WisdomTree Trust - GDE
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,961,787 | 120,885 | 9.26% | 6.63% | 1 | +809,982 | 70.32% | Q4 2025 | Jan 27, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 662,752 | 40,838 | 5.78% | 6.29% | 2 | -116,106 | -14.91% | Q4 2025 | Jan 15, 2026 |
| Focus Partners Wealth | History | No change | 218,257 | 13,448 | 0.02% | 0.02% | 3 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Added to | 191,076 | 11,774 | 0.03% | 0.03% | 4 | +28,640 | 17.63% | Q4 2025 | Jan 26, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 136,927 | 8,437 | 10.87% | 10.68% | 5 | -1,522 | -1.1% | Q4 2025 | Jan 21, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 135,725 | 8,363 | 0.16% | 0.19% | 6 | -19,409 | -12.51% | Q4 2025 | Jan 14, 2026 |
| McGrath & Associates, Inc. | History | Added to | 114,206 | 7,037 | 9.99% | 9.46% | 7 | +3,290 | 2.97% | Q4 2025 | Feb 10, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 106,617 | 6,569 | 4.59% | 4.2% | 8 | -8,561 | -7.43% | Q4 2025 | Feb 06, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 72,064 | 5,000 | 1.88% | 0.33% | 9 | +57,363 | 390.2% | Q4 2025 | Feb 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 72,114 | 4,443 | 0.02% | 0.0% | 10 | +56,813 | 371.3% | Q4 2025 | Jan 29, 2026 |
| Atria Investments, Inc | History | Added to | 59,718 | 3,679 | 0.04% | 0.02% | 11 | +34,745 | 139.13% | Q4 2025 | Feb 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 59,457 | 3,664 | 0.01% | 0.01% | 12 | -3,485 | -5.54% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,034 | 3,514 | 0.0% | 0.0% | 13 | +48,870 | 598.6% | Q4 2025 | Feb 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 54,604 | 3,364 | 0.0% | 0.0% | 14 | +450 | 0.83% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 54,369 | 3,350 | 0.25% | 0.27% | 15 | -8,155 | -13.04% | Q4 2025 | Jan 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 52,230 | 3,218 | 0.06% | 0.06% | 16 | -539 | -1.02% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 51,423 | 3,168 | 0.0% | 0.0% | 17 | -501 | -0.96% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 45,895 | 2,828 | 0.01% | — | 18 | +45,895 | New | Q4 2025 | Feb 13, 2026 |
| Fermata Advisors, LLC | History | Added to | 42,851 | 2,640 | 0.63% | 0.5% | 19 | +8,530 | 24.85% | Q4 2025 | Jan 08, 2026 |
| MORGAN STANLEY | History | Added to | 36,445 | 2,245 | 0.0% | 0.0% | 20 | +27,113 | 290.54% | Q4 2025 | Feb 13, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 33,618 | 2,071 | 0.81% | 0.85% | 21 | -476 | -1.4% | Q4 2025 | Feb 03, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 33,391 | 2,057 | 0.89% | 1.29% | 22 | -12,919 | -27.9% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Reduced | 30,757 | 1,895 | 0.0% | 0.0% | 23 | -155,445 | -83.48% | Q4 2025 | Feb 11, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 27,156 | 1,673 | 0.3% | 0.24% | 24 | +5,330 | 24.42% | Q4 2025 | Jan 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,928 | 1,597 | 0.0% | 0.0% | 25 | +8,729 | 50.75% | Q4 2025 | Feb 17, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 25,489 | 1,570 | 0.37% | 0.19% | 26 | +12,384 | 94.5% | Q4 2025 | Jan 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 24,272 | 1,495 | 0.0% | 0.0% | 27 | +18,791 | 342.84% | Q4 2025 | Feb 12, 2026 |
| LWM Advisory Services, LLC | History | No change | 20,192 | 1,244 | 0.73% | 0.68% | 28 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,160 | 1,242 | 0.0% | 0.0% | 29 | +9,806 | 94.71% | Q4 2025 | Feb 17, 2026 |
| Worth Asset Management, LLC | History | Added to | 18,517 | 1,141 | 0.48% | 0.48% | 30 | +56 | 0.3% | Q4 2025 | Jan 14, 2026 |
