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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | History | Added to | 233,627 | 10,733 | 0.09% | 0.1% | 1 | +3,812 | 1.66% | Q3 2026 | Oct 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 175,369 | 8,524 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 114,276 | 5,554 | 0.11% | 0.11% | 3 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 50,426 | 2,451 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 50,946 | 2,340 | 0.4% | 0.45% | 5 | -2,096 | -3.95% | Q3 2026 | Oct 13, 2026 |
| LPL Financial LLC | History | No change | 43,856 | 2,131 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 22,493 | 1,093 | 0.19% | 0.19% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 6,231 | 302 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fermata Advisors, LLC | History | New | 6,392 | 293 | 0.06% | — | 9 | +6,392 | New | Q3 2026 | Oct 09, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,387 | 261 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,689 | 261 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 825 | 40 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 225 | 10 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 64 | 3 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |