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 | 5,441,149 | 298,229 | 14.16% | 14.34% | 1 | -38,274 | -0.7% | Q4 2025 | Jan 23, 2026 |
| CWM, LLC | History | Added to | 1,378,802 | 75,572 | 0.2% | 0.22% | 2 | +11,002 | 0.8% | Q4 2025 | Jan 26, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 932,701 | 51,121 | 1.0% | 1.06% | 3 | -8,614 | -0.92% | Q4 2025 | Jan 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 702,670 | 38,513 | 0.38% | 0.39% | 4 | -1,293 | -0.18% | Q4 2025 | Feb 13, 2026 |
| RATIONAL ADVISORS, INC. | History | Reduced | 646,098 | 35,412 | 3.63% | 3.83% | 5 | -67,595 | -9.47% | Q4 2025 | Feb 10, 2026 |
| Cetera Investment Advisers | History | Added to | 561,943 | 30,800 | 0.03% | 0.03% | 6 | +4,005 | 0.72% | Q4 2025 | Feb 17, 2026 |
| Professional Financial Advisors, LLC | History | Reduced | 488,331 | 26,765 | 5.47% | 5.6% | 7 | -5,075 | -1.03% | Q4 2025 | Jan 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 477,701 | 26,574 | 0.04% | 0.04% | 8 | -2,014 | -0.42% | Q4 2025 | Jan 08, 2026 |
| WJ Interests, LLC | History | Reduced | 463,805 | 25,421 | 10.94% | 10.82% | 9 | -33,228 | -6.69% | Q4 2025 | Jan 26, 2026 |
| 46 Peaks LLC | History | New | 428,515 | 23,486 | 17.22% | — | 10 | +428,515 | New | Q4 2025 | Feb 26, 2026 |
| LPL Financial LLC | History | Added to | 335,030 | 18,362 | 0.01% | 0.01% | 11 | +14,602 | 4.56% | Q4 2025 | Feb 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 243,247 | 13,332 | 0.01% | 0.01% | 12 | -3,061 | -1.24% | Q4 2025 | Feb 17, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 184,138 | 10,092 | 0.0% | 0.01% | 13 | -3,952 | -2.1% | Q4 2025 | Feb 10, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 161,290 | 8,840 | 0.7% | 0.58% | 14 | +30,001 | 22.85% | Q4 2025 | Feb 17, 2026 |
| Fermata Advisors, LLC | History | Reduced | 123,765 | 6,783 | 1.63% | 1.71% | 15 | -1,424 | -1.14% | Q4 2025 | Jan 08, 2026 |
| Bravias Capital Group, LLC | History | Added to | 104,845 | 5,746 | 3.47% | 3.46% | 16 | +8,748 | 9.1% | Q4 2025 | Jan 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 82,800 | 4,538 | 0.02% | 0.02% | 17 | -631 | -0.76% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 80,575 | 4,416 | 0.02% | 0.02% | 18 | -215 | -0.27% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 79,596 | 4,362 | 0.0% | 0.0% | 19 | +9,938 | 14.27% | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 68,222 | 3,739 | 0.01% | 0.02% | 20 | -253,163 | -78.77% | Q4 2025 | Feb 17, 2026 |
| CIBC WORLD MARKETS CORP | History | New | 64,467 | 3,533 | 0.02% | — | 21 | +64,467 | New | Q4 2025 | Feb 12, 2026 |
| RHS Financial, LLC | History | Reduced | 52,410 | 2,872 | 1.4% | 1.5% | 22 | -1,384 | -2.57% | Q4 2025 | Jan 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,035 | 2,797 | 0.0% | 0.0% | 23 | -873 | -1.68% | Q4 2025 | Feb 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 49,400 | 2,707 | 0.0% | 0.0% | 24 | +35,562 | 256.99% | Q4 2025 | Feb 11, 2026 |
| Leading Edge Financial Planning LLC | History | Added to | 37,547 | 2,057 | 0.47% | 0.48% | 25 | +2,156 | 6.09% | Q4 2025 | Jan 21, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 36,578 | 2,004 | 0.23% | 0.21% | 26 | +3,026 | 9.02% | Q4 2025 | Jan 02, 2026 |
| Morton Capital Management LLC/CA | History | Added to | 32,964 | 1,806 | 0.28% | 0.29% | 27 | +99 | 0.3% | Q4 2025 | Feb 03, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 27,702 | 1,518 | 0.07% | 0.07% | 28 | -900 | -3.15% | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 27,491 | 1,506 | 0.16% | 0.16% | 29 | +850 | 3.19% | Q4 2025 | Feb 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 26,334 | 1,443 | 0.01% | 0.0% | 30 | +11,421 | 76.58% | Q4 2025 | Feb 18, 2026 |
