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 | No change | 1,638,956 | 100,132 | 7.41% | 7.41% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alpine Bank Wealth Management | History | Added to | 642,122 | 40,922 | 5.29% | 4.82% | 2 | +27,104 | 4.41% | Q3 2026 | Oct 16, 2026 |
| McGrath & Associates, Inc. | History | Added to | 143,379 | 9,137 | 10.17% | 10.52% | 3 | +11,239 | 8.51% | Q3 2026 | