13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
NTSI

WISDOMTREE TR

41 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y634·41 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.8%
vs prior quarter
13F value held
$403M
45.0% inst. owned
of float
Holders
41
-48 QoQ
filers reporting
Activity
+55 / −37
+975 added · −781 reduced
this quarter
Concentration
34.04%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

41 institutions reported NTSI in Q1 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 34.0% of the visible book. -48 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$137M3.1M6.63%Q1 202602
SYM FINANCIAL Corp
CIK 0000764739
$107M2.4M10.73%Q1 202603
CWM, LLC
CIK 0001535847
$40M907K0.10%Q1 202604
WJ Interests, LLC
CIK 0001727642
$30M687K11.61%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$22M506K0.22%Q1 202606
Wealthcare Advisory Partners LLC
CIK 0001683059
$13M297K0.25%Q1 202607
46 Peaks LLC
CIK 0002112665
$12M281K9.02%Q1 202608
Professional Financial Advisors, LLC
CIK 0001798221
$10M238K2.13%Q1 202609
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M124K0.00%Q1 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M117K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$3M72K0.00%Q1 202612
MATHER GROUP, LLC.
CIK 0001527641
$3M70K0.03%Q1 202613
JPMORGAN CHASE & CO
CIK 0000019617
$3M64K0.00%Q1 202614
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$3M62K0.00%Q1 202615
Fermata Advisors, LLC
CIK 0001859259
$2M53K0.53%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M30K0.00%Q1 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M29K0.00%Q1 202618
Kestra Advisory Services, LLC
CIK 0001830819
$1M26K0.00%Q1 202619
Leading Edge Financial Planning LLC
CIK 0001967205
$1M24K0.23%Q1 202620
WealthPlan Investment Management, LLC
CIK 0001929986
$879,30320K0.05%Q1 2026
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