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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,774
shares
|
$254,788
0.02% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
4,626
shares
|
$246,889
0.18% of portfolio
|
Q2 2025
Reduced 23.99%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,561
shares
|
$243,420
0.0% of portfolio
|
Q2 2025
Reduced 51.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,233
shares
|
$225,915
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
4,042
shares
|
$215,721
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
3,920
shares
|
$209,210
0.0% of portfolio
|
Q2 2025
Added 181.0%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
3,680
shares
|
$196,401
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,355
shares
|
$72,316
0.01% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,346
shares
|
$71,836
0.0% of portfolio
|
Q2 2025
Added 45.2%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,333
shares
|
$71,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,183
shares
|
$63,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
900
shares
|
$48,033
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
874
shares
|
$46,645
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
639
shares
|
$34,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
600
shares
|
$32,022
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
470
shares
|
$25,083
0.0% of portfolio
|
Q2 2025
Reduced 20.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
404
shares
|
$21,561
0.0% of portfolio
|
Q2 2025
Added 34.67%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
385
shares
|
$20,547
0.0% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
361
shares
|
$19,266
0.0% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
227
shares
|
$12,114
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
162
shares
|
$8,645
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
144
shares
|
$7,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
140
shares
|
$7,471
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
122
shares
|
$6,511
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
91
shares
|
$4,856
0.0% of portfolio
|
Q1 2025
Reduced 22.88%
|