Who Owns WISDOMTREE TR (NTSI)? -- Institutional Holders (2026-03-31)
42 institutions reported holding $406.4M of WISDOMTREE TR (NTSI) in SEC 13F filings for 2026-03-31. Largest institutional holders: HALBERT HARGROVE GLOBAL ADVISORS, LLC ($137.3M), SYM FINANCIAL Corp ($107.4M), CWM, LLC ($39.9M), WJ Interests, LLC ($30.2M), OneDigital Investment Advisors LLC ($22.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $137.3M | 3.1M | Added |
| 2 | SYM FINANCIAL Corp | $107.4M | 2.4M | Added |
| 3 | CWM, LLC | $39.9M | 906,989 | Added |
| 4 | WJ Interests, LLC | $30.2M | 686,660 | Added |
| 5 | OneDigital Investment Advisors LLC | $22.3M | 505,718 | Added |
| 6 | Wealthcare Advisory Partners LLC | $13.1M | 297,439 | Added |
| 7 | 46 Peaks LLC | $12.4M | 281,364 | Added |
| 8 | Professional Financial Advisors, LLC | $10.5M | 237,783 | Trimmed |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.5M | 123,964 | Added |
| 10 | JANE STREET GROUP, LLC | $5.2M | 117,341 | New |
| 11 | LPL Financial LLC | $3.2M | 71,869 | Trimmed |
| 12 | MATHER GROUP, LLC. | $3.1M | 70,109 | New |
| 13 | JPMORGAN CHASE & CO | $2.7M | 64,219 | Added |
| 14 | AQR CAPITAL MANAGEMENT LLC | $2.7M | 61,895 | Trimmed |
| 15 | Fermata Advisors, LLC | $2.3M | 53,236 | Trimmed |
| 16 | OSAIC HOLDINGS, INC. | $1.3M | 29,700 | Added |
| 17 | GOLDMAN SACHS GROUP INC | $1.3M | 28,813 | New |
| 18 | Kestra Advisory Services, LLC | $1.2M | 26,348 | Added |
| 19 | Leading Edge Financial Planning LLC | $1.1M | 24,298 | Added |
| 20 | WealthPlan Investment Management, LLC | $879,303 | 19,980 | Added |
| 21 | COMMONWEALTH EQUITY SERVICES, LLC | $830,970 | 18,881 | Trimmed |
| 22 | IHT Wealth Management, LLC | $630,531 | 14,327 | Added |
| 23 | Avion Wealth | $371,000 | 8,437 | Hold |
| 24 | SteelPeak Wealth, LLC | $273,728 | 6,220 | New |
| 25 | Accurate Wealth Management, LLC | $211,140 | 4,599 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31