# WISDOMTREE TR (NTSE)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/NTSE/

- Reporting holders: 19
- Reported value: $34.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [MATHER GROUP, LLC.](https://holderbook.com/funds/1527641-mather-group-llc/) | $11.2M | 229,815 | 0.1% | 2 |
| [OneDigital Investment Advisors LLC](https://holderbook.com/funds/1690370-onedigital-investment-advisors-llc/) | $8.5M | 175,369 | 0.1% | 16 |
| [Wealthcare Advisory Partners LLC](https://holderbook.com/funds/1683059-wealthcare-advisory-partners-llc/) | $5.6M | 114,276 | 0.1% | 15 |
| [Professional Financial Advisors, LLC](https://holderbook.com/funds/1798221-professional-financial-advisors-llc/) | $2.6M | 53,042 | 0.4% | 13 |
| [OLD MISSION CAPITAL LLC](https://holderbook.com/funds/1455915-old-mission-capital-llc/) | $2.5M | 50,426 | 0.0% | 7 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.1M | 43,856 | 0.0% | 14 |
| [DRIVE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1952781-drive-wealth-management-llc/) | $1.1M | 22,493 | 0.2% | 15 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $302.9K | 6,231 | 0.0% | 11 |
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/) | $276.6K | 5,689 | 0.0% | 19 |
| [AQR CAPITAL MANAGEMENT LLC](https://holderbook.com/funds/1167557-aqr-capital-management-llc/) | $261.9K | 5,387 | 0.0% | 10 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $40.1K | 825 | 0.0% | 15 |
| [Steward Partners Investment Advisory, LLC](https://holderbook.com/funds/1723397-steward-partners-investment-advisory-llc/) | $10.9K | 225 | 0.0% | 2 |
| [FIDUCIARY FINANCIAL ADVISORS](https://holderbook.com/funds/2116119-fiduciary-financial-advisors/) | $3.1K | 64 | 0.0% | 1 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $1.7K | 34 | 0.0% | 1 |
| [Aptus Capital Advisors, LLC](https://holderbook.com/funds/1664193-aptus-capital-advisors-llc/) | $1.7K | 34 | 0.0% | 6 |
| [MERCER GLOBAL ADVISORS INC /ADV](https://holderbook.com/funds/853758-mercer-global-advisors-inc-adv/) | $1.5K | 30 | 0.0% | 1 |
| [Strategic Wealth Partners, Ltd.](https://holderbook.com/funds/1720777-strategic-wealth-partners-ltd/) | $119 | 2 | 0.0% | 4 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $57 | 1 | 0.0% | 4 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $49 | 1 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 19 | $34.4M |
| Q1 2026 | 18 | $28.9M |
| Q4 2025 | 20 | $18.7M |
| Q3 2025 | 18 | $18.4M |
| Q2 2025 | 15 | $16.8M |
| Q1 2025 | 16 | $15.9M |
| Q4 2024 | 17 | $15.7M |
| Q3 2024 | 15 | $17.2M |
| Q2 2024 | 17 | $16.9M |
| Q1 2024 | 14 | $46.4M |
| Q4 2023 | 13 | $43.8M |
| Q3 2023 | 9 | $38.2M |