WisdomTree Trust - NTSE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OneDigital Investment Advisors LLC | History | Reduced | 180,312 | 6,803 | 0.07% | 0.07% | 1 | -3,611 | -1.96% | Q4 2025 | Feb 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 114,698 | 4,327 | 0.09% | 0.09% | 2 | -3,340 | -2.83% | Q4 2025 | Jan 14, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 71,203 | 2,686 | 0.55% | 0.54% | 3 | +849 | 1.21% | Q4 2025 | Jan 15, 2026 |
| LPL Financial LLC | History | Added to | 34,520 | 1,302 | 0.0% | 0.0% | 4 | +687 | 2.03% | Q4 2025 | Feb 11, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 28,591 | 1,078 | 0.02% | 0.02% | 5 | +2,103 | 7.94% | Q4 2025 | Feb 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 20,453 | 771 | 0.15% | 0.14% | 6 | +1,984 | 10.74% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,093 | 305 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,265 | 274 | 0.0% | 0.0% | 8 | -1,580 | -17.86% | Q4 2025 | Feb 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,668 | 251 | 0.01% | 0.01% | 9 | -1,433 | -17.69% | Q4 2025 | Jan 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,858 | 221 | 0.0% | 0.0% | 10 | -5,476 | -48.31% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,674 | 214 | 0.0% | 0.0% | 11 | -11,405 | -66.78% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | New | 5,533 | 208 | 0.05% | — | 12 | +5,533 | New | Q4 2025 | Jan 08, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,092 | 116 | 0.0% | — | 13 | +3,092 | New | Q4 2025 | Feb 13, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,861 | 70 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 283 | 10 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 193 | 7 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |