WISDOMTREE TR
CUSIP 97717W802
Wisdomtree Tr has 112 institutional holders in Filings Flow’s 13F database, together reporting 7.87M shares worth $410M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
112
Q1 2026
Reported Value
$410M
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 |
|---|---|---|---|---|
| Stonebridge Wealth Management, LLC$104M AUM | 7.50% | $8M | 144.8K | Q1 2026OLDER |
| Madrid Financial Services$169M AUM | 3.96% | $7M | 124.0K | Q1 2026OLDER |
| American Alpha Advisors, LLC$188M AUM | 2.80% | $5M | 97.5K | Q1 2026OLDER |
| Freedom Day Solutions, LLC$373M AUM | 2.66% | $10M | 183.3K | Q1 2026OLDER |
| TCP Asset Management, LLC$778M AUM | 1.86% | $14M | 268.0K | Q1 2026OLDER |
| Peregrine Asset Advisers, Inc.$371M AUM | 1.25% | $5M | 86.1K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.96% | $2M | 42.9K | Q2 2026 |
| ShoreHaven Wealth Partners, LLC$278M AUM | 0.62% | $2M | 31.9K | Q1 2026OLDER |
| Lansing Street Advisors$397M AUM | 0.60% | $2M | 43.8K | Q1 2026OLDER |
| CAHILL FINANCIAL ADVISORS INC$924M AUM | 0.59% | $5M | 100.5K | Q1 2026OLDER |
| Patten Group, Inc.$575M AUM | 0.58% | $3M | 62.2K | Q1 2026OLDER |
| Farmers National Bank$453M AUM | 0.55% | $2M | 46.1K | Q2 2026 |
| Cooper Financial Group$1.2B AUM | 0.36% | $4M | 80.9K | Q2 2026 |
| Formidable Asset Management, LLC$648M AUM | 0.34% | $2M | 43.1K | Q1 2026OLDER |
| Valued Retirements, Inc.$102M AUM | 0.23% | $235,292 | 4.3K | Q1 2026OLDER |
| Evanson Asset Management, LLC$1.9B AUM | 0.20% | $4M | 70.3K | Q1 2026OLDER |
| Crescent Grove Advisors, LLC$1.0B AUM | 0.20% | $2M | 37.8K | Q1 2026OLDER |
| Breakwater Capital Group$833M AUM | 0.20% | $2M | 30.1K | Q2 2026 |
| BCS Private Wealth Management, Inc.$329M AUM | 0.19% | $616,844 | 11.4K | Q1 2026OLDER |
| Great Diamond Partners, LLC$582M AUM | 0.18% | $1M | 19.5K | Q2 2026 |
| Evanson Financial, LLC$2.0B AUM | 0.18% | $4M | 68.3K | Q2 2026 |
| Goldstone Financial Group, LLC$922M AUM | 0.18% | $2M | 30.5K | Q1 2026OLDER |
| Axis Wealth Partners, LLC$188M AUM | 0.17% | $327,764 | 6.1K | Q1 2026OLDER |
| D.B. Root & Company, LLC$419M AUM | 0.17% | $709,661 | 13.1K | Q1 2026OLDER |
| Trace Wealth Advisors, LLC$133M AUM | 0.16% | $216,360 | 4.0K | Q1 2026OLDER |
| Hilltop Partners LLC$390M AUM | 0.15% | $578,006 | 10.7K | Q1 2026OLDER |
| Brown Miller Wealth Management, LLC$397M AUM | 0.13% | $528,059 | 9.8K | Q2 2026 |
| Moors & Cabot, Inc.$2.3B AUM | 0.12% | $3M | 53.5K | Q1 2026OLDER |
| Aspire Capital Advisors LLC$444M AUM | 0.12% | $533,306 | 9.9K | Q1 2026OLDER |
| Passive Capital Management, LLC.$335M AUM | 0.12% | $393,234 | 7.3K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.12% | $2M | 38.6K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.10% | $4M | 72.6K | Q1 2026OLDER |
| Vertex Planning Partners, LLC$515M AUM | 0.10% | $504,522 | 9.3K | Q1 2026OLDER |
| Prosperity Wealth Management, Inc.$300M AUM | 0.09% | $280,524 | 5.4K | Q1 2026OLDER |
| ANB BANK$247M AUM | 0.09% | $222,093 | 4.1K | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.08% | $321,946 | 6.0K | Q1 2026OLDER |
| KFA Private Wealth Group, LLC$417M AUM | 0.08% | $340,767 | 6.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.08% | $4M | 76.5K | Q2 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC$5.3B AUM | 0.07% | $4M | 67.4K | Q2 2026 |
| Financial Management Professionals, Inc.$1.1B AUM | 0.05% | $454,140 | 8.4K | Q1 2026OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.05% | $6M | 114.3K | Q1 2026OLDER |
| Clearwater Capital Advisors, LLC$1.2B AUM | 0.05% | $591,366 | 10.9K | Q1 2026OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.04% | $8M | 151.5K | Q1 2026OLDER |
| GREENLEAF TRUST$10.2B AUM | 0.04% | $4M | 71.4K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.04% | $2M | 42.1K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.03% | $3M | 61.0K | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.03% | $2M | 41.6K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.02% | $800,805 | 14.8K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.02% | $5M | 86.1K | Q1 2026OLDER |
| Amplius Wealth Advisors, LLC$1.2B AUM | 0.02% | $279,483 | 5.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.02% | $9M | 161.6K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.02% | $18M | 325.7K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $524,240 | 9.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.02% | $982,491 | 18.2K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $103,209 | 2.0K | Q4 2025OLDER |
| Meeder Advisory Services, Inc.$2.4B AUM | 0.02% | $431,638 | 8.0K | Q1 2026OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.02% | $674,375 | 12.0K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.01% | $266,902 | 5.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $49M | 913.7K | Q1 2026OLDER |
| FLPUTNAM INVESTMENT MANAGEMENT CO$6.7B AUM | 0.01% | $757,476 | 14.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.01% | $54,090 | 1.0K | Q1 2026OLDER |
| CAPITAL ADVISORS INC/OK$6.2B AUM | 0.01% | $670,716 | 12.4K | Q1 2026OLDER |
| Noble Wealth Management PBC$223M AUM | 0.01% | $21,644 | 400 | Q2 2026 |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $369,578 | 6.8K | Q1 2026OLDER |
| Savvy Advisors, Inc.$3.7B AUM | 0.01% | $316,048 | 5.8K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 30.0K | Q3 2025OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $1M | 21.7K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $83,966 | 1.6K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $5M | 83.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.01% | $86M | 1.59M | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.01% | $4M | 70.6K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 68.2K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.01% | $1M | 25.7K | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.01% | $105,180 | 1.9K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $5,483 | 106 | Q4 2025OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.00% | $400,880 | 7.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $2M | 43.3K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.00% | $337,143 | 6.2K | Q1 2026OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $9,398 | 191 | Q4 2025OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $53,428 | 1.1K | Q3 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $2M | 37.4K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $2M | 27.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $43M | 826.4K | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $378,630 | 7.0K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $34,423 | 630 | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $9M | 161.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $7M | 122.4K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $683,229 | 12.6K | Q1 2026OLDER |
| JFS WEALTH ADVISORS, LLC$1.8B AUM | 0.00% | $31,995 | 620 | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.00% | $364,395 | 7.2K | Q1 2026OLDER |
| Abound Wealth Management$504M AUM | 0.00% | $6,685 | 136 | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 27.9K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $15,848 | 293 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $7M | 126.1K | Q2 2026 |
| Physician Wealth Advisors, Inc.$719M AUM | 0.00% | $9,225 | 171 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $64,983 | 1.3K | Q4 2025OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $3M | 55.7K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $121,703 | 2.3K | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $19,227 | 355 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $2M | 39.9K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $554,719 | 10.3K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $33,686 | 623 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $259,954 | 4.8K | Q2 2026 |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $56,967 | 1.2K | Q3 2025OLDER |
| Solstein Capital, LLC$244M AUM | 0.00% | $2,164 | 40 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $5M | 96.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $42,213 | 780 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $134,671 | 2.6K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $4M | 72.4K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $3M | 47.7K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 50.5K | Q3 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $16,772 | 325 | Q4 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $329,985 | 6.1K | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $10,818 | 200 | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $318,989 | 5.9K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $212,553 | 4.1K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2M | 35.5K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $18,662 | 345 | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $144,798 | 2.7K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $137,280 | 2.5K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $25,314 | 468 | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $13,739 | 254 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $38,703 | 750 | Q4 2025OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $8,438 | 156 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $154,469 | 2.9K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $108 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.