38.7 - $42.6
|
1
$50.7
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$811K - $969K
|
24.4K
$1.24M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
24KNew |
$798K - $954K
|
24K
$1.22M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
250+ 3.4% |
$8.32K - $9.93K
|
7.61K
$386K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
70New |
$2.33K - $2.78K
|
70
$3.55K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
31.1K+ 133.69% |
$1.08M - $1.19M
|
54.3K
$2.75M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.1K+ 60.11% |
$177K - $195K
|
13.6K
$689K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.66KNew |
$57.7K - $61.7K
|
1.66K
$84.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
546New |
$18.9K - $20.3K
|
546
$27.7K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
9.68KNew |
$314K - $345K
|
9.68K
$491K
|
|
|
Apr 11, 2023
Q1 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
8.6KNew |
$279K - $307K
|
8.6K
$436K
|
|
|
Apr 11, 2023
Q1 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
8.53KNew |
$276K - $304K
|
8.53K
$432K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
150New |
$4.86K - $5.35K
|
150
$7.61K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
5.04K+ 1303.1% |
$153K - $176K
|
5.43K
$275K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
4.12KNew |
$125K - $144K
|
4.12K
$209K
|
|
|
Jan 19, 2023
Q4 2022
|
Stapp Wealth Management, Pllc
Olympia, WA |
BUY
|
- |
3.09K+ 4.91% |
$93.7K - $108K
|
65.9K
$3.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
731New |
$22.2K - $25.5K
|
731
$37.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
43+ 100.0% |
$1.31K - $1.5K
|
86
$4.36K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
9.78KNew |
$299K - $369K
|
9.78K
$496K
|
|
|
Nov 14, 2022
Q3 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
6.75KNew |
$206K - $255K
|
6.75K
$342K
|
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
4.52KNew |
$138K - $171K
|
4.52K
$229K
|
|
|
Nov 14, 2022
Q3 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
906New |
$27.7K - $34.2K
|
906
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
122New |
$3.73K - $4.61K
|
122
$6.19K
|
|
|
Nov 09, 2022
Q3 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
29+ 9.73% |
$887 - $1.09K
|
327
$16.6K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
800New |
$25.7K - $32.7K
|
800
$40.6K
|
|
|
Aug 09, 2022
Q2 2022
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
100+ 0.65% |
$3.21K - $4.09K
|
15.5K
$786K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
9.41KNew |
$384K - $420K
|
9.41K
$477K
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
460New |
$18.8K - $20.5K
|
460
$23.3K
|
|