Purchases and Sales Made in Q4 2024 in Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
24KNew |
$1.1M - $1.18M
|
24K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19.7K+ 2.22% |
$902K - $969K
|
905K
$43.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
19KNew |
$870K - $935K
|
19K
$914K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
16.4KNew |
$752K - $809K
|
16.4K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
10.6KNew |
$485K - $522K
|
10.6K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
10.4K+ 3.55% |
$475K - $510K
|
302K
$14.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
8.58K+ 2.0% |
$393K - $423K
|
438K
$21.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.94K+ 13.7% |
$181K - $194K
|
32.7K
$1.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.05K+ 2.08% |
$93.9K - $101K
|
100K
$4.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
947+ 3.8% |
$43.4K - $46.7K
|
25.9K
$1.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
170+ 1.4% |
$7.79K - $8.38K
|
12.3K
$593K
|
|
|
Jan 14, 2025
Q4 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
119+ 0.37% |
$5.46K - $5.86K
|
32.6K
$1.57M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.43% |
$183 - $197
|
927
$44.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.49% |
$91.7 - $98.6
|
409
$19.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-116- 2.49% |
$5.32K - $5.72K
|
4.54K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-117- 1.23% |
$5.36K - $5.77K
|
9.39K
$452K
|
|
|
Jan 24, 2025
Q4 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-167- 0.45% |
$7.66K - $8.23K
|
37.2K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-190- 0.33% |
$8.71K - $9.36K
|
56.7K
$2.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Safeguard Financial, LLC
|
SELL
|
- |
-1.01K- 8.06% |
$46.5K - $50K
|
11.6K
$557K
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
SELL
|
- |
-1.2K- 6.92% |
$55K - $59.1K
|
16.1K
$777K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.45K- 3.71% |
$158K - $170K
|
89.7K
$4.32M
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-3.58K- 94.06% |
$164K - $176K
|
226
$10.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-40.5K- 88.46% |
$1.86M - $2M
|
5.29K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-97.7K- 8.29% |
$4.48M - $4.81M
|
1.08M
$52M
|