WisdomTree Trust - 97717X628
Detailed investor-level table based on 13F positions.
Early Q1 2026 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,769,395 | 521,104 | 0.05% | 0.02% | 1 | +14,185,368 | 215.45% | Q4 2021 | Feb 08, 2022 |
| Richard Bernstein Advisors LLC | History | Added to | 12,631,086 | 316,914 | 6.11% | 1.92% | 2 | +8,829,611 | 232.27% | Q4 2021 | Feb 11, 2022 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,951,758 | 99,145 | 0.03% | 0.0% | 3 | +3,842,492 | 3516.64% | Q4 2021 | Feb 14, 2022 |
| MORGAN STANLEY | History | Reduced | 2,787,830 | 69,947 | 0.01% | 0.01% | 4 | -347,572 | -11.09% | Q4 2021 | Feb 14, 2022 |
| ROYAL BANK OF CANADA | History | Added to | 2,376,499 | 59,627 | 0.01% | 0.01% | 5 | +523,021 | 28.22% | Q4 2021 | Feb 14, 2022 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,440,784 | 36,149 | 0.02% | 0.0% | 6 | +1,112,559 | 338.96% | Q4 2021 | Feb 04, 2022 |
| Bank of New York Mellon Corp | History | Added to | 1,086,078 | 27,250 | 0.0% | 0.01% | 7 | +41,026 | 3.93% | Q4 2021 | Feb 11, 2022 |
| JANE STREET GROUP, LLC | History | Added to | 764,719 | 19,187 | 0.01% | 0.0% | 8 | +642,489 | 525.64% | Q4 2021 | Feb 15, 2022 |
| AE Wealth Management LLC | History | Reduced | 741,769 | 18,611 | 0.13% | 0.16% | 9 | -25,614 | -3.34% | Q4 2021 | Jan 20, 2022 |
| LPL Financial LLC | History | Reduced | 731,980 | 18,365 | 0.02% | 0.02% | 10 | -52,676 | -6.71% | Q4 2021 | Feb 14, 2022 |
| UBS Group AG | History | Reduced | 634,158 | 15,911 | 0.0% | 0.01% | 11 | -215,827 | -25.39% | Q4 2021 | Feb 14, 2022 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 415,139 | 10,416 | 0.0% | 0.0% | 12 | -31,608 | -7.08% | Q4 2021 | Feb 14, 2022 |
| Baird Financial Group, Inc. | History | Added to | 261,236 | 6,554 | 0.02% | 0.01% | 13 | +63,903 | 32.38% | Q4 2021 | Feb 09, 2022 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 163,208 | 4,096 | 0.01% | 0.0% | 14 | +88,435 | 118.27% | Q4 2021 | Feb 14, 2022 |
| Kestra Advisory Services, LLC | History | Added to | 134,526 | 3,375 | 0.03% | 0.02% | 15 | +69,304 | 106.26% | Q4 2021 | Jul 25, 2022 |
| HighTower Advisors, LLC | History | Added to | 118,049 | 2,962 | 0.01% | 0.01% | 16 | +5,079 | 4.5% | Q4 2021 | Feb 10, 2022 |
| STIFEL FINANCIAL CORP | History | Added to | 99,496 | 2,496 | 0.0% | 0.0% | 17 | +51,666 | 108.02% | Q4 2021 | Feb 14, 2022 |
| MML INVESTORS SERVICES, LLC | History | Added to | 76,908 | 1,930 | 0.01% | 0.01% | 18 | +37,002 | 92.72% | Q4 2021 | Feb 14, 2022 |
| Kingsview Wealth Management, LLC | History | No change | 60,067 | 1,507 | 0.06% | 0.07% | 19 | 0 | 0.0% | Q4 2021 | Feb 17, 2022 |
| DAVENPORT & Co LLC | History | No change | 55,600 | 1,395 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2021 | Feb 10, 2022 |
| Private Advisor Group, LLC | History | Added to | 54,401 | 1,365 | 0.01% | 0.01% | 21 | +571 | 1.06% | Q4 2021 | Feb 10, 2022 |
| Cetera Investment Advisers | History | Added to | 52,164 | 1,309 | 0.02% | 0.02% | 22 | +11,749 | 29.07% | Q4 2021 | Feb 14, 2022 |
| Vestmark Advisory Solutions, Inc. | History | New | 46,458 | 1,166 | 0.07% | — | 23 | +46,458 | New | Q4 2021 | Jan 31, 2022 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 31,761 | 797 | 0.0% | — | 24 | +31,761 | New | Q4 2021 | Jan 24, 2022 |
| Savant Capital, LLC | History | Reduced | 28,886 | 725 | 0.02% | 0.03% | 25 | -2,326 | -7.45% | Q4 2021 | Feb 08, 2022 |
| ADVISOR GROUP HOLDINGS, INC. | History | Reduced | 28,662 | 720 | 0.0% | 0.0% | 27 | -10,072 | -26.0% | Q4 2021 | Feb 03, 2022 |
