WisdomTree Trust - QHY

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)

$208.1M

QoQ value delta ($000)

+$2.378M (+1.16%)

Implied price effect (QoQ)

+0.38%

Total shares

4,553,947

QoQ shares delta

+34,892 (+0.77%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q2 2026 data: 74 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
CWM, LLC	76,974	1,690,271	0.2%
BANK OF AMERICA CORP /DE/	54,650	1,192,991	0.0%
WealthPlan Investment Management, LLC	11,363	248,058	0.56%
Cetera Investment Advisers	9,328	203,626	0.01%
AMERICAN FINANCIAL & TAX STRATEGIES INC	6,832	149,153	3.09%
LPL Financial LLC	5,952	129,939	0.0%
MORGAN STANLEY	4,569	99,749	0.0%
Goldstone Financial Group, LLC	2,717	59,327	0.25%
COMMONWEALTH EQUITY SERVICES, LLC	2,505	54,686	0.0%
JANE STREET GROUP, LLC	1,857	40,553	0.0%
Smartleaf Asset Management LLC	1,855	40,485	0.06%
Atria Investments, Inc	1,837	40,121	0.02%
Vestmark Advisory Solutions, Inc.	1,707	37,278	0.02%
JPMORGAN CHASE & CO	1,702	37,148	0.0%
Millington Financial Advisors, LLC	1,671	36,377	0.66%
Barnes Wealth Management Group, Inc	1,546	33,769	0.71%
Private Advisor Group, LLC	1,428	31,192	0.01%
ENVESTNET ASSET MANAGEMENT INC	1,280	27,961	0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,223	26,706	0.0%
OSAIC HOLDINGS, INC.	1,160	25,339	0.0%
Oxinas Partners, LLC	1,025	22,394	0.4%
Vericrest Private Wealth	1,014	22,141	0.9%
WealthPLAN Partners, LLC	987	21,559	0.19%
Kestra Advisory Services, LLC	954	20,842	0.0%
RAYMOND JAMES FINANCIAL INC	799	17,446	0.0%