WisdomTree Trust - GCC
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 | Added to | 2,374,245 | 56,839 | 0.0% | 0.0% | 1 | +1,646,085 | 226.06% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 631,836 | 15,126 | 0.0% | 0.0% | 2 | +48,545 | 8.32% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 605,505 | 14,496 | 0.0% | 0.0% | 3 | -29,973 | -4.72% | Q1 2026 | May 15, 2026 |
| Warren Street Wealth Advisors, LLC | History | Reduced | 560,456 | 13,417 | 3.41% | 3.83% | 4 | -73,543 | -11.6% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Reduced | 436,173 | 10,441 | 0.76% | 0.69% | 5 | -12,775 | -2.85% | Q1 2026 | May 05, 2026 |
| Wright Wealth LLC | History | Added to | 302,130 | 7,233 | 4.84% | 4.01% | 6 | +11,065 | 3.8% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 255,960 | 6,127 | 0.02% | 0.02% | 7 | +17,494 | 7.34% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 223,041 | 5,339 | 0.0% | 0.0% | 8 | -32,443 | -12.7% | Q1 2026 | May 06, 2026 |
| Team Financial Group, LLC | History | Reduced | 125,260 | 2,998 | 1.36% | 1.21% | 9 | -586 | -0.47% | Q1 2026 | May 01, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 108,607 | 2,600 | 1.13% | 0.98% | 10 | -773 | -0.71% | Q1 2026 | May 12, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 89,950 | 2,153 | 0.04% | — | 11 | +89,950 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 87,840 | 2,103 | 0.01% | 0.0% | 12 | +7,003 | 8.66% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,341 | 1,707 | 0.0% | 0.0% | 13 | +41,508 | 139.13% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 54,761 | 1,310 | 0.0% | 0.0% | 14 | +15,455 | 39.32% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 47,440 | 1,135 | 0.04% | — | 15 | +47,440 | New | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,476 | 1,016 | 0.01% | 0.01% | 16 | +5,845 | 15.96% | Q1 2026 | Apr 20, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 40,994 | 981 | 0.15% | 0.14% | 17 | +609 | 1.51% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 39,650 | 964 | 0.0% | 0.0% | 18 | -606 | -1.51% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 37,691 | 902 | 0.0% | 0.0% | 19 | +19,007 | 101.73% | Q1 2026 | May 04, 2026 |
| OneAscent Financial Services LLC | History | Added to | 37,620 | 900 | 0.05% | 0.07% | 20 | +1,263 | 3.47% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,692 | 806 | 0.0% | 0.0% | 21 | -6,403 | -15.97% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,169 | 770 | 0.0% | 0.0% | 22 | -565 | -1.73% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 32,028 | 766 | 0.0% | — | 23 | +32,028 | New | Q1 2026 | May 12, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 31,895 | 765 | 0.21% | 0.18% | 24 | +1,972 | 6.59% | Q1 2026 | Apr 30, 2026 |
| Empirical Asset Management, LLC | History | Added to | 30,333 | 726 | 0.19% | 0.17% | 25 | +1,454 | 5.03% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Added to | 30,140 | 721 | 0.02% | 0.02% | 26 | +1,761 | 6.21% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | New | 29,828 | 711 | 0.01% | — | 27 | +29,828 | New | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 23,604 | 565 | 0.0% | — | 28 | +23,604 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,451 | 513 | 0.0% | 0.0% | 29 | +4,080 | 23.49% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,068 | 504 | 0.0% | 0.0% | 30 | -1,145 | -5.15% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | No change | 21,015 | 503 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 16,531 | 435 | 0.04% | 0.05% | 32 | -1,111 | -6.3% | Q1 2026 | May 15, 2026 |
| Covenant Asset Management, LLC | History | Reduced | 17,978 | 430 | 0.06% | 0.05% | 33 | -275 | -1.51% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | New | 17,863 | 427 | 0.05% | — | 34 | +17,863 | New | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 17,315 | 413 | 0.07% | 0.06% | 35 | +206 | 1.2% | Q1 2026 | Apr 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 17,097 | 409 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Creekside Partners | History | No change | 15,634 | 374 | 0.15% | 0.14% | 37 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| REAP Financial Group, LLC | History | Reduced | 15,389 | 368 | 0.07% | 0.08% | 38 | -2,547 | -14.2% | Q1 2026 | May 11, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 14,610 | 350 | 0.01% | 0.03% | 39 | -28,446 | -66.07% | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 12,406 | 296 | 0.07% | 0.07% | 40 | -1,547 | -11.09% | Q1 2026 | Apr 08, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 11,792 | 282 | 0.14% | 0.11% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 10,764 | 257 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER & CO INC | History | New | 10,629 | 254 | 0.0% | — | 43 | +10,629 | New | Q1 2026 | Apr 23, 2026 |
| Caitlin John, LLC | History | New | 10,621 | 254 | 0.15% | — | 44 | +10,621 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | New | 10,469 | 250 | 0.0% | — | 45 | +10,469 | New | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,979 | 238 | 0.0% | 0.0% | 46 | -3,160 | -24.05% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,640 | 230 | 0.0% | 0.0% | 47 | -1,100 | -10.24% | Q1 2026 | Apr 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 8,989 | 215 | 0.01% | 0.01% | 48 | -2,316 | -20.49% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,107 | 169 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,605 | 134 | 0.0% | — | 50 | +5,605 | New | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,991 | 119 | 0.0% | — | 51 | +4,991 | New | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | New | 4,473 | 107 | 0.0% | — | 52 | +4,473 | New | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 3,583 | 86 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,530 | 84 | 0.05% | 0.04% | 54 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 3,165 | 66 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | No change | 2,238 | 53 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,587 | 37 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | New | 787 | 18 | 0.0% | — | 58 | +787 | New | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 700 | 16 | 0.0% | 0.0% | 59 | +129 | 22.59% | Q1 2026 | May 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 587 | 14 | 0.01% | 0.01% | 62 | -1 | -0.17% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 588 | 14 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | No change | 600 | 14 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 300 | 7 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 255 | 6 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | New | 210 | 5 | 0.0% | — | 66 | +210 | New | Q1 2026 | Apr 10, 2026 |
| Covestor Ltd | History | Added to | 162 | 4 | 0.0% | 0.0% | 68 | +79 | 95.18% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 202 | 4 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| AE Wealth Management LLC | History | No change | 44 | 1 | 0.0% | — | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -67,921 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,855 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |