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 104 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
5,479,423
shares
|
$301 Million
14.61% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,367,800
shares
|
$75 Million
0.22% of portfolio
|
Q3 2025
Added 8.24%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
920,204
shares
|
$50.5 Million
1.1% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
779,076
shares
|
$42.7 Million
4.54% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
757,588
shares
|
$41.6 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
560,794
shares
|
$30.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Oct 20, 2025 Q3 2025 |
497,033
shares
|
$27.3 Million
13.84% of portfolio
|
Q3 2025
Reduced 15.36%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
493,406
shares
|
$27.1 Million
5.74% of portfolio
|
Q3 2025
Added 3.34%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
479,715
shares
|
$26.3 Million
0.04% of portfolio
|
Q3 2025
Added 9.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
473,552
shares
|
$26 Million
0.01% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
328,382
shares
|
$18 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
250,406
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
184,116
shares
|
$10.1 Million
3.73% of portfolio
|
Q3 2025
Reduced 33.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
130,587
shares
|
$7.16 Million
0.66% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
125,189
shares
|
$6.87 Million
1.96% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Oct 20, 2025 Q3 2025 |
96,097
shares
|
$5.27 Million
3.46% of portfolio
|
Q3 2025
Added 13.45%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
93,820
shares
|
$5.15 Million
0.02% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
82,000
shares
|
$4.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
78,508
shares
|
$4.31 Million
0.02% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
68,808
shares
|
$3.77 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.98 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
53,794
shares
|
$2.95 Million
1.57% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.9 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
51,908
shares
|
$2.85 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
49,904
shares
|
$2.74 Million
0.2% of portfolio
|
Q2 2025
Reduced 20.18%
|