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 | Reduced | 1,638,956 | 100,132 | 7.41% | 9.65% | 1 | -350,206 | -17.61% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 615,018 | 37,574 | 4.82% | 5.68% | 2 | -5,547 | -0.89% | Q2 2026 | Aug 07, 2026 |
| CWM, LLC | History | No change | 212,688 | 13,378 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 135,041 | 8,250 | 0.16% | 0.16% | 4 | +5,770 | 4.46% | Q2 2026 | Jul 09, 2026 |
| McGrath & Associates, Inc. | History | Added to | 132,140 | 8,073 | 10.52% | 11.26% | 5 | +10,423 | 8.56% | Q2 2026 | Jul 14, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 123,616 | 7,552 | 9.87% | 9.71% | 6 | +2,679 | 2.22% | Q2 2026 | Jul 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 113,875 | 6,957 | 0.06% | 0.07% | 7 | +1,650 | 1.47% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,543 | 6,142 | 0.02% | 0.02% | 8 | +18,049 | 21.88% | Q2 2026 | Jul 28, 2026 |
| Magnolia Private Wealth, LLC | History | Reduced | 204,920 | 5,896 | 3.24% | 4.4% | 9 | -8,535 | -4.0% | Q2 2026 | Aug 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 87,185 | 5,326 | 1.08% | 1.1% | 10 | +9,729 | 12.56% | Q2 2026 | Jul 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 57,182 | 3,494 | 0.01% | 0.01% | 11 | -1,194 | -2.05% | Q2 2026 | Jul 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 56,608 | 3,458 | 0.0% | 0.0% | 12 | +26,951 | 90.88% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 52,002 | 3,177 | 0.05% | 0.06% | 13 | -228 | -0.44% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 39,512 | 2,414 | 0.0% | 0.0% | 14 | -13,328 | -25.22% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 36,444 | 2,226 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 35,553 | 2,172 | 0.0% | 0.0% | 16 | -7,703 | -17.81% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | Added to | 34,885 | 2,131 | 0.41% | 0.38% | 17 | +8,173 | 30.6% | Q2 2026 | Aug 05, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 33,019 | 2,017 | 0.73% | 0.86% | 18 | -225 | -0.68% | Q2 2026 | Jul 22, 2026 |
| OPTIMA CAPITAL LLC | History | Reduced | 27,272 | 1,666 | 0.66% | 0.99% | 19 | -6,764 | -19.87% | Q2 2026 | Jul 24, 2026 |
| Arkadios Wealth Advisors | History | Added to | 26,603 | 1,625 | 0.02% | 0.02% | 20 | +9,162 | 52.53% | Q2 2026 | Aug 10, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,437 | 1,545 | 0.0% | 0.0% | 21 | +9,044 | 55.17% | Q2 2026 | Aug 12, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 24,597 | 1,502 | 0.24% | 0.29% | 22 | +2,239 | 10.01% | Q2 2026 | Jul 10, 2026 |
| Elequin Capital, LP | History | New | 22,620 | 1,381 | 0.04% | — | 23 | +22,620 | New | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 21,240 | 1,297 | 0.02% | 0.02% | 24 | +1,945 | 10.08% | Q2 2026 | Aug 18, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,096 | 1,227 | 0.03% | 0.04% | 25 | +1,729 | 9.41% | Q2 2026 | Jul 13, 2026 |
| LWM Advisory Services, LLC | History | Reduced | 20,000 | 1,221 | 2.18% | 1.36% | 26 | -192 | -0.95% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 20,000 | 1,221 | 0.01% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,871 | 1,214 | 0.0% | 0.0% | 28 | +2,116 | 11.92% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,289 | 1,117 | 0.01% | 0.01% | 29 | -11,995 | -39.61% | Q2 2026 | Aug 13, 2026 |
| Worth Asset Management, LLC | History | Reduced | 16,923 | 1,033 | 0.33% | 0.43% | 30 | -1,380 | -7.54% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 15,000 | 916 | 0.0% | 0.0% | 31 | -4,930 | -24.74% | Q2 2026 | Sep 02, 2026 |
| BROWN ADVISORY INC | History | No change | 12,792 | 781 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 12,749 | 778 | 0.29% | 0.31% | 33 | -278 | -2.13% | Q2 2026 | Jul 30, 2026 |
| M Wealth Management, LLC | History | Added to | 11,782 | 719 | 0.56% | 0.57% | 34 | +932 | 8.59% | Q2 2026 | Jul 27, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,523 | 642 | 0.44% | 0.6% | 35 | -771 | -6.83% | Q2 2026 | Jul 29, 2026 |
| LPL Financial LLC | History | Added to | 8,803 | 537 | 0.0% | 0.0% | 36 | +4,989 | 130.81% | Q2 2026 | Aug 07, 2026 |
| Triton Wealth Management, PLLC | History | Reduced | 8,264 | 512 | 0.16% | 2.31% | 37 | -88,292 | -91.44% | Q2 2026 | Aug 05, 2026 |
