WisdomTree Trust - DFE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 112,829 | 8,093 | 0.0% | 0.0% | 1 | -1,617 | -1.41% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 74,899 | 5,372 | 0.3% | 0.3% | 2 | +733 | 0.99% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 71,052 | 5,096 | 0.0% | 0.0% | 3 | +16,446 | 30.12% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 51,995 | 3,729 | 0.0% | 0.0% | 4 | -2,072 | -3.83% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 34,776 | 2,494 | 0.01% | 0.01% | 5 | -200 | -0.57% | Q1 2026 | May 08, 2026 |
| Virtus Family Office LLC | History | Added to | 27,302 | 1,958 | 1.67% | 1.64% | 6 | +742 | 2.79% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 25,876 | 1,856 | 0.0% | 0.0% | 7 | +18,000 | 228.54% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,173 | 1,734 | 0.0% | 0.0% | 8 | +6,523 | 36.96% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,579 | 1,404 | 0.0% | 0.0% | 9 | -65 | -0.33% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,185 | 1,089 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 13,792 | 989 | 0.0% | 0.0% | 11 | +192 | 1.41% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,421 | 747 | 0.0% | 0.0% | 12 | +609 | 6.21% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,223 | 733 | 0.0% | 0.0% | 13 | +3,391 | 49.63% | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | Added to | 8,944 | 641 | 0.31% | 0.22% | 14 | +3,356 | 60.06% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,022 | 575 | 0.0% | 0.0% | 15 | -29 | -0.36% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,502 | 538 | 0.0% | 0.0% | 16 | +6,750 | 897.61% | Q1 2026 | Apr 30, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 7,571 | 525 | 0.03% | 0.15% | 17 | -31,221 | -80.48% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,597 | 473 | 0.0% | 0.0% | 18 | -64 | -0.96% | Q1 2026 | May 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,035 | 432 | 0.12% | 0.12% | 19 | +2 | 0.03% | Q1 2026 | May 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,840 | 418 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,218 | 374 | 0.0% | 0.0% | 21 | -7,110 | -57.67% | Q1 2026 | Apr 27, 2026 |
| Hedges Asset Management LLC | History | No change | 5,000 | 359 | 0.25% | 0.25% | 22 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,830 | 346 | 0.0% | 0.0% | 23 | +30 | 0.63% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,691 | 336 | 0.06% | 0.07% | 24 | -1,336 | -22.17% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,614 | 330 | 0.0% | 0.0% | 25 | +111 | 2.47% | Q1 2026 | May 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | New | 4,308 | 309 | 0.04% | — | 26 | +4,308 | New | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,066 | 292 | 0.0% | 0.0% | 27 | +25 | 0.62% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,870 | 277 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,661 | 263 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | No change | 3,380 | 242 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,285 | 227 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,140 | 153 | 0.0% | — | 32 | +2,140 | New | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 1,920 | 138 | 0.0% | 0.0% | 33 | +1 | 0.05% | Q1 2026 | Apr 06, 2026 |
| Forum Finance Group S.A. | History | New | 2,330 | 135 | 0.07% | — | 34 | +2,330 | New | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,800 | 129 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,667 | 119 | 0.0% | 0.0% | 36 | +1 | 0.06% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,546 | 106 | 0.0% | 0.0% | 37 | +40 | 2.66% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 1,462 | 104 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1,321 | 94 | 0.02% | 0.02% | 39 | -4 | -0.3% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,307 | 93 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,134 | 81 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Front Row Advisors LLC | History | No change | 1,082 | 77 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| COMERICA BANK | History | No change | 1,026 | 73 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 700 | 50 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | New | 550 | 39 | 0.0% | — | 45 | +550 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 500 | 36 | 0.0% | 0.0% | 46 | -425 | -45.95% | Q1 2026 | May 12, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 470 | 33 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 28 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 370 | 26 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Added to | 356 | 25 | 0.0% | 0.0% | 50 | +214 | 150.7% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 270 | 19 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 14 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 176 | 12 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 95 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 97 | 6 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 162 | 5 | 0.01% | — | 60 | +162 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 83 | 5 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lodestone Wealth Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -72,143 | -100.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 15, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |