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 103 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 $794 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Jul 15, 2025 Q2 2025 |
37,579
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
37,148
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 72.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
35,869
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2025
Added 84.0%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
33,772
shares
|
$1.8 Million
1.54% of portfolio
|
Q2 2025
Reduced 53.77%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Jul 23, 2025 Q2 2025 |
32,762
shares
|
$1.75 Million
0.29% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
31,416
shares
|
$1.68 Million
0.12% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
31,093
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
28,904
shares
|
$1.54 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
27,000
shares
|
$1.44 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
23,755
shares
|
$1.27 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
23,516
shares
|
$1.26 Million
0.05% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
23,245
shares
|
$1.24 Million
0.14% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
23,199
shares
|
$1.24 Million
0.2% of portfolio
|
Q2 2025
Reduced 11.34%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
21,439
shares
|
$1.14 Million
0.12% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,194
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
18,562
shares
|
$990,653
0.22% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,560
shares
|
$937,177
0.0% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Jul 15, 2025 Q2 2025 |
16,739
shares
|
$893,360
0.79% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,480
shares
|
$879,537
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,093
shares
|
$858,883
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
15,923
shares
|
$849,810
0.38% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
13,251
shares
|
$707,205
0.13% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
13,200
shares
|
$704,484
0.0% of portfolio
|
Q4 2024
Added 164.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$695,944
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
12,695
shares
|
$677,532
0.01% of portfolio
|
Q2 2025
New holding
|