WisdomTree Trust - CXSE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CITADEL ADVISORS LLC | History | New | 122,448 | 4,911 | 0.0% | — | 1 | +122,448 | New | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 82,562 | 3,312 | 0.0% | — | 2 | +82,562 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 81,393 | 3,264 | 0.0% | 0.0% | 3 | +14,537 | 21.74% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 51,575 | 2,068 | 0.05% | — | 4 | +51,575 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 49,567 | 1,988 | 0.0% | 0.0% | 5 | +1,339 | 2.78% | Q4 2025 | Feb 17, 2026 |
| SOL Capital Management CO | History | Added to | 41,672 | 1,671 | 0.15% | 0.16% | 6 | +760 | 1.86% | Q4 2025 | Jan 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 35,448 | 1,422 | 0.0% | 0.0% | 7 | +3,095 | 9.57% | Q4 2025 | Feb 05, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 35,387 | 1,419 | 0.64% | 0.74% | 8 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 34,979 | 1,403 | 0.0% | 0.0% | 9 | -25,497 | -42.16% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 29,826 | 1,196 | 0.0% | — | 10 | +29,826 | New | Q4 2025 | Feb 18, 2026 |
| Avestar Capital, LLC | History | No change | 28,422 | 1,140 | 0.07% | 0.08% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 20,526 | 823 | 0.0% | — | 12 | +20,526 | New | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Added to | 19,314 | 774 | 0.0% | 0.0% | 13 | +1,717 | 9.76% | Q4 2025 | Feb 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 14,249 | 571 | 0.01% | 0.02% | 14 | -1,642 | -10.33% | Q4 2025 | Feb 03, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,632 | 506 | 0.0% | 0.0% | 15 | -391 | -3.0% | Q4 2025 | Feb 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 7,000 | 280 | 0.01% | 0.02% | 16 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,883 | 276 | 0.0% | 0.0% | 17 | -110 | -1.57% | Q4 2025 | Mar 09, 2026 |
| GRANVILLE CAPITAL, INC. | History | New | 6,299 | 252 | 0.13% | — | 18 | +6,299 | New | Q4 2025 | Feb 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,871 | 115 | 0.0% | 0.0% | 19 | +1,800 | 168.07% | Q4 2025 | Feb 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,819 | 72 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| Ankerstar Wealth, LLC | History | New | 1,508 | 60 | 0.06% | — | 21 | +1,508 | New | Q4 2025 | Feb 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 980 | 41 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 940 | 37 | 0.0% | 0.0% | 23 | -1,654 | -63.76% | Q4 2025 | Feb 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 826 | 33 | 0.0% | — | 24 | +826 | New | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 700 | 28 | 0.0% | 0.0% | 25 | -134 | -16.07% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 656 | 26 | 0.0% | 0.0% | 26 | -15,525 | -95.95% | Q4 2025 | Feb 18, 2026 |
| FMR LLC | History | Added to | 634 | 25 | 0.0% | 0.0% | 27 | +5 | 0.79% | Q4 2025 | Feb 17, 2026 |
| Triumph Capital Management | History | New | 225 | 9 | 0.0% | — | 28 | +225 | New | Q4 2025 | Feb 12, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 155 | 6 | 0.0% | 0.0% | 29 | +100 | 181.82% | Q4 2025 | Feb 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 32 | 1 | 0.0% | 0.0% | 31 | +1 | 3.23% | Q4 2025 | Jan 26, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.88% | — | -56,515 | -100.0% | Q3 2025 | Feb 17, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -48,700 | -100.0% | Q3 2025 | Nov 10, 2025 |
| ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | History | Closed out | 0 | 0 | — | 0.18% | — | -29,779 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,692 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Activest Wealth Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |