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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Stonebridge Wealth Management, LLC | History | Reduced | 228,578 | 9,824 | 9.28% | 8.47% | 1 | -6,768 | -2.88% | Q4 2025 | Jan 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 201,027 | 8,640 | 0.01% | 0.01% | 2 | -847 | -0.42% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | Added to | 191,820 | 8,244 | 0.05% | 0.03% | 3 | +69,997 | 57.46% | Q4 2025 | Jan 26, 2026 |
| Berkeley, Inc | History | Added to | 178,728 | 7,681 | 2.44% | 2.31% | 4 | +7,680 | 4.49% | Q4 2025 | Jan 26, 2026 |
| High Note Wealth, LLC | History | Added to | 128,759 | 5,534 | 1.08% | 1.05% | 5 | +4,207 | 3.38% | Q4 2025 | Feb 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 106,344 | 4,571 | 0.15% | 0.2% | 6 | -10,639 | -9.09% | Q4 2025 | Feb 13, 2026 |
| Lido Advisors, LLC | History | Added to | 75,753 | 3,255 | 0.01% | 0.01% | 7 | +3,679 | 5.1% | Q4 2025 | Feb 10, 2026 |
| LPL Financial LLC | History | Reduced | 58,905 | 2,531 | 0.0% | 0.0% | 8 | -2,975 | -4.81% | Q4 2025 | Feb 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 55,643 | 2,392 | 0.01% | 0.01% | 9 | +987 | 1.81% | Q4 2025 | Feb 05, 2026 |
| CERTUITY, LLC | History | Added to | 34,394 | 1,478 | 0.09% | 0.06% | 10 | +12,013 | 53.67% | Q4 2025 | Jan 30, 2026 |
| JT Stratford LLC | History | Added to | 34,165 | 1,468 | 0.19% | 0.18% | 11 | +2,091 | 6.52% | Q4 2025 | Feb 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 34,151 | 1,467 | 0.0% | 0.0% | 12 | -22,848 | -40.08% | Q4 2025 | Feb 12, 2026 |
| United Advisor Group, LLC | History | Reduced | 23,611 | 1,014 | 0.13% | 0.14% | 13 | -793 | -3.25% | Q4 2025 | Jan 26, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 15,246 | 655 | 0.22% | 0.22% | 14 | -294 | -1.89% | Q4 2025 | Jan 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,454 | 406 | 0.0% | 0.0% | 15 | +2,796 | 41.99% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 7,251 | 311 | 0.0% | 0.0% | 16 | +749 | 11.52% | Q4 2025 | Feb 17, 2026 |
| Composition Wealth, LLC | History | New | 6,920 | 297 | 0.0% | — | 17 | +6,920 | New | Q4 2025 | Feb 02, 2026 |
| Compound Planning, Inc. | History | Reduced | 6,902 | 296 | 0.01% | 0.01% | 18 | -182 | -2.57% | Q4 2025 | Feb 19, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,605 | 240 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Quantinno Capital Management LP | History | New | 5,359 | 230 | 0.0% | — | 20 | +5,359 | New | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,978 | 213 | 0.0% | 0.0% | 21 | +97 | 1.99% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | No change | 3,700 | 159 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MORGAN STANLEY | History | Added to | 2,298 | 98 | 0.0% | 0.0% | 23 | +2,198 | 2198.0% | Q4 2025 | Feb 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,752 | 75 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,461 | 63 | 0.0% | — | 25 | +1,461 | New | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,281 | 55 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| UBS Group AG | History | Added to | 1,137 | 48 | 0.0% | 0.0% | 27 | +270 | 31.14% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 904 | 38 | 0.0% | 0.0% | 28 | +268 | 42.14% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 672 | 28 | 0.0% | 0.0% | 29 | -337 | -33.4% | Q4 2025 | Feb 11, 2026 |
| Rossby Financial, LCC | History | No change | 629 | 27 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 514 | 22 | 0.0% | — | 31 | +514 | New | Q4 2025 | Feb 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 410 | 17 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 17 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FMR LLC | History | Added to | 393 | 16 | 0.0% | 0.0% | 34 | +261 | 197.73% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | No change | 329 | 14 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | New | 296 | 12 | 0.0% | — | 36 | +296 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 80 | 3 | 0.0% | — | 38 | +80 | New | Q4 2025 | Feb 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,918 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -352 | -100.0% | Q3 2025 | Nov 13, 2025 |
| OSAIC HOLDINGS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Key Capital Management, INC | History | New | 15 | 0 | — | — | — | +15 | New | Q4 2025 | Jan 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parallel Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |