WISDOMTREE TR
CUSIP 97717X651
Wisdomtree Tr has 125 institutional holders in Filings Flow’s 13F database, together reporting 4.17M shares worth $210M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Morgan Stanley, and Stonebridge Financial Group, LLC.
Institutional Holders
125
Q1 2026
Reported Value
$210M
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 | 3.36% | $4M | 66.3K | Q1 2026OLDER |
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 2.66% | $4M | 78.7K | Q1 2026OLDER |
| Dickmeyer Boyce Financial Management, Inc.$170M AUM | 1.32% | $2M | 42.3K | Q1 2026OLDER |
| Stonebridge Financial Group, LLC$1.3B AUM | 1.30% | $17M | 289.8K | Q2 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.91% | $5M | 95.2K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.81% | $7M | 124.7K | Q1 2026OLDER |
| Everstar Asset Management, LLC$188M AUM | 0.73% | $1M | 25.8K | Q1 2026OLDER |
| Strategic Financial Concepts, LLC$405M AUM | 0.48% | $2M | 36.9K | Q1 2026OLDER |
| LifeWealth Investments, LLC$335M AUM | 0.45% | $2M | 28.3K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.44% | $5M | 103.2K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.43% | $519,145 | 9.8K | Q2 2026 |
| BROOKS, MOORE & ASSOCIATES, INC.$199M AUM | 0.37% | $720,608 | 15.2K | Q3 2025OLDER |
| Philip James Wealth Mangement, LLC$870M AUM | 0.34% | $3M | 55.2K | Q1 2026OLDER |
| Marshall & Sterling Wealth Advisors Inc.$153M AUM | 0.28% | $433,982 | 8.2K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.24% | $530,060 | 10.0K | Q1 2026OLDER |
| WILLNER & HELLER, LLC$160M AUM | 0.24% | $309,914 | 6.2K | Q3 2025OLDER |
| Linscomb Wealth, Inc.$2.2B AUM | 0.24% | $5M | 100.7K | Q1 2026OLDER |
| Lynch Investment Planning, LLC$111M AUM | 0.23% | $236,498 | 4.8K | Q4 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.22% | $359,018 | 6.8K | Q1 2026OLDER |
| Wealthcare Capital Partners, LLC$242M AUM | 0.22% | $529,375 | 8.9K | Q2 2026 |
| Redwood Family Wealth LLC$102M AUM | 0.20% | $208,455 | 3.9K | Q1 2026OLDER |
| PRECEDENT WEALTH PARTNERS, LLC$500M AUM | 0.17% | $859,240 | 16.2K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 0.16% | $231,634 | 4.7K | Q4 2025OLDER |
| Well Done, LLC$681M AUM | 0.15% | $857,807 | 17.2K | Q3 2025OLDER |
| Collaborative Wealth Managment Inc.$218M AUM | 0.15% | $413,852 | 8.3K | Q4 2025OLDER |
| FIRST NATIONAL BANK SIOUX FALLS$366M AUM | 0.14% | $500,519 | 9.1K | Q1 2026OLDER |
| Quartz Partners, LLC$259M AUM | 0.12% | $323,149 | 6.1K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.12% | $2M | 35.5K | Q1 2026OLDER |
| Redmond Asset Management, LLC$366M AUM | 0.11% | $386,837 | 7.3K | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.09% | $5M | 94.0K | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.08% | $1M | 20.3K | Q2 2026 |
| Princeton Global Asset Management LLC$613M AUM | 0.08% | $498,969 | 9.4K | Q1 2026OLDER |
| Joseph Group Capital Management$400M AUM | 0.08% | $322,070 | 6.1K | Q1 2026OLDER |
| Opes Wealth Management LLC$609M AUM | 0.08% | $469,630 | 8.9K | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.08% | $177,901 | 3.6K | Q4 2025OLDER |
| CAPITAL MANAGEMENT CORP /VA$585M AUM | 0.07% | $428,958 | 8.1K | Q1 2026OLDER |
| Empirical Asset Management, LLC$379M AUM | 0.06% | $231,917 | 4.4K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.05% | $696,067 | 13.1K | Q1 2026OLDER |
| Sovran Advisors, LLC$1.3B AUM | 0.05% | $667,526 | 11.7K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.05% | $203,993 | 3.9K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.04% | $378,732 | 7.2K | Q1 2026OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.04% | $12M | 235.6K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.04% | $177,476 | 3.4K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.03% | $3M | 54.4K | Q1 2026OLDER |
| Cascade Financial Partners, LLC$970M AUM | 0.03% | $284,489 | 5.4K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.03% | $2M | 46.7K | Q1 2026OLDER |
| RMR Wealth Builders$1.3B AUM | 0.03% | $335,342 | 6.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.03% | $137,640 | 2.8K | Q3 2025OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.02% | $340,201 | 6.4K | Q1 2026OLDER |
| Vestmark Advisory Solutions, Inc.$9.0B AUM | 0.02% | $2M | 36.0K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.02% | $204,608 | 3.5K | Q2 2026 |
| Quattro Advisors LLC$115M AUM | 0.02% | $20,690 | 417 | Q4 2025OLDER |
| Avidian Wealth Enterprises, LLC$3.2B AUM | 0.02% | $481,956 | 9.1K | Q1 2026OLDER |
| Gateway Wealth Partners, LLC$2.6B AUM | 0.01% | $384,091 | 7.3K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $228,443 | 4.6K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $303,288 | 5.7K | Q1 2026OLDER |
| Venturi Wealth Management, LLC$2.2B AUM | 0.01% | $273,979 | 5.2K | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $518,537 | 9.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.01% | $159,933 | 3.0K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.01% | $74,752 | 1.4K | Q1 2026OLDER |
| Medallion Wealth Advisors, LLC$306M AUM | 0.01% | $24,837 | 469 | Q1 2026OLDER |
| OPPENHEIMER & CO INC$8.2B AUM | 0.01% | $652,228 | 12.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.01% | $30M | 558.9K | Q1 2026OLDER |
