WisdomTree Trust - DDLS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 276,680 | 12,526 | 0.13% | 0.12% | 1 | +21,555 | 8.45% | Q3 2026 | Oct 30, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 232,271 | 10,516 | 9.36% | 8.97% | 2 | +4,703 | 2.07% | Q3 2026 | Oct 08, 2026 |
| Cetera Investment Advisers | History | No change | 213,885 | 9,422 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Berkeley, Inc | History | Added to | 193,637 | 8,766 | 2.7% | 2.61% | 4 | +4,581 | 2.42% | Q3 2026 | Oct 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 175,066 | 7,712 | 0.32% | 0.32% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 153,062 | 6,742 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| High Note Wealth, LLC | History | Added to | 137,736 | 6,235 | 1.02% | 1.01% | 7 | +3,821 | 2.85% | Q3 2026 | Oct 27, 2026 |
| Lido Advisors, LLC | History | No change | 81,285 | 3,580 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 69,218 | 3,134 | 0.01% | 0.01% | 9 | +4,493 | 6.94% | Q3 2026 | Nov 02, 2026 |
| CERTUITY, LLC | History | Added to | 60,883 | 2,756 | 0.13% | 0.09% | 10 | +19,834 | 48.32% | Q3 2026 | Nov 02, 2026 |
| LPL Financial LLC | History | No change | 51,283 | 2,259 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JT Stratford LLC | History | No change | 38,883 | 1,712 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,753 | 1,222 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| United Advisor Group, LLC | History | Reduced | 24,571 | 1,112 | 0.11% | 0.11% | 14 | -19 | -0.08% | Q3 2026 | Nov 02, 2026 |
| Creative Planning | History | Added to | 15,879 | 718 | 0.0% | 0.0% | 15 | +3,768 | 31.11% | Q3 2026 | Nov 02, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 10,952 | 482 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 8,459 | 372 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | New | 6,273 | 283 | 0.0% | — | 18 | +6,273 | New | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 6,107 | 269 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Composition Wealth, LLC | History | No change | 6,047 | 266 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Compound Planning, Inc. | History | No change | 6,006 | 264 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,698 | 206 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 4,527 | 204 | 0.0% | — | 23 | +4,527 | New | Q3 2026 | Nov 02, 2026 |
| Larson Financial Group LLC | History | No change | 3,700 | 162 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,299 | 101 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,086 | 92 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,752 | 77 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,677 | 73 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,281 | 56 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 867 | 38 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key Capital Management, INC | History | No change | 857 | 38 | 0.01% | 0.02% | 31 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 875 | 38 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 673 | 29 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 629 | 27 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 551 | 24 | 0.0% | 0.0% | 35 | -1,960 | -78.06% | Q3 2026 | Oct 14, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 18 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 310 | 13 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 296 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | No change | 148 | 6 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 111 | 5 | 0.0% | 0.0% | 40 | -441 | -79.89% | Q3 2026 | Nov 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 112 | 5 | 0.0% | 0.0% | 41 | -4 | -3.45% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |