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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AE Wealth Management LLC | History | Added to | 252,313 | 10,965 | 0.06% | 0.05% | 1 | +60,493 | 31.54% | Q1 2026 | May 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 222,585 | 9,673 | 9.27% | 9.28% | 2 | -5,993 | -2.62% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 217,816 | 9,466 | 0.12% | — | 3 | +217,816 | New | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 202,637 | 8,806 | 0.01% | 0.01% | 4 | +1,610 | 0.8% | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Added to | 184,424 | 8,015 | 2.69% | 2.44% | 5 | +5,696 | 3.19% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 173,989 | 7,562 | 0.24% | 0.15% | 6 | +67,645 | 63.61% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | Added to | 131,346 | 5,708 | 1.12% | 1.08% | 7 | +2,587 | 2.01% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 80,622 | 3,503 | 0.01% | 0.01% | 8 | +4,869 | 6.43% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 65,223 | 2,835 | 0.01% | 0.01% | 9 | +9,580 | 17.22% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 55,208 | 2,399 | 0.0% | 0.0% | 10 | -3,697 | -6.28% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 47,385 | 2,059 | 0.0% | 0.0% | 11 | +13,234 | 38.75% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Added to | 40,545 | 1,762 | 0.12% | 0.09% | 12 | +6,151 | 17.88% | Q1 2026 | May 11, 2026 |
| JT Stratford LLC | History | Added to | 37,335 | 1,622 | 0.21% | 0.19% | 13 | +3,170 | 9.28% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 23,613 | 1,026 | 0.13% | 0.13% | 14 | +2 | 0.01% | Q1 2026 | Apr 17, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 14,590 | 634 | 0.23% | 0.22% | 15 | -656 | -4.3% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,744 | 380 | 0.0% | — | 16 | +8,744 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,896 | 299 | 0.0% | 0.0% | 17 | -24 | -0.35% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,126 | 266 | 0.01% | 0.01% | 18 | -776 | -11.24% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,720 | 248 | 0.0% | 0.0% | 19 | -3,734 | -39.5% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,605 | 243 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,391 | 234 | 0.0% | 0.0% | 21 | +413 | 8.3% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | No change | 5,359 | 232 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 3,700 | 160 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | No change | 2,298 | 99 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,064 | 90 | 0.0% | 0.0% | 25 | +603 | 41.27% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,752 | 76 | 0.04% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,281 | 55 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 875 | 38 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Reduced | 867 | 37 | 0.0% | 0.0% | 29 | -270 | -23.75% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | No change | 629 | 27 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 549 | 23 | 0.0% | 0.0% | 31 | -355 | -39.27% | Q1 2026 | Apr 13, 2026 |
| FMR LLC | History | Added to | 491 | 21 | 0.0% | 0.0% | 32 | +98 | 24.94% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 446 | 19 | 0.0% | 0.0% | 33 | +36 | 8.78% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 17 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 391 | 16 | 0.0% | — | 35 | +391 | New | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 361 | 15 | 0.0% | — | 36 | +361 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 296 | 12 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 148 | 6 | 0.0% | — | 38 | +148 | New | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 122 | 5 | 0.0% | 0.0% | 39 | -1 | -0.81% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | New | 50 | 2 | 0.0% | — | 40 | +50 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 33 | 1 | 0.0% | — | 42 | +33 | New | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 24 | 1 | 0.0% | — | 41 | +24 | New | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,251 | -100.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -672 | -100.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -514 | -100.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |