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 79 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 $735 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
|
$292 Million
15.89% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Rational Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
1,177,860
shares
|
$56.3 Million
5.89% of portfolio
|
Q3 2024
Reduced 7.66%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
1,135,125
shares
|
$54.2 Million
0.23% of portfolio
|
Q3 2024
Added 7.77%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
885,368
shares
|
$42.3 Million
1.21% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 21, 2024 Q3 2024 |
851,861
shares
|
$40.7 Million
21.69% of portfolio
|
Q3 2024
Reduced 5.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
732,705
shares
|
$35 Million
0.41% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
672,855
shares
|
$32.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
564,453
shares
|
$27 Million
0.06% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
429,492
shares
|
$20.5 Million
5.35% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
421,715
shares
|
$20.1 Million
0.04% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
296,778
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.7%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
291,924
shares
|
$13.9 Million
5.2% of portfolio
|
Q3 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
190,980
shares
|
$9.12 Million
1.18% of portfolio
|
Q3 2024
Reduced 6.07%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
177,137
shares
|
$8.46 Million
0.01% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
100,309
shares
|
$4.79 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
98,372
shares
|
$4.7 Million
0.96% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
93,150
shares
|
$4.45 Million
0.94% of portfolio
|
Q3 2024
Added 59.87%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
85,712
shares
|
$4.09 Million
0.03% of portfolio
|
Q3 2024
Reduced 8.17%
|
|
|
Cibc World Markets Corp
New York, NY |
Nov 13, 2024 Q3 2024 |
84,692
shares
|
$4.05 Million
0.03% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
76,147
shares
|
$3.64 Million
1.81% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
58,797
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Rhs Financial, LLC
|
Oct 31, 2024 Q3 2024 |
56,865
shares
|
$2.72 Million
1.38% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
47,723
shares
|
$2.28 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.68%
|