WISDOMTREE TR (NTSI)
Institutional ownership reported to the SEC as of Q2 2026, across 21 quarters.
38
Reporting holders
$375.6M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $146.0M | 3,134,042 | 6.32% | 19q | HELD |
| SYM FINANCIAL Corp | $114.8M | 2,462,956 | 9.23% | 15q | +0.9%+$1.0M |
| OneDigital Investment Advisors LLC | $23.5M | 505,034 | 0.20% | 16q | HELD |
| Wealthcare Advisory Partners LLC | $14.4M | 309,093 | 0.27% | 15q | +3.9%+$543.1K |
| WJ Interests, LLC | $14.3M | 307,311 | 5.52% | 17q | -55.2%-$17.7M |
| 46 Peaks LLC | $12.8M | 275,260 | 8.07% | 3q | -2.2%-$284.4K |
| Professional Financial Advisors, LLC | $12.0M | 258,504 | 2.08% | 13q | +8.7%+$965.6K |
| MATHER GROUP, LLC. | $9.0M | 193,379 | 0.08% | 2q | +175.8%+$5.7M |
| LPL Financial LLC | $3.7M | 80,359 | 0.00% | 14q | +11.8%+$395.6K |
| JPMORGAN CHASE & CO | $3.6M | 77,473 | 0.00% | 4q | +20.6%+$618.5K |
| JANE STREET GROUP, LLC | $3.2M | 68,347 | 0.00% | 2q | -41.8%-$2.3M |
| AQR CAPITAL MANAGEMENT LLC | $3.2M | 67,887 | 0.00% | 11q | +9.7%+$279.2K |
| REGIONS FINANCIAL CORP | $2.4M | 51,958 | 0.01% | new | NEW |
| Fermata Advisors, LLC | $2.4M | 51,793 | 0.49% | 20q | -2.7%-$67.2K |
| OSAIC HOLDINGS, INC. | $1.6M | 33,639 | 0.00% | 15q | +13.3%+$183.6K |
| CITADEL ADVISORS LLC | $1.4M | 29,598 | 0.00% | new | NEW |
| Leading Edge Financial Planning LLC | $1.3M | 27,194 | 0.23% | 11q | +11.9%+$135.0K |
| Kestra Advisory Services, LLC | $1.2M | 25,709 | 0.00% | 7q | -2.4%-$29.8K |
| GOLDMAN SACHS GROUP INC | $1.1M | 22,990 | 0.00% | 2q | -20.2%-$271.4K |
| COMMONWEALTH EQUITY SERVICES, LLC | $872.9K | 18,732 | 0.00% | 17q | -0.8%-$6.9K |
| WealthPlan Investment Management, LLC | $726.2K | 15,584 | 0.04% | 3q | -22.0%-$204.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587.8K | 12,614 | 0.00% | 3q | -89.8%-$5.2M |
| SteelPeak Wealth, LLC | $309.3K | 6,638 | 0.01% | 2q | +6.7%+$19.5K |
| Alvarez & Marsal Private Wealth Partners, LLC | $240.6K | 5,163 | 0.03% | new | NEW |
| NewEdge Advisors, LLC | $227.4K | 4,879 | 0.00% | 7q | -12.2%-$31.5K |
| Inspire Advisors, LLC | $216.4K | 4,643 | 0.02% | 2q | -2.7%-$6.0K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $144.4K | 3,099 | 0.00% | 4q | +128.0%+$81.1K |
| Integrated Wealth Concepts LLC | $99.9K | 2,143 | 0.00% | new | NEW |
| Triumph Capital Management | $84.3K | 1,810 | 0.02% | 2q | +8.0%+$6.2K |
| ROYAL BANK OF CANADA | $48.0K | 1,037 | 0.00% | 3q | HELD |
| MORGAN STANLEY | $45.8K | 981 | 0.00% | 11q | -14.2%-$7.6K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $14.7K | 316 | 0.00% | 5q | HELD |
| Larson Financial Group LLC | $3.3K | 71 | 0.00% | 2q | HELD |
| Allworth Financial LP | $2.8K | 61 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $2.3K | 50 | 0.00% | 6q | -67.9%-$4.9K |
| FIDUCIARY FINANCIAL ADVISORS | $1.8K | 40 | 0.00% | new | NEW |
| FMR LLC | $1.2K | 26 | 0.00% | 2q | +766.7%+$1.1K |
| Avion Wealth | $393 | 8,437 | 0.07% | 16q | HELD |
| Strategic Wealth Partners, Ltd. | $36 | 1 | 0.00% | 4q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $7 | 160 | 0.00% | 3q | HELD |
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 | 38 | $375.6M | 8,060,414 | 6 | 13 | 13 | 0.0% |
| Q1 2026 | 36 | $406.0M | 9,227,168 | 8 | 10 | 9 | 0.0% |
| Q4 2025 | 32 | $404.7M | 9,044,158 | 5 | 12 | 6 | 0.0% |
| Q3 2025 | 29 | $376.9M | 8,661,446 | 5 | 8 | 10 | 0.0% |
| Q2 2025 | 24 | $355.0M | 8,479,621 | 4 | 8 | 5 | 0.0% |
| Q1 2025 | 23 | $288.8M | 7,604,777 | 2 | 13 | 6 | 0.0% |
| Q4 2024 | 25 | $265.7M | 7,564,714 | 4 | 9 | 7 | 0.0% |
| Q3 2024 | 24 | $282.4M | 7,200,372 | 4 | 7 | 8 | 0.0% |
| Q2 2024 | 23 | $262.4M | 7,207,292 | 4 | 10 | 5 | 0.0% |
| Q1 2024 | 21 | $261.0M | 7,041,683 | 4 | 14 | 2 | 0.0% |
| Q4 2023 | 18 | $235.8M | 6,600,788 | 7 | 9 | 1 | 0.0% |
| Q3 2023 | 15 | $201.8M | 6,317,322 | 1 | 9 | 3 | 0.0% |
| Q2 2023 | 16 | $212.4M | 6,151,378 | 4 | 8 | 3 | 0.0% |
| Q1 2023 | 12 | $192.7M | 5,607,321 | 1 | 6 | 5 | 0.0% |
| Q4 2022 | 14 | $178.9M | 5,639,698 | 6 | 4 | 4 | 0.0% |
| Q3 2022 | 12 | $69.2M | 2,548,857 | 3 | 5 | 4 | 0.0% |
| Q2 2022 | 10 | $64.4M | 2,081,687 | 5 | 2 | 2 | 0.0% |
| Q1 2022 | 4 | $59.0M | 1,602,185 | 0 | 2 | 2 | 0.0% |
| Q4 2021 | 4 | $67.8M | 1,678,063 | 2 | 2 | 0 | 0.0% |
| Q3 2021 | 2 | $483.0K | 12,213 | 2 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $501.0K | 12,462 | 1 | 0 | 0 | 0.0% |