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 | No change | 109,857 | 7,906 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 92,910 | 6,686 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seven Bridges Advisors LLC | History | Added to | 84,827 | 6,315 | 2.85% | 2.92% | 3 | +579 | 0.69% | Q3 2026 | Oct 07, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 76,138 | 5,668 | 0.28% | 0.27% | 4 | -241 | -0.32% | Q3 2026 | Oct 19, 2026 |
| UBS Group AG | History | Reduced | 47,627 | 3,546 | 0.0% | 0.0% | 5 | -1,310 | -2.68% | Q3 2026 | Nov 10, 2026 |
| Vontobel Holding Ltd. | History | No change | 34,776 | 2,589 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 34,155 | 2,458 | 0.1% | 0.1% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtus Family Office LLC | History | Added to | 29,739 | 2,214 | 1.69% | 1.63% | 8 | +1,098 | 3.83% | Q3 2026 | Oct 30, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,970 | 1,653 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | New | 21,608 | 1,608 | 0.0% | — | 10 | +21,608 | New | Q3 2026 | Nov 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 19,713 | 1,418 | 0.0% | 0.0% | 11 | 0 | 0.0% | 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 | Reduced | 13,332 | 992 | 0.0% | 0.0% | 13 | -727 | -5.17% | Q3 2026 | Nov 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 8,737 | 628 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,211 | 590 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,075 | 581 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,656 | 570 | 0.0% | 0.0% | 17 | +1 | 0.01% | Q3 2026 | Nov 02, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | No change | 7,377 | 549 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Financial Perspectives, Inc | History | Added to | 6,165 | 459 | 0.11% | 0.11% | 19 | +31 | 0.51% | Q3 2026 | Nov 03, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,840 | 420 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,473 | 393 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,210 | 387 | 0.0% | 0.0% | 22 | -105 | -1.98% | Q3 2026 | Nov 02, 2026 |
| Forum Finance Group S.A. | History | No change | 6,530 | 380 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hedges Asset Management LLC | History | No change | 5,000 | 372 | 0.26% | 0.24% | 24 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,815 | 358 | 0.0% | 0.0% | 25 | -625 | -11.49% | Q3 2026 | Nov 09, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,847 | 348 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lynx Investment Advisory | History | Reduced | 4,517 | 336 | 0.11% | 0.13% | 27 | -1,197 | -20.95% | Q3 2026 | Oct 27, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | No change | 4,308 | 320 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 4,144 | 298 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,055 | 292 | 0.0% | 0.0% | 30 | 0 | 0.0% | 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 |
| Advisory Services Network, LLC | History | No change | 3,380 | 243 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,181 | 237 | 0.0% | 0.0% | 33 | -308 | -8.83% | Q3 2026 | Nov 02, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,285 | 236 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,170 | 161 | 0.0% | 0.0% | 35 | +30 | 1.4% | Q3 2026 | Nov 05, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,668 | 124 | 0.0% | 0.0% | 36 | +1 | 0.06% | Q3 2026 | Oct 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,731 | 123 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,664 | 119 | 0.01% | 0.02% | 38 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| CX Institutional | History | Reduced | 1,539 | 115 | 0.0% | 0.0% | 39 | -30 | -1.91% | Q3 2026 | Oct 02, 2026 |
| Dunhill Financial, LLC | History | No change | 1,350 | 97 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,307 | 94 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,134 | 84 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| Front Row Advisors LLC | History | No change | 1,082 | 82 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 700 | 52 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| FMR LLC | History | Reduced | 530 | 39 | 0.0% | 0.0% | 45 | -25 | -4.5% | Q3 2026 | Nov 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 500 | 36 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 395 | 29 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 370 | 27 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 270 | 20 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 270 | 20 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 200 | 14 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 176 | 13 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 141 | 10 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 95 | 7 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 97 | 6 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 83 | 5 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| LRI Investments, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Lodestone Wealth Management LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.13% | — | -39,772 | -100.0% | Q3 2026 | Oct 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,725 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Institute for Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q3 2026 | Nov 06, 2026 |
| LifeSteps Financial, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Oct 15, 2026 |
| US BANCORP \DE\ | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Luminist Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |