WISDOMTREE TR

Ticker: NTSX CUSIP: 97717Y790 Class: US EFFICIENT COR

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,441,149$298,229
CWM, LLC1,378,802$76
Wealthcare Advisory Partners LLC932,701$51,121
OneDigital Investment Advisors LLC702,670$38,513
RATIONAL ADVISORS LLC646,098$35,413
Cetera Investment Advisers561,943$30,800
Professional Financial Advisors, LLC488,331$26,765
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC477,701$26,575
WJ Interests, LLC463,805$25,421
46 Peaks LLC428,515$23,487
LPL Financial LLC335,030$18,363
AQR CAPITAL MANAGEMENT LLC243,247$13,332
BNP PARIBAS ARBITRAGE, SA184,138$10,093
Perennial Investment Advisors, LLC161,290$8,840
Fermata Advisors, LLC123,765$6,784
Bravias Capital Group, LLC104,845$5,747
Kestra Advisory Services, LLC82,800$4,538
Private Advisor Group, LLC80,575$4,416
MORGAN STANLEY79,596$4,363
OSAIC HOLDINGS, INC.68,222$3,739
CIBC WORLD MARKETS CORP64,467$3,533
RHS Financial, LLC52,410$2,873
COMMONWEALTH EQUITY SERVICES, LLC51,035$2,797
JPMORGAN CHASE & CO49,400$2,708
Leading Edge Financial Planning LLC37,547$2,058
Insight Wealth Strategies, LLC36,578$2,005
Morton Capital Management LLC/CA32,964$1,807
Ausdal Financial Partners, Inc.27,702$1,518
Golden State Wealth Management, LLC27,491$1,507
NewEdge Advisors, LLC26,334$1,443
Herold Advisors, Inc.25,000$1,370
HOWARD BAILEY SECURITIES, LLC24,077$1,320
Wright Wealth LLC23,367$1,281
Innova Wealth Partners23,030$1,262
Accurate Wealth Management, LLC21,973$1,224
Sierra Capital LLC21,439$1
Cambridge Investment Research Advisors, Inc.21,334$1
ORBA Wealth Advisors, L.L.C.20,568$1,127
Belpointe Asset Management LLC20,066$1,100
WealthPlan Investment Management, LLC18,318$1,004
Rockefeller Capital Management L.P.17,669$968
REAP Financial Group, LLC16,495$904
ACT Advisors, LLC.16,108$883
Bison Wealth, LLC15,751$810
Oregon Pacific Wealth Management, LLC15,034$824
Sunbelt Securities, Inc.14,709$806
Corient Private Wealth LLC13,900$762
Mariner, LLC13,475$739
Merit Financial Group, LLC12,773$700
United Advisor Group, LLC12,415$680
NDWM LLC12,309$675
IHT Wealth Management, LLC11,896$661
Western Wealth Management, LLC11,008$603
Quantinno Capital Management LP10,450$573
Wedmont Private Capital10,054$558
Avion Wealth9,783$1
Janney Montgomery Scott LLC9,132$1
Frontier Asset Management, LLC8,927$489
AE Wealth Management LLC8,297$455
Barnes Wealth Management Group, Inc8,065$442
MERCER GLOBAL ADVISORS INC /ADV8,030$440
Astra Wealth Partners LLC7,800$428
SUSQUEHANNA INTERNATIONAL GROUP, LLP7,381$405
HARBOUR INVESTMENTS, INC.7,123$390
J.W. COLE ADVISORS, INC.6,916$379
CAPTRUST FINANCIAL ADVISORS5,697$312
ROYAL BANK OF CANADA5,240$287
Cambria Investment Management, L.P.5,179$284
Empowered Funds, LLC5,179$284
TopTier Wealth Management, LLC4,836$265
McCartney Wealth Management LLC4,551$249
Perigon Wealth Management, LLC4,465$245
Magnolia Private Wealth, LLC4,170$229
KESTRA PRIVATE WEALTH SERVICES, LLC4,087$224
Strategic Blueprint, LLC4,045$222
CARDIFF PARK ADVISORS, LLC4,042$222
IFG Advisory, LLC4,028$221
FLAGSHIP HARBOR ADVISORS, LLC4,015$220
Team Financial Group, LLC3,998$219
Traynor Capital Management, Inc.3,887$213
PRIVATE TRUST CO NA3,851$211
Clearstead Advisors, LLC3,714$204
Farther Finance Advisors, LLC2,594$142
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,715$94
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,684$92
Smartleaf Asset Management LLC1,355$75
Global Retirement Partners, LLC1,352$74
CoreCap Advisors, LLC1,333$73
CHAPMAN FINANCIAL GROUP, LLC1,000$55
Costello Asset Management, INC900$49
EVOLUTION WEALTH MANAGEMENT INC.623$34
Hilton Head Capital Partners, LLC564$31
SYM FINANCIAL Corp472$26
IFP Advisors, Inc404$22
UBS Group AG328$18
Crewe Advisors LLC227$12
FMR LLC88$5
Covestor Ltd82$0
Frazier Financial Advisors, LLC70$4
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC38$2
1 other institutions19$1
Total (101 institutions)13,985,655$688,049