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 98 institutions that hold shares in the stock, with a total of 14.8 Million shares, which have been reported (via 13F filing form) to have a value of $759 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
6,002,518
shares
|
$308 Million
15.87% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,263,664
shares
|
$64.9 Million
0.22% of portfolio
|
Q2 2025
Added 5.96%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
920,204
shares
|
$47.2 Million
1.1% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
779,076
shares
|
$40 Million
4.54% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
757,588
shares
|
$38.9 Million
0.45% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jul 21, 2025 Q2 2025 |
587,204
shares
|
$30.1 Million
16.36% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
560,794
shares
|
$28.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
477,465
shares
|
$24.5 Million
5.67% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
473,552
shares
|
$24.3 Million
0.01% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
437,657
shares
|
$22.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
329,175
shares
|
$16.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
275,227
shares
|
$14.1 Million
5.28% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
265,752
shares
|
$13.6 Million
0.01% of portfolio
|
Q1 2025
Added 27.25%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
130,587
shares
|
$6.7 Million
0.66% of portfolio
|
Q2 2025
Reduced 30.83%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
112,867
shares
|
$5.79 Million
1.69% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Aug 12, 2025 Q2 2025 |
84,701
shares
|
$4.35 Million
3.11% of portfolio
|
Q2 2025
Added 10.3%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
84,378
shares
|
$4.33 Million
0.02% of portfolio
|
Q1 2025
Added 10.98%
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Aug 14, 2025 Q2 2025 |
82,000
shares
|
$4.21 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
78,508
shares
|
$4.03 Million
0.02% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
68,808
shares
|
$3.53 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
58,515
shares
|
$3 Million
1.74% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
55,333
shares
|
$2.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.79 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.71 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
49,904
shares
|
$2.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 20.18%
|