Who Owns WISDOMTREE TR (NTSI)? -- Institutional Holders (2026-06-30)
44 institutions reported holding $376.0M of WISDOMTREE TR (NTSI) in SEC 13F filings for 2026-06-30. Largest institutional holders: HALBERT HARGROVE GLOBAL ADVISORS, LLC ($146.0M), SYM FINANCIAL Corp ($114.8M), OneDigital Investment Advisors LLC ($23.5M), Wealthcare Advisory Partners LLC ($14.4M), WJ Interests, LLC ($14.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $146.0M | 3.1M | Added |
| 2 | SYM FINANCIAL Corp | $114.8M | 2.5M | Added |
| 3 | OneDigital Investment Advisors LLC | $23.5M | 505,034 | Trimmed |
| 4 | Wealthcare Advisory Partners LLC | $14.4M | 309,093 | Added |
| 5 | WJ Interests, LLC | $14.3M | 307,311 | Trimmed |
| 6 | 46 Peaks LLC | $12.8M | 275,260 | Trimmed |
| 7 | Professional Financial Advisors, LLC | $12.0M | 258,504 | Added |
| 8 | MATHER GROUP, LLC. | $9.0M | 193,379 | Added |
| 9 | LPL Financial LLC | $3.7M | 80,359 | Added |
| 10 | JPMORGAN CHASE & CO | $3.6M | 77,473 | Added |
| 11 | JANE STREET GROUP, LLC | $3.2M | 68,347 | Trimmed |
| 12 | AQR CAPITAL MANAGEMENT LLC | $3.2M | 67,887 | Added |
| 13 | REGIONS FINANCIAL CORP | $2.4M | 51,958 | New |
| 14 | Fermata Advisors, LLC | $2.4M | 51,793 | Trimmed |
| 15 | OSAIC HOLDINGS, INC. | $1.6M | 33,639 | Added |
| 16 | CITADEL ADVISORS LLC | $1.4M | 29,598 | New |
| 17 | Leading Edge Financial Planning LLC | $1.3M | 27,194 | Added |
| 18 | Kestra Advisory Services, LLC | $1.2M | 25,709 | Trimmed |
| 19 | GOLDMAN SACHS GROUP INC | $1.1M | 22,990 | Trimmed |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | $872,930 | 18,732 | Trimmed |
| 21 | WealthPlan Investment Management, LLC | $726,233 | 15,584 | Trimmed |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $587,812 | 12,614 | Trimmed |
| 23 | Avion Wealth | $393,000 | 8,437 | Hold |
| 24 | SteelPeak Wealth, LLC | $309,334 | 6,638 | Added |
| 25 | Alvarez & Marsal Private Wealth Partners, LLC | $240,596 | 5,163 | New |
Source: SEC Form 13F filings · as of 2026-06-30