WisdomTree Trust - DEM
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Funds
· Industry:
ETF / Fund
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Quarter snapshot
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Q4 2025
· Q3 2025
Value (USD)
Total reported value ($000)
$2.206B
QoQ value delta ($000)
+$82.11M
(+3.87%)
Implied price effect (QoQ)
+1.56%
Shares
Total shares
47,247,985
QoQ shares delta
+1,047,442
(+2.27%)
Total shares held by funds (by quarter)
Market chart (DEM)
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Top holders (Q4 2025)
Top 25 only
Full list
Early Q1 2026 data: only 11 institutional holders reported so far. More will appear as funds file with the SEC.
| Manager | Value ($000) | Shares | % of 13F |
|---|---|---|---|
| MORGAN STANLEY | 417,557 | 8,939,360 | 0.02% |
| BANK OF AMERICA CORP /DE/ | 277,235 | 5,935,246 | 0.02% |
| WELLS FARGO & COMPANY/MN | 141,764 | 3,034,991 | 0.03% |
| LPL Financial LLC | 105,821 | 2,265,496 | 0.03% |
| AMERIPRISE FINANCIAL INC | 101,545 | 2,173,972 | 0.02% |
| Creative Planning | 99,035 | 2,120,216 | 0.07% |
| UBS Group AG | 89,572 | 1,917,621 | 0.01% |
| Kestra Investment Management, LLC | 56,438 | 1,208,266 | 1.38% |
| ENVESTNET ASSET MANAGEMENT INC | 52,326 | 1,120,237 | 0.02% |
| MERCER GLOBAL ADVISORS INC /ADV | 35,074 | 750,901 | 0.05% |
| RAYMOND JAMES FINANCIAL INC | 33,566 | 718,615 | 0.01% |
| JPMORGAN CHASE & CO | 31,532 | 675,064 | 0.0% |
| ROYAL BANK OF CANADA | 30,990 | 663,449 | 0.01% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 30,925 | 662,081 | 0.0% |
| CWM, LLC | 30,778 | 658,917 | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 28,794 | 616,451 | 0.04% |
| Cetera Investment Advisers | 28,234 | 604,457 | 0.03% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 22,311 | 469,488 | 0.03% |
| STIFEL FINANCIAL CORP | 20,780 | 444,883 | 0.02% |
| ASPIRIANT, LLC | 19,264 | 412,426 | 0.55% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,131 | 409,589 | 0.39% |
| ASSETMARK, INC | 17,870 | 382,581 | 0.04% |
| Mariner, LLC | 17,560 | 375,943 | 0.02% |
| Kestra Advisory Services, LLC | 14,952 | 320,109 | 0.06% |
| STATE OF WISCONSIN INVESTMENT BOARD | 14,546 | 311,419 | 0.03% |