WisdomTree Trust - CEW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Added to | 37,750 | 729 | 0.0% | 0.0% | 1 | +22,914 | 154.45% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 25,844 | 499 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Added to | 23,492 | 453 | 0.2% | 0.19% | 3 | +3,848 | 19.59% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | Reduced | 5,518 | 106 | 0.02% | 0.02% | 4 | -303 | -5.21% | Q2 2026 | Jul 24, 2026 |
| Blue Trust, Inc. | History | No change | 1,000 | 19 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 15 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Reduced | 251 | 4 | 0.0% | 0.0% | 7 | -2,175 | -89.65% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 220 | 4 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 200 | 3 | 0.0% | 0.0% | 9 | -277 | -58.07% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 200 | 3 | 0.0% | 0.0% | 10 | -75 | -27.27% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 25 | 0 | — | 0.0% | — | -1,375 | -98.21% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -257 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | New | 41 | 0 | — | — | — | +41 | New | Q2 2026 | Aug 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |