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 | 728,160 | 15,400 | 0.0% | 0.0% | 1 | +139,805 | 23.76% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 635,478 | 13,441 | 0.0% | — | 2 | +635,478 | New | Q4 2025 | Feb 17, 2026 |
| Warren Street Wealth Advisors, LLC | History | Added to | 633,999 | 13,409 | 3.83% | 3.94% | 3 | +15,683 | 2.54% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 583,291 | 12,336 | 0.0% | 0.0% | 4 | +23,291 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Leo Wealth, LLC | History | Added to | 448,948 | 9,498 | 0.69% | 0.71% | 5 | +192,392 | 74.99% | Q4 2025 | Jan 21, 2026 |
| Wright Wealth LLC | History | New | 291,065 | 6,156 | 4.01% | — | 6 | +291,065 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 255,484 | 5,403 | 0.0% | 0.0% | 7 | +148,131 | 137.98% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 238,466 | 5,043 | 0.02% | 0.02% | 8 | +58,143 | 32.24% | Q4 2025 | Feb 13, 2026 |
| Team Financial Group, LLC | History | Added to | 125,846 | 2,661 | 1.21% | 1.12% | 9 | +12,871 | 11.39% | Q4 2025 | Jan 13, 2026 |
| Wayfinding Financial, LLC | History | Reduced | 109,380 | 2,313 | 0.98% | 1.01% | 10 | -466 | -0.42% | Q4 2025 | Feb 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 80,837 | 1,710 | 0.0% | 0.01% | 11 | -16,924 | -17.31% | Q4 2025 | Feb 05, 2026 |
| NerdWallet Wealth Partners, LLC | History | Added to | 67,921 | 1,434 | 0.64% | 0.59% | 12 | +11,781 | 20.99% | Q4 2025 | Jan 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 43,056 | 911 | 0.03% | 0.04% | 13 | -2,828 | -6.16% | Q4 2025 | Feb 13, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 40,385 | 854 | 0.14% | — | 14 | +40,385 | New | Q4 2025 | Feb 04, 2026 |
| &PARTNERS | History | Added to | 40,256 | 852 | 0.0% | 0.01% | 15 | +2,190 | 5.75% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,095 | 848 | 0.0% | 0.0% | 16 | -23,882 | -37.33% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 39,306 | 831 | 0.0% | 0.0% | 17 | +7,839 | 24.91% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 36,631 | 774 | 0.01% | 0.01% | 18 | -299 | -0.81% | Q4 2025 | Jan 29, 2026 |
| OneAscent Financial Services LLC | History | New | 36,357 | 768 | 0.07% | — | 19 | +36,357 | New | Q4 2025 | Feb 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 32,734 | 692 | 0.0% | 0.0% | 20 | +557 | 1.73% | Q4 2025 | Feb 17, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 29,923 | 686 | 0.18% | 0.16% | 21 | +326 | 1.1% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,833 | 630 | 0.0% | 0.0% | 22 | +16,603 | 125.5% | Q4 2025 | Feb 18, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 28,879 | 610 | 0.17% | 0.33% | 23 | -26,137 | -47.51% | Q4 2025 | Feb 06, 2026 |
| Sigma Planning Corp | History | Added to | 28,379 | 600 | 0.02% | 0.02% | 24 | +44 | 0.16% | Q4 2025 | Jan 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,213 | 469 | 0.0% | 0.0% | 25 | +940 | 4.42% | Q4 2025 | Feb 13, 2026 |
| Cerity Partners LLC | History | Added to | 21,015 | 444 | 0.0% | 0.0% | 26 | +657 | 3.23% | Q4 2025 | Feb 11, 2026 |
| Bison Wealth, LLC | History | New | 17,642 | 416 | 0.05% | — | 27 | +17,642 | New | Q4 2025 | Mar 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,684 | 395 | 0.0% | 0.0% | 28 | -3,523 | -15.86% | Q4 2025 | Feb 10, 2026 |
| Covenant Asset Management, LLC | History | Added to | 18,253 | 386 | 0.05% | 0.03% | 29 | +5,878 | 47.5% | Q4 2025 | Jan 30, 2026 |
| REAP Financial Group, LLC | History | Reduced | 17,936 | 379 | 0.08% | 0.09% | 30 | -436 | -2.37% | Q4 2025 | Feb 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,371 | 367 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XY Planning Network, Inc. | History | New | 17,109 | 361 | 0.06% | — | 33 | +17,109 | New | Q4 2025 | Jan 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,097 | 361 | 0.01% | 0.01% | 32 | -2,452 | -12.54% | Q4 2025 | Feb 13, 2026 |
| Creekside Partners | History | Added to | 15,634 | 330 | 0.14% | 0.14% | 34 | +213 | 1.38% | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 13,953 | 295 | 0.07% | 0.07% | 35 | +185 | 1.34% | Q4 2025 | Jan 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 13,139 | 277 | 0.0% | 0.0% | 36 | +2,242 | 20.57% | Q4 2025 | Feb 13, 2026 |
| Navis Wealth Advisors, LLC | History | New | 11,792 | 249 | 0.11% | — | 37 | +11,792 | New | Q4 2025 | Feb 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 11,305 | 239 | 0.01% | 0.01% | 38 | +159 | 1.43% | Q4 2025 | Feb 13, 2026 |
| REGIONS FINANCIAL CORP | History | New | 10,764 | 227 | 0.0% | — | 39 | +10,764 | New | Q4 2025 | Jan 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,740 | 227 | 0.0% | 0.0% | 40 | +788 | 7.92% | Q4 2025 | Jan 26, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 7,107 | 149 | 0.0% | 0.0% | 41 | -22 | -0.31% | Q4 2025 | Jan 27, 2026 |
| Smithfield Trust Co | History | No change | 3,583 | 76 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 3,530 | 74 | 0.04% | 0.05% | 43 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMERICA BANK | History | Added to | 3,165 | 66 | 0.0% | 0.0% | 44 | +770 | 32.15% | Q4 2025 | Jan 29, 2026 |
| GoalVest Advisory LLC | History | No change | 2,238 | 47 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 1,855 | 39 | 0.0% | — | 46 | +1,855 | New | Q4 2025 | Jan 21, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,587 | 33 | 0.0% | — | 47 | +1,587 | New | Q4 2025 | Feb 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 588 | 12 | 0.01% | 0.0% | 50 | +497 | 546.15% | Q4 2025 | Feb 10, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 571 | 12 | 0.0% | 0.0% | 51 | +111 | 24.13% | Q4 2025 | Feb 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 588 | 12 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Root Financial Partners, LLC | History | No change | 600 | 12 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AlphaCore Capital LLC | History | New | 400 | 8 | 0.0% | — | 52 | +400 | New | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | No change | 300 | 6 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 255 | 5 | 0.0% | — | 54 | +254 | 25400.0% | Q4 2025 | Feb 11, 2026 |
| Asset Dedication, LLC | History | No change | 202 | 4 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | No change | 83 | 2 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| von Borstel & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.35% | — | -110,010 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -39,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,769 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FMR LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Blue Trust, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |