WISDOMTREE TR
CUSIP 97717W430
Wisdomtree Tr has 58 institutional holders in Filings Flow’s 13F database, together reporting 7.19M shares worth $156M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Ubs Group AG, and Morgan Stanley.
Institutional Holders
58
Q1 2026
Reported Value
$156M
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 |
|---|---|---|---|---|
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 1.75% | $2M | 12.7K | Q4 2025OLDER |
| Systelligence, LLC$514M AUM | 1.52% | $8M | 354.9K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 1.26% | $2M | 89.5K | Q1 2026OLDER |
| GILPIN WEALTH MANAGEMENT, LLC$126M AUM | 0.50% | $626,735 | 28.5K | Q1 2026OLDER |
| Elevation Capital Advisory, LLC$235M AUM | 0.43% | $1M | 46.8K | Q4 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.38% | $6M | 272.7K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.26% | $1M | 45.6K | Q1 2026OLDER |
| Comprehensive Wealth Management, LLC$198M AUM | 0.23% | $385,930 | 17.1K | Q4 2025OLDER |
| VICUS CAPITAL$1.4B AUM | 0.21% | $3M | 128.7K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.20% | $373,522 | 16.6K | Q4 2025OLDER |
| Duncan Williams Asset Management, LLC$361M AUM | 0.10% | $345,843 | 15.7K | Q1 2026OLDER |
| Melone Private Wealth, LLC$263M AUM | 0.10% | $250,240 | 11.1K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.09% | $4M | 160.5K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.08% | $1M | 60.1K | Q1 2026OLDER |
| McAdam, LLC$2.2B AUM | 0.05% | $1M | 49.4K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.04% | $1M | 62.6K | Q1 2026OLDER |
| Howard Capital Management Inc.$6.1B AUM | 0.04% | $2M | 102.9K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.03% | $4M | 170.0K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.03% | $207,289 | 9.2K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.02% | $2M | 69.7K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $259,468 | 11.5K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $152,243 | 6.9K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $3M | 139.2K | Q1 2026OLDER |
| Garton & Associates Financial Advisors LLC$122M AUM | 0.01% | $18,177 | 807 | Q4 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $36M | 1.64M | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $35M | 1.58M | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $202,228 | 9.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 191.4K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$996M AUM | 0.00% | $37,272 | 1.7K | Q2 2026 |
| Front Row Advisors LLC$296M AUM | 0.00% | $9,684 | 440 | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $258,463 | 11.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $988,187 | 44.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $705,097 | 32.0K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $386,741 | 17.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 74.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $7M | 335.2K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $365,325 | 16.6K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,537 | 157 | Q4 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $1M | 60.9K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $5M | 219.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $16M | 710.3K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $181,553 | 8.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $253,709 | 11.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $35,257 | 1.6K | Q4 2025OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $435,130 | 19.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $16,711 | 758 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $281,542 | 12.6K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $18,246 | 829 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 171.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 65.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 96.6K | Q1 2026OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $4,556 | 207 | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $182,265 | 8.3K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $15,992 | 727 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $3,676 | 167 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $218,977 | 9.7K | Q4 2025OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $20,479 | 933 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $19,523 | 887 | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.00% | $23 | 1 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $30,000 | 1.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $25,223 | 1.1K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $61,025 | 2.8K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $1,686 | 75 | Q3 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3,301 | 150 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $10,702 | 486 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.