WisdomTree Trust - 97717W711
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NEW ENGLAND SECURITIES CORP /MA/ | History | No change | 1,813 | 42 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| RMG Wealth Management LLC | History | New | 200 | 10 | 0.0% | — | 2 | +200 | New | Q4 2025 | Jan 29, 2026 |
| MetLife Securities, Inc | History | No change | 226 | 5 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2014 | Aug 04, 2014 |
| Madden Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -833 | -100.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q4 2025 | Feb 06, 2026 |