Institutional Ownership Wisdomtree Tr Wisdomtree U.S. (NTSX)
This table provides information about the institutional ownership of Wisdomtree Tr Wisdomtree U.S. (NTSX). We have compiled data on the 96 institutions that hold shares in the stock, with a total of 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $712 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,018,612
shares
|
$287 Million
15.42% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,192,606
shares
|
$56.8 Million
0.22% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
904,332
shares
|
$43.1 Million
4.82% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
904,188
shares
|
$43.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
755,731
shares
|
$36 Million
0.43% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
603,926
shares
|
$28.8 Million
16.25% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
560,882
shares
|
$26.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.9%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
491,369
shares
|
$23.4 Million
0.05% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
452,243
shares
|
$21.5 Million
5.32% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
448,283
shares
|
$21.4 Million
0.01% of portfolio
|
Q1 2025
Added 4.03%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
333,729
shares
|
$15.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
278,472
shares
|
$13.3 Million
5.09% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
265,752
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
188,781
shares
|
$9 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
102,831
shares
|
$4.9 Million
0.94% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
84,378
shares
|
$4.02 Million
0.02% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
May 09, 2025 Q1 2025 |
76,794
shares
|
$3.66 Million
2.82% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
76,225
shares
|
$3.63 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.45%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
75,740
shares
|
$3.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 10.19%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
73,053
shares
|
$3.48 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
May 08, 2025 Q1 2025 |
62,520
shares
|
$2.98 Million
0.26% of portfolio
|
Q1 2025
Reduced 12.1%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
59,754
shares
|
$2.85 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
55,439
shares
|
$2.64 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.59 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.52 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|