| XY Planning Network, Inc. | History | Added to | 7,908 | 483 | 0.06% | 0.08% | 38 | +68 | 0.87% | Q2 2026 | Jul 14, 2026 |
| UBS Group AG | History | Reduced | 7,889 | 481 | 0.0% | 0.0% | 39 | -108 | -1.35% | Q2 2026 | Aug 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,547 | 399 | 0.04% | 0.05% | 40 | -514 | -7.28% | Q2 2026 | Jul 09, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 6,042 | 369 | 0.14% | 0.2% | 41 | -1,705 | -22.01% | Q2 2026 | Aug 10, 2026 |
| Optivise Advisory Services LLC | History | No change | 6,020 | 367 | 0.19% | 0.23% | 42 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,004 | 366 | 0.05% | 0.05% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | Reduced | 5,490 | 335 | 0.0% | 0.01% | 44 | -3,103 | -36.11% | Q2 2026 | Jul 28, 2026 |
| J HAGAN CAPITAL, INC. | History | Added to | 5,137 | 313 | 0.15% | 0.14% | 45 | +980 | 23.57% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,967 | 303 | 0.01% | 0.01% | 46 | +12 | 0.24% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 4,924 | 300 | 0.0% | 0.01% | 47 | -1,365 | -21.7% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,464 | 272 | 0.0% | 0.0% | 48 | -9,209 | -67.35% | Q2 2026 | Aug 19, 2026 |
| Quantinno Capital Management LP | History | Reduced | 4,457 | 272 | 0.0% | 0.0% | 49 | -2,684 | -37.59% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | New | 4,404 | 269 | 0.0% | — | 50 | +4,404 | New | Q2 2026 | Aug 27, 2026 |
| Noble Wealth Management PBC | History | Added to | 4,115 | 251 | 0.11% | 0.09% | 51 | +1,130 | 37.86% | Q2 2026 | Jul 01, 2026 |
| Regatta Research & Money Management | History | New | 4,107 | 250 | 0.24% | — | 52 | +4,107 | New | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 3,938 | 240 | 0.0% | 0.01% | 53 | -256 | -6.1% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 3,892 | 237 | 0.0% | 0.0% | 54 | -16 | -0.41% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,581 | 218 | 0.0% | 0.0% | 55 | -822 | -18.67% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Added to | 3,512 | 214 | 0.09% | 0.07% | 56 | +968 | 38.05% | Q2 2026 | Jul 10, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 3,445 | 210 | 0.0% | 0.01% | 57 | -384 | -10.03% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 3,261 | 198 | 0.02% | — | 58 | +3,261 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 2,867 | 175 | 0.0% | 0.0% | 59 | +962 | 50.5% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,648 | 162 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,102 | 129 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,222 | 74 | 0.0% | — | 62 | +1,222 | New | Q2 2026 | Jul 29, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,171 | 71 | 0.03% | — | 63 | +1,171 | New | Q2 2026 | Aug 07, 2026 |
| Caitlin John, LLC | History | No change | 1,000 | 61 | 0.03% | 0.04% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 921 | 56 | 0.0% | — | 65 | +921 | New | Q2 2026 | Aug 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 396 | 24 | 0.0% | — | 66 | +396 | New | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 328 | 20 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | New | 300 | 18 | 0.0% | — | 68 | +300 | New | Q2 2026 | Aug 11, 2026 |
| IFP Advisors, Inc | History | Added to | 287 | 17 | 0.0% | 0.0% | 69 | +76 | 36.02% | Q2 2026 | Jul 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 181 | 10 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 125 | 7 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 104 | 6 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 75 | 4 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.01% | — | -214,176 | -100.0% | Q2 2026 | Aug 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -32,456 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,504 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,200 | -100.0% | Q2 2026 | Jul 31, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,575 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -993 | -100.0% | Q2 2026 | Jul 31, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| My Portfolio Guide, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |