SEC 13F Intelligence

WISDOMTREE TR

CUSIP 97717W588

Wisdomtree Tr has 169 institutional holders in Filings Flow’s 13F database, together reporting 13.24M shares worth $899M as of Q1 2026. The largest reported holders are Fiduciary Trust Co, Lpl Financial LLC, and Morgan Stanley.

Institutional Holders
169
Q1 2026
Reported Value
$899M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 33Q4 ’18Q1 ’19: 37Q2 ’19: 35Q2 ’19Q3 ’19: 40Q2 ’21: 71Q2 ’21Q4 ’21: 85Q4 ’22: 90Q4 ’22Q4 ’25: 157Q1 ’26: 169Q1 ’26Q2 ’26: 17filingsflow.com
Total reported value
Q4 ’18: $47MQ4 ’18Q1 ’19: $56MQ2 ’19: $59MQ2 ’19Q3 ’19: $78MQ2 ’21: $5.9BQ2 ’21Q4 ’21: $9.5BQ4 ’22: $153MQ4 ’22Q4 ’25: $896MQ1 ’26: $899MQ1 ’26Q2 ’26: $33Mfilingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Team Financial Group, LLC$220M AUM13.94%$31M450.8KQ1 2026OLDER
Garrett Wealth Advisory Group, LLC$562M AUM9.08%$51M750.0KQ1 2026OLDER
WIN ADVISORS, INC$219M AUM4.01%$9M128.6KQ1 2026OLDER
Financial Gravity Asset Management, Inc.$562M AUM3.47%$20M286.5KQ1 2026OLDER
TopTier Wealth Management, LLC$163M AUM3.36%$5M80.2KQ1 2026OLDER
Stenger Family Office, LLC$566M AUM2.31%$13M192.0KQ1 2026OLDER
WealthPoint Financial, LLC$119M AUM2.13%$3M37.4KQ2 2026
FLAGSHIP WEALTH ADVISORS, LLC$233M AUM2.11%$5M76.9KQ2 2026
VISTA INVESTMENT MANAGEMENT$301M AUM1.92%$6M84.7KQ1 2026OLDER
Systelligence, LLC$514M AUM1.90%$10M143.5KQ1 2026OLDER
WealthPlan Investment Management, LLC$1.8B AUM1.74%$31M459.1KQ1 2026OLDER
RETIREMENT FINANCIAL SOLUTIONS, LLC$350M AUM1.69%$6M81.7KQ4 2025OLDER
FIDUCIARY TRUST CO$8.5B AUM1.50%$127M1.86MQ1 2026OLDER
Hershey Financial Advisers, LLC$116M AUM1.43%$2M23.9KQ4 2025OLDER
Maia Wealth LLC$591M AUM1.11%$7M96.3KQ1 2026OLDER
TOWLE & CO$257M AUM1.03%$3M38.8KQ1 2026OLDER
Marietta Wealth Management, LLC$841M AUM0.81%$7M99.6KQ1 2026OLDER
LongView Wealth Management$390M AUM0.71%$3M35.4KQ2 2026
INTEGRITY ALLIANCE, LLC.$2.6B AUM0.68%$18M262.4KQ1 2026OLDER
Per Stirling Capital Management, LLC.$905M AUM0.57%$5M71.7KQ4 2025OLDER
WealthPLAN Partners, LLC$518M AUM0.55%$3M41.9KQ1 2026OLDER
NewSquare Capital LLC$1.2B AUM0.47%$5M79.4KQ1 2026OLDER
Seek First Inc.$142M AUM0.42%$597,6778.8KQ1 2026OLDER
AssuredPartners Investment Advisors, LLC$919M AUM0.32%$3M43.2KQ1 2026OLDER
Family Capital Management, Inc.$225M AUM0.30%$681,10010.0KQ1 2026OLDER
Redwood Financial Network Corp$153M AUM0.30%$455,5886.7KQ1 2026OLDER
Investment Partners Asset Management, Inc.$162M AUM0.27%$433,9976.4KQ1 2026OLDER
BEACON FINANCIAL GROUP$1.0B AUM0.26%$3M38.0KQ1 2026OLDER
Melone Private Wealth, LLC$263M AUM0.26%$671,9978.6KQ2 2026
