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 |
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
11,642
shares
|
$528,430
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
10,591
shares
|
$480,725
0.11% of portfolio
|
Q1 2025
Added 91.21%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
10,124
shares
|
$459,528
0.0% of portfolio
|
Q1 2025
Reduced 24.78%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
10,054
shares
|
$456,351
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$445,275
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
9,783
shares
|
$444,050
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,355
shares
|
$424,623
0.01% of portfolio
|
Q1 2025
Reduced 23.96%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
9,191
shares
|
$417,179
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,245
shares
|
$374,240
0.01% of portfolio
|
Q4 2024
Reduced 63.99%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,031
shares
|
$364,527
0.0% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Apr 30, 2025 Q1 2025 |
7,425
shares
|
$337,020
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
6,861
shares
|
$311,420
0.01% of portfolio
|
Q1 2025
Reduced 26.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,330
shares
|
$287,318
0.01% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
6,086
shares
|
$276,243
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
5,677
shares
|
$257,679
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
5,516
shares
|
$250,371
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
5,487
shares
|
$249,054
0.11% of portfolio
|
Q1 2025
Reduced 17.53%
|
|
|
Rw Investment Management LLC
Eagle, ID |
Feb 03, 2025 Q4 2024 |
5,178
shares
|
$235,029
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
May 12, 2025 Q4 2024 |
4,813
shares
|
$218,462
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,695
shares
|
$213,106
0.02% of portfolio
|
Q1 2025
Reduced 1.61%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
4,597
shares
|
$208,657
0.01% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
4,347
shares
|
$197,310
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
4,042
shares
|
$183,466
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
2,608
shares
|
$118,377
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,395
shares
|
$63,319
0.0% of portfolio
|
Q1 2025
New holding
|