| BANK OF NOVA SCOTIA$57.2B AUM | 0.01% | $4M | 84.4K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $6M | 104.9K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 29.5K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.01% | $435,955 | 8.2K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.01% | $3M | 48.3K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.01% | $520,378 | 9.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.01% | $97,854 | 1.8K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.01% | $264,953 | 4.7K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.01% | $224,660 | 4.5K | Q3 2025OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $6,461 | 122 | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $55,499 | 1.0K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $965,591 | 18.2K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $12M | 227.0K | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $66,727 | 1.3K | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 33.3K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $107,504 | 2.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $260,471 | 4.9K | Q1 2026OLDER |
| Glen Eagle Advisors, LLC$714M AUM | 0.00% | $15,835 | 299 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $54,825 | 1.0K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $246,802 | 5.0K | Q4 2025OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $390,829 | 7.4K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.00% | $328,280 | 6.2K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $92,791 | 1.9K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $424,696 | 8.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $988,150 | 18.7K | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $241,275 | 4.6K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $20,989 | 423 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $22M | 446.5K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $2M | 29.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.00% | $12,233 | 231 | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $202,935 | 3.8K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $873,504 | 16.5K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $171,205 | 3.2K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6M | 106.3K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5M | 89.7K | Q1 2026OLDER |
| Main Street Group, LTD$340M AUM | 0.00% | $2,695 | 51 | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $360,335 | 6.8K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $10M | 180.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $441,141 | 8.3K | Q1 2026OLDER |
| GUARDIAN WEALTH ADVISORS, LLC / NC$1.6B AUM | 0.00% | $10,168 | 192 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $21,011 | 354 | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $332,498 | 6.3K | Q1 2026OLDER |
| Capital Investment Advisory Services, LLC$1.4B AUM | 0.00% | $7,838 | 148 | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $711,210 | 13.4K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $2M | 28.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $541,485 | 10.2K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $13,645 | 275 | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $210,294 | 4.2K | Q3 2025OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $287,985 | 5.4K | Q1 2026OLDER |
| TRUST CO OF VERMONT$2.4B AUM | 0.00% | $4,962 | 100 | Q4 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $11,174 | 211 | Q2 2026 |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $61,961 | 1.2K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $367,857 | 7.0K | Q1 2026OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $789,445 | 14.9K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $32,622 | 616 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $229,158 | 4.6K | Q3 2025OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $33,281 | 628 | Q1 2026OLDER |
| NATIONAL BANK OF CANADA /FI/$111.5B AUM | 0.00% | $137,670 | 2.6K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $5,296 | 100 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $3,239 | 62 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $53,046 | 1.0K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $671,239 | 13.5K | Q4 2025OLDER |
| IMC-Chicago, LLC$278.4B AUM | 0.00% | $242,494 | 4.6K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $678,978 | 13.6K | Q3 2025OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $10,168 | 192 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $1,065 | 20 | Q1 2026OLDER |
| Financial Gravity Asset Management, Inc.$562M AUM | 0.00% | $371 | 7 | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $174,761 | 3.3K | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $742 | 14 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $480,456 | 9.7K | Q4 2025OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $835,612 | 16.0K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $9,874 | 199 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $62,967 | 1.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.00% | $13,134 | 248 | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $3,866 | 73 | Q2 2026 |
| FMR LLC$1.90T AUM | 0.00% | $112,686 | 2.1K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $5,657 | 107 | Q2 2026 |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11,651 | 220 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.