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 |
|---|---|---|---|---|---|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
45,807
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Oct 23, 2024 Q3 2024 |
37,397
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
36,166
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
34,777
shares
|
$1.66 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 08, 2024 Q3 2024 |
32,518
shares
|
$1.55 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
29,808
shares
|
$1.42 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
|
$1.38 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
26,465
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2024
Added 8.11%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
24,926
shares
|
$1.19 Million
0.07% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,733
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 12.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
22,895
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Empirical Finance, LLC
|
Nov 06, 2024 Q3 2024 |
18,050
shares
|
$862,248
0.05% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Act Advisors, Llc.
|
Oct 18, 2024 Q3 2024 |
17,327
shares
|
$827,710
0.4% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
16,889
shares
|
$806,787
0.09% of portfolio
|
Q3 2024
Reduced 33.67%
|
|
|
Ndwm LLC
La Jolla, CA |
Oct 22, 2024 Q3 2024 |
15,042
shares
|
$718,556
0.58% of portfolio
|
Q3 2024
Reduced 80.92%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
13,134
shares
|
$627,411
0.0% of portfolio
|
Q3 2024
Reduced 37.01%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$622,920
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,729
shares
|
$608,064
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,630
shares
|
$603,335
0.03% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Safeguard Financial, LLC
|
Oct 15, 2024 Q3 2024 |
12,585
shares
|
$601,185
0.14% of portfolio
|
Q3 2024
Added 9.06%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,133
shares
|
$579,593
0.01% of portfolio
|
Q3 2024
Added 41.91%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
11,199
shares
|
$534,976
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
10,054
shares
|
$480,279
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$468,623
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|