| M Wealth Management, LLC | History | Reduced | 14,360 | 884 | 0.77% | 0.75% | 31 | -500 | -3.36% | Q4 2025 | Jan 29, 2026 |
| XY Planning Network, Inc. | History | New | 13,755 | 847 | 0.15% | — | 32 | +13,755 | New | Q4 2025 | Jan 26, 2026 |
| ROYAL BANK OF CANADA | History | New | 13,547 | 835 | 0.0% | — | 33 | +13,547 | New | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,791 | 788 | 0.0% | 0.0% | 35 | -3,110 | -19.56% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 12,792 | 788 | 0.0% | 0.0% | 34 | +120 | 0.95% | Q4 2025 | Feb 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,225 | 753 | 0.01% | 0.0% | 36 | +7,337 | 150.1% | Q4 2025 | Feb 09, 2026 |
| Elm3 Financial Group, LLC | History | Added to | 11,742 | 723 | 0.6% | 0.52% | 37 | +640 | 5.76% | Q4 2025 | Jan 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,430 | 704 | 0.0% | 0.0% | 38 | +7,573 | 196.34% | Q4 2025 | Feb 11, 2026 |
| SteelPeak Wealth, LLC | History | New | 8,557 | 527 | 0.02% | — | 39 | +8,557 | New | Q4 2025 | Jan 20, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 8,120 | 500 | 0.06% | 0.05% | 40 | -101 | -1.23% | Q4 2025 | Jan 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 8,033 | 494 | 0.19% | 1.51% | 41 | -84,150 | -91.29% | Q4 2025 | Feb 11, 2026 |
| Avion Wealth | History | Added to | 7,708 | 474 | 0.1% | 0.09% | 42 | +586 | 8.23% | Q4 2025 | Jan 23, 2026 |
| Optivise Advisory Services LLC | History | Added to | 7,213 | 444 | 0.26% | 0.21% | 43 | +956 | 15.28% | Q4 2025 | Jan 12, 2026 |
| Cerity Partners LLC | History | New | 5,390 | 332 | 0.0% | — | 44 | +5,390 | New | Q4 2025 | Feb 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 5,387 | 331 | 0.01% | 0.0% | 45 | +1,001 | 22.82% | Q4 2025 | Feb 09, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,076 | 251 | 0.0% | 0.0% | 46 | -24 | -0.59% | Q4 2025 | Feb 18, 2026 |
| UBS Group AG | History | Added to | 3,871 | 238 | 0.0% | 0.0% | 47 | +3,832 | 9825.64% | Q4 2025 | Jan 29, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,779 | 232 | 0.01% | 0.0% | 48 | +488 | 14.83% | Q4 2025 | Jan 28, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 3,498 | 215 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Noble Wealth Management PBC | History | Reduced | 3,480 | 214 | 0.11% | 0.11% | 50 | -70 | -1.97% | Q4 2025 | Jan 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 3,321 | 205 | 0.0% | — | 51 | +3,321 | New | Q4 2025 | Feb 09, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,254 | 200 | 0.0% | — | 52 | +3,254 | New | Q4 2025 | Feb 11, 2026 |
| AE Wealth Management LLC | History | Added to | 2,875 | 177 | 0.0% | 0.0% | 53 | +917 | 46.83% | Q4 2025 | Jan 26, 2026 |
| Team Financial Group, LLC | History | Reduced | 2,474 | 152 | 0.07% | 0.14% | 54 | -2,716 | -52.33% | Q4 2025 | Jan 13, 2026 |
| Caitlin John, LLC | History | New | 500 | 30 | 0.02% | — | 55 | +500 | New | Q4 2025 | Feb 18, 2026 |
| Triumph Capital Management | History | New | 428 | 26 | 0.01% | — | 56 | +428 | New | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 211 | 13 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | New | 125 | 7 | 0.0% | — | 58 | +125 | New | Q4 2025 | Jan 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 75 | 4 | 0.0% | 0.0% | 59 | -50 | -40.0% | Q4 2025 | Jan 30, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -23,982 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q3 2025 | Oct 27, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,458 | -100.0% | Q3 2025 | Nov 14, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,278 | -100.0% | Q3 2025 | Oct 29, 2025 |
| FMR LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q4 2025 | Feb 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |