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 100 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $753 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Halbert Hargrove Global Advisors, LLC
|
Jan 22, 2026 Q4 2025 |
5,441,149
shares
|
$295 Million
14.46% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Cwm, LLC
|
Jan 26, 2026 Q4 2025 |
1,378,802
shares
|
$74.6 Million
0.2% of portfolio
|
Q4 2025
Added 0.8%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
932,701
shares
|
$50.5 Million
1.05% of portfolio
|
Q4 2025
Reduced 0.92%
|
|
|
Rational Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
713,693
shares
|
$38.6 Million
4.54% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
703,963
shares
|
$38.1 Million
0.43% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
557,938
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Professional Financial Advisors, LLC
|
Jan 15, 2026 Q4 2025 |
488,331
shares
|
$26.4 Million
5.58% of portfolio
|
Q4 2025
Reduced 1.03%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
477,701
shares
|
$25.9 Million
0.04% of portfolio
|
Q4 2025
Reduced 0.42%
|
|
|
Wj Interests, LLC
Sugar Land, TX |
Jan 26, 2026 Q4 2025 |
463,805
shares
|
$25.1 Million
13.92% of portfolio
|
Q4 2025
Reduced 6.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
321,385
shares
|
$17.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
320,428
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.34%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
246,308
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
184,116
shares
|
$9.97 Million
3.73% of portfolio
|
Q3 2025
Reduced 33.1%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
131,289
shares
|
$7.11 Million
0.62% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
123,765
shares
|
$6.7 Million
1.86% of portfolio
|
Q4 2025
Reduced 1.14%
|
|
|
Bravias Capital Group, LLC
Iselin, NJ |
Jan 28, 2026 Q4 2025 |
104,845
shares
|
$5.68 Million
3.47% of portfolio
|
Q4 2025
Added 9.1%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
83,431
shares
|
$4.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
80,790
shares
|
$4.37 Million
0.02% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
69,658
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2025
Added 94.2%
|
|
|
Cibc World Markets Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
68,808
shares
|
$3.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
66,787
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
54,287
shares
|
$2.94 Million
0.83% of portfolio
|
Q3 2023
Added 133.69%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
52,794
shares
|
$2.86 Million
1.53% of portfolio
|
Q1 2024
Reduced 15.57%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
52,410
shares
|
$2.84 Million
1.48% of portfolio
|
Q4 2025
Reduced 2.57%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
51,908
shares
|
$2.81 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|