WISDOMTREE TR
CUSIP 97717X172
Wisdomtree Tr has 71 institutional holders in Filings Flow’s 13F database, together reporting 4.51M shares worth $205M as of Q1 2026. The largest reported holders are Cwm, LLC, Bank Of America Corp /De/, and Wealthplan Investment Management, LLC.
Institutional Holders
71
Q1 2026
Reported Value
$205M
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 |
|---|---|---|---|---|
| AMERICAN FINANCIAL & TAX STRATEGIES INC$206M AUM | 3.31% | $7M | 149.7K | Q1 2026OLDER |
| Defined Financial Planning LLC$121M AUM | 1.36% | $2M | 35.3K | Q3 2025OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.77% | $2M | 33.4K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 0.75% | $840,486 | 18.5K | Q1 2026OLDER |
| Millington Financial Advisors, LLC$237M AUM | 0.64% | $2M | 33.1K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.58% | $10M | 229.3K | Q1 2026OLDER |
| Vines Capital Management, LLC$101M AUM | 0.52% | $524,484 | 11.5K | Q1 2026OLDER |
| Oxinas Partners, LLC$219M AUM | 0.45% | $976,313 | 21.4K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.41% | $491,771 | 10.8K | Q2 2026 |
| Melone Private Wealth, LLC$263M AUM | 0.30% | $733,439 | 16.1K | Q1 2026OLDER |
| Goldstone Financial Group, LLC$922M AUM | 0.30% | $3M | 59.9K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.21% | $452,222 | 9.9K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.20% | $77M | 1.69M | Q1 2026OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.19% | $409,651 | 9.0K | Q1 2026OLDER |
| Lion Street Advisors, LLC$289M AUM | 0.18% | $521,281 | 10.0K | Q3 2025OLDER |
| 5T Wealth, LLC$253M AUM | 0.14% | $359,857 | 7.9K | Q1 2026OLDER |
| WealthPLAN Partners, LLC$518M AUM | 0.12% | $618,570 | 13.6K | Q1 2026OLDER |
| Insight Advisors, LLC/ PA$525M AUM | 0.10% | $540,424 | 11.9K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.10% | $247,692 | 5.4K | Q1 2026OLDER |
| Mach-1 Financial Group, LLC$284M AUM | 0.09% | $262,036 | 5.8K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.07% | $879,794 | 19.3K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 40.5K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.06% | $742,165 | 16.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.06% | $76,416 | 1.7K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.04% | $459,160 | 10.0K | Q2 2026 |
| Frazier Financial Advisors, LLC$181M AUM | 0.04% | $69,813 | 1.5K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.03% | $2M | 53.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.02% | $122,686 | 2.7K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 37.3K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $259,011 | 5.6K | Q4 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $3M | 75.5K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.01% | $81,967 | 1.8K | Q3 2025OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $363,906 | 8.0K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $549,704 | 12.1K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.01% | $9M | 203.1K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.01% | $107,910 | 2.4K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.01% | $342,916 | 7.5K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.01% | $204,800 | 4.4K | Q4 2025OLDER |
| Kilter Group LLC$232M AUM | 0.01% | $16,626 | 358 | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.01% | $2M | 42.4K | Q1 2026OLDER |
| Reyes Financial Architecture, Inc.$122M AUM | 0.01% | $8,197 | 180 | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.01% | $28,417 | 624 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $375,705 | 8.3K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $84,080 | 1.8K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.00% | $345,288 | 7.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $53M | 1.17M | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $325,217 | 7.1K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 55.3K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $71,316 | 1.6K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $32,024 | 703 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $61,340 | 1.3K | Q2 2026 |
| Mariner, LLC$85.7B AUM | 0.00% | $1M | 30.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $341,133 | 7.3K | Q3 2025OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $5M | 117.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $144,443 | 3.2K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $902,961 | 19.8K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.00% | $12,250 | 269 | Q1 2026OLDER |
| Guerra Advisors Inc$271M AUM | 0.00% | $2,374 | 51 | Q3 2025OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $3,825 | 84 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $118,991 | 2.6K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.00% | $204,103 | 4.4K | Q4 2025OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $247,220 | 5.3K | Q4 2025OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $1M | 27.7K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 26.7K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $733,513 | 16.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 81.4K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9,700 | 213 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $349,662 | 7.7K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $740,298 | 16.3K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $1M | 26.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $105,880 | 2.3K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $774 | 17 | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $9,892 | 213 | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $20,675 | 454 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $207,000 | 4.5K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $929 | 20 | Q4 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $2,414 | 53 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $137 | 3 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $21,859 | 480 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $5,944 | 128 | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $3,336 | 73 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $4,010 | 88 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.