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 | 114,446 | 8,221 | 0.0% | 0.0% | 1 | -34,674 | -23.25% | Q4 2025 | Feb 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 74,166 | 5,327 | 0.3% | 0.29% | 2 | +1,779 | 2.46% | Q4 2025 | Jan 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 72,143 | 5,182 | 0.17% | 0.04% | 3 | +57,512 | 393.08% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 54,606 | 3,922 | 0.0% | 0.0% | 4 | +2,560 | 4.92% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 54,067 | 3,883 | 0.0% | 0.0% | 5 | -1,292 | -2.33% | Q4 2025 | Jan 29, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 38,792 | 2,795 | 0.15% | 0.11% | 6 | +11,208 | 40.63% | Q4 2025 | Feb 06, 2026 |
| Vontobel Holding Ltd. | History | Added to | 34,976 | 2,512 | 0.01% | 0.01% | 7 | +82 | 0.23% | Q4 2025 | Feb 13, 2026 |
| Virtus Family Office LLC | History | Reduced | 26,560 | 1,907 | 1.64% | 1.85% | 8 | -1,503 | -5.36% | Q4 2025 | Feb 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,644 | 1,411 | 0.0% | 0.0% | 9 | -103 | -0.52% | Q4 2025 | Feb 18, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,650 | 1,267 | 0.0% | 0.0% | 10 | -2,038 | -10.35% | Q4 2025 | Feb 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,185 | 1,090 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 13,600 | 976 | 0.0% | 0.0% | 12 | +6,460 | 90.48% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,328 | 885 | 0.0% | 0.0% | 13 | -4,720 | -27.69% | Q4 2025 | Feb 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,812 | 704 | 0.0% | 0.0% | 14 | +895 | 10.04% | Q4 2025 | Feb 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,051 | 578 | 0.0% | 0.0% | 15 | +21 | 0.26% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 7,876 | 565 | 0.0% | 0.0% | 16 | -815 | -9.38% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,832 | 490 | 0.0% | 0.0% | 17 | +1,613 | 30.91% | Q4 2025 | Feb 17, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,661 | 478 | 0.0% | 0.0% | 18 | -3,886 | -36.84% | Q4 2025 | Feb 06, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,033 | 433 | 0.12% | 0.12% | 19 | +55 | 0.92% | Q4 2025 | Jan 28, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 6,027 | 432 | 0.07% | 0.08% | 20 | -56 | -0.92% | Q4 2025 | Jan 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 5,840 | 419 | 0.0% | 0.01% | 21 | -800 | -12.05% | Q4 2025 | Feb 12, 2026 |
| Lynx Investment Advisory | History | Reduced | 5,588 | 401 | 0.22% | 0.24% | 22 | -1 | -0.02% | Q4 2025 | Feb 05, 2026 |
| Hedges Asset Management LLC | History | No change | 5,000 | 359 | 0.25% | 0.27% | 23 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 4,800 | 344 | 0.0% | 0.0% | 24 | -20,953 | -81.36% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,503 | 323 | 0.0% | 0.0% | 25 | +508 | 12.72% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 4,041 | 290 | 0.0% | — | 26 | +4,041 | New | Q4 2025 | Feb 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,870 | 278 | 0.0% | 0.0% | 27 | -755 | -16.32% | Q4 2025 | Jan 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,661 | 263 | 0.0% | 0.0% | 28 | -127 | -3.35% | Q4 2025 | Feb 05, 2026 |
| Advisory Services Network, LLC | History | No change | 3,380 | 242 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,285 | 235 | 0.0% | 0.0% | 30 | +1,785 | 119.0% | Q4 2025 | Feb 11, 2026 |
| CX Institutional | History | Reduced | 1,919 | 138 | 0.0% | 0.0% | 31 | -220 | -10.29% | Q4 2025 | Feb 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,800 | 129 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,666 | 119 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,506 | 108 | 0.0% | 0.0% | 34 | +396 | 35.68% | Q4 2025 | Feb 17, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,462 | 105 | 0.01% | — | 35 | +1,462 | New | Q4 2025 | Feb 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,325 | 95 | 0.02% | — | 36 | +1,318 | 18828.57% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,307 | 93 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Mar 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,134 | 81 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 1,082 | 77 | 0.03% | 0.03% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 1,026 | 73 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 925 | 66 | 0.0% | 0.0% | 41 | -125 | -11.9% | Q4 2025 | Jan 27, 2026 |
| Kestra Advisory Services, LLC | History | New | 752 | 54 | 0.0% | — | 42 | +752 | New | Q4 2025 | Feb 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 700 | 50 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 470 | 34 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RMG Wealth Management LLC | History | New | 543 | 29 | 0.0% | — | 45 | +543 | New | Q4 2025 | Jan 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 28 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 370 | 26 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| Biltmore Family Office, LLC | History | New | 357 | 25 | 0.0% | — | 48 | +357 | New | Q4 2025 | Feb 04, 2026 |
| CWM, LLC | History | No change | 300 | 22 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 270 | 19 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 14 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | New | 176 | 12 | 0.0% | — | 53 | +176 | New | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 175 | 12 | 0.0% | 0.0% | 52 | -50 | -22.22% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 142 | 10 | 0.0% | 0.0% | 54 | -43 | -23.24% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 95 | 6 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 97 | 6 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 83 | 5 | 0.0% | — | 58 | +83 | New | Q4 2025 | Feb 05, 2026 |
| LRI Investments, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MidFirst Bank | History | New | 33 | 2 | 0.0% | — | 61 | +33 | New | Q4 2025 | Feb 25, 2026 |
| TSFG, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Lodestone Wealth Management LLC | History | New | 18 | 1 | 0.0% | — | 62 | +18 | New | Q4 2025 | Jan 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,137 | -100.0% | Q3 2025 | Nov 14, 2025 |
| MAI Capital Management | History | Reduced | 5 | 0 | — | 0.0% | — | -129 | -96.27% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Luminist Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |