WISDOMTREE TR
CUSIP 97717W596
Wisdomtree Tr has 31 institutional holders in Filings Flow’s 13F database, together reporting 609.7K shares worth $21M as of Q4 2022. The largest reported holders are Lpl Financial LLC, Charter Oak Capital Management, LLC, and Cetera Investment Advisers.
Institutional Holders
31
Q4 2022
Reported Value
$21M
Ticker
unmapped
private placement or foreign
Quarters Tracked
7
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Charter Oak Capital Management, LLC$1.3B AUM | 0.63% | $5M | 108.2K | Q4 2023OLDER |
| Opes Wealth Management LLC$609M AUM | 0.15% | $625,913 | 12.7K | Q4 2023OLDER |
| Lifeworks Advisors, LLC$779M AUM | 0.13% | $390,698 | 7.9K | Q4 2023OLDER |
| Choice Wealth Advisors LLC$285M AUM | 0.13% | $210,868 | 4.3K | Q4 2023OLDER |
| My Legacy Advisors, LLC$281M AUM | 0.12% | $339,857 | 6.9K | Q4 2023OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.11% | $418,610 | 8.5K | Q4 2023OLDER |
| RETIREMENT CAPITAL STRATEGIES$265M AUM | 0.09% | $202,998 | 4.1K | Q4 2023OLDER |
| Institute for Wealth Management, LLC.$938M AUM | 0.04% | $246,874 | 5.0K | Q4 2023OLDER |
| Financial Advocates Investment Management$178M AUM | 0.04% | $495,655 | 10.8K | Q2 2023OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.03% | $153,454 | 3.5K | Q3 2023OLDER |
| SPINNAKER TRUST$1.8B AUM | 0.02% | $364,244 | 7.4K | Q4 2023OLDER |
| Bouchey Financial Group Ltd$1.4B AUM | 0.02% | $227,985 | 4.6K | Q4 2023OLDER |
| RAYMOND JAMES TRUST N.A.$4.6B AUM | 0.02% | $735,159 | 14.9K | Q4 2023OLDER |
| COURIER CAPITAL LLC$1.8B AUM | 0.02% | $235,806 | 4.8K | Q4 2023OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $501,000 | 10.2K | Q4 2023OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $124,407 | 2.5K | Q4 2023OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $2M | 35.3K | Q4 2023OLDER |
| Tyler-Stone Wealth Management$621M AUM | 0.01% | $17,216 | 350 | Q4 2023OLDER |
| ICA Group Wealth Management, LLC$167M AUM | 0.01% | $28,477 | 620 | Q2 2023OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $49 | 1.0K | Q4 2023OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.00% | $250,018 | 5.1K | Q4 2023OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $6M | 123.9K | Q4 2023OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $365,051 | 7.4K | Q4 2023OLDER |
| SYNOVUS FINANCIAL CORP$8.7B AUM | 0.00% | $214,488 | 4.9K | Q3 2023OLDER |
| Raymond James Financial Services Advisors, Inc.$75.1B AUM | 0.00% | $1M | 23.6K | Q4 2023OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 21.8K | Q4 2023OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $400 | 8.1K | Q4 2023OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $47,958 | 975 | Q4 2023OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $6,394 | 130 | Q4 2023OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 29.5K | Q4 2023OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $904,316 | 18.4K | Q4 2023OLDER |
| BARTLETT & CO. WEALTH MANAGEMENT LLC$7.8B AUM | 0.00% | $8,140 | 165 | Q4 2023OLDER |
| Richard Bernstein Advisors LLC$3.4B AUM | 0.00% | $3,197 | 65 | Q4 2023OLDER |
| Tidemark, LLC$393M AUM | 0.00% | $76 | 2 | Q4 2023OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $68,716 | 1.4K | Q4 2023OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $21,993 | 447 | Q4 2023OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $3 | 0 | Q1 2024 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.