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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
6,018,612
shares
|
$257 Million
15.42% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
1,163,551
shares
|
$49.7 Million
0.23% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Rational Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
1,080,170
shares
|
$46.2 Million
5.72% of portfolio
|
Q4 2024
Reduced 8.29%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
904,188
shares
|
$38.7 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
744,752
shares
|
$31.8 Million
0.42% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
672,855
shares
|
$28.8 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Apr 21, 2025 Q1 2025 |
603,926
shares
|
$25.8 Million
16.25% of portfolio
|
Q1 2025
Reduced 26.69%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
571,718
shares
|
$24.4 Million
0.06% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
491,369
shares
|
$21 Million
0.05% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Professional Financial Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
452,243
shares
|
$19.3 Million
5.32% of portfolio
|
Q1 2025
Added 3.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
430,903
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Added 45.19%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Apr 17, 2025 Q1 2025 |
278,472
shares
|
$11.9 Million
5.09% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
208,849
shares
|
$8.93 Million
0.01% of portfolio
|
Q4 2024
Added 17.9%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
191,781
shares
|
$8.2 Million
1.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
102,831
shares
|
$4.4 Million
0.94% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
84,338
shares
|
$3.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
83,257
shares
|
$3.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Feb 06, 2025 Q4 2024 |
78,339
shares
|
$3.35 Million
3.07% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
76,028
shares
|
$3.25 Million
0.02% of portfolio
|
Q4 2024
Added 59.31%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
73,053
shares
|
$3.12 Million
1.67% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
71,127
shares
|
$3.04 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
60,543
shares
|
$2.59 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.64%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
55,439
shares
|
$2.37 Million
1.45% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.32 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.26 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|