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%
Held as options
+1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
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 | 17 | $18.1M | 499,454 | 4 | 6 | 4 | 0.0% |
| Q2 2025 | 14 | $16.4M | 492,800 | 1 | 3 | 3 | 0.0% |
| Q1 2025 | 15 | $15.6M | 518,289 | 3 | 5 | 3 | 0.0% |
| Q4 2024 | 16 | $15.4M | 537,573 | 3 | 4 | 5 | 0.0% |
| Q3 2024 | 14 | $16.8M | 521,844 | 2 | 4 | 5 | 0.0% |
| Q2 2024 | 16 | $16.5M | 558,778 | 4 | 5 | 7 | 0.0% |
| Q1 2024 | 13 | $46.1M | 1,627,609 | 3 | 8 | 2 | 0.0% |
| Q4 2023 | 12 | $43.4M | 1,534,168 | 4 | 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% |