16 institutions reported holding $329.4M 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), Wealthcare Advisory Partners LLC ($14.4M), WJ Interests, LLC ($14.3M), 46 Peaks LLC ($12.8M). 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 | Wealthcare Advisory Partners LLC | $14.4M | 309,093 | Added |
| 4 | WJ Interests, LLC | $14.3M | 307,311 | Trimmed |
| 5 | 46 Peaks LLC | $12.8M | 275,260 | Trimmed |
| 6 | Professional Financial Advisors, LLC | $12.0M | 258,504 | Added |
| 7 | MATHER GROUP, LLC. | $9.0M | 193,379 | Added |
| 8 | Fermata Advisors, LLC | $2.4M | 51,793 | Trimmed |
| 9 | Kestra Advisory Services, LLC | $1.2M | 25,709 | Trimmed |
| 10 | COMMONWEALTH EQUITY SERVICES, LLC | $872,930 | 18,732 | Trimmed |
| 11 | WealthPlan Investment Management, LLC | $726,233 | 15,584 | Trimmed |
| 12 | Avion Wealth | $393,000 | 8,437 | Hold |
| 13 | SteelPeak Wealth, LLC | $309,334 | 6,638 | Added |
| 14 | Triumph Capital Management | $84,346 | 1,810 | Added |
| 15 | Farther Finance Advisors, LLC | $2,330 | 50 | Trimmed |
| 16 | Accurate Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30