| Herold Advisors, Inc. | History | Reduced | 25,000 | 1,370 | 0.31% | 0.32% | 31 | -1,000 | -3.85% | Q4 2025 | Feb 17, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 24,077 | 1,319 | 0.52% | 3.95% | 32 | -233,050 | -90.64% | Q4 2025 | Feb 11, 2026 |
| Wright Wealth LLC | History | New | 23,367 | 1,280 | 0.83% | — | 33 | +23,367 | New | Q4 2025 | Feb 13, 2026 |
| Innova Wealth Partners | History | Added to | 23,030 | 1,262 | 0.64% | 0.66% | 34 | +221 | 0.97% | Q4 2025 | Jan 07, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 21,973 | 1,223 | 0.16% | 0.16% | 35 | -842 | -3.69% | Q4 2025 | Jan 14, 2026 |
| Sierra Capital LLC | History | No change | 21,439 | 1,175 | 0.12% | 0.13% | 36 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,334 | 1,169 | 0.0% | 0.0% | 37 | -80 | -0.37% | Q4 2025 | Feb 05, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 20,568 | 1,127 | 0.98% | 1.03% | 38 | -2,759 | -11.83% | Q4 2025 | Feb 05, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 20,066 | 1,099 | 0.04% | 0.04% | 39 | -100 | -0.5% | Q4 2025 | Jan 27, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 18,318 | 1,004 | 0.06% | 0.06% | 40 | +195 | 1.08% | Q4 2025 | Feb 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,669 | 968 | 0.0% | 0.0% | 41 | +53 | 0.3% | Q4 2025 | Mar 16, 2026 |
| REAP Financial Group, LLC | History | Reduced | 16,495 | 904 | 0.18% | 0.2% | 42 | -505 | -2.97% | Q4 2025 | Feb 10, 2026 |
| ACT Advisors, LLC. | History | Reduced | 16,108 | 882 | 0.35% | 0.36% | 43 | -492 | -2.96% | Q4 2025 | Jan 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Reduced | 15,034 | 824 | 0.85% | 0.74% | 44 | -905 | -5.68% | Q4 2025 | Jan 16, 2026 |
| Bison Wealth, LLC | History | New | 15,751 | 809 | 0.09% | — | 45 | +15,751 | New | Q4 2025 | Mar 24, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14,709 | 806 | 0.05% | 0.06% | 46 | -722 | -4.68% | Q4 2025 | Feb 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 13,900 | 761 | 0.0% | 0.0% | 47 | +700 | 5.3% | Q4 2025 | Mar 09, 2026 |
| Mariner, LLC | History | New | 13,475 | 738 | 0.0% | — | 48 | +13,475 | New | Q4 2025 | Feb 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,773 | 700 | 0.01% | 0.01% | 49 | +38 | 0.3% | Q4 2025 | Jan 26, 2026 |
| United Advisor Group, LLC | History | Added to | 12,415 | 680 | 0.08% | 0.09% | 50 | +416 | 3.47% | Q4 2025 | Jan 26, 2026 |
| NDWM LLC | History | Reduced | 12,309 | 674 | 0.45% | 0.45% | 51 | -40 | -0.32% | Q4 2025 | Feb 05, 2026 |
| IHT Wealth Management, LLC | History | New | 11,896 | 660 | 0.02% | — | 52 | +11,896 | New | Q4 2025 | Feb 17, 2026 |
| Western Wealth Management, LLC | History | Reduced | 11,008 | 603 | 0.03% | 0.03% | 53 | -1,156 | -9.5% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,450 | 572 | 0.0% | 0.0% | 54 | +5,320 | 103.7% | Q4 2025 | Feb 17, 2026 |
| Wedmont Private Capital | History | No change | 10,054 | 557 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Avion Wealth | History | No change | 9,783 | 536 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 9,132 | 501 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Frontier Asset Management, LLC | History | New | 8,927 | 489 | 0.11% | — | 58 | +8,927 | New | Q4 2025 | Feb 04, 2026 |
| AE Wealth Management LLC | History | Added to | 8,297 | 454 | 0.0% | 0.0% | 59 | +2,048 | 32.77% | Q4 2025 | Jan 26, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 8,065 | 442 | 0.24% | 0.21% | 60 | +914 | 12.78% | Q4 2025 | Feb 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 8,030 | 440 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Astra Wealth Partners LLC | History | No change | 7,800 | 427 | 0.25% | 0.28% | 62 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,381 | 404 | 0.0% | — | 63 | +7,381 | New | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,123 | 390 | 0.01% | 0.01% | 64 | +414 | 6.17% | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 6,916 | 379 | 0.01% | 0.01% | 65 | +18 | 0.26% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,697 | 312 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 5,240 | 287 | 0.0% | — | 67 | +5,240 | New | Q4 2025 | Feb 17, 2026 |
