WISDOMTREE TR
CUSIP 97717W471
Wisdomtree Tr has 68 institutional holders in Filings Flow’s 13F database, together reporting 8.84M shares worth $231M as of Q1 2026. The largest reported holders are Assetmark, Inc, Genwealth Group, Inc., and Commonwealth Equity Services, LLC.
Institutional Holders
68
Q1 2026
Reported Value
$231M
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 |
|---|---|---|---|---|
| Reyes Financial Architecture, Inc.$122M AUM | 6.56% | $8M | 304.7K | Q1 2026OLDER |
| GenWealth Group, Inc.$584M AUM | 3.42% | $20M | 759.2K | Q1 2026OLDER |
| Summit Place Financial Advisors, LLC$208M AUM | 2.34% | $5M | 184.7K | Q1 2026OLDER |
| Encompass More Asset Management$597M AUM | 1.94% | $12M | 438.8K | Q1 2026OLDER |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$594M AUM | 0.79% | $4M | 171.2K | Q4 2025OLDER |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.74% | $14M | 530.7K | Q1 2026OLDER |
| WAYSTONE ADVISORS LLC$112M AUM | 0.68% | $763,020 | 29.0K | Q1 2026OLDER |
| MOULTON WEALTH MANAGEMENT, INC$152M AUM | 0.64% | $971,583 | 36.3K | Q2 2026 |
| Fortis Group Advisors, LLC$605M AUM | 0.63% | $4M | 136.3K | Q3 2025OLDER |
| Advyzon Investment Management, LLC$1.1B AUM | 0.52% | $6M | 220.1K | Q1 2026OLDER |
| VestGen Investment Management$181M AUM | 0.51% | $928,422 | 35.3K | Q1 2026OLDER |
| Trek Financial, LLC$1.9B AUM | 0.51% | $9M | 323.7K | Q3 2025OLDER |
| Legacy Wealth Partners, LLC$399M AUM | 0.47% | $2M | 71.1K | Q1 2026OLDER |
| COWA, LLC$371M AUM | 0.39% | $1M | 54.6K | Q1 2026OLDER |
| Maridea Wealth Management LLC$688M AUM | 0.38% | $3M | 100.1K | Q1 2026OLDER |
| Balefire, LLC$613M AUM | 0.28% | $2M | 63.2K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.26% | $6M | 219.3K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.17% | $82M | 3.13M | Q1 2026OLDER |
| Sovereign Financial Group, Inc.$576M AUM | 0.16% | $915,520 | 34.8K | Q1 2026OLDER |
| Legacy Capital Wealth Partners, LLC$485M AUM | 0.12% | $555,246 | 21.0K | Q3 2025OLDER |
| WBI INVESTMENTS, LLC$362M AUM | 0.10% | $361,761 | 13.7K | Q1 2026OLDER |
| Kaizen Financial Strategies$236M AUM | 0.09% | $207,120 | 8.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.09% | $13M | 512.5K | Q2 2026 |
| Worth Asset Management, LLC$313M AUM | 0.07% | $233,688 | 8.7K | Q2 2026 |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 38.7K | Q1 2026OLDER |
| J. Safra Sarasin Holding AG$5.9B AUM | 0.05% | $3M | 119.4K | Q1 2026OLDER |
| Brookwood Investment Group LLC$810M AUM | 0.05% | $423,123 | 16.1K | Q1 2026OLDER |
| Ignite Planners, LLC$648M AUM | 0.05% | $298,555 | 11.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.05% | $1M | 44.1K | Q1 2026OLDER |
| Hilltop Holdings Inc.$1.1B AUM | 0.04% | $462,065 | 17.5K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.04% | $1M | 40.2K | Q1 2026OLDER |
| GeoWealth Management, LLC$2.8B AUM | 0.04% | $1M | 38.1K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.03% | $1M | 40.0K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.02% | $15M | 583.2K | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.02% | $68,086 | 2.6K | Q4 2025OLDER |
| Vident Advisory, LLC$11.7B AUM | 0.02% | $2M | 73.5K | Q4 2025OLDER |
| Ascent Group, LLC$2.9B AUM | 0.01% | $420,622 | 16.0K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.01% | $1M | 51.6K | Q1 2026OLDER |
| PFG Investments, LLC$2.1B AUM | 0.01% | $227,213 | 8.6K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.01% | $293,991 | 11.4K | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $8M | 305.3K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.01% | $704,749 | 26.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3M | 99.6K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $3M | 114.1K | Q1 2026OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $121,513 | 4.6K | Q2 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.00% | $45,845 | 1.8K | Q4 2025OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $23,960 | 910 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $210,772 | 8.0K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $9M | 342.0K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 200.1K | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.00% | $5,755 | 219 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 152.7K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $563,084 | 21.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $20,037 | 761 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $3M | 129.6K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $303,796 | 11.5K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 125.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $5M | 197.3K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 92.8K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $7,478 | 284 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $15,113 | 574 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $6,172 | 233 | Q1 2026OLDER |
| Global Wealth Strategies & Associates$528M AUM | 0.00% | $790 | 30 | Q1 2026OLDER |
| WOLVERINE TRADING, LLC$138.7B AUM | 0.00% | $242,696 | 9.2K | Q3 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $392,870 | 14.9K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $943,825 | 35.8K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $977,501 | 37.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $17,904 | 680 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $1M | 42.0K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $4,102 | 159 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $35,651 | 1.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $24,665 | 956 | Q4 2025OLDER |
| Horizon Investments, LLC$8.9B AUM | 0.00% | $2,896 | 110 | Q1 2026OLDER |
| TCTC Holdings, LLC$3.5B AUM | 0.00% | $568 | 22 | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $2,580 | 100 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $2,238 | 85 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $5,450 | 207 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $32,000 | 1.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $79 | 3 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2,987 | 113 | Q3 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $30,066 | 1.1K | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $2,791 | 106 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $439 | 17 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $4 | 0 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.