WisdomTree Trust - NTSX
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 | Reduced | 5,417,096 | 282,501 | 13.63% | 14.16% | 1 | -24,053 | -0.44% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 1,410,617 | 73,563 | 0.19% | 0.2% | 2 | +31,815 | 2.31% | Q1 2026 | May 14, 2026 |
| RATIONAL ADVISORS, INC. | History | Added to | 1,296,573 | 69,334 | 7.08% | 3.63% | 3 | +650,475 | 100.68% | Q1 2026 | May 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 988,091 | 51,528 | 1.0% | 1.0% | 4 | +55,390 | 5.94% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 609,980 | 31,810 | 0.31% | 0.38% | 5 | -92,690 | -13.19% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 563,758 | 29,399 | 0.03% | 0.03% | 6 | +1,815 | 0.32% | Q1 2026 | May 13, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 508,357 | 26,510 | 5.4% | 5.47% | 7 | +20,026 | 4.1% | Q1 2026 | Apr 13, 2026 |
| WJ Interests, LLC | History | Added to | 494,002 | 25,762 | 9.89% | 10.94% | 8 | +30,197 | 6.51% | Q1 2026 | Apr 20, 2026 |
| 46 Peaks LLC | History | Added to | 442,988 | 23,101 | 16.82% | 17.22% | 9 | +14,473 | 3.38% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Added to | 350,975 | 18,303 | 0.0% | 0.01% | 10 | +15,945 | 4.76% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 323,446 | 17,006 | 0.03% | 0.04% | 11 | -154,255 | -32.29% | Q1 2026 | Apr 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 253,846 | 13,238 | 0.01% | 0.01% | 12 | +10,599 | 4.36% | Q1 2026 | May 15, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 160,605 | 8,375 | 0.67% | 0.7% | 13 | -685 | -0.42% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 159,259 | 8,305 | 0.0% | 0.0% | 14 | -24,879 | -13.51% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 134,234 | 7,000 | 0.03% | 0.02% | 15 | +51,434 | 62.12% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Reduced | 119,495 | 6,231 | 1.4% | 1.63% | 16 | -4,270 | -3.45% | Q1 2026 | Apr 08, 2026 |
| Bravias Capital Group, LLC | History | Reduced | 85,896 | 4,479 | 2.93% | 3.47% | 17 | -18,949 | -18.07% | Q1 2026 | Apr 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 84,855 | 4,425 | 0.02% | 0.02% | 18 | +4,280 | 5.31% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 75,758 | 3,950 | 0.01% | 0.01% | 19 | +7,536 | 11.05% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 74,814 | 3,901 | 0.04% | — | 20 | +74,814 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 69,745 | 3,637 | 0.0% | 0.0% | 21 | -9,851 | -12.38% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 70,136 | 3,558 | 0.0% | 0.0% | 22 | +20,736 | 41.98% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 64,467 | 3,533 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 55,755 | 2,907 | 0.0% | — | 24 | +55,755 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 50,456 | 2,631 | 0.0% | 0.0% | 25 | -579 | -1.13% | Q1 2026 | Apr 27, 2026 |
| RHS Financial, LLC | History | Reduced | 50,349 | 2,625 | 1.24% | 1.4% | 26 | -2,061 | -3.93% | Q1 2026 | Apr 28, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 39,853 | 2,078 | 0.44% | 0.47% | 27 | +2,306 | 6.14% | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 37,569 | 1,959 | 0.22% | 0.23% | 28 | +991 | 2.71% | Q1 2026 | Apr 10, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 33,058 | 1,723 | 0.26% | 0.28% | 29 | +94 | 0.29% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 29,404 | 1,533 | 0.17% | 0.16% | 30 | +1,913 | 6.96% | Q1 2026 | Apr 28, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 28,842 | 1,504 | 0.07% | 0.07% | 31 | +1,140 | 4.12% | Q1 2026 | May 12, 2026 |
| Herold Advisors, Inc. | History | Reduced | 24,000 | 1,251 | 0.27% | 0.31% | 32 | -1,000 | -4.0% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 23,966 | 1,249 | 0.51% | 0.52% | 33 | -111 | -0.46% | Q1 2026 | Apr 23, 2026 |
| Innova Wealth Partners | History | Reduced | 22,807 | 1,189 | 0.56% | 0.64% | 34 | -223 | -0.97% | Q1 2026 | Apr 24, 2026 |
| Sierra Capital LLC | History | No change | 21,439 | 1,118 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 20,886 | 1,089 | 0.0% | 0.0% | 36 | -448 | -2.1% | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 19,995 | 1,084 | 0.13% | 0.16% | 37 | -1,978 | -9.0% | Q1 2026 | Apr 22, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 19,172 | 999 | 0.04% | 0.04% | 38 | -894 | -4.46% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 19,121 | 997 | 0.0% | 0.0% | 39 | +1,452 | 8.22% | Q1 2026 | May 14, 2026 |
| Wright Wealth LLC | History | Reduced | 17,849 | 930 | 0.62% | 0.83% | 40 | -5,518 | -23.61% | Q1 2026 | May 15, 2026 |
| XY Planning Network, Inc. | History | New | 17,515 | 916 | 0.15% | — | 41 | +17,515 | New | Q1 2026 | Apr 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 17,284 | 901 | 1.07% | 0.98% | 42 | -3,284 | -15.97% | Q1 2026 | Apr 28, 2026 |
| Bison Wealth, LLC | History | Reduced | 14,918 | 875 | 0.08% | 0.09% | 43 | -833 | -5.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 16,179 | 843 | 0.0% | — | 44 | +16,179 | New | Q1 2026 | May 04, 2026 |
| ACT Advisors, LLC. | History | Reduced | 15,680 | 817 | 0.35% | 0.35% | 45 | -428 | -2.66% | Q1 2026 | Apr 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 14,807 | 772 | 0.04% | 0.06% | 46 | -3,511 | -19.17% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 14,733 | 768 | 0.05% | 0.05% | 47 | +24 | 0.16% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 14,453 | 753 | 0.09% | 0.08% | 48 | +2,038 | 16.42% | Q1 2026 | Apr 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 14,125 | 736 | 0.15% | 0.18% | 49 | -2,370 | -14.37% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | No change | 13,900 | 724 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | New | 13,222 | 689 | 0.02% | — | 51 | +13,222 | New | Q1 2026 | Apr 16, 2026 |
