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 88 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $760 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
11,571
shares
|
$566,979
0.12% of portfolio
|
Q4 2024
Reduced 8.06%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
10,588
shares
|
$518,812
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
10,054
shares
|
$492,646
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$480,690
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
9,783
shares
|
$479,367
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,390
shares
|
$460,110
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,245
shares
|
$404,005
0.01% of portfolio
|
Q4 2024
Reduced 63.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,031
shares
|
$393,519
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
7,425
shares
|
$363,825
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6,653
shares
|
$325,997
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
6,086
shares
|
$298,214
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,945
shares
|
$291,305
0.01% of portfolio
|
Q3 2024
Reduced 6.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,677
shares
|
$278,173
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,565
shares
|
$272,685
0.01% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Baldwin Brothers LLC
|
Jan 22, 2025 Q4 2024 |
5,287
shares
|
$259,063
0.0% of portfolio
|
Q4 2024
Reduced 88.46%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
5,178
shares
|
$253,722
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,772
shares
|
$233,828
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
4,543
shares
|
$222,607
0.01% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
4,347
shares
|
$213,003
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
4,042
shares
|
$198,058
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,606
shares
|
$127,694
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
927
shares
|
$45,423
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
418
shares
|
$20,482
0.0% of portfolio
|
Q3 2024
Reduced 38.98%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
409
shares
|
$20,041
0.0% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
361
shares
|
$17,689
0.0% of portfolio
|
Q2 2023
Reduced 2.17%
|