WISDOMTREE TR
CUSIP 97717W562
Wisdomtree Tr has 160 institutional holders in Filings Flow’s 13F database, together reporting 6.59M shares worth $378M as of Q1 2026. The largest reported holders are Morgan Stanley, Ubs Group AG, and Lpl Financial LLC.
Institutional Holders
160
Q1 2026
Reported Value
$378M
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 |
|---|---|---|---|---|
| TopTier Wealth Management, LLC$163M AUM | 3.38% | $5M | 94.7K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 2.98% | $17M | 288.0K | Q1 2026OLDER |
| Kathleen S. Wright Associates Inc.$270M AUM | 2.78% | $7M | 134.1K | Q3 2025OLDER |
| Defined Financial Planning LLC$121M AUM | 2.36% | $3M | 51.3K | Q3 2025OLDER |
| Shore Point Advisors, LLC$253M AUM | 2.16% | $5M | 94.3K | Q1 2026OLDER |
| Dala Group, LLC$115M AUM | 1.31% | $2M | 26.6K | Q2 2026 |
| Three Bearings Fiduciary Advisors, Inc.$112M AUM | 1.02% | $1M | 16.8K | Q2 2026 |
| Claris Financial LLC$183M AUM | 0.77% | $1M | 24.2K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.65% | $1M | 24.2K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.56% | $7M | 114.9K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.47% | $1M | 19.2K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.46% | $4M | 61.7K | Q1 2026OLDER |
| Forefront Analytics, LLC$110M AUM | 0.43% | $477,881 | 8.2K | Q1 2026OLDER |
| New Perspectives, Inc$289M AUM | 0.42% | $1M | 20.9K | Q1 2026OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.36% | $8M | 138.3K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.28% | $3M | 56.0K | Q1 2026OLDER |
| Forefront Wealth Partners, LLC$239M AUM | 0.25% | $996,257 | 17.8K | Q3 2025OLDER |
| MOLLER WEALTH PARTNERS$507M AUM | 0.21% | $1M | 18.4K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.21% | $661,076 | 11.4K | Q1 2026OLDER |
| S.A. Mason LLC$266M AUM | 0.21% | $548,560 | 9.4K | Q1 2026OLDER |
| Wilson & Boucher Capital Management, LLC$151M AUM | 0.15% | $226,390 | 3.9K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.15% | $9M | 156.6K | Q1 2026OLDER |
| Essential Planning, LLC.$315M AUM | 0.14% | $437,596 | 7.5K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.13% | $327,443 | 5.6K | Q1 2026OLDER |
| Freedom Investment Management, Inc.$337M AUM | 0.11% | $386,116 | 6.7K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.11% | $275,904 | 4.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.09% | $1M | 20.9K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.09% | $393,931 | 5.8K | Q2 2026 |
| Wealthcare Capital Partners, LLC$242M AUM | 0.08% | $203,909 | 3.0K | Q2 2026 |
| PSI Advisors, LLC$418M AUM | 0.08% | $342,082 | 5.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.08% | $391,820 | 6.7K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.07% | $159,362 | 2.7K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.06% | $811,193 | 14.0K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.06% | $2M | 28.2K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.06% | $298,719 | 5.1K | Q1 2026OLDER |
| MEANS INVESTMENT CO., INC.$1.1B AUM | 0.06% | $633,593 | 10.9K | Q1 2026OLDER |
| Essex Bank$452M AUM | 0.05% | $243,768 | 4.2K | Q1 2026OLDER |
| Claro Advisors Inc.$830M AUM | 0.05% | $409,494 | 7.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.05% | $10M | 173.3K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.05% | $266,560 | 4.6K | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.04% | $449,487 | 7.7K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.04% | $78,719 | 1.4K | Q1 2026OLDER |
| Indiana Trust & Investment Management Co$324M AUM | 0.04% | $124,398 | 2.1K | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.04% | $95,669 | 1.6K | Q1 2026OLDER |
| KMG FIDUCIARY PARTNERS, LLC$1.1B AUM | 0.03% | $470,540 | 8.1K | Q1 2026OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.03% | $205,318 | 3.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.03% | $5M | 78.9K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.03% | $776,338 | 13.4K | Q1 2026OLDER |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE$674M AUM | 0.03% | $225,693 | 3.9K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.03% | $59,907 | 1.0K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.03% | $4M | 75.6K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.03% | $48,297 | 832 | Q1 2026OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.03% | $980,786 | 16.9K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.03% | $312,070 | 4.9K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $3M | 44.2K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.03% | $858,894 | 14.8K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.03% | $249,029 | 4.3K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $592,756 | 10.2K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 0.02% | $264,381 | 3.9K | Q2 2026 |
| Global Retirement Partners, LLC$5.6B AUM | 0.02% | $1M | 22.4K | Q4 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.02% | $21M | 361.6K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $5M | 79.8K | Q1 2026OLDER |
| Pine Valley Investments Ltd Liability Co$2.2B AUM | 0.02% | $450,449 | 7.8K | Q2 2026 |
| UHLMANN PRICE SECURITIES, LLC$1.5B AUM | 0.02% | $304,778 | 5.3K | Q1 2026OLDER |
| Clear Creek Financial Management, LLC$1.3B AUM | 0.02% | $203,054 | 3.5K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.01% | $854,398 | 15.3K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $183,550 | 3.2K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.01% | $222,617 | 3.8K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $1M | 18.5K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $309,926 | 5.3K | Q2 2026 |
| PlanVest Financial, Inc$131M AUM | 0.01% | $15,020 | 258 | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.01% | $13,558 | 238 | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.01% | $2M | 34.6K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $628,419 | 10.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $360,653 | 6.2K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $35M | 594.8K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $493,272 | 8.5K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $394,252 | 6.3K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $7M | 124.2K | Q1 2026OLDER |
