WISDOMTREE TR
CUSIP 97717W570
Wisdomtree Tr has 169 institutional holders in Filings Flow’s 13F database, together reporting 7.54M shares worth $497M as of Q1 2026. The largest reported holders are Davenport & Co LLC, Ubs Group AG, and Bank Of America Corp /De/.
Institutional Holders
169
Q1 2026
Reported Value
$497M
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 |
|---|---|---|---|---|
| Freedom Investment Management, Inc.$337M AUM | 5.87% | $20M | 294.0K | Q1 2026OLDER |
| Roan Capital Partners$121M AUM | 3.01% | $4M | 48.0K | Q2 2026 |
| Davidson Kahn Capital Management, LLC$188M AUM | 2.89% | $5M | 80.6K | Q1 2026OLDER |
| CPC Advisors, LLC$617M AUM | 2.86% | $18M | 262.3K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 2.52% | $4M | 60.9K | Q1 2026OLDER |
| Westwood Wealth Management$255M AUM | 2.18% | $3M | 43.3K | Q4 2025OLDER |
| THEORY FINANCIAL LLC$285M AUM | 2.11% | $6M | 89.6K | Q1 2026OLDER |
| Lionshead Wealth Management, LLC$136M AUM | 2.11% | $3M | 42.5K | Q1 2026OLDER |
| Lauer Wealth, LLC$126M AUM | 2.05% | $3M | 36.9K | Q1 2026OLDER |
| Sylvest Advisors, LLC$188M AUM | 2.03% | $4M | 56.9K | Q1 2026OLDER |
| Provident Wealth Management, LLC$331M AUM | 2.02% | $7M | 99.6K | Q1 2026OLDER |
| Ridge Creek Global, Inc$118M AUM | 1.30% | $2M | 22.8K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 1.04% | $13M | 191.7K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.71% | $6M | 77.8K | Q2 2026 |
| Great Point Wealth Advisors, LLC$542M AUM | 0.61% | $3M | 48.9K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.56% | $1M | 21.9K | Q1 2026OLDER |
| CULBERTSON A N & CO INC$771M AUM | 0.40% | $3M | 45.6K | Q1 2026OLDER |
| CATHY PARETO & ASSOCIATES, INC$149M AUM | 0.37% | $549,400 | 8.2K | Q1 2026OLDER |
| PACIFIC SUN FINANCIAL CORP$206M AUM | 0.36% | $735,725 | 10.9K | Q1 2026OLDER |
| Envision Financial LLC$186M AUM | 0.30% | $562,019 | 8.4K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.28% | $3M | 47.3K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.26% | $49M | 722.9K | Q1 2026OLDER |
| Sensible Money, LLC$329M AUM | 0.24% | $797,633 | 11.9K | Q1 2026OLDER |
| Stanich Group LLC$131M AUM | 0.21% | $271,771 | 4.0K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.20% | $440,811 | 6.6K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.19% | $596,463 | 8.9K | Q1 2026OLDER |
| IF Advisors, LLC$141M AUM | 0.18% | $253,083 | 3.8K | Q1 2026OLDER |
| Post Resch Tallon Group Inc.$145M AUM | 0.17% | $245,539 | 3.2K | Q2 2026 |
| S.A. Mason LLC$266M AUM | 0.15% | $408,630 | 6.1K | Q1 2026OLDER |
| HOWARD WEALTH MANAGEMENT, LLC$238M AUM | 0.13% | $299,465 | 4.5K | Q1 2026OLDER |
| PSI Advisors, LLC$418M AUM | 0.12% | $507,915 | 7.6K | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.12% | $208,584 | 3.1K | Q1 2026OLDER |
| Colonial River Investments, LLC$279M AUM | 0.11% | $306,519 | 4.6K | Q1 2026OLDER |
| BANTAMAC CAPITAL, LLC$186M AUM | 0.11% | $201,660 | 3.0K | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.11% | $3M | 38.6K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.10% | $504,645 | 7.1K | Q1 2026OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.09% | $839,578 | 12.5K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.09% | $1M | 15.6K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.09% | $266,928 | 4.0K | Q1 2026OLDER |
| RVW Wealth, LLC$1.5B AUM | 0.08% | $1M | 16.2K | Q2 2026 |
| Financial Insights, Inc.$309M AUM | 0.08% | $239,505 | 3.6K | Q1 2026OLDER |
| Kaydan Wealth Management, Inc.$299M AUM | 0.08% | $231,909 | 3.5K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.07% | $2M | 24.7K | Q1 2026OLDER |
| Per Stirling Capital Management, LLC.$905M AUM | 0.07% | $645,984 | 9.6K | Q1 2026OLDER |
| Ascension Capital Advisors, Inc.$318M AUM | 0.07% | $221,826 | 3.3K | Q1 2026OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.07% | $6M | 86.2K | Q3 2025OLDER |
| LAUREL OAK WEALTH MANAGEMENT, LLC$595M AUM | 0.06% | $381,003 | 5.7K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.06% | $14M | 203.6K | Q1 2026OLDER |
| CENTRAL TRUST Co$5.1B AUM | 0.06% | $3M | 43.5K | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.06% | $804,153 | 12.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.06% | $12M | 175.0K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.05% | $82,882 | 1.2K | Q1 2026OLDER |
| Mason Investment Advisory Services, Inc.$2.2B AUM | 0.05% | $1M | 17.4K | Q1 2026OLDER |
| Sargent Investment Group, LLC$759M AUM | 0.05% | $408,362 | 6.1K | Q1 2026OLDER |
| DHJJ Financial Advisors, Ltd.$302M AUM | 0.05% | $159,312 | 2.4K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.05% | $243,313 | 3.4K | Q1 2026OLDER |
| CVA Family Office, LLC$950M AUM | 0.05% | $491,425 | 7.3K | Q1 2026OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.05% | $272,241 | 4.0K | Q1 2026OLDER |
| Pinnacle Financial Partners, Inc.$13.1B AUM | 0.04% | $6M | 86.9K | Q1 2026OLDER |
| ABLE Financial Group, LLC$511M AUM | 0.04% | $205,477 | 3.1K | Q4 2025OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.04% | $549,252 | 8.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.04% | $30M | 438.9K | Q1 2026OLDER |
| RTD Financial Advisors, Inc.$814M AUM | 0.04% | $321,984 | 4.8K | Q1 2026OLDER |
| Foster Group, Inc.$3.8B AUM | 0.04% | $1M | 19.4K | Q4 2025OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.04% | $981,035 | 14.6K | Q2 2026 |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.04% | $7M | 104.5K | Q1 2026OLDER |
| Financial Freedom, LLC$201M AUM | 0.04% | $71,891 | 1.1K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $22M | 322.8K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.03% | $3M | 40.1K | Q1 2026OLDER |
| SeaCrest Wealth Management, LLC$903M AUM | 0.03% | $233,792 | 3.1K | Q2 2026 |
| VICUS CAPITAL$1.4B AUM | 0.02% | $329,193 | 4.9K | Q1 2026OLDER |
| Investors Research Corp$523M AUM | 0.02% | $120,929 | 1.8K | Q1 2026OLDER |
| Apella Capital, LLC$7.1B AUM | 0.02% | $2M | 20.9K | Q2 2026 |
| Quattro Advisors LLC$115M AUM | 0.02% | $23,599 | 353 | Q4 2025OLDER |
| Cornerstone Wealth Management, LLC$2.0B AUM | 0.02% | $365,327 | 5.4K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 39.5K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 24.8K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.02% | $257,932 | 3.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.02% | $361,441 | 5.4K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.02% | $1M | 17.6K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.01% | $843,948 | 12.6K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.01% | $237,658 | 3.5K | Q1 2026OLDER |
| McKinley Carter Wealth Services, Inc.$1.7B AUM | 0.01% | $229,221 | 3.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.01% | $388,801 | 5.8K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.01% | $1M | 19.1K | Q1 2026OLDER |
| Dana Investment Advisors, Inc.$3.4B AUM | 0.01% | $366,887 | 5.5K | Q1 2026OLDER |
| FULTON BANK, N.A.$3.3B AUM | 0.01% | $356,031 | 4.7K | Q2 2026 |
| HighTower Advisors, LLC$94.2B AUM | 0.01% | $9M | 140.6K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.01% | $13,444 | 200 | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.01% | $30,249 | 450 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.01% | $1M | 17.6K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $70,581 | 1.1K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $29M | 429.1K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.01% | $371,631 | 4.9K | Q2 2026 |
| NFSG Corp$608M AUM | 0.01% | $42,483 | 632 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 24.5K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.01% | $429,731 | 6.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.01% | $39M | 580.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.01% | $751,549 | 11.2K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.00% | $210,533 | 3.1K | Q1 2026OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.00% | $346,116 | 5.1K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $935,568 | 13.9K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $4M | 61.7K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 46.8K | Q1 2026OLDER |
| Midwest Trust Co$8.0B AUM | 0.00% | $303,431 | 4.5K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.00% | $433,838 | 6.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $2M | 34.5K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $2M | 30.4K | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.00% | $10,083 | 150 | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $20,569 | 306 | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.00% | $465,633 | 6.9K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $33M | 494.6K | Q1 2026OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $7,788 | 117 | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $36,769 | 547 | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 107.2K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $1M | 17.3K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $468,860 | 7.0K | Q1 2026OLDER |
