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 |
|---|---|---|---|---|---|
|
Ndwm LLC
La Jolla, CA |
Nov 12, 2025 Q3 2025 |
12,349
shares
|
$668,574
0.45% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
12,164
shares
|
$658,558
0.04% of portfolio
|
Q3 2025
Reduced 4.06%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
11,999
shares
|
$649,625
0.09% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Wedmont Private Capital
|
Oct 08, 2025 Q3 2025 |
10,054
shares
|
$544,323
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Ford Financial Group, LLC
|
May 11, 2023 Q1 2023 |
9,810
shares
|
$531,113
14.58% of portfolio
|
Q1 2023
Reduced 68.02%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
9,783
shares
|
$529,651
0.11% of portfolio
|
Q3 2022
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
9,132
shares
|
$494,406
0.0% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,030
shares
|
$434,744
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Nov 12, 2025 Q3 2025 |
7,800
shares
|
$422,292
0.28% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Nov 14, 2025 Q3 2025 |
7,151
shares
|
$387,155
0.21% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
6,898
shares
|
$373,457
0.01% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
6,709
shares
|
$363,225
0.01% of portfolio
|
Q3 2025
Reduced 1.6%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
6,486
shares
|
$351,152
0.0% of portfolio
|
Q3 2025
Reduced 31.23%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
6,249
shares
|
$338,320
0.0% of portfolio
|
Q3 2025
Reduced 27.68%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
5,768
shares
|
$312,279
0.03% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
5,697
shares
|
$308,435
0.0% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
5,179
shares
|
$280,391
0.0% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
5,179
shares
|
$280,391
0.02% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
5,130
shares
|
$277,738
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,774
shares
|
$258,464
0.02% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
4,767
shares
|
$258,085
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
4,680
shares
|
$253,375
0.01% of portfolio
|
Q3 2025
Reduced 4.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
4,527
shares
|
$245,091
0.0% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
4,170
shares
|
$225,763
0.16% of portfolio
|
Q3 2025
Reduced 9.86%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,077
shares
|
$220,728
0.0% of portfolio
|
Q3 2025
Reduced 10.61%
|
|