Quartz Partners, LLC$259M AUM0.24%$629,6779.2KQ1 2026OLDER
SEVEN MILE ADVISORY$139M AUM0.23%$1M19.2KQ4 2025OLDER
Essential Planning, LLC.$315M AUM0.23%$710,01910.4KQ1 2026OLDER
Private Advisor Group, LLC$21.3B AUM0.22%$47M693.6KQ1 2026OLDER
Beacon Financial Advisory LLC$443M AUM0.22%$979,96714.4KQ1 2026OLDER
Herold Advisors, Inc.$455M AUM0.22%$985,55214.5KQ1 2026OLDER
UPTICK PARTNERS, LLC$502M AUM0.21%$1M15.1KQ1 2026OLDER
LUTS & GREENLEIGH GROUP, INC.$126M AUM0.19%$235,6613.5KQ1 2026OLDER
IFS Advisors, LLC$194M AUM0.17%$331,9004.9KQ1 2026OLDER
OPTIMA CAPITAL LLC$215M AUM0.17%$358,7225.3KQ1 2026OLDER
Lido Advisors, LLC$32.7B AUM0.17%$54M798.8KQ1 2026OLDER
LOWE BROCKENBROUGH & CO INC$2.0B AUM0.16%$3M46.3KQ1 2026OLDER
Brand Asset Management Group, Inc.$385M AUM0.14%$538,2747.9KQ1 2026OLDER
EASTERN BANK$6.5B AUM0.14%$9M117.1KQ2 2026
SWMG, LLC$350M AUM0.13%$467,8486.9KQ1 2026OLDER
Integrity Advisory Solutions, LLC$757M AUM0.13%$977,08414.3KQ1 2026OLDER
KMG FIDUCIARY PARTNERS, LLC$1.1B AUM0.13%$2M25.2KQ1 2026OLDER
ORG Partners LLC$568M AUM0.13%$690,91310.0KQ3 2025OLDER
SECURED RETIREMENT ADVISORS, LLC$177M AUM0.12%$210,0513.1KQ1 2026OLDER
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.8B AUM0.12%$2M28.0KQ3 2025OLDER
E&G Advisors, LP$449M AUM0.11%$504,3557.4KQ1 2026OLDER
ROCKLAND TRUST CO$2.5B AUM0.11%$3M35.6KQ2 2026
Nova Wealth Management, Inc.$154M AUM0.10%$150,5632.2KQ1 2026OLDER
Advisor Resource Council$309M AUM0.10%$299,3734.4KQ1 2026OLDER
Mach-1 Financial Group, LLC$284M AUM0.10%$601,2268.7KQ3 2025OLDER
Strategic Financial Concepts, LLC$405M AUM0.09%$367,0105.4KQ1 2026OLDER
Pine Valley Investments Ltd Liability Co$2.2B AUM0.09%$2M28.6KQ2 2026
IEQ CAPITAL, LLC$21.5B AUM0.08%$18M265.2KQ1 2026OLDER
CWM, LLC$38.1B AUM0.08%$32M465.6KQ1 2026OLDER
GPS Wealth Strategies Group, LLC$117M AUM0.08%$97,4331.4KQ4 2025OLDER
HARBOUR INVESTMENTS, INC.$6.5B AUM0.08%$5M75.7KQ1 2026OLDER
Kestra Advisory Services, LLC$26.4B AUM0.07%$19M281.2KQ1 2026OLDER
Kelman-Lazarov, Inc.$698M AUM0.06%$442,3746.5KQ1 2026OLDER
Institute for Wealth Management, LLC.$938M AUM0.06%$584,0448.6KQ1 2026OLDER
Triad Wealth Partners, LLC$1.3B AUM0.06%$767,49111.3KQ1 2026OLDER
Founders Financial Alliance, LLC$555M AUM0.05%$292,8464.3KQ1 2026OLDER
MOLLER WEALTH PARTNERS$507M AUM0.05%$254,0503.7KQ1 2026OLDER
DAYMARK WEALTH PARTNERS, LLC$3.2B AUM0.05%$2M23.4KQ1 2026OLDER
Cetera Investment Advisers$94.0B AUM0.05%$45M660.0KQ1 2026OLDER
TWO SIGMA SECURITIES, LLC$861M AUM0.05%$323,6734.7KQ3 2025OLDER
United Advisor Group, LLC$811M AUM0.05%$380,1365.6KQ1 2026OLDER
