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 | No change | 37,750 | 729 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | New | 28,411 | 556 | 0.02% | — | 2 | +28,411 | New | Q3 2026 | Nov 09, 2026 |
| 3EDGE Asset Management, LP | History | No change | 25,844 | 506 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 23,492 | 453 | 0.2% | 0.2% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 5,518 | 108 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Blue Trust, Inc. | History | No change | 1,000 | 19 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Parallel Advisors, LLC | History | No change | 800 | 15 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| MORGAN STANLEY | History | No change | 251 | 4 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 200 | 3 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q3 2026 | Nov 09, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |