WISDOMTREE TR
CUSIP 97717W323
Wisdomtree Tr has 57 institutional holders in Filings Flow’s 13F database, together reporting 2.56M shares worth $82M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Simplifi, Inc., and Cetera Investment Advisers.
Institutional Holders
57
Q1 2026
Reported Value
$82M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| SimpliFi, Inc.$238M AUM | 4.71% | $11M | 339.0K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.82% | $2M | 44.6K | Q2 2026 |
| Hobbs Group Advisors, LLC$334M AUM | 0.51% | $2M | 51.4K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.33% | $3M | 83.7K | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 0.27% | $1M | 41.6K | Q4 2025OLDER |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.20% | $301,623 | 9.1K | Q1 2026OLDER |
| One Capital Management, LLC$3.6B AUM | 0.15% | $5M | 163.4K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.11% | $202,016 | 6.1K | Q1 2026OLDER |
| GREENUP STREET WEALTH MANAGEMENT LLC$710M AUM | 0.08% | $544,175 | 19.0K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.07% | $4M | 130.5K | Q1 2026OLDER |
| Great Waters Wealth Management$1.1B AUM | 0.06% | $680,226 | 16.7K | Q2 2026 |
| United Advisor Group, LLC$811M AUM | 0.06% | $505,288 | 15.3K | Q1 2026OLDER |
| 180 WEALTH ADVISORS, LLC$997M AUM | 0.05% | $522,503 | 12.8K | Q2 2026 |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.05% | $227,963 | 5.6K | Q2 2026 |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.05% | $634,386 | 19.2K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.05% | $268,493 | 8.1K | Q1 2026OLDER |
| Clark Asset Management, LLC$1.3B AUM | 0.02% | $290,484 | 7.1K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 43.2K | Q1 2026OLDER |
| Orgel Wealth Management, LLC$4.6B AUM | 0.01% | $332,222 | 10.0K | Q1 2026OLDER |
| Princeton Global Asset Management LLC$613M AUM | 0.01% | $41,735 | 1.3K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $6M | 192.6K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $22M | 670.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $238,782 | 7.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.00% | $223,506 | 7.1K | Q4 2025OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $419,633 | 12.7K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $1M | 43.5K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $7,017 | 212 | Q1 2026OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $4M | 121.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $56,309 | 1.7K | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.00% | $231,860 | 7.0K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $49,684 | 1.5K | Q1 2026OLDER |
| Vermillion & White Wealth Management Group, LLC$174M AUM | 0.00% | $4,680 | 150 | Q4 2025OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.00% | $99,369 | 3.0K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $63,960 | 1.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $98,622 | 3.1K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $2M | 52.6K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $299,305 | 9.0K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $12,586 | 380 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $5,017 | 151 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $4M | 107.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $370,078 | 11.2K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $281,872 | 8.5K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 59.0K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $911,473 | 27.5K | Q1 2026OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $5,286 | 160 | Q1 2026OLDER |
| Integrity Financial Corp /WA$201M AUM | 0.00% | $459 | 16 | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $2M | 51.0K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 55.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $530 | 16 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $577,159 | 17.4K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.00% | $2,717 | 82 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $609,128 | 18.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $696,508 | 22.2K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $42,674 | 1.4K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $27,260 | 823 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2,159 | 65 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $994 | 30 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $15,767 | 476 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $15,767 | 476 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $11,174 | 350 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $134 | 4 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $33 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.