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 104 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 $786 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
12,735
shares
|
$698,514
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Ndwm LLC
La Jolla, CA |
Jul 31, 2025 Q2 2025 |
12,347
shares
|
$677,232
0.45% of portfolio
|
Q2 2025
Reduced 10.71%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,164
shares
|
$667,195
0.04% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
11,751
shares
|
$644,542
0.11% of portfolio
|
Q2 2025
Added 10.95%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
11,675
shares
|
$640,373
0.3% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
10,054
shares
|
$551,461
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$538,078
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
9,783
shares
|
$536,597
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
9,432
shares
|
$517,345
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,132
shares
|
$500,890
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,031
shares
|
$440,500
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
7,800
shares
|
$427,830
0.3% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
7,148
shares
|
$392,067
0.21% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,898
shares
|
$378,355
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
6,818
shares
|
$373,967
0.01% of portfolio
|
Q2 2025
Added 7.71%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,249
shares
|
$342,757
0.0% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,168
shares
|
$338,314
0.0% of portfolio
|
Q2 2025
Reduced 77.91%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,768
shares
|
$316,374
0.03% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5,597
shares
|
$306,995
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
5,406
shares
|
$296,519
0.11% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
5,110
shares
|
$280,283
0.04% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
5,107
shares
|
$280,118
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
5,107
shares
|
$280,118
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,774
shares
|
$261,853
0.02% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,680
shares
|
$256,698
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|