GM Advisory Group, LLC$2.6B AUM0.05%$1M17.7KQ1 2026OLDER
Parkside Financial Bank & Trust$1.3B AUM0.05%$600,4588.8KQ1 2026OLDER
Ameritas Advisory Services, LLC$2.6B AUM0.04%$1M16.9KQ1 2026OLDER
Advisory Alpha, LLC$3.7B AUM0.04%$2M23.6KQ1 2026OLDER
Chicago Partners Investment Group LLC$4.5B AUM0.04%$2M25.2KQ1 2026OLDER
Bouchey Financial Group Ltd$1.4B AUM0.04%$556,6247.8KQ1 2026OLDER
VERUS CAPITAL PARTNERS, LLC$1.5B AUM0.04%$612,9838.7KQ2 2026
Prime Capital Investment Advisors, LLC$8.6B AUM0.04%$3M50.9KQ1 2026OLDER
NorthCoast Asset Management LLC$4.3B AUM0.04%$10M139.5KQ3 2025OLDER
ASHTON THOMAS SECURITIES, LLC$797M AUM0.04%$298,3224.4KQ1 2026OLDER
CAPITAL MANAGEMENT CORP /VA$585M AUM0.04%$223,9183.2KQ4 2025OLDER
Walkner Condon Financial Advisors LLC$759M AUM0.03%$241,4503.5KQ1 2026OLDER
Berger Financial Group, Inc$1.8B AUM0.03%$554,1438.1KQ1 2026OLDER
Cornerstone Wealth Management, LLC$2.0B AUM0.03%$592,7928.7KQ1 2026OLDER
Modera Wealth Management, LLC$8.3B AUM0.03%$2M34.9KQ1 2026OLDER
PARSONS CAPITAL MANAGEMENT INC/RI$2.2B AUM0.03%$610,1309.0KQ1 2026OLDER
Peterson Wealth Advisors, LLC$752M AUM0.03%$206,2342.9KQ4 2025OLDER
Kilter Group LLC$232M AUM0.03%$63,547933Q1 2026OLDER
LPL Financial LLC$376.6B AUM0.03%$103M1.51MQ1 2026OLDER
Global Retirement Partners, LLC$5.6B AUM0.03%$1M20.9KQ4 2025OLDER
MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM0.02%$237,3693.5KQ1 2026OLDER
CGN Advisors LLC$1.4B AUM0.02%$327,4964.2KQ2 2026
REAP Financial Group, LLC$507M AUM0.02%$112,3871.6KQ1 2026OLDER
BAR HARBOR WEALTH MANAGEMENT$1.7B AUM0.02%$321,6844.7KQ1 2026OLDER
NBC SECURITIES, INC.$1.3B AUM0.02%$246,2173.6KQ1 2026OLDER
RMR Wealth Builders$1.3B AUM0.02%$223,5463.2KQ4 2025OLDER
Western Wealth Management, LLC$2.6B AUM0.02%$441,1746.5KQ2 2026
Signal Advisors Wealth, LLC$1.5B AUM0.02%$221,2993.2KQ1 2026OLDER
SJS Investment Consulting Inc.$819M AUM0.01%$117,5581.7KQ1 2026OLDER
Arkadios Wealth Advisors$6.1B AUM0.01%$819,89012.0KQ1 2026OLDER
Belpointe Asset Management LLC$2.7B AUM0.01%$330,6554.9KQ1 2026OLDER
Summit Financial, LLC$7.8B AUM0.01%$909,61513.4KQ1 2026OLDER
Focus Financial Network, Inc.$3.2B AUM0.01%$372,4034.8KQ2 2026
Meramec Financial Planners, LLC$252M AUM0.01%$28,908390Q1 2026OLDER
Focus Partners Wealth$89.9B AUM0.01%$10M141.4KQ1 2026OLDER
CoreCap Advisors, LLC$3.4B AUM0.01%$321,8194.1KQ2 2026
Atria Investments, Inc$8.9B AUM0.01%$792,95211.6KQ1 2026OLDER
Coastline Trust Co$1.0B AUM0.01%$83,7751.2KQ1 2026OLDER
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM0.01%$13M196.8KQ1 2026OLDER
