WISDOMTREE TR
CUSIP 97717Y550
Wisdomtree Tr has 51 institutional holders in Filings Flow’s 13F database, together reporting 328.2K shares worth $31M as of Q1 2026. The largest reported holders are 3edge Asset Management, LP, Jane Street Group, LLC, and Prospera Financial Services Inc.
Institutional Holders
51
Q1 2026
Reported Value
$31M
Ticker
unmapped
private placement or foreign
Quarters Tracked
5
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| 3EDGE Asset Management, LP$2.1B AUM | 1.44% | $26M | 325.0K | Q3 2025OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.38% | $823,909 | 8.1K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 0.34% | $2M | 23.1K | Q2 2026 |
| TCFG WEALTH MANAGEMENT, LLC$267M AUM | 0.32% | $819,971 | 8.8K | Q4 2025OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.31% | $872,436 | 8.6K | Q1 2026OLDER |
| HBW ADVISORY SERVICES LLC$949M AUM | 0.30% | $3M | 28.2K | Q1 2026OLDER |
| Stirlingshire Investments, Inc.$114M AUM | 0.25% | $281,985 | 2.8K | Q1 2026OLDER |
| Elequin Capital, LP$1.2B AUM | 0.17% | $2M | 24.1K | Q1 2026OLDER |
| Astoria Portfolio Advisors LLC.$470M AUM | 0.16% | $749,741 | 7.4K | Q1 2026OLDER |
| CLG LLC$403M AUM | 0.15% | $549,138 | 6.9K | Q3 2025OLDER |
| Owen LaRue, LLC$261M AUM | 0.11% | $298,815 | 3.0K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.08% | $2M | 27.4K | Q3 2025OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.06% | $4M | 36.0K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.05% | $416,907 | 5.8K | Q2 2026 |
| Advyzon Investment Management, LLC$1.1B AUM | 0.05% | $513,286 | 5.1K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.04% | $718,789 | 6.6K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.04% | $88,533 | 875 | Q1 2026OLDER |
| HIGHLAND CAPITAL MANAGEMENT, LLC$1.9B AUM | 0.03% | $558,120 | 6.0K | Q4 2025OLDER |
| Fiduciary Alliance LLC$1.7B AUM | 0.01% | $242,205 | 2.2K | Q1 2026OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.01% | $415,850 | 4.1K | Q1 2026OLDER |
| Integrated Advisors Network LLC$1.9B AUM | 0.01% | $207,647 | 2.1K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $341,124 | 3.4K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $114,333 | 1.1K | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.01% | $102,228 | 1.7K | Q4 2025OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $262,866 | 2.6K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 0.00% | $255,682 | 2.5K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.00% | $390,684 | 4.2K | Q4 2025OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $919,783 | 9.1K | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $96,073 | 950 | Q1 2026OLDER |
| HB Wealth Management, LLC$15.5B AUM | 0.00% | $467,958 | 4.6K | Q1 2026OLDER |
| My Portfolio Guide, LLC$181M AUM | 0.00% | $4,857 | 48 | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.00% | $2M | 18.7K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $470,821 | 4.7K | Q2 2026 |
| Archer Investment Corp$469M AUM | 0.00% | $5,059 | 50 | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $107,241 | 1.0K | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $4,651 | 50 | Q4 2025OLDER |
| HM PAYSON & CO$6.9B AUM | 0.00% | $66,273 | 655 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $643,060 | 6.4K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $424,956 | 4.2K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 50.0K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $421,204 | 4.2K | Q1 2026OLDER |
| JNBA Financial Advisors$1.2B AUM | 0.00% | $6,893 | 68 | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.00% | $21,934 | 276 | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.00% | $276,221 | 2.7K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.00% | $23,474 | 232 | Q1 2026OLDER |
| Keating Financial Advisory Services, Inc.$619M AUM | 0.00% | $1,860 | 20 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $5,059 | 50 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $1M | 11.7K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $477,468 | 4.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $163,001 | 1.6K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $265,092 | 2.6K | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $5,059 | 50 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $294,000 | 2.9K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $2,691 | 29 | Q4 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $11,224 | 111 | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $30,354 | 300 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $141,854 | 1.4K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $1,315 | 13 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $558 | 6 | Q4 2025OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $204 | 2 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.