Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-81.5K- 1.34% |
$3.32M - $4.08M
|
6M
$304M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-53.7K- 10.93% |
$2.19M - $2.69M
|
438K
$22.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-16.7K- 2.77% |
$681K - $837K
|
587K
$29.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-12.6K- 20.18% |
$514K - $632K
|
49.9K
$2.53M
|
|
|
Jul 22, 2025
Q2 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-7.09K- 23.17% |
$289K - $355K
|
23.5K
$1.19M
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2.97K- 11.34% |
$121K - $149K
|
23.2K
$1.18M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-1.7K- 5.18% |
$69.2K - $85.1K
|
31.1K
$1.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
SELL
|
- |
-1.46K- 23.99% |
$59.5K - $73.1K
|
4.63K
$235K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-406- 7.36% |
$16.5K - $20.3K
|
5.11K
$259K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-344- 2.01% |
$14K - $17.2K
|
16.7K
$849K
|
|
|
Jul 14, 2025
Q2 2025
|
Act Advisors, Llc.
|
SELL
|
- |
-205- 1.27% |
$8.35K - $10.3K
|
15.9K
$807K
|
|
| Q1 2025 | |||||||
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-176K- 16.28% |
$7.86M - $8.62M
|
904K
$45.8M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-23.8K- 7.88% |
$1.06M - $1.17M
|
278K
$14.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 49.99% |
$984K - $1.08M
|
22K
$1.12M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 56.07% |
$662K - $726K
|
11.6K
$588K
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13.3K- 38.35% |
$596K - $654K
|
21.4K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 1.9% |
$484K - $532K
|
561K
$28.4M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.6K- 10.19% |
$384K - $422K
|
75.7K
$3.84M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.03K- 8.45% |
$314K - $345K
|
76.2K
$3.86M
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.07K- 20.41% |
$227K - $249K
|
19.8K
$1M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.6K- 20.08% |
$161K - $176K
|
14.3K
$725K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.34K- 24.78% |
$149K - $164K
|
10.1K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3K- 1.56% |
$134K - $147K
|
189K
$9.57M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 23.96% |
$132K - $145K
|
9.36K
$474K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.53K- 26.93% |
$113K - $124K
|
6.86K
$348K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.33K- 11.05% |
$104K - $114K
|
18.7K
$950K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.55K- 1.97% |
$69.1K - $75.8K
|
76.8K
$3.89M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 27.02% |
$68.6K - $75.2K
|
4.14K
$210K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.24K- 2.18% |
$55.2K - $60.6K
|
55.4K
$2.81M
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 8.09% |
$54.4K - $59.7K
|
13.8K
$701K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.17K- 17.53% |
$52.1K - $57.2K
|
5.49K
$278K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-789- 1.3% |
$35.3K - $38.7K
|
59.8K
$3.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-313- 0.43% |
$14K - $15.4K
|
73.1K
$3.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-177- 1.46% |
$7.91K - $8.68K
|
12K
$607K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-77- 1.61% |
$3.44K - $3.78K
|
4.7K
$238K
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 22.88% |
$1.21K - $1.32K
|
91
$4.61K
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-14.7K- 63.99% |
$672K - $722K
|
8.25K
$418K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.07K- 2.42% |
$370K - $397K
|
326K
$16.5M
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.3% |
$17.1K - $18.8K
|
5.95K
$301K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 38.98% |
$11.4K - $12.5K
|
418
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.37% |
$4.27K - $4.7K
|
27K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 5.0% |
$42.7 - $47
|
19
$963
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.73M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-313K- 68.49% |
$12.1M - $13.3M
|
144K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 52.07% |
$718K - $790K
|
17.1K
$865K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.74K- 15.57% |
$377K - $415K
|
52.8K
$2.68M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 30.76% |
$254K - $280K
|
14.8K
$750K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97.2K- 94.16% |
$3.23M - $3.86M
|
6.03K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15- 3.36% |
$499 - $596
|
432
$21.9K
|
|