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 93 institutions that hold shares in the stock, with a total of 15.4 Million shares, which have been reported (via 13F filing form) to have a value of $660 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$557,460
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
12,303
shares
|
$525,953
0.01% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
12,149
shares
|
$519,369
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
11,642
shares
|
$497,695
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,591
shares
|
$452,765
0.11% of portfolio
|
Q1 2025
Added 91.21%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
10,588
shares
|
$452,637
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
10,054
shares
|
$429,808
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$419,377
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
9,783
shares
|
$418,223
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
9,390
shares
|
$401,422
0.02% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,191
shares
|
$392,915
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,245
shares
|
$352,473
0.01% of portfolio
|
Q4 2024
Reduced 63.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,031
shares
|
$343,325
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Feb 12, 2025 Q4 2024 |
7,425
shares
|
$317,418
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
6,653
shares
|
$284,415
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
6,086
shares
|
$260,176
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,677
shares
|
$242,691
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
5,565
shares
|
$237,903
0.01% of portfolio
|
Q4 2024
Added 27.23%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
5,516
shares
|
$235,809
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
5,178
shares
|
$221,359
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
4,772
shares
|
$204,003
0.02% of portfolio
|
Q4 2024
Reduced 15.88%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,597
shares
|
$196,521
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
4,347
shares
|
$185,834
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
4,042
shares
|
$172,795
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
2,606
shares
|
$111,406
0.05% of portfolio
|
Q4 2024
New holding
|