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

WISDOMTREE TR

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

CUSIP 97717Y790·116 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$704M
visible holders
Holders
116
filers reporting
Concentration
39.98%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

116 institutions reported NTSX in Q3 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 40.0% 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
$282M4.8M12.30%Q3 202602
CWM, LLC
CIK 0001535847
$74M1.4M0.19%Q1 202603
Wealthcare Advisory Partners LLC
CIK 0001683059
$61M1.0M1.16%Q2 202604
RATIONAL ADVISORS, INC.
CIK 0001143565
$43M735K3.98%Q2 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$36M612K0.30%Q2 202606
Cetera Investment Advisers
CIK 0001666741
$33M554K0.03%Q2 202607
Professional Financial Advisors, LLC
CIK 0001798221
$30M519K5.16%Q3 202608
46 Peaks LLC
CIK 0002112665
$23M387K14.35%Q2 202609
LPL Financial LLC
CIK 0001403438
$22M381K0.01%Q2 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$19M327K0.03%Q3 202611
AQR CAPITAL MANAGEMENT LLC
CIK 0001167557
$14M244K0.01%Q2 202612
WJ Interests, LLC
CIK 0001727642
$11M195K4.11%Q3 202613
Perennial Investment Advisors, LLC
CIK 0001801523
$10M161K0.63%Q2 202614
BNP PARIBAS FINANCIAL MARKETS
CIK 0001166588
$9M153K0.00%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$8M129K0.02%Q2 202616
Fermata Advisors, LLC
CIK 0001859259
$8M128K1.45%Q3 202617
REGIONS FINANCIAL CORP
CIK 0001281761
$6M96K0.03%Q2 202618
JPMORGAN CHASE & CO
CIK 0000019617
$5M92K0.00%Q2 202619
Bravias Capital Group, LLC
CIK 0002054328
$5M88K3.10%Q2 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M83K0.01%Q2 2026
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