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 101 institutions that hold shares in the stock, with a total of 14 Million shares, which have been reported (via 13F filing form) to have a value of $757 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leading Edge Financial Planning LLC
Knoxville, TN |
Nov 12, 2025 Q3 2025 |
35,391
shares
|
$1.92 Million
0.48% of portfolio
|
Q3 2025
Reduced 5.82%
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Oct 06, 2025 Q3 2025 |
33,552
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Morton Capital Management Llc/Ca
Calabasas, CA |
Oct 23, 2025 Q3 2025 |
32,865
shares
|
$1.78 Million
0.29% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
32,310
shares
|
$1.75 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.02%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
28,602
shares
|
$1.55 Million
0.08% of portfolio
|
Q3 2025
Reduced 8.96%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
26,641
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2025
Added 14.61%
|
|
|
Herold Advisors, Inc.
|
Nov 13, 2025 Q3 2025 |
26,000
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
23,327
shares
|
$1.26 Million
1.04% of portfolio
|
Q3 2025
Reduced 30.93%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
22,815
shares
|
$1.24 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Innova Wealth Partners
|
Dec 02, 2025 Q3 2025 |
22,809
shares
|
$1.23 Million
0.74% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Sierra Capital LLC
|
Nov 14, 2025 Q3 2025 |
21,439
shares
|
$1.16 Million
0.13% of portfolio
|
Q1 2025
Reduced 38.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
21,414
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 1.04%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
20,166
shares
|
$1.09 Million
0.05% of portfolio
|
Q3 2025
Reduced 14.25%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
18,123
shares
|
$981,179
0.07% of portfolio
|
Q3 2025
Added 53.6%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
17,616
shares
|
$953,730
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Reap Financial Group, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
17,000
shares
|
$920,380
0.2% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Act Advisors, Llc.
|
Oct 09, 2025 Q3 2025 |
16,600
shares
|
$898,724
0.37% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
Oct 22, 2025 Q3 2025 |
15,939
shares
|
$862,937
0.74% of portfolio
|
Q3 2025
Reduced 4.78%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
15,431
shares
|
$835,434
0.06% of portfolio
|
Q3 2025
Reduced 6.37%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
14,913
shares
|
$807,389
0.0% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
13,838
shares
|
$749,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
13,251
shares
|
$717,409
0.13% of portfolio
|
Q1 2025
Added 14.52%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
13,200
shares
|
$714,648
0.0% of portfolio
|
Q4 2024
Added 164.0%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
13,040
shares
|
$705,985
0.17% of portfolio
|
Q4 2022
Reduced 96.92%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
12,735
shares
|
$689,472
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|