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 14.9 Million shares, which have been reported (via 13F filing form) to have a value of $794 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,679
shares
|
$676,678
0.04% of portfolio
|
Q2 2025
Added 5.91%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
12,347
shares
|
$658,959
0.45% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
11,799
shares
|
$629,712
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
11,757
shares
|
$627,471
0.0% of portfolio
|
Q2 2025
Reduced 17.83%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,751
shares
|
$627,150
0.11% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
11,675
shares
|
$623,094
0.3% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
10,750
shares
|
$573,727
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
10,054
shares
|
$536,581
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$523,559
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
9,783
shares
|
$522,118
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,432
shares
|
$503,385
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
9,191
shares
|
$490,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
8,641
shares
|
$461,170
0.0% of portfolio
|
Q2 2025
Reduced 14.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,031
shares
|
$428,614
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
7,800
shares
|
$416,286
0.3% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
7,148
shares
|
$381,488
0.21% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
6,880
shares
|
$367,185
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,818
shares
|
$363,876
0.01% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,168
shares
|
$329,186
0.0% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$298,711
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,406
shares
|
$288,518
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,110
shares
|
$272,720
0.04% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,107
shares
|
$272,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,107
shares
|
$272,560
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
4,922
shares
|
$262,687
0.01% of portfolio
|
Q2 2025
Added 7.07%
|