WISDOMTREE TR
CUSIP 97717Y790
Wisdomtree Tr has 107 institutional holders in Filings Flow’s 13F database, together reporting 14.64M shares worth $762M as of Q1 2026. The largest reported holders are Halbert Hargrove Global Advisors, LLC, Cwm, LLC, and Rational Advisors, Inc..
Institutional Holders
107
Q1 2026
Reported Value
$762M
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 |
|---|---|---|---|---|
| 46 Peaks LLC$137M AUM | 16.82% | $23M | 443.0K | Q1 2026OLDER |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC$2.1B AUM | 13.63% | $283M | 5.42M | Q1 2026OLDER |
| WJ Interests, LLC$260M AUM | 9.89% | $26M | 494.0K | Q1 2026OLDER |
| RATIONAL ADVISORS, INC.$980M AUM | 7.08% | $69M | 1.30M | Q1 2026OLDER |
| Professional Financial Advisors, LLC$578M AUM | 5.29% | $31M | 518.2K | Q2 2026 |
| Bravias Capital Group, LLC$153M AUM | 2.93% | $4M | 85.9K | Q1 2026OLDER |
| Fermata Advisors, LLC$495M AUM | 1.41% | $7M | 117.7K | Q2 2026 |
| RHS Financial, LLC$211M AUM | 1.24% | $3M | 50.3K | Q1 2026OLDER |
| Wealthcare Advisory Partners LLC$5.3B AUM | 1.16% | $61M | 1.03M | Q2 2026 |
| Perennial Investment Advisors, LLC$1.3B AUM | 0.67% | $8M | 160.6K | Q1 2026OLDER |
| Wright Wealth LLC$149M AUM | 0.62% | $930,825 | 17.8K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.56% | $1M | 22.8K | Q1 2026OLDER |
| HOWARD BAILEY SECURITIES, LLC$243M AUM | 0.51% | $1M | 24.0K | Q1 2026OLDER |
| Leading Edge Financial Planning LLC$475M AUM | 0.44% | $2M | 39.9K | Q1 2026OLDER |
| NDWM LLC$154M AUM | 0.40% | $623,084 | 11.9K | Q1 2026OLDER |
| ACT Advisors, LLC.$235M AUM | 0.35% | $817,723 | 15.7K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.31% | $32M | 610.0K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.27% | $1M | 24.0K | Q1 2026OLDER |
| Morton Capital Management LLC/CA$672M AUM | 0.26% | $2M | 33.1K | Q1 2026OLDER |
| Astra Wealth Partners LLC$168M AUM | 0.24% | $406,770 | 7.8K | Q1 2026OLDER |
| Insight Wealth Strategies, LLC$896M AUM | 0.22% | $2M | 37.6K | Q1 2026OLDER |
| McCartney Wealth Management LLC$119M AUM | 0.20% | $239,423 | 4.6K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.19% | $74M | 1.41M | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.17% | $2M | 29.4K | Q1 2026OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.16% | $252,869 | 4.8K | Q1 2026OLDER |
| XY Planning Network, Inc.$626M AUM | 0.15% | $916,910 | 17.5K | Q1 2026OLDER |
| REAP Financial Group, LLC$507M AUM | 0.15% | $736,619 | 14.1K | Q1 2026OLDER |
| Frontier Asset Management, LLC$477M AUM | 0.14% | $684,089 | 13.1K | Q1 2026OLDER |
| Magnolia Private Wealth, LLC$150M AUM | 0.13% | $200,204 | 3.8K | Q1 2026OLDER |
| Barnes Wealth Management Group, Inc$197M AUM | 0.13% | $262,646 | 5.0K | Q1 2026OLDER |
| Accurate Wealth Management, LLC$831M AUM | 0.13% | $1M | 20.0K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.10% | $223,661 | 4.3K | Q1 2026OLDER |
| United Advisor Group, LLC$811M AUM | 0.09% | $753,740 | 14.5K | Q1 2026OLDER |
| Bison Wealth, LLC$1.1B AUM | 0.08% | $854,489 | 14.4K | Q2 2026 |
| Worth Asset Management, LLC$313M AUM | 0.07% | $213,938 | 3.6K | Q2 2026 |
| Ausdal Financial Partners, Inc.$2.3B AUM | 0.07% | $2M | 28.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.05% | $768,350 | 14.7K | Q1 2026OLDER |
| Synergy Investment Management, LLC$306M AUM | 0.04% | $136,579 | 2.6K | Q1 2026OLDER |
| WealthPlan Investment Management, LLC$1.8B AUM | 0.04% | $772,183 | 14.8K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.04% | $4M | 74.8K | Q1 2026OLDER |
| Inspire Advisors, LLC$1.2B AUM | 0.04% | $485,360 | 9.3K | Q1 2026OLDER |
| CHAPMAN FINANCIAL GROUP, LLC$140M AUM | 0.04% | $52,150 | 1.0K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.04% | $999,820 | 19.2K | Q1 2026OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.03% | $2M | 32.3K | Q3 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.03% | $17M | 323.4K | Q1 2026OLDER |
| NWF Advisory Services Inc.$886M AUM | 0.03% | $310,966 | 5.8K | Q3 2025OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.03% | $29M | 563.8K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $7M | 134.2K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.02% | $32,489 | 623 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 84.9K | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $535,622 | 10.3K | Q2 2026 |
| PRIVATE TRUST CO NA$1.1B AUM | 0.02% | $216,475 | 4.2K | Q1 2026OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.02% | $689,527 | 13.2K | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.02% | $541,911 | 10.1K | Q1 2026OLDER |