Concurrent Investment Advisors, LLC$9.2B AUM0.01%$751,63211.0KQ1 2026OLDER
TWO SIGMA INVESTMENTS, LP$123.9B AUM0.01%$5M74.5KQ3 2025OLDER
AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM0.01%$237,7043.5KQ1 2026OLDER
Capital Group Private Client Services, Inc.$5.9B AUM0.01%$437,2636.4KQ1 2026OLDER
Advisors Preferred, LLC$679M AUM0.01%$42,432623Q1 2026OLDER
BEACON INVESTMENT ADVISORY SERVICES, INC.$2.7B AUM0.01%$151,6911.9KQ2 2026
Mutual Advisors, LLC$4.7B AUM0.01%$243,2893.6KQ1 2026OLDER
MGO ONE SEVEN LLC$5.0B AUM0.01%$252,3323.6KQ4 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$826,10612.1KQ1 2026OLDER
Creative Planning$147.4B AUM0.00%$6M89.8KQ1 2026OLDER
CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM0.00%$67,701994Q1 2026OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$288,4464.2KQ1 2026OLDER
MORGAN STANLEY$1.67T AUM0.00%$64M899.8KQ1 2026OLDER
PRIVATE TRUST CO NA$1.1B AUM0.00%$39,844585Q1 2026OLDER
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$2M34.9KQ1 2026OLDER
UMB Bank, n.a.$7.2B AUM0.00%$239,5433.5KQ1 2026OLDER
Apollon Wealth Management, LLC$6.2B AUM0.00%$203,1043.0KQ1 2026OLDER
IFP Advisors, Inc$4.8B AUM0.00%$115,4061.7KQ4 2025OLDER
Independent Advisor Alliance$9.3B AUM0.00%$275,3684.0KQ1 2026OLDER
Triumph Capital Management$491M AUM0.00%$13,622200Q1 2026OLDER
Rathbones Group PLC$50.6B AUM0.00%$636,8189.0KQ2 2026
WESTWOOD HOLDINGS GROUP INC$13.7B AUM0.00%$338,3705.0KQ1 2026OLDER
Integrated Wealth Concepts LLC$12.5B AUM0.00%$308,2344.5KQ1 2026OLDER
Farther Finance Advisors, LLC$10.6B AUM0.00%$225,0853.3KQ1 2026OLDER
CITIGROUP INC$234.5B AUM0.00%$5M71.8KQ1 2026OLDER
JOHNSON INVESTMENT COUNSEL INC$12.4B AUM0.00%$233,2793.4KQ1 2026OLDER
Tower Research Capital LLC (TRC)$3.8B AUM0.00%$65,562951Q3 2025OLDER
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$3M50.4KQ1 2026OLDER
AE Wealth Management LLC$18.5B AUM0.00%$275,9824.1KQ1 2026OLDER
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM0.00%$731,58110.7KQ1 2026OLDER
MidFirst Bank$1.2B AUM0.00%$16,755246Q1 2026OLDER
M&T BANK CORP$29.2B AUM0.00%$403,5525.9KQ1 2026OLDER
TOTH FINANCIAL ADVISORY CORP$911M AUM0.00%$12,617183Q3 2025OLDER
NewEdge Advisors, LLC$27.7B AUM0.00%$344,2235.1KQ2 2026
AMERIPRISE FINANCIAL INC$431.8B AUM0.00%$4M64.7KQ1 2026OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$43,590640Q1 2026OLDER
Main Street Group, LTD$340M AUM0.00%$3,40650Q1 2026OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$5M77.6KQ2 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$13M191.4KQ1 2026OLDER
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$3M44.0KQ1 2026OLDER
