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 95 institutions that hold shares in the stock, with a total of 15.2 Million shares, which have been reported (via 13F filing form) to have a value of $691 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 |
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
36,166
shares
|
$1.64 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Apr 23, 2025 Q1 2025 |
35,934
shares
|
$1.63 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Apr 03, 2025 Q1 2025 |
32,793
shares
|
$1.49 Million
0.2% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Apr 17, 2025 Q1 2025 |
32,660
shares
|
$1.48 Million
0.29% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
29,335
shares
|
$1.33 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
29,029
shares
|
$1.32 Million
0.1% of portfolio
|
Q1 2025
Added 12.2%
|
|
|
Herold Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
27,000
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
26,407
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
26,166
shares
|
$1.19 Million
0.24% of portfolio
|
Q1 2025
Reduced 70.83%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
24,836
shares
|
$1.13 Million
0.29% of portfolio
|
Q4 2024
Reduced 15.14%
|
|
|
Innova Wealth Partners
|
May 06, 2025 Q1 2025 |
24,022
shares
|
$1.09 Million
0.75% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
22,014
shares
|
$999,215
0.15% of portfolio
|
Q1 2025
Reduced 49.99%
|
|
|
Sierra Capital LLC
|
Apr 30, 2025 Q1 2025 |
21,439
shares
|
$973,116
0.12% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,191
shares
|
$961,859
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
21,060
shares
|
$955,913
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
19,196
shares
|
$871,306
0.0% of portfolio
|
Q4 2024
Added 96.82%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Apr 28, 2025 Q1 2025 |
17,083
shares
|
$775,397
0.77% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
16,509
shares
|
$749,343
0.07% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Act Advisors, Llc.
|
Apr 10, 2025 Q1 2025 |
16,128
shares
|
$732,049
0.41% of portfolio
|
Q4 2024
Reduced 6.92%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
14,309
shares
|
$649,485
0.0% of portfolio
|
Q1 2025
Reduced 20.08%
|
|
|
Ndwm LLC
La Jolla, CA |
May 02, 2025 Q1 2025 |
13,828
shares
|
$627,652
0.61% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
13,251
shares
|
$601,462
0.13% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
13,200
shares
|
$599,148
0.0% of portfolio
|
Q4 2024
Added 164.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$591,885
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
11,972
shares
|
$543,409
0.04% of portfolio
|
Q1 2025
Reduced 1.46%
|