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 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $784 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
|
$2.06 Million
0.52% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
37,148
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 72.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
35,869
shares
|
$1.97 Million
0.0% of portfolio
|
Q2 2025
Added 84.0%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
33,552
shares
|
$1.84 Million
0.23% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
32,865
shares
|
$1.8 Million
0.29% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
31,416
shares
|
$1.72 Million
0.12% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Herold Advisors, Inc.
|
Aug 14, 2025 Q2 2025 |
27,000
shares
|
$1.48 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
26,641
shares
|
$1.46 Million
0.16% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Innova Wealth Partners
|
Jul 28, 2025 Q2 2025 |
23,755
shares
|
$1.3 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
23,327
shares
|
$1.28 Million
1.04% of portfolio
|
Q3 2025
Reduced 30.93%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
22,815
shares
|
$1.25 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
21,439
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
21,194
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,166
shares
|
$1.11 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,123
shares
|
$994,046
0.07% of portfolio
|
Q3 2025
Added 53.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
17,560
shares
|
$963,166
0.0% of portfolio
|
Q2 2025
Added 7.04%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,000
shares
|
$932,450
0.2% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
16,600
shares
|
$910,510
0.37% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
16,480
shares
|
$903,928
0.08% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
16,093
shares
|
$882,701
0.0% of portfolio
|
Q2 2025
Reduced 14.09%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
15,939
shares
|
$874,254
0.74% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
13,251
shares
|
$726,817
0.13% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
13,200
shares
|
$724,020
0.0% of portfolio
|
Q4 2024
Added 164.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$715,244
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,735
shares
|
$698,514
0.01% of portfolio
|
Q3 2025
Added 0.32%
|