UBS Group AG$666.3B AUM0.00%$6M87.4KQ1 2026OLDER
BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM0.00%$66,538939Q4 2025OLDER
Mariner, LLC$85.7B AUM0.00%$745,65110.9KQ1 2026OLDER
MML INVESTORS SERVICES, LLC$36.1B AUM0.00%$272,9754.0KQ1 2026OLDER
Darwin Wealth Management, LLC$321M AUM0.00%$2,38335Q1 2026OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$519,7307.6KQ1 2026OLDER
JPMORGAN CHASE & CO$1.56T AUM0.00%$11M167.7KQ1 2026OLDER
TRUIST FINANCIAL CORP$74.2B AUM0.00%$403,9395.7KQ1 2026OLDER
STIFEL FINANCIAL CORP$108.8B AUM0.00%$571,3568.4KQ1 2026OLDER
Arax Advisory Partners$3.5B AUM0.00%$15,734231Q1 2026OLDER
Cerity Partners LLC$70.8B AUM0.00%$283,5424.2KQ1 2026OLDER
ENVESTNET ASSET MANAGEMENT INC$373.6B AUM0.00%$1M21.7KQ1 2026OLDER
MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM0.00%$228,0973.3KQ1 2026OLDER
Corient Private Wealth LLC$69.9B AUM0.00%$235,2334.2KQ1 2026OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$2M31.1KQ4 2025OLDER
PRINCIPAL SECURITIES, INC.$6.8B AUM0.00%$19,717286Q3 2025OLDER
Smartleaf Asset Management LLC$2.8B AUM0.00%$8,763132Q1 2026OLDER
GOLDMAN SACHS GROUP INC$870.9B AUM0.00%$3M40.3KQ1 2026OLDER
ROYAL BANK OF CANADA$570.1B AUM0.00%$2M26.1KQ1 2026OLDER
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM0.00%$1M21.0KQ1 2026OLDER
COMERICA BANK$25.1B AUM0.00%$71,6391.0KQ4 2025OLDER
FIRST TRUST ADVISORS LP$140.0B AUM0.00%$381,2795.6KQ1 2026OLDER
AQR CAPITAL MANAGEMENT LLC$218.4B AUM0.00%$588,2668.6KQ1 2026OLDER
Spire Wealth Management$3.3B AUM0.00%$7,779100Q2 2026
SHP Wealth Management$1.3B AUM0.00%$3,06545Q1 2026OLDER
Allworth Financial LP$24.7B AUM0.00%$54,897806Q1 2026OLDER
MAI Capital Management$17.7B AUM0.00%$32,761481Q1 2026OLDER
CITADEL ADVISORS LLC$618.5B AUM0.00%$957,62714.1KQ1 2026OLDER
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$263,7223.9KQ1 2026OLDER
FIFTH THIRD BANCORP$54.7B AUM0.00%$68,8591.0KQ1 2026OLDER
FMR LLC$1.90T AUM0.00%$1M19.0KQ1 2026OLDER
Blue Trust, Inc.$8.7B AUM0.00%$5,51781Q1 2026OLDER
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$534,1197.8KQ1 2026OLDER
VANGUARD ADVISERS INC$25.5B AUM0.00%$9,480139Q1 2026OLDER
BlackRock, Inc.$5.72T AUM0.00%$961,88414.1KQ1 2026OLDER
CIBC Private Wealth Group LLC$59.2B AUM0.00%$9,212130Q4 2025OLDER
MATHER GROUP, LLC.$10.0B AUM0.00%$6139Q1 2026OLDER
Qube Research & Technologies Ltd$89.9B AUM0.00%$4,42765Q1 2026OLDER
FRANKLIN RESOURCES INC$408.3B AUM0.00%$7,152105Q1 2026OLDER
ASSETMARK, INC$49.0B AUM0.00%$81712Q1 2026OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.