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 88 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
6,084,006
shares
|
$298 Million
15.83% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,163,551
shares
|
$57 Million
0.23% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,080,170
shares
|
$52.9 Million
5.72% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
905,034
shares
|
$44.3 Million
1.21% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Feb 03, 2025 Q4 2024 |
823,827
shares
|
$40.4 Million
22.74% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
744,752
shares
|
$36.5 Million
0.42% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
672,855
shares
|
$33 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
571,718
shares
|
$28 Million
0.06% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Professional Financial Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
438,072
shares
|
$21.5 Million
5.35% of portfolio
|
Q4 2024
Added 2.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
430,903
shares
|
$21.1 Million
0.01% of portfolio
|
Q4 2024
Added 45.19%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
421,715
shares
|
$20.7 Million
0.04% of portfolio
|
Q3 2024
Added 12.8%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
302,282
shares
|
$14.8 Million
5.24% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
208,849
shares
|
$10.2 Million
0.01% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
191,781
shares
|
$9.4 Million
1.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
100,421
shares
|
$4.92 Million
0.92% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
89,696
shares
|
$4.4 Million
0.86% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
84,338
shares
|
$4.13 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
83,257
shares
|
$4.08 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
78,339
shares
|
$3.84 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
76,028
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
73,366
shares
|
$3.59 Million
1.79% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,543
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.64%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
56,675
shares
|
$2.78 Million
1.41% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.66 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.59 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|