| Frontier Asset Management, LLC | History | Added to | 13,118 | 684 | 0.14% | 0.11% | 52 | +4,191 | 46.95% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,810 | 668 | 0.0% | 0.01% | 53 | +37 | 0.29% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,975 | 624 | 0.01% | 0.02% | 54 | +79 | 0.66% | Q1 2026 | May 15, 2026 |
| NDWM LLC | History | Reduced | 11,948 | 623 | 0.4% | 0.45% | 55 | -361 | -2.93% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,561 | 550 | 0.01% | 0.01% | 56 | +3,438 | 48.27% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,509 | 548 | 0.0% | 0.0% | 57 | +59 | 0.56% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | No change | 10,054 | 541 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | Reduced | 10,271 | 535 | 0.02% | 0.03% | 59 | -737 | -6.7% | Q1 2026 | May 19, 2026 |
| Avion Wealth | History | No change | 9,783 | 510 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | New | 9,307 | 485 | 0.04% | — | 61 | +9,307 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 9,293 | 484 | 0.0% | 0.0% | 62 | +996 | 12.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,795 | 459 | 0.0% | 0.0% | 63 | -337 | -3.69% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,804 | 406 | 0.0% | 0.0% | 64 | -226 | -2.81% | Q1 2026 | May 15, 2026 |
| Astra Wealth Partners LLC | History | No change | 7,800 | 406 | 0.24% | 0.25% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,082 | 317 | 0.0% | — | 66 | +6,082 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 5,881 | 306 | 0.0% | — | 67 | +5,881 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,357 | 279 | 0.0% | 0.0% | 68 | +117 | 2.23% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 5,048 | 263 | 0.01% | 0.01% | 69 | -1,868 | -27.01% | Q1 2026 | Apr 23, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 5,035 | 262 | 0.13% | 0.24% | 70 | -3,030 | -37.57% | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | Added to | 4,849 | 252 | 0.15% | 0.18% | 71 | +13 | 0.27% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | New | 4,625 | 241 | 0.0% | — | 72 | +4,625 | New | Q1 2026 | May 05, 2026 |
| McCartney Wealth Management LLC | History | Added to | 4,591 | 239 | 0.2% | 0.21% | 73 | +40 | 0.88% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,460 | 232 | 0.0% | 0.0% | 74 | -1,237 | -21.71% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 4,395 | 228 | 0.0% | — | 75 | +4,395 | New | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Added to | 4,289 | 223 | 0.1% | 0.1% | 76 | +291 | 7.28% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,189 | 218 | 0.0% | 0.0% | 77 | -276 | -6.18% | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 4,151 | 216 | 0.02% | 0.02% | 78 | +300 | 7.79% | Q1 2026 | Apr 30, 2026 |
| Strategic Blueprint, LLC | History | Added to | 4,131 | 215 | 0.01% | 0.01% | 79 | +86 | 2.13% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,097 | 213 | 0.0% | 0.0% | 80 | +10 | 0.24% | Q1 2026 | Apr 20, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,042 | 210 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 3,839 | 200 | 0.13% | 0.16% | 82 | -331 | -7.94% | Q1 2026 | Apr 21, 2026 |
| Synergy Investment Management, LLC | History | New | 2,619 | 136 | 0.04% | — | 83 | +2,619 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,738 | 90 | 0.0% | 0.0% | 84 | +23 | 1.34% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,548 | 80 | 0.0% | 0.0% | 85 | -136 | -8.08% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,459 | 76 | 0.0% | — | 86 | +1,459 | New | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,352 | 74 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,333 | 69 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,355 | 68 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,000 | 52 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Costello Asset Management, INC | History | No change | 900 | 46 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 623 | 32 | 0.02% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 600 | 31 | 0.0% | — | 93 | +600 | New | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 589 | 30 | 0.0% | — | 94 | +589 | New | Q1 2026 | May 08, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 564 | 29 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,308 | 26 | 0.0% | 0.01% | 96 | -10,026 | -38.07% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 493 | 25 | 0.0% | 0.0% | 97 | -2,101 | -80.99% | Q1 2026 | Apr 07, 2026 |
| SYM FINANCIAL Corp | History | Added to | 473 | 24 | 0.0% | 0.0% | 98 | +1 | 0.21% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 439 | 22 | 0.01% | 0.0% | 99 | +369 | 527.14% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 405 | 21 | 0.0% | 0.0% | 100 | +1 | 0.25% | Q1 2026 | Apr 13, 2026 |
| Crewe Advisors LLC | History | No change | 227 | 11 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | No change | 191 | 9 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Covestor Ltd | History | Added to | 161 | 8 | 0.01% | 0.0% | 103 | +79 | 96.34% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | New | 108 | 5 | 0.0% | — | 104 | +108 | New | Q1 2026 | Apr 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wiser Advisor Group LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -15,034 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,475 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,381 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,179 | -100.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,179 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,028 | -100.0% | Q1 2026 | May 12, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,015 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Traynor Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,887 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,714 | -100.0% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -81 | -92.05% | Q1 2026 | May 15, 2026 |