| Godfrey Financial Associates, Inc.$117M AUM | 0.01% | $8,881 | 153 | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $21,187 | 365 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $294,059 | 5.1K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $382,683 | 6.7K | Q4 2025OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $42M | 715.8K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.01% | $26M | 452.8K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.01% | $105,243 | 1.8K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $220,973 | 3.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.01% | $1M | 18.0K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $424,980 | 7.3K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.01% | $27,935 | 500 | Q3 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $3M | 46.9K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $152,934 | 2.3K | Q2 2026 |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $302,457 | 5.2K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $302,165 | 5.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 204.2K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.00% | $21,768 | 375 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 41.4K | Q1 2026OLDER |
| LOWE BROCKENBROUGH & CO INC$2.0B AUM | 0.00% | $69,658 | 1.2K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.00% | $3,743 | 67 | Q3 2025OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $31,317 | 539 | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.00% | $254,253 | 4.4K | Q1 2026OLDER |
| Addison Advisors LLC$452M AUM | 0.00% | $13,061 | 225 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $52,244 | 900 | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $110,293 | 1.9K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $207,379 | 3.6K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $42M | 733.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $3M | 46.0K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $900,133 | 15.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $31M | 527.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $378,942 | 6.5K | Q1 2026OLDER |
| Nova Wealth Management, Inc.$154M AUM | 0.00% | $3,091 | 53 | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $448,600 | 7.7K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $356,767 | 6.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $157,196 | 2.7K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 145.5K | Q2 2026 |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $236,715 | 4.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $32,914 | 567 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $7M | 129.2K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $16,369 | 282 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $5M | 78.5K | Q1 2026OLDER |
| Cheviot Value Management, LLC$996M AUM | 0.00% | $11,552 | 199 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $4,783 | 84 | Q4 2025OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $372,615 | 6.4K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $611,428 | 10.7K | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $2M | 26.1K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $3,457 | 61 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $198,352 | 3.4K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $14,454 | 249 | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $1M | 18.5K | Q1 2026OLDER |
| Dunhill Financial, LLC$424M AUM | 0.00% | $3,641 | 62 | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $623,443 | 10.7K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $270,130 | 4.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $35,700 | 615 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $132,025 | 2.3K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $41,288 | 739 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $491,150 | 8.5K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $280,357 | 4.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $322,673 | 5.7K | Q4 2025OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $112,095 | 2.0K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $4,238 | 73 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $229,002 | 3.9K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $73,435 | 1.3K | Q3 2025OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $1,566 | 27 | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $9,288 | 160 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $224,970 | 3.9K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 47.1K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $7,186 | 106 | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $205,580 | 3.5K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $112,963 | 1.9K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $23,800 | 410 | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $881,532 | 15.2K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $390,087 | 6.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $3M | 48.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $2,220 | 39 | Q4 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $2,090 | 36 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $32,682 | 563 | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $217,973 | 3.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $190,675 | 3.3K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $846,234 | 14.6K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $50,154 | 864 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $873,691 | 15.1K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $606,377 | 10.4K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $153,366 | 2.6K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $14,521 | 250 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $95,121 | 1.7K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $106,810 | 1.8K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $1,045 | 18 | Q1 2026OLDER |
| EXCHANGE TRADED CONCEPTS, LLC$14.1B AUM | 0.00% | $2,960 | 52 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $379,045 | 6.5K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $10,042 | 173 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $25,983 | 475 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $77,379 | 1.3K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $35 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.