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 | Reduced | 53,822 | 1,017 | 0.0% | 0.0% | 1 | -16,705 | -23.69% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 18,770 | 354 | 0.0% | — | 2 | +18,770 | New | Q4 2025 | Feb 12, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | New | 16,761 | 316 | 0.16% | — | 3 | +16,761 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 14,718 | 278 | 0.0% | — | 4 | +14,718 | New | Q4 2025 | Feb 10, 2026 |
| Key FInancial Inc | History | Reduced | 5,821 | 110 | 0.02% | 0.02% | 5 | -97 | -1.64% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | Reduced | 2,425 | 45 | 0.0% | 0.0% | 6 | -1 | -0.04% | Q4 2025 | Feb 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,000 | 18 | 0.0% | 0.0% | 7 | -160 | -13.79% | Q4 2025 | Jan 16, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 15 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 477 | 9 | 0.0% | 0.0% | 9 | +6 | 1.27% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 220 | 4 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BARCLAYS PLC | History | New | 200 | 3 | 0.0% | — | 11 | +200 | New | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | New | 107 | 2 | 0.0% | — | 12 | +107 | New | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |