WISDOMTREE TR
CUSIP 97717X263
Wisdomtree Tr has 142 institutional holders in Filings Flow’s 13F database, together reporting 25.29M shares worth $1.1B as of Q1 2026. The largest reported holders are Park National Corp /Oh/, Lpl Financial LLC, and Morgan Stanley.
Institutional Holders
142
Q1 2026
Reported Value
$1.1B
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 |
|---|---|---|---|---|
| SK Wealth Management, LLC$360M AUM | 11.57% | $42M | 931.9K | Q1 2026OLDER |
| Choice Wealth Advisors LLC$285M AUM | 5.78% | $16M | 356.6K | Q2 2026 |
| Defined Financial Planning LLC$121M AUM | 5.76% | $7M | 164.9K | Q3 2025OLDER |
| PARK NATIONAL CORP /OH/$3.3B AUM | 4.94% | $162M | 3.68M | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 4.01% | $16M | 357.9K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 3.37% | $6M | 138.0K | Q1 2026OLDER |
| Vericrest Private Wealth$111M AUM | 3.31% | $4M | 83.5K | Q1 2026OLDER |
| Impact Capital Partners LLC$331M AUM | 3.08% | $10M | 230.8K | Q1 2026OLDER |
| Horizon Wealth Management, LLC$682M AUM | 2.88% | $20M | 445.5K | Q1 2026OLDER |
| Burns Matteson Capital Management, LLC$273M AUM | 2.74% | $7M | 169.9K | Q1 2026OLDER |
| FFG RETIREMENT ADVISORS LLC$189M AUM | 2.54% | $4M | 98.9K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 2.30% | $4M | 81.8K | Q1 2026OLDER |
| Capital Asset Advisory Services LLC$2.6B AUM | 2.11% | $55M | 1.19M | Q1 2026OLDER |
| Hennion & Walsh Asset Management, Inc.$3.5B AUM | 1.89% | $66M | 1.43M | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 1.22% | $8M | 185.9K | Q4 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 1.10% | $2M | 53.9K | Q1 2026OLDER |
| Stratos Investment Management, LLC$2.5B AUM | 1.05% | $26M | 593.5K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.87% | $50M | 1.16M | Q4 2025OLDER |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.55% | $1M | 33.3K | Q1 2026OLDER |
| TCFG Investment Advisors, LLC$267M AUM | 0.55% | $1M | 33.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.48% | $654,989 | 14.8K | Q1 2026OLDER |
| Occidental Asset Management, LLC$844M AUM | 0.46% | $4M | 87.1K | Q1 2026OLDER |
| HF Advisory Group, LLC$323M AUM | 0.42% | $1M | 29.5K | Q2 2026 |
| Comprehensive Money Management Services LLC$152M AUM | 0.39% | $589,618 | 13.4K | Q1 2026OLDER |
| Alchemi Wealth, LLC$180M AUM | 0.36% | $641,889 | 14.6K | Q1 2026OLDER |
| WORLD EQUITY GROUP, INC.$447M AUM | 0.34% | $2M | 33.3K | Q2 2026 |
| NBC SECURITIES, INC.$1.3B AUM | 0.31% | $4M | 93.0K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.29% | $706,721 | 16.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.26% | $314,945 | 7.1K | Q2 2026 |
| Seek First Inc.$142M AUM | 0.25% | $355,237 | 8.1K | Q1 2026OLDER |
| TigerOak Management, L.L.C.$317M AUM | 0.24% | $765,926 | 17.4K | Q1 2026OLDER |
| Simplicity Wealth,LLC$1.8B AUM | 0.22% | $4M | 88.1K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.18% | $16M | 364.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.18% | $5M | 100.3K | Q2 2026 |
| MOODY NATIONAL BANK TRUST DIVISION$1.2B AUM | 0.18% | $2M | 46.2K | Q2 2026 |
| Riverbend Wealth Management, LLC$175M AUM | 0.18% | $306,641 | 7.0K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.17% | $275,034 | 6.2K | Q1 2026OLDER |
| AssuredPartners Investment Advisors, LLC$919M AUM | 0.16% | $1M | 33.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.16% | $31M | 700.7K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.15% | $4M | 98.7K | Q1 2026OLDER |
| CRUX WEALTH ADVISORS$261M AUM | 0.14% | $373,414 | 8.5K | Q1 2026OLDER |
| Greykasell Wealth Strategies, Inc.$248M AUM | 0.13% | $334,693 | 7.6K | Q1 2026OLDER |
| Trivium Point Advisory, LLC$553M AUM | 0.12% | $675,765 | 15.3K | Q1 2026OLDER |
| PACIFIC FINANCIAL GROUP INC$186M AUM | 0.12% | $213,999 | 4.9K | Q4 2025OLDER |
| VestGen Advisors, LLC$3.8B AUM | 0.11% | $4M | 86.7K | Q1 2026OLDER |
| WESCAP Management Group, Inc.$508M AUM | 0.09% | $472,374 | 10.7K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.09% | $338,440 | 7.7K | Q1 2026OLDER |
| SHEETS SMITH WEALTH MANAGEMENT$888M AUM | 0.09% | $785,290 | 17.8K | Q1 2026OLDER |
| Signal Advisors Wealth, LLC$1.5B AUM | 0.09% | $1M | 28.4K | Q1 2026OLDER |
| Paragon Capital Management Ltd$476M AUM | 0.08% | $390,506 | 8.9K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.08% | $8M | 180.3K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.08% | $220,216 | 5.3K | Q3 2025OLDER |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.07% | $1M | 24.3K | Q1 2026OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.06% | $23M | 525.8K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.06% | $20M | 457.9K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.06% | $2M | 56.6K | Q1 2026OLDER |
| American Money Management, LLC$632M AUM | 0.06% | $381,420 | 8.6K | Q1 2026OLDER |
| Rooted Wealth Advisors, Inc.$379M AUM | 0.06% | $203,136 | 4.4K | Q4 2025OLDER |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.05% | $3M | 65.5K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.05% | $2M | 44.4K | Q1 2026OLDER |
| BEACON FINANCIAL GROUP$1.0B AUM | 0.04% | $427,382 | 9.7K | Q1 2026OLDER |
| INSIGNEO ADVISORY SERVICES, LLC$1.4B AUM | 0.04% | $586,531 | 13.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.04% | $140M | 3.17M | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $33M | 738.6K | Q1 2026OLDER |
| Cherry Tree Wealth Management, LLC$473M AUM | 0.03% | $161,752 | 3.7K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.03% | $21M | 483.3K | Q1 2026OLDER |
| TWO SIGMA SECURITIES, LLC$861M AUM | 0.03% | $220,370 | 5.3K | Q3 2025OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.03% | $7M | 148.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.03% | $2M | 35.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 151.1K | Q1 2026OLDER |
| MONEY CONCEPTS CAPITAL CORP$1.8B AUM | 0.02% | $450,098 | 10.2K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $1M | 32.3K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.02% | $581,246 | 13.2K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.02% | $2M | 45.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 25.9K | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.02% | $3M | 78.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.02% | $738,817 | 16.7K | Q1 2026OLDER |
| BELLEVUE ASSET MANAGEMENT, LLC$200M AUM | 0.02% | $40,420 | 916 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.02% | $1M | 29.2K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.02% | $1M | 22.7K | Q2 2026 |
| WCG Wealth Advisors LLC$3.6B AUM | 0.02% | $682,609 | 15.5K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.02% | $61M | 1.38M | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.02% | $328,167 | 7.4K | Q1 2026OLDER |
| NVWM, LLC$449M AUM | 0.02% | $82,000 | 1.9K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.02% | $5M | 110.9K | Q2 2026 |
| CreativeOne Wealth, LLC$4.3B AUM | 0.02% | $649,338 | 14.7K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.01% | $363,125 | 8.2K | Q2 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $558,741 | 12.7K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.01% | $472,462 | 10.7K | Q1 2026OLDER |
| Quest 10 Wealth Builders, Inc.$114M AUM | 0.01% | $9,865 | 236 | Q3 2025OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.01% | $488,209 | 11.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $30M | 690.5K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.01% | $612,483 | 13.9K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $6M | 144.7K | Q1 2026OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.01% | $58,954 | 1.4K | Q4 2025OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $554,558 | 12.6K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.01% | $210,627 | 4.6K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $65,636 | 1.5K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $515,911 | 11.7K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.01% | $1M | 25.9K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $992,191 | 22.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $89M | 2.04M | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $299,998 | 6.8K | Q1 2026OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.01% | $433,690 | 9.8K | Q1 2026OLDER |
| Caldwell Trust Co$1.1B AUM | 0.01% | $57,519 | 1.3K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $31M | 698.7K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.00% | $333,834 | 7.6K | Q1 2026OLDER |
| Grey Fox Wealth Advisors, LLC$518M AUM | 0.00% | $19,186 | 459 | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $756,619 | 17.2K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $75,737 | 1.7K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $45M | 1.03M | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.00% | $1M | 23.5K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $2M | 49.0K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $3M | 61.1K | Q1 2026OLDER |
| True Link Financial Advisors, LLC$1.6B AUM | 0.00% | $48,168 | 1.1K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.00% | $9,792 | 222 | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $342,815 | 7.8K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $2M | 44.5K | Q1 2026OLDER |
| TD Capital Management LLC$1.1B AUM | 0.00% | $19,947 | 452 | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $205,988 | 4.7K | Q4 2025OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $28,672 | 650 | Q1 2026OLDER |
| Financial Engines Advisors L.L.C.$49.2B AUM | 0.00% | $672,192 | 15.2K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $880,945 | 20.2K | Q4 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $9M | 201.9K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $756,561 | 17.2K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $16,674 | 378 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $170,668 | 3.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $2M | 34.3K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $4,852 | 110 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $37,286 | 892 | Q3 2025OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $341,501 | 7.7K | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $64,842 | 1.5K | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $4,180 | 100 | Q3 2025OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $6,043 | 137 | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $223,099 | 5.1K | Q4 2025OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $109,216 | 2.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $66,660 | 1.5K | Q4 2025OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $141,858 | 3.2K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $25,734 | 577 | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $18,887 | 428 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $69,385 | 1.6K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.00% | $318,474 | 7.2K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $373,000 | 8.5K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $81,868 | 1.9K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $276,212 | 6.4K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $84,868 | 1.9K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $44,419 | 1.0K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $74,273 | 1.7K | Q2 2026 |
| ASSETMARK, INC$49.0B AUM | 0.00% | $5,029 | 114 | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10,063 | 235 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $35,426 | 803 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $1,480 | 34 | Q4 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.