| CIBC WORLD MARKETS CORP$20.8B AUM | 0.02% | $4M | 64.5K | Q4 2025OLDER |
| CARDIFF PARK ADVISORS, LLC$1.3B AUM | 0.02% | $210,792 | 4.0K | Q1 2026OLDER |
| Hilton Head Capital Partners, LLC$177M AUM | 0.02% | $29,413 | 564 | Q1 2026OLDER |
| Cambria Investment Management, L.P.$1.8B AUM | 0.02% | $283,861 | 5.2K | Q4 2025OLDER |
| Costello Asset Management, INC$289M AUM | 0.02% | $46,935 | 900 | Q1 2026OLDER |
| IHT Wealth Management, LLC$4.3B AUM | 0.01% | $624,496 | 12.0K | Q1 2026OLDER |
| Frazier Financial Advisors, LLC$181M AUM | 0.01% | $22,894 | 439 | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $215,414 | 4.1K | Q1 2026OLDER |
| Traynor Capital Management, Inc.$1.7B AUM | 0.01% | $213,046 | 3.9K | Q4 2025OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.01% | $220,064 | 4.0K | Q4 2025OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.01% | $263,267 | 5.0K | Q1 2026OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $550,773 | 10.6K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.01% | $13M | 253.8K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $4M | 75.8K | Q1 2026OLDER |
| Merit Financial Group, LLC$13.5B AUM | 0.00% | $668,022 | 12.8K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $18M | 351.0K | Q1 2026OLDER |
| Empowered Funds, LLC$15.7B AUM | 0.00% | $283,861 | 5.2K | Q4 2025OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $8M | 159.3K | Q1 2026OLDER |
| Perigon Wealth Management, LLC$5.5B AUM | 0.00% | $218,475 | 4.2K | Q1 2026OLDER |
| CIBC Bancorp USA Inc.$74.4B AUM | 0.00% | $3M | 55.8K | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $9,561 | 191 | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $3M | 50.5K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $860,892 | 16.5K | Q2 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.00% | $213,678 | 4.1K | Q1 2026OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $484,627 | 9.3K | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $203,564 | 3.7K | Q4 2025OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $317,152 | 6.1K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $68,753 | 1.4K | Q1 2026OLDER |
| SYM FINANCIAL Corp$1.0B AUM | 0.00% | $24,685 | 473 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $78,714 | 1.3K | Q2 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $997,164 | 19.1K | Q1 2026OLDER |
| REGIONS FINANCIAL CORP$15.4B AUM | 0.00% | $241,194 | 4.6K | Q1 2026OLDER |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC$16.3B AUM | 0.00% | $228,992 | 4.4K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $74,094 | 1.4K | Q4 2025OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $5,652 | 108 | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $724,885 | 13.9K | Q1 2026OLDER |
| Crewe Advisors LLC$1.2B AUM | 0.00% | $11,839 | 227 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $548,044 | 10.5K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.00% | $738,556 | 13.5K | Q4 2025OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.00% | $76,087 | 1.5K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $406,979 | 7.8K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $20,831 | 386 | Q3 2025OLDER |
| Strategic Wealth Partners, Ltd.$1.5B AUM | 0.00% | $7,367 | 134 | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $21,121 | 405 | Q1 2026OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $232,589 | 4.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $80,728 | 1.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 79.6K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $25,782 | 493 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 70.1K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.00% | $843,736 | 16.2K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $306,691 | 5.9K | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $30,741 | 589 | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $47,126 | 874 | Q3 2025OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $90,633 | 1.7K | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $279,000 | 5.4K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $404,553 | 7.4K | Q4 2025OLDER |
| Longview Financial Advisors, Inc.$171M AUM | 0.00% | $47 | 0 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $31,290 | 600 | Q2 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC$34.0B AUM | 0.00% | $2,006 | 38 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $17,978 | 328 | Q4 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $365 | 7 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.