WisdomTree Trust - NTSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,120,693 | 137,341 | 6.63% | 6.53% | 1 | +1,002 | 0.03% | Q1 2026 | Apr 17, 2026 |
| SYM FINANCIAL Corp | History | Added to | 2,441,302 | 107,441 | 10.73% | 11.03% | 2 | +5,208 | 0.21% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 906,989 | 39,916 | 0.1% | 0.11% | 3 | +16,602 | 1.86% | Q1 2026 | May 14, 2026 |
| WJ Interests, LLC | History | Added to | 686,660 | 30,219 | 11.6% | 12.56% | 4 | +24,363 | 3.68% | Q1 2026 | Apr 20, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 505,718 | 22,256 | 0.22% | 0.21% | 5 | +19,285 | 3.96% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 297,439 | 13,090 | 0.25% | 0.26% | 6 | +1,138 | 0.38% | Q1 2026 | Apr 14, 2026 |
| 46 Peaks LLC | History | Added to | 281,364 | 12,382 | 9.02% | 8.9% | 7 | +6,213 | 2.26% | Q1 2026 | May 01, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 237,783 | 10,464 | 2.13% | 2.45% | 8 | -33,775 | -12.44% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 123,964 | 5,455 | 0.0% | 0.0% | 9 | +20,647 | 19.98% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 117,341 | 5,164 | 0.0% | — | 10 | +117,341 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 71,869 | 3,162 | 0.0% | 0.0% | 11 | -49,186 | -40.63% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 70,109 | 3,085 | 0.03% | — | 12 | +70,109 | New | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,219 | 2,744 | 0.0% | 0.0% | 13 | +14,401 | 28.91% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 61,895 | 2,723 | 0.0% | 0.0% | 14 | -2,634 | -4.08% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 53,236 | 2,342 | 0.53% | 0.58% | 15 | -1,827 | -3.32% | Q1 2026 | Apr 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 29,700 | 1,307 | 0.0% | 0.0% | 16 | +10,129 | 51.76% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 28,813 | 1,268 | 0.0% | — | 17 | +28,813 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,348 | 1,159 | 0.0% | 0.0% | 18 | +487 | 1.88% | Q1 2026 | Apr 30, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 24,298 | 1,069 | 0.22% | 0.23% | 19 | +1,047 | 4.5% | Q1 2026 | May 12, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 19,980 | 879 | 0.05% | 0.05% | 20 | +961 | 5.05% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 18,881 | 830 | 0.0% | 0.0% | 21 | -428 | -2.22% | Q1 2026 | Apr 27, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,327 | 630 | 0.01% | 0.02% | 22 | +68 | 0.48% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 8,437 | 371 | 0.08% | 0.08% | 23 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SteelPeak Wealth, LLC | History | New | 6,220 | 273 | 0.01% | — | 24 | +6,220 | New | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 4,599 | 211 | 0.03% | 0.03% | 25 | -924 | -16.73% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | New | 4,771 | 209 | 0.02% | — | 26 | +4,771 | New | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,860 | 125 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | New | 1,676 | 73 | 0.01% | — | 28 | +1,676 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,359 | 59 | 0.0% | 0.0% | 29 | -150 | -9.94% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 1,143 | 50 | 0.0% | 0.0% | 30 | -2 | -0.17% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,037 | 46 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 495 | 21 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 316 | 13 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 160 | 7 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 156 | 6 | 0.0% | 0.0% | 35 | -54 | -25.71% | Q1 2026 | Apr 07, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,556 | 5 | 0.0% | 0.0% | 36 | +572 | 11.48% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 71 | 3 | 0.0% | — | 37 | +71 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Stenger Family Office, LLC | History | Closed out | 0 | 0 | — | 9.87% | — | -950,297 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,907 | -100.0% | Q1 2026 | May 13, 2026 |
| Barnes Wealth Management Group, Inc | History | Closed out | 0 | 0 | — | 0.12% | — | -5,160 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -109 | -99.09% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |