WISDOMTREE TR (NTSX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
109
Reporting holders
$728.1M
Reported value
0.0%
Held as options
+8
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 | $316.3M | 5,356,465 | 13.68% | 26q | -1.1%-$3.6M |
| Wealthcare Advisory Partners LLC | $60.9M | 1,031,715 | 1.16% | 15q | +4.4%+$2.6M |
| RATIONAL ADVISORS, INC. | $43.4M | 735,041 | 3.98% | 26q | -43.3%-$33.2M |
| OneDigital Investment Advisors LLC | $36.1M | 611,866 | 0.30% | 16q | HELD |
| Cetera Investment Advisers | $32.7M | 554,125 | 0.03% | 23q | -1.7%-$568.8K |
| Professional Financial Advisors, LLC | $30.6M | 518,200 | 5.29% | 13q | +1.9%+$581.2K |
| 46 Peaks LLC | $22.8M | 386,537 | 14.35% | 3q | -12.7%-$3.3M |
| LPL Financial LLC | $22.5M | 380,758 | 0.01% | 25q | +8.5%+$1.8M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $19.4M | 327,755 | 0.03% | 12q | +1.3%+$255.4K |
| AQR CAPITAL MANAGEMENT LLC | $14.4M | 244,408 | 0.01% | 11q | -3.7%-$557.3K |
| WJ Interests, LLC | $11.4M | 192,789 | 4.39% | 17q | -61.0%-$17.8M |
| Perennial Investment Advisors, LLC | $9.5M | 161,472 | 0.63% | 14q | +0.5%+$51.2K |
| BNP PARIBAS FINANCIAL MARKETS | $9.0M | 152,814 | 0.00% | 26q | -4.0%-$380.6K |
| Kestra Advisory Services, LLC | $7.6M | 129,199 | 0.02% | 17q | -3.8%-$297.3K |
| Fermata Advisors, LLC | $6.9M | 117,673 | 1.41% | 20q | -1.5%-$107.6K |
| REGIONS FINANCIAL CORP | $5.7M | 96,117 | 0.03% | 2q | +1978.2%+$5.4M |
| JPMORGAN CHASE & CO | $5.4M | 92,185 | 0.00% | 4q | +31.4%+$1.3M |
| Bravias Capital Group, LLC | $5.2M | 88,453 | 3.10% | 7q | +3.0%+$151.0K |
| OSAIC HOLDINGS, INC. | $4.9M | 83,404 | 0.01% | 26q | +10.1%+$451.5K |
| Private Advisor Group, LLC | $4.8M | 80,821 | 0.02% | 24q | -4.8%-$238.2K |
| MORGAN STANLEY | $4.2M | 70,390 | 0.00% | 20q | +0.9%+$38.1K |
| CIBC Bancorp USA Inc. | $3.8M | 64,423 | 0.00% | 3q | +15.5%+$511.8K |
| RHS Financial, LLC | $3.1M | 52,514 | 1.25% | 31q | +4.3%+$127.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.9M | 49,934 | 0.00% | 23q | -1.0%-$30.8K |
| Leading Edge Financial Planning LLC | $2.6M | 43,755 | 0.46% | 15q | +9.8%+$230.4K |
| Insight Wealth Strategies, LLC | $2.3M | 39,051 | 0.22% | 26q | +3.9%+$87.3K |
| Morton Capital Management LLC/CA | $2.0M | 33,148 | 0.27% | 8q | HELD |
| Golden State Wealth Management, LLC | $1.7M | 27,944 | 0.15% | 7q | -5.0%-$86.2K |
| Corient Private Wealth LP | $1.6M | 27,800 | 0.00% | 8q | +100.0%+$820.8K |
| Merit Financial Group, LLC | $1.5M | 25,690 | 0.00% | 5q | +100.5%+$760.5K |
| Ausdal Financial Partners, Inc. | $1.5M | 24,970 | 0.06% | 9q | -13.4%-$228.6K |
| Innova Wealth Partners | $1.4M | 23,169 | 0.56% | 7q | +1.6%+$21.4K |
| Herold Advisors, Inc. | $1.4M | 23,000 | 0.27% | 20q | -4.2%-$59.0K |
| Sierra Capital LLC | $1.3M | 21,439 | 0.12% | 8q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $1.2M | 19,882 | 0.44% | 8q | -17.0%-$241.2K |
| Belpointe Asset Management LLC | $1.1M | 18,972 | 0.04% | 11q | -1.0%-$11.8K |
| Rockefeller Capital Management L.P. | $1.1M | 18,170 | 0.00% | 6q | -5.0%-$56.2K |
| XY Planning Network, Inc. | $1.1M | 18,033 | 0.13% | 2q | +3.0%+$30.6K |
| Wright Wealth LLC | $1.0M | 17,718 | 0.63% | 3q | -0.7%-$7.7K |
| ENVESTNET ASSET MANAGEMENT INC | $927.9K | 15,714 | 0.00% | 2q | -2.9%-$27.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $921.7K | 15,608 | 0.00% | 11q | +100.0%+$460.8K |
| United Advisor Group, LLC | $912.7K | 15,457 | 0.10% | 7q | +6.9%+$59.3K |
| NewEdge Advisors, LLC | $864.6K | 14,641 | 0.00% | 7q | -10.2%-$98.4K |
| Bison Wealth, LLC | $854.5K | 14,391 | 0.08% | 3q | -3.5%-$31.3K |
| Accurate Wealth Management, LLC | $826.7K | 13,950 | 0.08% | 9q | -30.2%-$358.2K |
| ORBA Wealth Advisors, L.L.C. | $822.2K | 13,923 | 0.70% | 11q | -19.4%-$198.5K |
| WealthPlan Investment Management, LLC | $791.1K | 13,397 | 0.04% | 5q | -9.5%-$83.3K |
| Quotient Wealth Partners, LLC | $774.7K | 13,119 | 0.02% | 2q | -0.8%-$6.1K |
| Frontier Asset Management, LLC | $721.4K | 12,216 | 0.13% | 3q | -6.9%-$53.3K |
| NDWM LLC | $699.7K | 11,849 | 0.41% | 11q | -0.8%-$5.8K |
| ACT Advisors, LLC. | $675.9K | 11,447 | 0.22% | 23q | -27.0%-$250.0K |
| HARBOUR INVESTMENTS, INC. | $626.4K | 10,608 | 0.01% | 21q | HELD |
| Western Wealth Management, LLC | $606.8K | 10,275 | 0.02% | 23q | HELD |
| Wedmont Private Capital | $595.8K | 10,054 | 0.02% | 9q | HELD |
| REAP Financial Group, LLC | $587.2K | 9,944 | 0.10% | 11q | -29.6%-$246.9K |
| Inspire Advisors, LLC | $540.2K | 9,148 | 0.04% | 2q | -1.7%-$9.4K |
| AE Wealth Management LLC | $502.8K | 8,514 | 0.00% | 21q | -8.4%-$46.0K |
| Astra Wealth Partners LLC | $460.6K | 7,800 | 0.24% | 7q | HELD |
| Quantinno Capital Management LP | $384.9K | 6,519 | 0.00% | 4q | -38.0%-$235.6K |
| WELLS FARGO & COMPANY/MN | $325.8K | 5,517 | 0.00% | 2q | +359.8%+$254.9K |
| ROYAL BANK OF CANADA | $312.0K | 5,284 | 0.00% | 25q | -1.4%-$4.3K |
| Creative Planning | $305.5K | 5,174 | 0.00% | 2q | -12.0%-$41.7K |
| Barnes Wealth Management Group, Inc | $301.3K | 5,102 | 0.14% | 7q | +1.3%+$4.0K |
| J.W. COLE ADVISORS, INC. | $298.8K | 5,059 | 0.01% | 10q | HELD |
| IHT Wealth Management, LLC | $297.6K | 5,040 | 0.01% | 3q | -57.9%-$409.5K |
| Integrated Wealth Concepts LLC | $284.6K | 4,825 | 0.00% | 2q | -20.7%-$74.1K |
| Kensington Investment Counsel, LLC | $281.4K | 4,766 | 0.12% | new | NEW |
| TopTier Wealth Management, LLC | $280.3K | 4,747 | 0.17% | 3q | -2.1%-$6.0K |
| McCartney Wealth Management LLC | $277.0K | 4,691 | 0.21% | 3q | +2.2%+$5.9K |
| Prospera Financial Services Inc | $267.1K | 4,524 | 0.00% | new | NEW |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $267.0K | 4,522 | 0.00% | 10q | +10.4%+$25.1K |
| Perigon Wealth Management, LLC | $266.8K | 4,517 | 0.00% | 8q | +7.8%+$19.4K |
| Balentine LLC | $263.6K | 4,465 | 0.01% | new | NEW |
| Team Financial Group, LLC | $254.7K | 4,313 | 0.11% | 5q | +0.6%+$1.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $250.0K | 4,234 | 0.00% | 4q | +143.6%+$147.4K |
| PRIVATE TRUST CO NA | $245.1K | 4,151 | 0.02% | 17q | HELD |
| Vise Technologies, Inc. | $242.7K | 4,110 | 0.00% | new | NEW |
| Traynor Capital Management, Inc. | $229.5K | 3,887 | 0.01% | new | NEW |
| Magnolia Private Wealth, LLC | $226.7K | 3,839 | 0.12% | 7q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $222.0K | 3,760 | 0.00% | 6q | -15.7%-$41.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $219.4K | 3,715 | 0.01% | new | NEW |
| Worth Asset Management, LLC | $213.9K | 3,623 | 0.07% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $210.2K | 3,561 | 0.09% | new | NEW |
| Global Retirement Partners, LLC | $198.2K | 3,357 | 0.00% | 7q | +148.3%+$118.4K |
| IFG Advisory, LLC | $172.0K | 2,913 | 0.01% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $171.5K | 2,904 | 0.00% | 5q | +87.6%+$80.1K |
| Synergy Investment Management, LLC | $125.3K | 2,121 | 0.03% | 2q | -19.0%-$29.4K |
| MATHER GROUP, LLC. | $89.1K | 1,509 | 0.00% | 2q | +3.4%+$3.0K |
| Smartleaf Asset Management LLC | $79.7K | 1,355 | 0.00% | 11q | HELD |
| CoreCap Advisors, LLC | $78.7K | 1,333 | 0.00% | 6q | HELD |
| CHAPMAN FINANCIAL GROUP, LLC | $59.0K | 1,000 | 0.04% | 3q | HELD |
| Costello Asset Management, INC | $53.1K | 900 | 0.02% | 6q | HELD |
| Farther Finance Advisors, LLC | $44.0K | 745 | 0.00% | 6q | +51.1%+$14.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $36.8K | 623 | 0.02% | 5q | HELD |
| VANGUARD ADVISERS INC | $34.8K | 589 | 0.00% | 2q | HELD |
| Frazier Financial Advisors, LLC | $25.9K | 439 | 0.01% | 11q | HELD |
| AMERIFLEX GROUP, INC. | $24.4K | 414 | 0.01% | new | NEW |
| IFP Advisors, Inc | $23.9K | 405 | 0.00% | 9q | HELD |
| SYM FINANCIAL Corp | $20.3K | 344 | 0.00% | 6q | -27.3%-$7.6K |
| Crewe Advisors LLC | $13.4K | 227 | 0.00% | 5q | HELD |
Showing the largest 100 of 113 reported holders.
