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 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.17K- 17.53% |
$52.1K - $57.2K
|
5.49K
$274K
|
|
|
May 02, 2025
Q1 2025
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-1.22K- 8.09% |
$54.4K - $59.7K
|
13.8K
$690K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
SELL
|
- |
-1.24K- 2.18% |
$55.2K - $60.6K
|
55.4K
$2.77M
|
|
|
Apr 23, 2025
Q1 2025
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-1.3K- 3.48% |
$57.9K - $63.6K
|
35.9K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.53K- 27.02% |
$68.6K - $75.2K
|
4.14K
$207K
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-1.55K- 1.97% |
$69.1K - $75.8K
|
76.8K
$3.83M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.33K- 11.05% |
$104K - $114K
|
18.7K
$935K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.53K- 26.93% |
$113K - $124K
|
6.86K
$342K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.95K- 23.96% |
$132K - $145K
|
9.36K
$467K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-3K- 1.56% |
$134K - $147K
|
189K
$9.42M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.34K- 24.78% |
$149K - $164K
|
10.1K
$505K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-3.6K- 20.08% |
$161K - $176K
|
14.3K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-5.07K- 20.41% |
$227K - $249K
|
19.8K
$987K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.56K- 15.37% |
$248K - $273K
|
30.6K
$1.53M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.03K- 8.45% |
$314K - $345K
|
76.2K
$3.8M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.6K- 10.19% |
$384K - $422K
|
75.7K
$3.78M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-8.61K- 12.1% |
$385K - $422K
|
62.5K
$3.12M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.8K- 1.9% |
$484K - $532K
|
561K
$28M
|
|
|
Apr 30, 2025
Q1 2025
|
Sierra Capital LLC
|
SELL
|
- |
-13.3K- 38.35% |
$596K - $654K
|
21.4K
$1.07M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.8K- 56.07% |
$662K - $726K
|
11.6K
$579K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-22K- 49.99% |
$984K - $1.08M
|
22K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
SELL
|
- |
-23.8K- 7.88% |
$1.06M - $1.17M
|
278K
$13.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-63.5K- 70.83% |
$2.84M - $3.12M
|
26.2K
$1.31M
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-65.4K- 1.07% |
$2.92M - $3.21M
|
6.02M
$300M
|
|
|
May 01, 2025
Q1 2025
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-176K- 16.28% |
$7.86M - $8.62M
|
904K
$45.1M
|
|
|
Apr 21, 2025
Q1 2025
|
Wj Interests, LLC
Sugar Land, TX |
SELL
|
- |
-220K- 26.69% |
$9.83M - $10.8M
|
604K
$30.1M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-339K- 50.4% |
$15.2M - $16.6M
|
334K
$16.7M
|