WisdomTree Trust - GDE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | Added to | 1,989,162 | 125,118 | 9.65% | 9.26% | 1 | +27,375 | 1.4% | Q1 2026 | May 12, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 620,565 | 39,033 | 5.68% | 5.78% | 2 | -42,187 | -6.37% | Q1 2026 | Apr 21, 2026 |
| Focus Partners Wealth | History | Reduced | 214,176 | 13,471 | 0.01% | 0.02% | 3 | -4,081 | -1.87% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 212,688 | 13,378 | 0.04% | 0.03% | 4 | +21,612 | 11.31% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 129,271 | 8,131 | 0.16% | 0.16% | 5 | -6,454 | -4.76% | Q1 2026 | Apr 14, 2026 |
| McGrath & Associates, Inc. | History | Added to | 121,717 | 7,655 | 11.26% | 9.99% | 6 | +7,511 | 6.58% | Q1 2026 | Apr 10, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Reduced | 120,937 | 7,606 | 9.71% | 10.87% | 7 | -15,990 | -11.68% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | New | 112,225 | 7,058 | 0.07% | — | 8 | +112,225 | New | Q1 2026 | May 08, 2026 |
| Magnolia Private Wealth, LLC | History | Added to | 213,455 | 6,604 | 4.4% | 4.59% | 9 | +106,838 | 100.21% | Q1 2026 | Apr 21, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 96,556 | 6,232 | 2.31% | 1.88% | 10 | +24,492 | 33.99% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 82,494 | 5,188 | 0.02% | 0.01% | 11 | +36,599 | 79.75% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 77,456 | 4,871 | 1.1% | 0.63% | 12 | +34,605 | 80.76% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 58,376 | 3,672 | 0.01% | 0.01% | 13 | -1,081 | -1.82% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 52,840 | 3,323 | 0.0% | 0.0% | 14 | +1,417 | 2.76% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 52,230 | 3,285 | 0.06% | 0.06% | 15 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,256 | 2,720 | 0.0% | 0.0% | 16 | -11,348 | -20.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 36,444 | 2,292 | 0.0% | 0.0% | 17 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 34,036 | 2,140 | 0.99% | 0.89% | 18 | +645 | 1.93% | Q1 2026 | May 04, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 33,244 | 2,091 | 0.86% | 0.81% | 19 | -374 | -1.11% | Q1 2026 | Apr 22, 2026 |
| HRT FINANCIAL LP | History | New | 32,456 | 2,041 | 0.01% | — | 20 | +32,456 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 30,284 | 1,904 | 0.01% | 0.02% | 21 | -41,830 | -58.01% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 29,657 | 1,865 | 0.0% | — | 22 | +29,657 | New | Q1 2026 | May 15, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 26,712 | 1,680 | 0.38% | 0.37% | 23 | +1,223 | 4.8% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,504 | 1,667 | 0.0% | 0.0% | 24 | +2,232 | 9.2% | Q1 2026 | May 12, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 22,358 | 1,406 | 0.29% | 0.3% | 25 | -4,798 | -17.67% | Q1 2026 | Apr 08, 2026 |
| Modern Wealth Management, LLC | History | New | 20,000 | 1,278 | 0.02% | — | 26 | +20,000 | New | Q1 2026 | May 14, 2026 |
| LWM Advisory Services, LLC | History | No change | 20,192 | 1,270 | 1.36% | 0.73% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,930 | 1,253 | 0.0% | 0.0% | 28 | -5,998 | -23.13% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,295 | 1,213 | 0.02% | 0.01% | 29 | +7,070 | 57.83% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 18,367 | 1,155 | 0.04% | 0.02% | 30 | +9,810 | 114.64% | Q1 2026 | May 05, 2026 |
| Worth Asset Management, LLC | History | Reduced | 18,303 | 1,151 | 0.43% | 0.48% | 31 | -214 | -1.16% | Q1 2026 | Apr 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,755 | 1,116 | 0.0% | 0.0% | 32 | +4,964 | 38.81% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | New | 17,441 | 1,097 | 0.02% | — | 33 | +17,441 | New | Q1 2026 | May 18, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,393 | 973 | 0.0% | 0.0% | 34 | +4,963 | 43.42% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,673 | 860 | 0.0% | — | 35 | +13,673 | New | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | New | 13,027 | 819 | 0.31% | — | 36 | +13,027 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 12,792 | 804 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 11,294 | 710 | 0.6% | 0.6% | 38 | -448 | -3.82% | Q1 2026 | Apr 13, 2026 |