| Cambria Investment Management, L.P. | History | No change | 5,179 | 283 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Empowered Funds, LLC | History | No change | 5,179 | 283 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| TopTier Wealth Management, LLC | History | New | 4,836 | 265 | 0.18% | — | 70 | +4,836 | New | Q4 2025 | Feb 12, 2026 |
| McCartney Wealth Management LLC | History | New | 4,551 | 249 | 0.21% | — | 71 | +4,551 | New | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 4,465 | 244 | 0.0% | 0.01% | 72 | -215 | -4.59% | Q4 2025 | Jan 16, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 4,170 | 228 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,087 | 224 | 0.0% | 0.0% | 74 | +10 | 0.25% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | New | 4,045 | 221 | 0.01% | — | 75 | +4,045 | New | Q4 2025 | Jan 30, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 4,042 | 221 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| IFG Advisory, LLC | History | Added to | 4,028 | 220 | 0.01% | 0.01% | 78 | +83 | 2.1% | Q4 2025 | Feb 10, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 4,015 | 220 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Team Financial Group, LLC | History | Added to | 3,998 | 219 | 0.1% | 0.09% | 79 | +292 | 7.88% | Q4 2025 | Jan 13, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,887 | 213 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,851 | 211 | 0.02% | 0.02% | 81 | -923 | -19.33% | Q4 2025 | Jan 26, 2026 |
| Clearstead Advisors, LLC | History | No change | 3,714 | 203 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,594 | 142 | 0.0% | 0.0% | 83 | +1,230 | 90.18% | Q4 2025 | Jan 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,715 | 93 | 0.0% | 0.0% | 84 | +838 | 95.55% | Q4 2025 | Feb 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,684 | 92 | 0.0% | 0.0% | 85 | +1,045 | 163.54% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,355 | 75 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,352 | 74 | 0.0% | 0.0% | 87 | +3 | 0.22% | Q4 2025 | Feb 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,333 | 73 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | New | 1,000 | 54 | 0.04% | — | 89 | +1,000 | New | Q4 2025 | Feb 02, 2026 |
| Costello Asset Management, INC | History | No change | 900 | 49 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 623 | 34 | 0.03% | 0.01% | 91 | +529 | 562.77% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 564 | 30 | 0.02% | — | 92 | +564 | New | Q4 2025 | Feb 11, 2026 |
| SYM FINANCIAL Corp | History | Added to | 472 | 25 | 0.0% | 0.0% | 93 | +1 | 0.21% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | No change | 404 | 22 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS Group AG | History | New | 328 | 17 | 0.0% | — | 95 | +328 | New | Q4 2025 | Jan 29, 2026 |
| Crewe Advisors LLC | History | No change | 227 | 12 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Covestor Ltd | History | No change | 82 | 5 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 88 | 4 | 0.0% | — | 98 | +84 | 2100.0% | Q4 2025 | Feb 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -32,310 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,486 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,768 | -100.0% | Q3 2025 | Oct 31, 2025 |
| CIBC Private Wealth Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -874 | -100.0% | Q3 2025 | Nov 24, 2025 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q3 2025 | Oct 22, 2025 |