CXSEWISDOMTREE TR
CUSIP 97717X719 · Yahoo Finance ↗ · Google Finance ↗
Wisdomtree Tr (CXSE) has 33 institutional holders in Filings Flow’s 13F database, together reporting 407.1K shares worth $15M as of Q1 2026. The largest reported holders are Citadel Advisors LLC, Newedge Wealth, LLC, and Susquehanna International Group, LLP.
Institutional Holders
33
Q1 2026
Reported Value
$15M
Ticker
CXSE
Quarters Tracked
29
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $5M | 122.4K | Q4 2025OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.05% | $3M | 85.9K | Q2 2025OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 81.9K | Q1 2026 |
| MORGAN STANLEY$1.66T AUM | 0.00% | $3M | 73.4K | Q1 2026 |
| Weiss Asset Management LP$5.9B AUM | 0.03% | $3M | 56.5K | Q3 2025OLDER |
| Algorithmic Investment Models, LLC$81M AUM | 1.44% | $2M | 48.7K | Q3 2025OLDER |
| OLD MISSION CAPITAL LLC$6.3B AUM | 0.05% | $2M | 51.6K | Q4 2025OLDER |
| SOL Capital Management CO$206M AUM | 0.15% | $2M | 41.7K | Q4 2025OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $2M | 41.3K | Q1 2026 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA.$714M AUM | 0.18% | $1M | 29.8K | Q3 2025OLDER |
| Cambridge Investment Research Advisors, Inc.$38.8B AUM | 0.00% | $1M | 34.9K | Q1 2026 |
| UBS Group AG$666.3B AUM | 0.00% | $1M | 33.3K | Q1 2026 |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $1M | 29.8K | Q4 2025OLDER |
| Avestar Capital, LLC$1.6B AUM | 0.07% | $1M | 30.9K | Q1 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.00% | $1M | 31.0K | Q2 2025OLDER |
| CASTLEKEEP INVESTMENT ADVISORS LLC$184M AUM | 0.50% | $913,595 | 24.2K | Q1 2026 |
| LPL Financial LLC$376.6B AUM | 0.00% | $685,279 | 18.1K | Q1 2026 |
| SBI Securities Co., Ltd.$3.6B AUM | 0.02% | $612,947 | 16.2K | Q1 2026 |
| Corient Private Wealth LLC$69.9B AUM | 0.00% | $552,154 | 13.8K | Q4 2025OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $339,679 | 9.0K | Q1 2026 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $293,479 | 7.8K | Q1 2026 |
| Y.D. More Investments Ltd$2.6B AUM | 0.01% | $280,770 | 7.0K | Q4 2025OLDER |
| GRANVILLE CAPITAL, INC.$191M AUM | 0.12% | $238,352 | 6.3K | Q1 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $220,125 | 5.8K | Q1 2026 |
| Belpointe Asset Management LLC$2.7B AUM | 0.01% | $209,169 | 4.7K | Q3 2025OLDER |
| Summit Investment Advisory Services, LLC$269M AUM | 0.08% | $202,235 | 5.3K | Q1 2026 |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $174,000 | 4.6K | Q1 2026 |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $133,778 | 3.5K | Q1 2026 |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $68,798 | 1.8K | Q1 2026 |
| Ankerstar Wealth, LLC$95M AUM | 0.06% | $53,140 | 1.4K | Q1 2026 |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $49,542 | 1.3K | Q1 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $44,488 | 1.2K | Q1 2026 |
| WHITTIER TRUST CO OF NEVADA INC$4.9B AUM | 0.00% | $36,853 | 980 | Q1 2026 |
| Dunhill Financial, LLC$424M AUM | 0.01% | $30,257 | 800 | Q1 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $26,474 | 700 | Q1 2026 |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $24,812 | 656 | Q1 2026 |
| FMR LLC$1.90T AUM | 0.00% | $23,883 | 631 | Q1 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $23,298 | 616 | Q1 2026 |
| Triumph Capital Management$491M AUM | 0.00% | $8,510 | 225 | Q1 2026 |
| Founders Financial Alliance, LLC$555M AUM | 0.00% | $5,862 | 155 | Q1 2026 |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $1,892 | 50 | Q1 2026 |
| TopTier Wealth Management, LLC$163M AUM | 0.00% | $1,437 | 38 | Q1 2026 |
| CWM, LLC$38.1B AUM | 0.00% | $1,198 | 32 | Q1 2026 |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $303 | 8 | Q1 2026 |
| Activest Wealth Management$569M AUM | 0.00% | $27 | 1 | Q1 2026 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.