WISDOMTREE TR
CUSIP 97717X719
Wisdomtree Tr has 33 institutional holders in Filings Flow’s 13F database, together reporting 908.5K shares worth $33M as of Q1 2026. The largest reported holders are Goldman Sachs Group Inc, Citadel Advisors LLC, and Morgan Stanley.
Institutional Holders
33
Q1 2026
Reported Value
$33M
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 |
|---|---|---|---|---|
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.50% | $913,595 | 24.2K | Q1 2026OLDER |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$714M AUM | 0.18% | $1M | 29.8K | Q3 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.15% | $1,671 | 41.7K | Q4 2025OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.12% | $238,352 | 6.3K | Q1 2026OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.08% | $202,235 | 5.3K | Q1 2026OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 30.9K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 51.6K | Q4 2025OLDER |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $3M | 56.5K | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $612,947 | 16.2K | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $280,770 | 7.0K | Q4 2025OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $209,169 | 4.7K | Q3 2025OLDER |
| Dunhill Financial, LLC$424M AUM | 0.01% | $30,257 | 800 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $133,778 | 3.5K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 41.3K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $19M | 494.1K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $8,510 | 225 | Q1 2026OLDER |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,862 | 155 | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $1,437 | 38 | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $49,542 | 1.3K | Q1 2026OLDER |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $36,853 | 980 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 122.4K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 29.8K | Q4 2025OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $276,077 | 6.9K | Q4 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 81.9K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $3M | 81.4K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 33.3K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $685,279 | 18.1K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $68,798 | 1.8K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $24,812 | 656 | Q2 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $293,479 | 7.8K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $26,474 | 700 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $174,000 | 4.6K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $220,125 | 5.8K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $44,488 | 1.2K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $339,679 | 9.0K | Q1 2026OLDER |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $23,298 | 616 | Q1 2026OLDER |
| Activest Wealth Management$569M AUM | 0.00% | $27 | 1 | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $1,198 | 32 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $303 | 8 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $23,883 | 631 | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,892 | 50 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.