WisdomTree Trust - 97717W596
Detailed investor-level table based on 13F positions.
Early Q1 2024 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 123,926 | 6,095 | 0.0% | 0.0% | 1 | -1,168 | -0.93% | Q4 2023 | Feb 14, 2024 |
| Cetera Investment Advisers | History | Reduced | 35,287 | 1,735 | 0.01% | 0.01% | 2 | -963 | -2.66% | Q4 2023 | Feb 13, 2024 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 29,466 | 1,449 | 0.0% | 0.0% | 3 | +20,733 | 237.41% | Q4 2023 | Feb 14, 2024 |
| OSAIC HOLDINGS, INC. | History | Reduced | 21,763 | 1,070 | 0.0% | 0.0% | 4 | -44 | -0.2% | Q4 2023 | Feb 12, 2024 |
| CITADEL ADVISORS LLC | History | Reduced | 18,385 | 904 | 0.0% | 0.0% | 5 | -273 | -1.46% | Q4 2023 | Feb 14, 2024 |
| MORGAN STANLEY | History | Added to | 14,367 | 706 | 0.0% | 0.0% | 6 | +9 | 0.06% | Q4 2023 | Aug 16, 2024 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 10,195 | 501 | 0.02% | 0.02% | 7 | +42 | 0.41% | Q4 2023 | Feb 06, 2024 |
| JPMORGAN CHASE & CO | History | Added to | 9,839 | 483 | 0.0% | 0.0% | 8 | +1,418 | 16.84% | Q4 2023 | Dec 26, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,126 | 400 | 0.0% | 0.0% | 9 | -1,317 | -13.95% | Q4 2023 | Feb 06, 2024 |
| Private Advisor Group, LLC | History | Added to | 7,422 | 365 | 0.0% | 0.0% | 10 | +745 | 11.16% | Q4 2023 | Feb 06, 2024 |
| Stratos Wealth Partners, LTD. | History | Reduced | 5,082 | 250 | 0.0% | 0.0% | 11 | -111 | -2.14% | Q4 2023 | Jan 24, 2024 |
| WELLS FARGO & COMPANY/MN | History | No change | 4,201 | 206 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2023 | Feb 09, 2024 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,787 | 87 | 0.0% | 0.0% | 13 | -1,331 | -42.69% | Q4 2023 | Feb 14, 2024 |
| UBS Group AG | History | Added to | 1,397 | 68 | 0.0% | 0.0% | 14 | +969 | 226.4% | Q4 2023 | Feb 09, 2024 |
| Steward Partners Investment Advisory, LLC | History | No change | 975 | 47 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2023 | Feb 12, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 447 | 21 | 0.0% | 0.0% | 16 | +2 | 0.45% | Q4 2023 | Mar 22, 2024 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 165 | 8 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2023 | Feb 14, 2024 |
| IFP Advisors, Inc | History | No change | 130 | 6 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2023 | Jan 09, 2024 |
| Richard Bernstein Advisors LLC | History | Reduced | 65 | 3 | 0.0% | 0.01% | 19 | -12,608 | -99.49% | Q4 2023 | Feb 14, 2024 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q3 2023 | Nov 14, 2023 |
| FMR LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q4 2023 | Feb 13, 2024 |