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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | History | No change | 73,854 | 2,871 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 72,202 | 2,807 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 41,482 | 1,613 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 31,240 | 1,215 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 29,913 | 1,163 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | No change | 31,870 | 1,119 | 0.09% | 0.07% | 6 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 31,307 | 1,100 | 0.0% | 0.0% | 7 | -1,151 | -3.55% | Q3 2026 | Nov 02, 2026 |
| UBS Group AG | History | Reduced | 30,834 | 1,083 | 0.0% | 0.0% | 8 | -638 | -2.03% | Q3 2026 | Nov 10, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 24,155 | 939 | 0.47% | 0.47% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 15,660 | 550 | 0.0% | 0.0% | 10 | -1,474 | -8.6% | Q3 2026 | Nov 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 13,474 | 523 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,625 | 478 | 0.01% | 0.01% | 12 | -1,450 | -9.62% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 8,915 | 346 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,819 | 304 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 6,763 | 262 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 6,613 | 257 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| GRANVILLE CAPITAL, INC. | History | Reduced | 5,963 | 209 | 0.08% | 0.11% | 17 | -350 | -5.54% | Q3 2026 | Nov 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,537 | 124 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,176 | 45 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dunhill Financial, LLC | History | No change | 1,000 | 38 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 980 | 37 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 700 | 27 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 656 | 25 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 549 | 21 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 584 | 20 | 0.0% | 0.0% | 25 | -32 | -5.19% | Q3 2026 | Nov 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 453 | 17 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 400 | 15 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 251 | 8 | 0.0% | 0.0% | 28 | +27 | 12.05% | Q3 2026 | Oct 16, 2026 |
| FIFTH THIRD BANCORP | History | No change | 219 | 7 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Triumph Capital Management | History | No change | 225 | 7 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| FMR LLC | History | Reduced | 184 | 6 | 0.0% | 0.0% | 31 | -147 | -44.41% | Q3 2026 | Nov 10, 2026 |
| Founders Financial Alliance, LLC | History | No change | 155 | 5 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 50 | 1 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Summit Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,347 | -100.0% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |