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 | No change | 3,134,042 | 146,046 | 6.32% | 6.32% | 1 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SYM FINANCIAL Corp | History | No change | 2,462,956 | 114,773 | 9.23% | 9.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 505,034 | 23,534 | 0.2% | 0.2% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 309,093 | 14,403 | 0.27% | 0.27% | 4 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WJ Interests, LLC | History | No change | 307,311 | 14,320 | 5.52% | 5.52% | 5 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| 46 Peaks LLC | History | No change | 275,260 | 12,827 | 8.07% | 8.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 266,766 | 12,245 | 2.08% | 2.08% | 7 | +8,262 | 3.2% | Q3 2026 | Oct 13, 2026 |
| MATHER GROUP, LLC. | History | No change | 193,379 | 9,011 | 0.08% | 0.08% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LPL Financial LLC | History | No change | 80,359 | 3,744 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 77,473 | 3,615 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 68,347 | 3,184 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 67,887 | 3,163 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fermata Advisors, LLC | History | Added to | 57,192 | 2,625 | 0.51% | 0.49% | 13 | +5,399 | 10.42% | Q3 2026 | Oct 09, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 51,958 | 2,421 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 33,639 | 1,567 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 29,598 | 1,379 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 27,194 | 1,267 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 25,709 | 1,198 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,990 | 1,071 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 18,732 | 872 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 15,584 | 726 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 12,614 | 587 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 8,437 | 393 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SteelPeak Wealth, LLC | History | No change | 6,638 | 309 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 5,163 | 240 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,879 | 227 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Advisors, LLC | History | No change | 4,643 | 216 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,099 | 144 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 1,810 | 84 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,037 | 48 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 981 | 45 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 316 | 14 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 160 | 7 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 61 | 2 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 40 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |