Purchases and Sales Made in Q1 2025 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q1 2025. The information is specifically focused on institutions that hold shares of WISDOMTREE TR WISDOMTREE U.S. .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
56.9K+ 27.25% |
$2.54M - $2.79M
|
266K
$13.3M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
29.1K+ 2.5% |
$1.3M - $1.43M
|
1.19M
$59.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$1.25M - $1.37M
|
27.9K
$1.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.3K+ 5.66% |
$1.18M - $1.29M
|
491K
$24.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25K+ 131.93% |
$1.12M - $1.23M
|
44K
$2.2M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$965K - $1.06M
|
21.6K
$1.08M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.4K+ 4.03% |
$777K - $852K
|
448K
$22.4M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
16.4KNew |
$733K - $805K
|
16.4K
$819K
|
|
|
Apr 22, 2025
Q1 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
14.2K+ 3.23% |
$633K - $695K
|
452K
$22.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 1.47% |
$491K - $539K
|
756K
$37.7M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.19KNew |
$411K - $451K
|
9.19K
$459K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.35K+ 10.98% |
$373K - $410K
|
84.4K
$4.21M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.6KNew |
$250K - $275K
|
5.6K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
5.52KNew |
$247K - $271K
|
5.52K
$275K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.05K+ 91.21% |
$226K - $248K
|
10.6K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
3.16K+ 12.2% |
$141K - $155K
|
29K
$1.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.41K+ 2.4% |
$108K - $118K
|
103K
$5.13M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.7K+ 1418.33% |
$76.1K - $83.5K
|
1.82K
$90.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Safeguard Financial, LLC
|
BUY
|
- |
1.68K+ 14.52% |
$75.1K - $82.4K
|
13.3K
$661K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.45K+ 4.93% |
$64.6K - $70.9K
|
30.8K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$62.4K - $68.4K
|
1.4K
$69.6K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.33KNew |
$59.6K - $65.4K
|
1.33K
$66.5K
|
|
|
May 14, 2025
Q1 2025
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
BUY
|
- |
1.03K+ 21.38% |
$46K - $50.5K
|
5.84K
$292K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
910New |
$40.7K - $44.6K
|
910
$45.4K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
874New |
$39.1K - $42.9K
|
874
$43.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
765+ 13.75% |
$34.2K - $37.5K
|
6.33K
$316K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
672+ 4.09% |
$30K - $33K
|
17.1K
$853K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
594New |
$26.6K - $29.1K
|
594
$29.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
298+ 1.55% |
$13.3K - $14.6K
|
19.5K
$973K
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
251New |
$11.2K - $12.3K
|
251
$12.5K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
144New |
$6.44K - $7.06K
|
144
$7.19K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
70+ 0.87% |
$3.13K - $3.43K
|
8.1K
$404K
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
59+ 0.18% |
$2.64K - $2.89K
|
32.8K
$1.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54+ 1.19% |
$2.41K - $2.65K
|
4.6K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
33+ 0.28% |
$1.48K - $1.62K
|
11.7K
$583K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
29+ 0.18% |
$1.3K - $1.42K
|
16.5K
$824K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25+ 0.12% |
$1.12K - $1.23K
|
21.2K
$1.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
23+ 0.07% |
$1.03K - $1.13K
|
32.7K
$1.63M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
22+ 0.09% |
$983 - $1.08K
|
24K
$1.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
2+ 0.08% |
$89.4 - $98.1
|
2.61K
$130K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
1+ 0.44% |
$44.7 - $49.1
|
227
$11.3K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1+ 0.24% |
$44.7 - $49.1
|
410
$20.5K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1+ 2.7% |
$44.7 - $49.1
|
38
$1.9K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Covestor LTD
Boston, MA |
SELL
|
- |
-27- 22.88% |
$1.21K - $1.32K
|
91
$4.54K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-77- 1.61% |
$3.44K - $3.78K
|
4.7K
$234K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-177- 1.46% |
$7.91K - $8.68K
|
12K
$598K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-313- 0.43% |
$14K - $15.4K
|
73.1K
$3.65M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-789- 1.3% |
$35.3K - $38.7K
|
59.8K
$2.98M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-846- 0.09% |
$37.8K - $41.5K
|
904K
$45.1M
|