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 | 109,857 | 7,906 | 0.0% | 0.0% | 1 | -2,972 | -2.63% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 92,910 | 6,686 | 0.0% | 0.0% | 2 | +21,858 | 30.76% | Q2 2026 | Aug 14, 2026 |
| Seven Bridges Advisors LLC | History | New | 84,248 | 6,063 | 2.92% | — | 3 | +84,248 | New | Q2 2026 | Aug 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 76,379 | 5,497 | 0.27% | 0.3% | 4 | +1,480 | 1.98% | Q2 2026 | Jul 16, 2026 |
| UBS Group AG | History | Reduced | 48,937 | 3,521 | 0.0% | 0.0% | 5 | -3,058 | -5.88% | Q2 2026 | Aug 13, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 39,772 | 2,862 | 0.13% | 0.03% | 6 | +32,201 | 425.32% | Q2 2026 | Jul 27, 2026 |
| Vontobel Holding Ltd. | History | No change | 34,776 | 2,502 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 34,155 | 2,458 | 0.1% | — | 8 | +34,155 | New | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | Added to | 28,641 | 2,061 | 1.63% | 1.67% | 9 | +1,339 | 4.9% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 22,970 | 1,653 | 0.0% | 0.0% | 10 | -1,203 | -4.98% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,713 | 1,418 | 0.0% | 0.0% | 11 | +134 | 0.68% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,185 | 1,092 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 14,059 | 1,011 | 0.0% | 0.0% | 13 | +267 | 1.94% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,737 | 628 | 0.0% | 0.0% | 14 | -1,684 | -16.16% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,211 | 590 | 0.0% | 0.0% | 15 | -2,012 | -19.68% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,075 | 581 | 0.0% | 0.0% | 16 | +53 | 0.66% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,655 | 550 | 0.0% | 0.0% | 17 | +153 | 2.04% | Q2 2026 | Jul 28, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | New | 7,377 | 530 | 0.02% | — | 18 | +7,377 | New | Q2 2026 | Aug 05, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,134 | 441 | 0.11% | 0.12% | 19 | +99 | 1.64% | Q2 2026 | Jul 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,840 | 420 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lynx Investment Advisory | History | Reduced | 5,714 | 411 | 0.13% | 0.31% | 21 | -3,230 | -36.11% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,473 | 393 | 0.0% | 0.0% | 22 | +643 | 13.31% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,440 | 391 | 0.0% | 0.0% | 23 | -1,157 | -17.54% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,315 | 382 | 0.0% | 0.0% | 24 | +97 | 1.86% | Q2 2026 | Jul 29, 2026 |
| Forum Finance Group S.A. | History | Added to | 6,530 | 380 | 0.14% | 0.07% | 25 | +4,200 | 180.26% | Q2 2026 | Aug 14, 2026 |
| Hedges Asset Management LLC | History | New | 5,000 | 359 | 0.24% | — | 26 | +5,000 | New | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,847 | 348 | 0.0% | 0.0% | 27 | +233 | 5.05% | Q2 2026 | Aug 12, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,308 | 310 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 4,144 | 298 | 0.05% | 0.06% | 29 | -547 | -11.66% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,055 | 292 | 0.0% | 0.0% | 30 | -11 | -0.27% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 3,870 | 278 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,489 | 251 | 0.0% | 0.0% | 32 | -172 | -4.7% | Q2 2026 | Jul 27, 2026 |
| Advisory Services Network, LLC | History | No change | 3,380 | 243 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,285 | 236 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 2,725 | 200 | 0.0% | — | 35 | +2,725 | New | Q2 2026 | Jul 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 2,664 | 191 | 0.02% | 0.01% | 36 | +1,202 | 82.22% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,140 | 154 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,731 | 123 | 0.0% | 0.0% | 38 | +185 | 11.97% | Q2 2026 | Aug 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,667 | 119 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CX Institutional | History | Reduced | 1,569 | 113 | 0.0% | 0.0% | 40 | -351 | -18.28% | Q2 2026 | Jul 01, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,350 | 97 | 0.02% | 0.02% | 41 | +29 | 2.2% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,307 | 94 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Front Row Advisors LLC | History | No change | 1,082 | 82 | 0.02% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,134 | 81 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 700 | 50 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 555 | 39 | 0.0% | 0.0% | 46 | +199 | 55.9% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 500 | 35 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 28 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 370 | 26 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Institute for Wealth Management, LLC. | History | New | 343 | 24 | 0.0% | — | 50 | +343 | New | Q2 2026 | Jul 28, 2026 |
| CWM, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 270 | 19 | 0.0% | 0.0% | 53 | -200 | -42.55% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 270 | 19 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 14 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 176 | 12 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 141 | 10 | 0.0% | — | 57 | +141 | New | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 95 | 6 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 97 | 6 | 0.01% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 83 | 5 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LRI Investments, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| LifeSteps Financial, Inc. | History | New | 40 | 2 | 0.0% | — | 63 | +40 | New | Q2 2026 | Jul 17, 2026 |
| Lodestone Wealth Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -25,876 | -100.0% | Q2 2026 | Aug 06, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -550 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -162 | -100.0% | Q2 2026 | Jul 27, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26 | -100.0% | Q2 2026 | Jul 23, 2026 |
| Luminist Capital LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |