13F Insight
DOSSIER · 13F Holders · Q2 2026
NTSX

WISDOMTREE TR

112 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y790·112 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$759M
visible holders
Holders
112
filers reporting
Concentration
41.67%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

112 institutions reported NTSX in Q2 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 41.7% 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
$316M5.4M13.68%Q2 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
$61M1.0M1.16%Q2 202605
OneDigital Investment Advisors LLC
CIK 0001690370
$32M610K0.31%Q1 202606
Professional Financial Advisors, LLC
CIK 0001798221
$31M518K5.29%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$29M564K0.03%Q1 202608
WJ Interests, LLC
CIK 0001727642
$26M494K9.89%Q1 202609
46 Peaks LLC
CIK 0002112665
$23M443K16.82%Q1 202610
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$19M328K0.03%Q2 202611
LPL Financial LLC
CIK 0001403438
$18M351K0.00%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
$7M118K1.41%Q2 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
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