WisdomTree Trust - DTH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,551,241 | 83,937 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 939,675 | 50,845 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 773,984 | 41,880 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 403,260 | 21,820 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 302,364 | 16,360 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TCP Asset Management, LLC | History | Added to | 280,746 | 15,532 | 1.76% | 1.69% | 6 | +4,946 | 1.79% | Q3 2026 | Oct 14, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 248,416 | 13,864 | 3.05% | 2.48% | 7 | +41,522 | 20.07% | Q3 2026 | Oct 19, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 163,614 | 9,131 | 0.01% | 0.02% | 8 | -6,447 | -3.79% | Q3 2026 | Nov 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 156,580 | 8,472 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 150,012 | 8,372 | 7.45% | 7.17% | 10 | +2,046 | 1.38% | Q3 2026 | Oct 08, 2026 |
| Madrid Financial Services | History | Reduced | 144,916 | 8,087 | 4.47% | 4.21% | 11 | -1,984 | -1.35% | Q3 2026 | Nov 03, 2026 |
| Private Advisor Group, LLC | History | No change | 148,886 | 8,056 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 135,733 | 7,344 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 126,376 | 6,838 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 112,381 | 6,080 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American Alpha Advisors, LLC | History | No change | 110,320 | 5,969 | 3.22% | 3.22% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 99,465 | 5,382 | 0.52% | 0.52% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 91,086 | 5,083 | 0.01% | 0.01% | 18 | +126 | 0.14% | Q3 2026 | Nov 02, 2026 |
| CITADEL ADVISORS LLC | History | No change | 92,808 | 5,021 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 84,880 | 4,592 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 83,347 | 4,509 | 0.98% | 0.98% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 73,124 | 4,081 | 0.07% | 0.07% | 22 | +5,682 | 8.43% | Q3 2026 | Oct 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 72,386 | 4,039 | 0.07% | 0.08% | 23 | -4,143 | -5.41% | Q3 2026 | Oct 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 74,301 | 4,020 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 71,229 | 3,975 | 0.04% | 0.04% | 25 | -365 | -0.51% | Q3 2026 | Oct 29, 2026 |
| Baird Financial Group, Inc. | History | No change | 70,694 | 3,825 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evanson Financial, LLC | History | Added to | 68,487 | 3,822 | 0.19% | 0.18% | 27 | +172 | 0.25% | Q3 2026 | Oct 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 66,611 | 3,604 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Patten Group, Inc. | History | Added to | 62,781 | 3,503 | 0.54% | 0.53% | 29 | +32 | 0.05% | Q3 2026 | Oct 26, 2026 |
| Dorsey Wright & Associates | History | No change | 61,232 | 3,313 | 0.56% | 0.56% | 30 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 61,103 | 3,306 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 60,042 | 3,248 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moors & Cabot, Inc. | History | No change | 54,886 | 2,969 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 52,206 | 2,824 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 45,151 | 2,519 | 1.02% | 0.96% | 35 | +2,279 | 5.32% | Q3 2026 | Oct 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 44,534 | 2,409 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farmers National Bank | History | No change | 44,352 | 2,399 | 0.5% | 0.5% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 43,254 | 2,327 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 41,689 | 2,326 | 0.02% | 0.02% | 39 | +866 | 2.12% | Q3 2026 | Oct 30, 2026 |
| Arkadios Wealth Advisors | History | No change | 42,872 | 2,319 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lansing Street Advisors | History | No change | 42,412 | 2,294 | 0.49% | 0.49% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 40,691 | 2,201 | 0.32% | 0.37% | 42 | -2,315 | -5.38% | Q3 2026 | Nov 03, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 37,800 | 2,109 | 0.18% | 0.17% | 43 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 38,255 | 2,069 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 35,113 | 1,959 | 0.09% | 0.1% | 45 | -2,414 | -6.43% | Q3 2026 | Oct 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 36,164 | 1,957 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,846 | 1,889 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mariner, LLC | History | No change | 34,554 | 1,869 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Added to | 30,444 | 1,699 | 0.2% | 0.2% | 49 | +306 | 1.02% | Q3 2026 | Oct 08, 2026 |
| Cooper Financial Group | History | Reduced | 30,334 | 1,692 | 0.13% | 0.36% | 50 | -50,568 | -62.51% | Q3 2026 | Oct 07, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 29,711 | 1,658 | 0.51% | 0.52% | 51 | -953 | -3.11% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,141 | 1,630 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Goldstone Financial Group, LLC | History | No change | 29,040 | 1,571 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 27,128 | 1,467 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 26,674 | 1,443 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compound Planning, Inc. | History | Added to | 25,314 | 1,412 | 0.04% | 0.02% | 56 | +10,970 | 76.48% | Q3 2026 | Nov 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 25,585 | 1,384 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 24,825 | 1,343 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 23,745 | 1,325 | 0.0% | 0.0% | 59 | -407 | -1.69% | Q3 2026 | Nov 02, 2026 |
