WISDOMTREE TR (NTSE)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
19
Reporting holders
$34.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MATHER GROUP, LLC. | $11.2M | 229,815 | 0.10% | 2q | +15.3%+$1.5M |
| OneDigital Investment Advisors LLC | $8.5M | 175,369 | 0.07% | 16q | -4.6%-$410.7K |
| Wealthcare Advisory Partners LLC | $5.6M | 114,276 | 0.11% | 15q | +0.5%+$29.8K |
| Professional Financial Advisors, LLC | $2.6M | 53,042 | 0.45% | 13q | +3.3%+$82.4K |
| OLD MISSION CAPITAL LLC | $2.5M | 50,426 | 0.04% | 7q | +37.0%+$662.7K |
| LPL Financial LLC | $2.1M | 43,856 | 0.00% | 14q | +12.0%+$228.8K |
| DRIVE WEALTH MANAGEMENT, LLC | $1.1M | 22,493 | 0.19% | 15q | -3.5%-$39.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | $302.9K | 6,231 | 0.00% | 11q | -0.8%-$2.5K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $276.6K | 5,689 | 0.01% | 19q | -13.3%-$42.2K |
| AQR CAPITAL MANAGEMENT LLC | $261.9K | 5,387 | 0.00% | 10q | HELD |
| OSAIC HOLDINGS, INC. | $40.1K | 825 | 0.00% | 15q | +191.5%+$26.3K |
| Steward Partners Investment Advisory, LLC | $10.9K | 225 | 0.00% | 2q | HELD |
| FIDUCIARY FINANCIAL ADVISORS | $3.1K | 64 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $1.7K | 34 | 0.00% | new | NEW |
| Aptus Capital Advisors, LLC | $1.7K | 34 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5K | 30 | 0.00% | new | NEW |
| Strategic Wealth Partners, Ltd. | $119 | 2 | 0.00% | 4q | HELD |
| MORGAN STANLEY | $57 | 1 | 0.00% | 4q | HELD |
| FMR LLC | $49 | 1 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 19 | $34.4M | 707,800 | 4 | 6 | 4 | 0.0% |
| Q1 2026 | 18 | $28.9M | 726,230 | 3 | 5 | 6 | 0.0% |
| Q4 2025 | 20 | $18.7M | 494,379 | 3 | 4 | 7 | 0.0% |
| Q3 2025 | 18 | $18.4M | 508,299 | 4 | 6 | 5 | 0.0% |
| Q2 2025 | 15 | $16.8M | 504,738 | 1 | 3 | 4 | 0.0% |
| Q1 2025 | 16 | $15.9M | 530,492 | 3 | 6 | 3 | 0.0% |
| Q4 2024 | 17 | $15.7M | 549,508 | 3 | 4 | 6 | 0.0% |
| Q3 2024 | 15 | $17.2M | 534,010 | 2 | 4 | 6 | 0.0% |
| Q2 2024 | 17 | $16.9M | 571,024 | 4 | 6 | 7 | 0.0% |
| Q1 2024 | 14 | $46.4M | 1,639,657 | 3 | 9 | 2 | 0.0% |
| Q4 2023 | 13 | $43.8M | 1,545,367 | 5 | 5 | 3 | 0.0% |
| Q3 2023 | 9 | $38.2M | 1,481,785 | 0 | 6 | 3 | 0.0% |
| Q2 2023 | 11 | $44.8M | 1,603,637 | 2 | 6 | 3 | 0.0% |
| Q1 2023 | 10 | $45.0M | 1,605,635 | 4 | 5 | 1 | 0.0% |
| Q4 2022 | 9 | $38.5M | 1,449,084 | 5 | 2 | 2 | 0.0% |
| Q3 2022 | 8 | $25.2M | 1,044,723 | 1 | 2 | 4 | 0.0% |
| Q2 2022 | 8 | $30.8M | 1,082,522 | 3 | 2 | 2 | 0.0% |
| Q1 2022 | 5 | $30.1M | 918,217 | 1 | 2 | 2 | 0.0% |
| Q4 2021 | 4 | $29.8M | 802,455 | 3 | 1 | 0 | 0.0% |
| Q3 2021 | 1 | $297.0K | 7,802 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $1.3M | 30,544 | 1 | 0 | 0 | 0.0% |