| M Wealth Management, LLC | History | Reduced | 10,850 | 682 | 0.57% | 0.77% | 39 | -3,510 | -24.44% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 9,200 | 578 | 0.0% | — | 40 | +9,200 | New | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 8,593 | 540 | 0.01% | 0.04% | 41 | -51,125 | -85.61% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 7,997 | 503 | 0.0% | 0.0% | 42 | +4,126 | 106.59% | Q1 2026 | May 05, 2026 |
| XY Planning Network, Inc. | History | Reduced | 7,840 | 501 | 0.08% | 0.15% | 43 | -5,915 | -43.0% | Q1 2026 | Apr 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,747 | 487 | 0.2% | 0.19% | 44 | -286 | -3.56% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | New | 7,141 | 449 | 0.0% | — | 45 | +7,141 | New | Q1 2026 | May 15, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 7,061 | 444 | 0.05% | 0.06% | 46 | -1,059 | -13.04% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 6,575 | 413 | 0.0% | — | 47 | +6,575 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,289 | 395 | 0.01% | 0.01% | 48 | +902 | 16.74% | Q1 2026 | Apr 14, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 6,020 | 378 | 0.23% | 0.26% | 49 | -1,193 | -16.54% | Q1 2026 | Apr 15, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 6,004 | 377 | 0.05% | 0.03% | 50 | +2,506 | 71.64% | Q1 2026 | Apr 27, 2026 |
| CreativeOne Wealth, LLC | History | New | 4,955 | 311 | 0.01% | — | 51 | +4,955 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,403 | 276 | 0.0% | 0.0% | 52 | -52,631 | -92.28% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 4,194 | 263 | 0.01% | 0.0% | 53 | +940 | 28.89% | Q1 2026 | Apr 23, 2026 |
| J HAGAN CAPITAL, INC. | History | New | 4,157 | 261 | 0.14% | — | 54 | +4,157 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,908 | 245 | 0.0% | 0.0% | 55 | -168 | -4.12% | Q1 2026 | Jun 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,829 | 240 | 0.01% | 0.01% | 56 | +50 | 1.32% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 3,814 | 239 | 0.0% | 0.0% | 57 | -26,943 | -87.6% | Q1 2026 | May 06, 2026 |
| Noble Wealth Management PBC | History | Reduced | 2,985 | 187 | 0.09% | 0.11% | 58 | -495 | -14.22% | Q1 2026 | Apr 02, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 2,648 | 167 | 0.0% | 0.0% | 59 | -673 | -20.26% | Q1 2026 | May 01, 2026 |
| Team Financial Group, LLC | History | Added to | 2,544 | 160 | 0.07% | 0.07% | 60 | +70 | 2.83% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,102 | 134 | 0.01% | — | 61 | +2,102 | New | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,905 | 119 | 0.0% | 0.0% | 62 | -970 | -33.74% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | New | 993 | 62 | 0.0% | — | 63 | +993 | New | Q1 2026 | Apr 17, 2026 |
| Caitlin John, LLC | History | Added to | 1,000 | 62 | 0.04% | 0.02% | 64 | +500 | 100.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 328 | 20 | 0.0% | 0.01% | 65 | -100 | -23.36% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 211 | 13 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 181 | 11 | 0.0% | — | 67 | +181 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 104 | 6 | 0.0% | — | 69 | +104 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | No change | 75 | 4 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VICUS CAPITAL | History | Closed out | 0 | 0 | — | 0.25% | — | -54,369 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -20,160 | -100.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Closed out | 0 | 0 | — | 0.0% | — | -13,547 | -100.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | 0.1% | — | -7,708 | -100.0% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,390 | -100.0% | Q1 2026 | May 15, 2026 |
| My Portfolio Guide, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |