WisdomTree Trust - WTMF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q2 2026 · Q1 2026

Value (USD)

Total reported value ($000)

$191.2M

QoQ value delta ($000)

+$20.8M (+12.21%)

Implied price effect (QoQ)

+2.97%

Total shares

4,680,099

QoQ shares delta

+385,359 (+8.97%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 84 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
MORGAN STANLEY	46,862	1,147,194	0.0%
LPL Financial LLC	20,508	502,047	0.0%
Tidemark, LLC	17,664	432,433	3.98%
OneDigital Investment Advisors LLC	12,875	315,199	0.11%
Stewardship Advisors, LLC	11,905	291,438	2.47%
Cetera Investment Advisers	11,299	276,616	0.01%
EARNED WEALTH ADVISORS, LLC	11,182	273,756	0.72%
Stillwater Private Wealth, LLC	6,998	168,608	4.56%
Avestar Capital, LLC	5,372	131,519	0.3%
ENVESTNET ASSET MANAGEMENT INC	3,106	76,053	0.0%
WELLS FARGO & COMPANY/MN	2,933	71,809	0.0%
KINGSWOOD WEALTH ADVISORS, LLC	2,091	51,188	0.08%
Vestmark Advisory Solutions, Inc.	2,058	50,399	0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,861	45,561	0.0%
Columbus Macro, LLC	1,702	41,669	0.17%
RAYMOND JAMES FINANCIAL INC	1,522	37,268	0.0%
Ethos Financial Group, LLC	1,458	35,749	0.1%
Efficient Advisors, LLC	1,397	35,208	0.1%
Asset Allocation Strategies LLC	1,377	33,725	0.21%
Cambridge Investment Research Advisors, Inc.	1,329	32,524	0.0%
Comprehensive Wealth Management, LLC	1,287	31,506	0.59%
ASSETMARK, INC	1,262	30,913	0.0%
OSAIC HOLDINGS, INC.	1,101	26,963	0.0%
Kestra Advisory Services, LLC	1,081	26,477	0.0%
STIFEL FINANCIAL CORP	1,043	25,539	0.0%