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 78 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $724 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,113,051
shares
|
$288 Million
15.89% of portfolio
|
Q3 2024
Added 0.31%
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
1,275,588
shares
|
$60 Million
5.99% of portfolio
|
Q2 2024
Added 1.51%
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,135,125
shares
|
$53.4 Million
0.23% of portfolio
|
Q3 2024
Added 7.77%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
881,914
shares
|
$41.5 Million
1.23% of portfolio
|
Q2 2024
Added 0.75%
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
851,861
shares
|
$40.1 Million
21.69% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
713,679
shares
|
$33.6 Million
0.4% of portfolio
|
Q2 2024
Added 1.26%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
697,936
shares
|
$32.8 Million
0.08% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
558,644
shares
|
$26.3 Million
0.06% of portfolio
|
Q2 2024
Added 4.53%
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
429,492
shares
|
$20.2 Million
5.35% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
394,122
shares
|
$18.5 Million
0.01% of portfolio
|
Q2 2024
Reduced 6.03%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
373,849
shares
|
$17.6 Million
0.04% of portfolio
|
Q2 2024
Added 5.28%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
203,318
shares
|
$9.57 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.01%
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
174,481
shares
|
$8.21 Million
0.01% of portfolio
|
Q2 2024
Added 24.02%
|
|
Cibc World Markets Corp
New York, NY |
Aug 12, 2024 Q2 2024 |
104,533
shares
|
$4.92 Million
0.03% of portfolio
|
Q2 2024
Added 9.43%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,309
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
98,372
shares
|
$4.63 Million
0.96% of portfolio
|
Q3 2024
Added 0.96%
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
93,150
shares
|
$4.38 Million
0.94% of portfolio
|
Q3 2024
Added 59.87%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
85,712
shares
|
$4.03 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
76,147
shares
|
$3.58 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
62,648
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2024
Reduced 20.2%
|
|
Rhs Financial, LLC
|
Jul 16, 2024 Q2 2024 |
58,386
shares
|
$2.75 Million
1.61% of portfolio
|
Q2 2024
Reduced 6.1%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
57,099
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.55 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.48 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
50,064
shares
|
$2.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.29%
|