| GTS SECURITIES LLC | History | No change | 22,172 | 1,199 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 20,481 | 1,143 | 0.02% | 0.02% | 61 | -866 | -4.06% | Q3 2026 | Oct 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 20,700 | 1,120 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,637 | 1,095 | 0.01% | 0.01% | 63 | +1,359 | 7.44% | Q3 2026 | Oct 08, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 19,187 | 1,070 | 0.18% | 0.18% | 64 | -267 | -1.37% | Q3 2026 | Oct 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,623 | 1,007 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | Reduced | 16,261 | 907 | 0.31% | 0.31% | 66 | -488 | -2.91% | Q3 2026 | Oct 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 13,697 | 741 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspire Capital Advisors LLC | History | No change | 13,581 | 734 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| D.B. Root & Company, LLC | History | No change | 13,120 | 732 | 0.16% | 0.15% | 69 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 11,412 | 635 | 0.01% | 0.01% | 70 | +2,925 | 34.46% | Q3 2026 | Nov 04, 2026 |
| VestGen Investment Management | History | No change | 11,509 | 622 | 0.33% | 0.33% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hilltop Partners LLC | History | No change | 10,686 | 578 | 0.14% | 0.14% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,554 | 571 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 9,759 | 544 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Vertex Planning Partners, LLC | History | No change | 9,200 | 497 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 8,877 | 495 | 0.0% | — | 76 | +8,877 | New | Q3 2026 | Nov 02, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 8,677 | 469 | 0.14% | 0.14% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 8,527 | 461 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,383 | 453 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gibbs Wealth Management | History | Reduced | 8,083 | 451 | 0.05% | 0.05% | 80 | -45 | -0.55% | Q3 2026 | Oct 22, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 7,872 | 425 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Passive Capital Management, LLC. | History | No change | 7,270 | 375 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 6,300 | 351 | 0.08% | 0.08% | 83 | 0 | 0.0% | Q3 2026 | Oct 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 6,233 | 337 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Savvy Advisors, Inc. | History | No change | 6,067 | 328 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atria Investments, Inc | History | Reduced | 5,730 | 319 | 0.0% | 0.0% | 86 | -114 | -1.95% | Q3 2026 | Oct 15, 2026 |
| Tidemark, LLC | History | No change | 5,795 | 313 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axis Wealth Partners, LLC | History | No change | 5,787 | 313 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 5,616 | 303 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 5,204 | 281 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 5,021 | 271 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,844 | 262 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advyzon Investment Management, LLC | History | No change | 4,761 | 257 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 4,307 | 240 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,191 | 230 | 0.0% | 0.0% | 95 | +337 | 8.74% | Q3 2026 | Oct 13, 2026 |
| ANB BANK | History | No change | 4,106 | 229 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 4,000 | 223 | 0.17% | 0.14% | 97 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| StoneX Group Inc. | History | Reduced | 3,880 | 217 | 0.01% | 0.02% | 98 | -3,454 | -47.1% | Q3 2026 | Nov 03, 2026 |
| Virtu Financial LLC | History | No change | 3,951 | 214 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COURIER CAPITAL LLC | History | New | 3,600 | 200 | 0.01% | — | 100 | +3,600 | New | Q3 2026 | Oct 19, 2026 |
| FMR LLC | History | No change | 3,359 | 181 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,766 | 149 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,538 | 137 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GGM Financial LLC | History | Added to | 1,936 | 108 | 0.03% | 0.04% | 104 | +9 | 0.47% | Q3 2026 | Nov 05, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 1,050 | 58 | 0.06% | 0.05% | 106 | +110 | 11.7% | Q3 2026 | Oct 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 1,087 | 58 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 55 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| IFG Advisory, LLC | History | No change | 1,010 | 54 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,000 | 54 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 887 | 48 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 794 | 42 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | No change | 727 | 39 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 682 | 38 | 0.0% | 0.0% | 113 | -3,318 | -82.95% | Q3 2026 | Nov 02, 2026 |
| TRUST CO OF VERMONT | History | New | 692 | 38 | 0.0% | — | 114 | +692 | New | Q3 2026 | Oct 21, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 702 | 37 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 637 | 34 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EFG International AG | History | No change | 555 | 30 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 468 | 25 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Noble Wealth Management PBC | History | No change | 400 | 22 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 356 | 19 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 293 | 16 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 200 | 11 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 176 | 9 | 0.0% | 0.0% | 124 | +2 | 1.15% | Q3 2026 | Oct 20, 2026 |
| Allworth Financial LP | History | No change | 172 | 9 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 156 | 8 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 103 | 5 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 50 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,821 | -100.0% | Q3 2026 | Oct 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,759 | -100.0% | Q3 2026 | Oct 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q3 2026 | Nov 02, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |