13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
NTSX

WISDOMTREE TR

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

CUSIP 97717Y790·111 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$709M
61.0% inst. owned
of float
Holders
111
+125 QoQ
filers reporting
Activity
+71 / −6
+952 added · −935 reduced
this quarter
Concentration
39.86%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

111 institutions reported NTSX in Q1 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 39.9% of the visible book. +125 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$283M5.4M13.63%Q1 202602
CWM, LLC
CIK 0001535847
$74M1.4M0.19%Q1 202603
RATIONAL ADVISORS, INC.
CIK 0001143565
$69M1.3M7.08%Q1 202604
Wealthcare Advisory Partners LLC
CIK 0001683059
$52M988K1.00%Q1 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$32M610K0.31%Q1 202606
Cetera Investment Advisers
CIK 0001666741
$29M564K0.03%Q1 202607
Professional Financial Advisors, LLC
CIK 0001798221
$27M508K5.40%Q1 202608
WJ Interests, LLC
CIK 0001727642
$26M494K9.89%Q1 202609
46 Peaks LLC
CIK 0002112665
$23M443K16.82%Q1 202610
LPL Financial LLC
CIK 0001403438
$18M351K0.00%Q1 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$17M323K0.03%Q1 202612
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$13M254K0.01%Q1 202613
Perennial Investment Advisors, LLC
CIK 0001801523
$8M161K0.67%Q1 202614
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$8M159K0.00%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$7M134K0.03%Q1 202616
Fermata Advisors, LLC
CIK 0001859259
$6M119K1.40%Q1 202617
Bravias Capital Group, LLC
CIK 0002054328
$4M86K2.93%Q1 202618
Private Advisor Group, LLC
CIK 0001567755
$4M85K0.02%Q1 202619
OSAIC HOLDINGS, INC.
CIK 0001677044
$4M76K0.01%Q1 202620
Independent Advisor Alliance
CIK 0001696899
$4M75K0.04%Q1 2026
Page 1 of 6
91 more holders available. Log in →