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 89 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $754 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
361
shares
|
$17,266
0.0% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
300
shares
|
$14,349
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
226
shares
|
$10,809
0.0% of portfolio
|
Q4 2024
Reduced 94.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
122
shares
|
$5,835
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
120
shares
|
$5,739
0.0% of portfolio
|
Q1 2024
Reduced 4.17%
|
|
|
Covestor LTD
Boston, MA |
Feb 13, 2025 Q4 2024 |
118
shares
|
$5,643
0.0% of portfolio
|
Q4 2024
Added 20.41%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
100
shares
|
$4,783
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
94
shares
|
$4,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
70
shares
|
$3,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
37
shares
|
$1,769
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
22
shares
|
$1,052
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
19
shares
|
$908
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
3
shares
|
$143
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
|