NTSE — Wisdomtree Tr Institutional Holders · Q2 2026
Who owns Wisdomtree Tr (NTSE)? 20 institutions reported holding $34.40M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Mather Group, Llc. ($11.2M), OneDigital Investment Advisors LLC ($8.5M), Wealthcare Advisory Partners LLC ($5.6M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $11.2M | 229,815 | Added |
| 2 | OneDigital Investment Advisors LLC | $8.5M | 175,369 | Trimmed |
| 3 | Wealthcare Advisory Partners LLC | $5.6M | 114,276 | Added |
| 4 | Professional Financial Advisors, LLC | $2.6M | 53,042 | Added |
| 5 | OLD MISSION CAPITAL LLC | $2.5M | 50,426 | Added |
| 6 | LPL Financial LLC | $2.1M | 43,856 | Added |
| 7 | DRIVE WEALTH MANAGEMENT, LLC | $1.1M | 22,493 | Trimmed |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | $302,890 | 6,231 | Trimmed |
| 9 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $276,563 | 5,689 | Trimmed |
| 10 | AQR CAPITAL MANAGEMENT LLC | $261,870 | 5,387 | Hold |
| 11 | OSAIC HOLDINGS, INC. | $40,100 | 825 | Added |
| 12 | Steward Partners Investment Advisory, LLC | $10,937 | 225 | Hold |
| 13 | ACTION POINT FINANCIAL PLANNING, LLC | $3,111 | 64 | New |
| 14 | Aptus Capital Advisors, LLC | $1,653 | 34 | Hold |
| 15 | Strategic Wealth Partners, Ltd. | $119 | 2 | Hold |
| 16 | MORGAN STANLEY | $57 | 1 | Hold |
| 17 | FMR LLC | $49 | 1 | New |
| 18 | JANE STREET GROUP, LLC | $0 | 0 | Exited |
| 19 | CARDIFF PARK ADVISORS, LLC | $0 | 0 | Exited |
| 20 | GOLDMAN SACHS GROUP INC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30