13F Insight
DOSSIER · 13F Holders · Q3 2026
NTSI

WISDOMTREE TR

42 institutions still hold WISDOMTREE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y634·42 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$411M
visible holders
Holders
42
filers reporting
Concentration
34.89%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

42 institutions reported NTSI in Q3 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 34.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$144M3.1M6.27%Q3 202602
SYM FINANCIAL Corp
CIK 0000764739
$115M2.5M9.23%Q2 202603
CWM, LLC
CIK 0001535847
$40M907K0.10%Q1 202604
OneDigital Investment Advisors LLC
CIK 0001690370
$24M505K0.20%Q2 202605
Wealthcare Advisory Partners LLC
CIK 0001683059
$15M316K0.25%Q3 202606
WJ Interests, LLC
CIK 0001727642
$14M302K4.99%Q3 202607
46 Peaks LLC
CIK 0002112665
$13M275K8.07%Q2 202608
Professional Financial Advisors, LLC
CIK 0001798221
$12M267K2.08%Q3 202609
MATHER GROUP, LLC.
CIK 0001527641
$9M194K0.08%Q3 202610
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M117K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$4M80K0.00%Q2 202612
JPMORGAN CHASE & CO
CIK 0000019617
$4M77K0.00%Q2 202613
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$3M68K0.00%Q2 202614
Fermata Advisors, LLC
CIK 0001859259
$3M57K0.51%Q3 202615
REGIONS FINANCIAL CORP
CIK 0001281761
$2M52K0.01%Q2 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M34K0.00%Q2 202617
CITADEL ADVISORS LLC
CIK 0001423053
$1M30K0.00%Q2 202618
Leading Edge Financial Planning LLC
CIK 0001967205
$1M27K0.23%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$1M26K0.00%Q2 202620
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M23K0.00%Q2 2026
Page 1 of 3
22 more holders available. Log in →