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 96 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 $712 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
35,934
shares
|
$1.71 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
32,793
shares
|
$1.56 Million
0.2% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
32,660
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
30,781
shares
|
$1.47 Million
0.11% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
30,607
shares
|
$1.46 Million
0.08% of portfolio
|
Q1 2025
Reduced 15.37%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
29,029
shares
|
$1.38 Million
0.1% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
27,922
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
27,000
shares
|
$1.29 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
26,166
shares
|
$1.25 Million
0.24% of portfolio
|
Q1 2025
Reduced 70.83%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
24,022
shares
|
$1.14 Million
0.75% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
22,014
shares
|
$1.05 Million
0.15% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
21,588
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
21,439
shares
|
$1.02 Million
0.12% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,191
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
19,766
shares
|
$941,849
0.22% of portfolio
|
Q1 2025
Reduced 20.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
19,494
shares
|
$928,889
0.0% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
18,732
shares
|
$892,579
0.01% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
17,083
shares
|
$814,004
0.77% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16,509
shares
|
$786,653
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,405
shares
|
$781,698
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
16,128
shares
|
$768,499
0.41% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,309
shares
|
$681,823
0.0% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
13,828
shares
|
$658,904
0.61% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
13,251
shares
|
$631,410
0.13% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
13,200
shares
|
$628,980
0.0% of portfolio
|
Q4 2024
Added 164.0%
|