Institutional Ownership Wisdomtree Tr Wisdomtree U.S. (NTSX)
Currently, there are no institutions holding Wisdomtree Tr Wisdomtree U.S. (NTSX). This information is based on the latest data available and is subject to change as new information becomes available.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,333
shares
|
$60,504
0.0% of portfolio
|
Q1 2025
New holding
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
927
shares
|
$42,076
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
910
shares
|
$41,304
0.02% of portfolio
|
Q1 2025
New holding
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
594
shares
|
$26,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
410
shares
|
$18,609
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
361
shares
|
$16,385
0.0% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
300
shares
|
$13,617
0.0% of portfolio
|
Q2 2024
New holding
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
251
shares
|
$11,392
0.0% of portfolio
|
Q1 2025
New holding
|
|
Ogorek Anthony Joseph
|
May 09, 2025 Q1 2025 |
227
shares
|
$10,303
0.0% of portfolio
|
Q1 2025
Added 0.44%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
122
shares
|
$5,537
0.0% of portfolio
|
Q2 2024
New holding
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
120
shares
|
$5,446
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
94
shares
|
$4,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
91
shares
|
$4,130
0.0% of portfolio
|
Q1 2025
Reduced 22.88%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
70
shares
|
$3,177
0.0% of portfolio
|
Q4 2023
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
37
shares
|
$1,679
0.0% of portfolio
|
Q1 2023
New holding
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
22
shares
|
$998
0.0% of portfolio
|
Q4 2024
New holding
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
19
shares
|
$862
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3
shares
|
$136
0.0% of portfolio
|
Q1 2023
Reduced 25.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|