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 |
---|---|---|---|---|---|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
45,807
shares
|
$2.16 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Aug 01, 2024 Q2 2024 |
39,098
shares
|
$1.84 Million
0.69% of portfolio
|
Q2 2024
Added 29.04%
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
36,546
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
34,777
shares
|
$1.64 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
34,150
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Reduced 23.45%
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
32,518
shares
|
$1.53 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
29,808
shares
|
$1.4 Million
0.16% of portfolio
|
Q3 2024
Added 33.83%
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 07, 2024 Q3 2024 |
28,791
shares
|
$1.35 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
Herold Advisors, Inc.
|
Jul 24, 2024 Q2 2024 |
27,100
shares
|
$1.28 Million
0.28% of portfolio
|
Q2 2023
Reduced 0.18%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
26,465
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2024
Added 8.11%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
25,464
shares
|
$1.2 Million
0.12% of portfolio
|
Q2 2024
Reduced 3.06%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
24,209
shares
|
$1.14 Million
0.07% of portfolio
|
Q2 2024
Added 3.72%
|
|
Innova Wealth Partners
|
Aug 13, 2024 Q2 2024 |
22,709
shares
|
$1.07 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
22,064
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2024
Added 4.36%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
22,037
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2024
Added 3.29%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
20,852
shares
|
$981,086
0.0% of portfolio
|
Q2 2024
Reduced 13.47%
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
18,048
shares
|
$849,158
0.05% of portfolio
|
Q1 2024
Added 0.02%
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
17,327
shares
|
$815,235
0.4% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
15,042
shares
|
$707,726
0.58% of portfolio
|
Q3 2024
Reduced 80.92%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
13,941
shares
|
$655,924
0.01% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
13,670
shares
|
$643,173
0.05% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$613,532
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
12,585
shares
|
$592,124
0.14% of portfolio
|
Q3 2024
Added 9.06%
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,054
shares
|
$473,040
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$461,560
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|