SEC 13F Intelligence

WISDOMTREE TR

CUSIP 97717Y709

Wisdomtree Tr has 15 institutional holders in Filings Flow’s 13F database, together reporting 163.8K shares worth $5M as of Q4 2023. The largest reported holders are Retirement Capital Strategies, Old Mission Capital LLC, and Jane Street Group, LLC.

Institutional Holders
15
Q4 2023
Reported Value
$5M
Ticker
unmapped
private placement or foreign
Quarters Tracked
21

Ownership Trend

Institutional holders
Q4 ’18: 6Q4 ’18Q1 ’19: 7Q2 ’19: 8Q3 ’19: 8Q3 ’19Q4 ’19: 8Q1 ’20: 8Q2 ’20: 9Q2 ’20Q3 ’20: 6Q4 ’20: 8Q1 ’21: 5Q1 ’21Q2 ’21: 6Q3 ’21: 6Q4 ’21: 6Q4 ’21Q1 ’22: 5Q2 ’22: 5Q3 ’22: 7Q3 ’22Q4 ’22: 8Q1 ’23: 8Q2 ’23: 10Q2 ’23Q3 ’23: 10Q4 ’23: 15filingsflow.com
Total reported value
Q4 ’18: $11MQ4 ’18Q1 ’19: $5MQ2 ’19: $15MQ3 ’19: $4MQ3 ’19Q4 ’19: $5MQ1 ’20: $15MQ2 ’20: $4MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ1 ’21: $2MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $1MQ2 ’22: $2MQ3 ’22: $2MQ3 ’22Q4 ’22: $3MQ1 ’23: $2MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $5Mfilingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
RETIREMENT CAPITAL STRATEGIES$265M AUM0.52%$1M40.3KQ2 2023OLDER
OLD MISSION CAPITAL LLC$6.3B AUM0.02%$1M37.6KQ3 2023OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$835,92628.5KQ4 2023
LPL Financial LLC$376.6B AUM0.00%$826,75928.2KQ4 2023
MFA WEALTH ADVISORS, LLC$508M AUM0.14%$486,23916.6KQ4 2023
GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM0.01%$378,24812.9KQ4 2023
Redhawk Wealth Advisors, Inc.$1.0B AUM0.07%$364,43812.4KQ4 2023
FLYNN ZITO CAPITAL MANAGEMENT, LLC$313M AUM0.21%$309,88410.6KQ4 2023
Smartleaf Asset Management LLC$2.8B AUM0.08%$295,81310.1KQ4 2023
HighTower Advisors, LLC$94.2B AUM0.00%$295,00010.1KQ4 2023
Private Advisor Group, LLC$21.3B AUM0.00%$266,6149.1KQ4 2023
CITADEL ADVISORS LLC$618.5B AUM0.00%$262,0629.8KQ3 2023OLDER
COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM0.00%$240,0008.2KQ4 2023
My Legacy Advisors, LLC$281M AUM0.08%$227,7387.7KQ4 2023
Ascentis Independent Advisors$1.3B AUM0.05%$225,7287.7KQ4 2023
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$44,0301.5KQ4 2023
UBS Group AG$666.3B AUM0.00%$17,856652Q1 2023OLDER
CALDWELL SUTTER CAPITAL, INC.$246M AUM0.01%$10,685364Q4 2023
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q4 2023

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.