| Advisors Capital Management, LLC | History | Added to | 28,678 | 720 | 0.02% | 0.02% | 26 | +1,022 | 3.7% | Q4 2021 | Feb 14, 2022 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 24,881 | 624 | 0.0% | 0.0% | 28 | -2,770 | -10.02% | Q4 2021 | Feb 04, 2022 |
| IFP Advisors, Inc | History | Added to | 23,875 | 595 | 0.01% | 0.01% | 29 | +224 | 0.95% | Q4 2021 | Jan 12, 2022 |
| Creative Planning | History | New | 22,815 | 572 | 0.0% | — | 30 | +22,815 | New | Q4 2021 | Feb 11, 2022 |
| J.W. COLE ADVISORS, INC. | History | New | 21,414 | 537 | 0.03% | — | 31 | +21,414 | New | Q4 2021 | Jan 25, 2022 |
| Vontobel Holding Ltd. | History | No change | 19,920 | 500 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2021 | Feb 14, 2022 |
| Merit Financial Group, LLC | History | Reduced | 15,069 | 378 | 0.04% | 0.06% | 33 | -7,986 | -34.64% | Q4 2021 | Feb 14, 2022 |
| CITADEL ADVISORS LLC | History | Reduced | 14,858 | 373 | 0.0% | 2.44% | 34 | -137,815 | -90.27% | Q4 2021 | Feb 14, 2022 |
| Arkadios Wealth Advisors | History | Reduced | 13,476 | 338 | 0.04% | 0.08% | 35 | -9,587 | -41.57% | Q4 2021 | Feb 03, 2022 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 13,139 | 330 | 0.0% | 0.0% | 36 | -9,682 | -42.43% | Q4 2021 | Feb 14, 2022 |
| RFG Advisory, LLC | History | Added to | 12,773 | 320 | 0.02% | 0.02% | 37 | +2,670 | 26.43% | Q4 2021 | Feb 02, 2022 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,116 | 304 | 0.0% | 0.01% | 38 | 0 | 0.0% | Q4 2021 | Feb 08, 2022 |
| Stratos Wealth Partners, LTD. | History | Reduced | 11,397 | 286 | 0.01% | 0.02% | 39 | -21,340 | -65.19% | Q4 2021 | Jan 14, 2022 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,306 | 233 | 0.0% | — | 40 | +9,306 | New | Q4 2021 | Jan 31, 2022 |
| Rockefeller Capital Management L.P. | History | Added to | 8,984 | 225 | 0.0% | 0.0% | 41 | +2,554 | 39.72% | Q4 2021 | Feb 14, 2022 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 8,135 | 204 | 0.0% | 0.01% | 42 | -4,740 | -36.82% | Q4 2021 | Feb 02, 2022 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,710 | 68 | 0.0% | 0.0% | 43 | -1,115 | -29.15% | Q4 2021 | Feb 02, 2022 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,198 | 55 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2021 | Feb 16, 2022 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,085 | 52 | 0.0% | 0.0% | 45 | +1,944 | 1378.72% | Q4 2021 | Feb 03, 2022 |
| FIFTH THIRD BANCORP | History | New | 477 | 12 | 0.0% | — | 46 | +477 | New | Q4 2021 | Feb 01, 2022 |
| SIGNATUREFD, LLC | History | Added to | 323 | 8 | 0.0% | 0.0% | 47 | +166 | 105.73% | Q4 2021 | Jan 25, 2022 |
| SIMPLEX TRADING, LLC | History | New | 200 | 5 | 0.0% | — | 48 | +200 | New | Q4 2021 | Feb 23, 2022 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 218 | 5 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2021 | Feb 14, 2022 |
| Geneos Wealth Management Inc. | History | Reduced | 99 | 2 | 0.0% | 0.0% | 50 | -434 | -81.43% | Q4 2021 | Feb 09, 2022 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -421,866 | -100.0% | Q3 2021 | Nov 12, 2021 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -116,289 | -100.0% | Q3 2021 | Nov 15, 2021 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -20,540 | -100.0% | Q3 2021 | Nov 12, 2021 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,944 | -100.0% | Q3 2021 | Jul 26, 2022 |
| FMR LLC | History | Reduced | 1 | 0 | — | — | — | -9 | -90.0% | Q4 2021 | Feb 14, 2022 |