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 | No change | 5,356,465 | 316,299 | 13.68% | 13.68% | 1 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,031,715 | 60,922 | 1.16% | 1.16% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 735,041 | 43,404 | 3.98% | 3.98% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 611,866 | 36,130 | 0.3% | 0.3% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 554,125 | 32,721 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 519,335 | 30,355 | 5.16% | 5.29% | 6 | +1,135 | 0.22% | Q3 2026 | Oct 13, 2026 |
| 46 Peaks LLC | History | No change | 386,537 | 22,825 | 14.35% | 14.35% | 7 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LPL Financial LLC | History | No change | 380,758 | 22,483 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 327,397 | 19,434 | 0.03% | 0.03% | 9 | -358 | -0.11% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 244,408 | 14,432 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WJ Interests, LLC | History | No change | 192,789 | 11,384 | 4.39% | 4.39% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 161,472 | 9,534 | 0.63% | 0.63% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 152,814 | 9,023 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 129,199 | 7,629 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fermata Advisors, LLC | History | Added to | 128,387 | 7,504 | 1.45% | 1.4% | 15 | +10,714 | 9.1% | Q3 2026 | Oct 09, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 96,117 | 5,675 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | No change | 92,185 | 5,424 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bravias Capital Group, LLC | History | No change | 88,453 | 5,223 | 3.1% | 3.1% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 83,404 | 4,924 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 80,821 | 4,772 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 70,390 | 4,156 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 64,423 | 3,804 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHS Financial, LLC | History | Reduced | 52,162 | 3,048 | 1.03% | 1.25% | 23 | -352 | -0.67% | Q3 2026 | Oct 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 49,934 | 2,948 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Leading Edge Financial Planning LLC | History | No change | 43,755 | 2,583 | 0.46% | 0.46% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 38,901 | 2,273 | 0.22% | 0.22% | 26 | -150 | -0.38% | Q3 2026 | Oct 09, 2026 |
| Morton Capital Management LLC/CA | History | No change | 33,148 | 1,957 | 0.27% | 0.27% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 27,944 | 1,650 | 0.15% | 0.15% | 28 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 24,970 | 1,474 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Innova Wealth Partners | History | No change | 23,169 | 1,368 | 0.56% | 0.56% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Herold Advisors, Inc. | History | No change | 23,000 | 1,357 | 0.27% | 0.27% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sierra Capital LLC | History | No change | 21,439 | 1,265 | 0.12% | 0.12% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 20,888 | 1,233 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | No change | 19,882 | 1,174 | 0.44% | 0.44% | 34 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Belpointe Asset Management LLC | History | No change | 18,972 | 1,120 | 0.04% | 0.04% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 18,170 | 1,072 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | No change | 18,033 | 1,064 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wright Wealth LLC | History | No change | 17,718 | 1,046 | 0.63% | 0.63% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,714 | 927 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| United Advisor Group, LLC | History | No change | 15,457 | 912 | 0.1% | 0.1% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,641 | 864 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accurate Wealth Management, LLC | History | No change | 13,950 | 826 | 0.08% | 0.08% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 13,923 | 822 | 0.7% | 0.7% | 43 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Corient Private Wealth LP | History | No change | 13,900 | 820 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 13,397 | 791 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 13,119 | 774 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Merit Financial Group, LLC | History | No change | 12,845 | 758 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bison Wealth, LLC | History | Reduced | 12,530 | 747 | 0.06% | 0.08% | 48 | -1,861 | -12.93% | Q3 2026 | Oct 13, 2026 |
| Frontier Asset Management, LLC | History | No change | 12,216 | 721 | 0.13% | 0.13% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NDWM LLC | History | No change | 11,849 | 699 | 0.41% | 0.41% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ACT Advisors, LLC. | History | No change | 11,447 | 675 | 0.22% | 0.22% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10,608 | 626 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Western Wealth Management, LLC | History | No change | 10,275 | 606 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 10,054 | 596 | 0.01% | 0.02% | 54 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| REAP Financial Group, LLC | History | No change | 9,944 | 587 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avion Wealth | History | No change | 9,783 | 577 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Inspire Advisors, LLC | History | No change | 9,148 | 540 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 8,860 | 523 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AE Wealth Management LLC | History | No change | 8,514 | 502 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,804 | 460 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Astra Wealth Partners LLC | History | No change | 7,800 | 460 | 0.24% | 0.24% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quantinno Capital Management LP | History | No change | 6,519 | 384 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,517 | 325 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,284 | 312 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 5,174 | 305 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 5,102 | 301 | 0.14% | 0.14% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 5,059 | 298 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IHT Wealth Management, LLC | History | No change | 5,040 | 297 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,820 | 284 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 4,766 | 281 | 0.12% | 0.12% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | No change | 4,747 | 280 | 0.17% | 0.17% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| McCartney Wealth Management LLC | History | No change | 4,691 | 276 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Prospera Financial Services Inc | History | No change | 4,524 | 267 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 4,522 | 267 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,517 | 266 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Balentine LLC | History | No change | 4,465 | 263 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Team Financial Group, LLC | History | No change | 4,313 | 254 | 0.11% | 0.11% | 77 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,234 | 250 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,151 | 245 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vise Technologies, Inc. | History | No change | 4,110 | 242 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Traynor Capital Management, Inc. | History | No change | 3,887 | 229 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 3,839 | 226 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 3,760 | 222 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,715 | 219 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | No change | 3,561 | 210 | 0.09% | 0.09% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,357 | 198 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFG Advisory, LLC | History | No change | 2,913 | 172 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,904 | 171 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,121 | 125 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 1,509 | 89 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,355 | 79 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,333 | 77 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | No change | 1,000 | 59 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Costello Asset Management, INC | History | No change | 900 | 53 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 732 | 42 | 0.0% | 0.0% | 95 | -13 | -1.74% | Q3 2026 | Oct 08, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 623 | 36 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| VANGUARD ADVISERS INC | History | No change | 589 | 34 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 595 | 31 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 439 | 25 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 414 | 24 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 405 | 23 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SYM FINANCIAL Corp | History | No change | 344 | 20 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crewe Advisors LLC | History | No change | 227 | 13 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Covestor Ltd | History | No change | 199 | 12 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Partners LLC | History | No change | 191 | 11 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 116 | 6 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | No change | 106 | 6 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 106 | 6 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 56 | 3 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wiser Advisor Group LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Worth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,623 | -100.0% | Q3 2026 | Oct 07, 2026 |