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 | 109 | $728.1M | 12,329,628 | 13 | 33 | 41 | 0.0% |
| Q1 2026 | 101 | $761.0M | 14,555,377 | 14 | 30 | 32 | 0.0% |
| Q4 2025 | 97 | $688.7M | 12,559,308 | 8 | 26 | 26 | 0.0% |
| Q3 2025 | 88 | $676.9M | 12,563,437 | 9 | 18 | 36 | 0.0% |
| Q2 2025 | 90 | $680.4M | 13,592,020 | 12 | 28 | 31 | 0.0% |
| Q1 2025 | 82 | $626.6M | 13,830,489 | 11 | 23 | 27 | 0.0% |
| Q4 2024 | 80 | $666.2M | 14,267,117 | 9 | 18 | 20 | 0.0% |
| Q3 2024 | 67 | $672.7M | 14,315,941 | 6 | 13 | 26 | 0.0% |
| Q2 2024 | 66 | $629.9M | 14,342,398 | 10 | 22 | 20 | 0.0% |
| Q1 2024 | 64 | $600.2M | 14,214,283 | 8 | 21 | 21 | 0.0% |
| Q4 2023 | 65 | $565.2M | 14,374,833 | 9 | 22 | 13 | 0.0% |
| Q3 2023 | 57 | $522.4M | 14,942,299 | 4 | 23 | 13 | 0.0% |
| Q2 2023 | 54 | $476.3M | 12,826,679 | 5 | 19 | 19 | 0.0% |
| Q1 2023 | 56 | $406.1M | 11,566,873 | 5 | 22 | 24 | 0.0% |
| Q4 2022 | 56 | $394.6M | 12,169,100 | 5 | 19 | 22 | 0.0% |
| Q3 2022 | 71 | $391.2M | 12,789,836 | 11 | 15 | 33 | 0.0% |
| Q2 2022 | 68 | $429.0M | 12,866,122 | 10 | 20 | 28 | 0.0% |
| Q1 2022 | 68 | $544.7M | 13,458,063 | 8 | 31 | 21 | 0.0% |
| Q4 2021 | 69 | $558.7M | 12,608,512 | 25 | 22 | 14 | 0.0% |
| Q3 2021 | 47 | $427.4M | 10,487,839 | 8 | 17 | 14 | 0.0% |
| Q2 2021 | 41 | $350.4M | 8,618,262 | 7 | 19 | 10 | 0.0% |
| Q1 2021 | 36 | $310.2M | 8,302,318 | 6 | 15 | 10 | 0.0% |
| Q4 2020 | 34 | $297.9M | 8,139,255 | 9 | 14 | 7 | 0.0% |
| Q3 2020 | 26 | $272.3M | 8,182,032 | 11 | 12 | 1 | 0.0% |
| Q2 2020 | 16 | $176.6M | 5,778,090 | 5 | 10 | 1 | 0.0% |
| Q1 2020 | 11 | $76.9M | 2,983,890 | 7 | 2 | 0 | 0.0% |
| Q4 2019 | 11 | $21.2M | 716,148 | 2 | 7 | 2 | 0.0% |
| Q3 2019 | 10 | $23.6M | 846,126 | 7 | 3 | 0 | 0.0% |
| Q2 2019 | 3 | $1.7M | 63,548 | 1 | 2 | 0 | 0.0% |
| Q1 2019 | 4 | $3.7M | 141,562 | 0 | 1 | 2 | 0.0% |
| Q4 2018 | 3 | $3.2M | 140,945 | 0 | 0 | 0 | 0.0% |