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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2025 Q3 2025 |
4,042
shares
|
$218,833
0.02% of portfolio
|
Q2 2024
Added 1.05%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
4,015
shares
|
$217,372
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
3,945
shares
|
$213,582
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Traynor Capital Management, Inc.
|
Nov 03, 2025 Q3 2025 |
3,887
shares
|
$210,442
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
3,714
shares
|
$201,075
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
3,706
shares
|
$200,642
0.09% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,364
shares
|
$73,846
0.0% of portfolio
|
Q3 2025
Reduced 65.2%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,355
shares
|
$73,359
0.0% of portfolio
|
Q2 2025
Reduced 25.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,349
shares
|
$73,034
0.0% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,333
shares
|
$72,168
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
900
shares
|
$48,726
0.02% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
877
shares
|
$47,480
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
874
shares
|
$47,318
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
639
shares
|
$34,595
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
471
shares
|
$25,499
0.0% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
405
shares
|
$21,926
0.0% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
386
shares
|
$20,898
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
361
shares
|
$19,544
0.0% of portfolio
|
Q2 2023
Reduced 2.17%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
227
shares
|
$12,289
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
122
shares
|
$6,605
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
94
shares
|
$5,089
0.01% of portfolio
|
Q3 2025
Reduced 84.33%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
82
shares
|
$4,439
0.0% of portfolio
|
Q3 2025
Reduced 9.89%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
70
shares
|
$3,789
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
38
shares
|
$2,057
0.0% of portfolio
|
Q1 2025
Added 2.7%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
19
shares
|
$1,028
0.0% of portfolio
|
Q3 2025
New holding
|
|