WisdomTree Trust - QHY

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$205.8M

QoQ value delta ($000)

+$35.18M (+20.62%)

Implied price effect (QoQ)

-1.93%

Total shares

4,519,864

QoQ shares delta

+845,131 (+23.0%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 71 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/	53,094	1,165,892	0.0%
WealthPlan Investment Management, LLC	10,442	229,310	0.58%
Cetera Investment Advisers	9,247	203,070	0.01%
AMERICAN FINANCIAL & TAX STRATEGIES INC	6,815	149,652	3.31%
LPL Financial LLC	5,339	117,246	0.0%
MORGAN STANLEY	4,030	88,503	0.0%
Private Advisor Group, LLC	3,436	75,456	0.02%
Goldstone Financial Group, LLC	2,729	59,939	0.3%
COMMONWEALTH EQUITY SERVICES, LLC	2,518	55,293	0.0%
Atria Investments, Inc	2,438	53,545	0.03%
Kestra Advisory Services, LLC	1,932	42,428	0.01%
Smartleaf Asset Management LLC	1,822	40,485	0.07%
Vestmark Advisory Solutions, Inc.	1,697	37,278	0.02%
Millington Financial Advisors, LLC	1,523	33,078	0.64%
Barnes Wealth Management Group, Inc	1,520	33,382	0.77%
Mariner, LLC	1,403	30,815	0.0%
ENVESTNET ASSET MANAGEMENT INC	1,259	27,656	0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,216	26,706	0.0%
JPMORGAN CHASE & CO	1,189	26,414	0.0%
Oxinas Partners, LLC	976	21,439	0.45%
OSAIC HOLDINGS, INC.	902	19,829	0.0%
NBC SECURITIES, INC.	879	19,319	0.07%
Vericrest Private Wealth	840	18,456	0.75%
NewSquare Capital LLC	742	16,297	0.06%