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 |
|---|---|---|---|---|---|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$621,356
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,972
shares
|
$570,465
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
11,675
shares
|
$556,313
0.22% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,600
shares
|
$552,740
0.0% of portfolio
|
Q1 2025
Reduced 56.07%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,591
shares
|
$504,661
0.11% of portfolio
|
Q1 2025
Added 91.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,124
shares
|
$482,408
0.0% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
10,054
shares
|
$479,073
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$467,446
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
9,783
shares
|
$466,159
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,355
shares
|
$445,765
0.01% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,191
shares
|
$437,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,101
shares
|
$386,012
0.0% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
7,425
shares
|
$353,801
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,861
shares
|
$326,926
0.01% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,330
shares
|
$301,624
0.01% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
6,086
shares
|
$289,997
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 14, 2025 Q1 2025 |
5,842
shares
|
$278,371
0.17% of portfolio
|
Q1 2025
Added 21.38%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
5,598
shares
|
$266,744
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
5,516
shares
|
$262,837
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,487
shares
|
$261,455
0.11% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,695
shares
|
$223,716
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,597
shares
|
$219,047
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
4,143
shares
|
$197,413
0.0% of portfolio
|
Q1 2025
Reduced 27.02%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
4,042
shares
|
$192,601
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,608
shares
|
$124,271
0.05% of portfolio
|
Q1 2025
Added 0.08%
|