| Oakworth Capital, Inc.$1.9B AUM | 0.00% | $37,240 | 554 | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.00% | $4,251 | 68 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $31M | 459.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $10M | 152.2K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $6M | 84.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $19,561 | 291 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $8M | 115.1K | Q2 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $146,170 | 2.2K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $367,156 | 5.5K | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $456,558 | 6.8K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $61,128 | 900 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $600,889 | 8.9K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $11,171 | 169 | Q3 2025OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $26,720 | 400 | Q4 2025OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $50,012 | 744 | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $74,862 | 1.1K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $15,326 | 228 | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $14,887 | 226 | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $631,131 | 9.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $334,063 | 5.0K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $4M | 54.4K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $216,516 | 3.2K | Q1 2026OLDER |
| Atlantic Edge Private Wealth Management, LLC$407M AUM | 0.00% | $3,025 | 45 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $150,300 | 2.3K | Q4 2025OLDER |
| Pinnacle Wealth Planning Services, Inc.$968M AUM | 0.00% | $5,714 | 85 | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $226,075 | 3.4K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $8M | 120.0K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $6,680 | 100 | Q4 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $703,471 | 10.5K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $160,502 | 2.4K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $2M | 32.5K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $1,614 | 24 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $549,725 | 8.2K | Q1 2026OLDER |
| Johnson Financial Group, Inc.$2.8B AUM | 0.00% | $10,285 | 153 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $385,624 | 5.7K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $201,324 | 3.0K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $296,037 | 4.4K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 30.5K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $274,210 | 4.1K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 19.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $143,514 | 2.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $48,361 | 719 | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $51,962 | 773 | Q1 2026OLDER |
| Quent Capital, LLC$1.4B AUM | 0.00% | $2,689 | 40 | Q1 2026OLDER |
| Neuberger Berman Group LLC$131.4B AUM | 0.00% | $229,892 | 3.4K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $281,719 | 4.2K | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $131,415 | 2.0K | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $67,733 | 1.0K | Q1 2026OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $985 | 14.7K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $6,146 | 92 | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $221,364 | 3.4K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $10,605 | 162 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $49,743 | 740 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $91,016 | 1.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $284,206 | 4.2K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $7,394 | 110 | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $114,610 | 1.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $1,318 | 20 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $268,346 | 4.0K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $134 | 2 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $6,012 | 90 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.