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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 8.29% |
$4.48M - $4.81M
|
1.08M
$52.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$255K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-29K- 0.48% |
$1.33M - $1.43M
|
6.08M
$294M
|
|
|
Feb 03, 2025
Q4 2024
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-28K- 3.29% |
$1.29M - $1.38M
|
824K
$39.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$10.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.71% |
$158K - $170K
|
89.7K
$4.33M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-2.78K- 3.65% |
$128K - $137K
|
73.4K
$3.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.37K- 1.6% |
$63K - $67.7K
|
84.3K
$4.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 6.92% |
$55K - $59.1K
|
16.1K
$779K
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 8.06% |
$46.5K - $50K
|
11.6K
$559K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-901- 15.88% |
$41.3K - $44.4K
|
4.77K
$230K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-190- 0.33% |
$8.71K - $9.36K
|
56.7K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-167- 0.45% |
$7.66K - $8.23K
|
37.2K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 1.23% |
$5.36K - $5.77K
|
9.39K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.49% |
$5.32K - $5.72K
|
4.54K
$219K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-97.3K- 24.7% |
$4.16M - $4.58M
|
297K
$14.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.1K- 3.59% |
$1.07M - $1.18M
|
673K
$32.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-19.8K- 18.98% |
$848K - $933K
|
84.7K
$4.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-14.2K- 12.42% |
$607K - $668K
|
100K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.3K- 6.07% |
$527K - $580K
|
191K
$9.22M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.58K- 33.67% |
$366K - $403K
|
16.9K
$815K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.72K- 37.01% |
$330K - $363K
|
13.1K
$634K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.85K- 6.15% |
$165K - $181K
|
58.8K
$2.84M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.34K- 4.68% |
$100K - $110K
|
47.7K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.21K- 8.69% |
$51.8K - $57K
|
12.7K
$615K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.04K- 7.61% |
$44.4K - $48.9K
|
12.6K
$610K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-400- 6.3% |
$17.1K - $18.8K
|
5.95K
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-380- 1.04% |
$16.2K - $17.9K
|
36.2K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-267- 38.98% |
$11.4K - $12.5K
|
418
$20.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-100- 0.37% |
$4.27K - $4.7K
|
27K
$1.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-79- 1.37% |
$3.37K - $3.71K
|
5.68K
$274K
|
|
|
Nov 01, 2024
Q3 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-25- 20.33% |
$1.07K - $1.18K
|
98
$4.73K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-1- 5.0% |
$42.7 - $47
|
19
$917
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.5K- 23.45% |
$419K - $466K
|
34.2K
$1.65M
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-313K- 68.49% |
$12.1M - $13.3M
|
144K
$6.95M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-18.5K- 52.07% |
$718K - $790K
|
17.1K
$824K
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9.74K- 15.57% |
$377K - $415K
|
52.8K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-6.57K- 30.76% |
$254K - $280K
|
14.8K
$714K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-5- 4.17% |
$194 - $213
|
115
$5.55K
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-97.2K- 94.16% |
$3.23M - $3.86M
|
6.03K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15- 3.36% |
$499 - $596
|
432
$20.9K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-6.29K- 42.98% |
$218K - $240K
|
8.35K
$403K
|
|
| Q2 2023 | |||||||
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-1.03K- 67.61% |
$35.6K - $38.1K
|
492
$23.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-8- 2.17% |
$278 - $297
|
361
$17.4K
|
|
| Q1 2023 | |||||||
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-179K- 91.42% |
$5.81M - $6.4M
|
16.8K
$812K
|
|
|
May 11, 2023
Q1 2023
|
Ford Financial Group, LLC
|
SELL
|
- |
-20.9K- 68.02% |
$676K - $744K
|
9.81K
$474K
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-7.42K- 48.9% |
$240K - $264K
|
7.75K
$374K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.61K- 72.79% |
$84.5K - $92.9K
|
974
$47K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-583- 73.7% |
$18.9K - $20.8K
|
208
$10K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-435- 3.67% |
$14.1K - $15.5K
|
11.4K
$551K
|
|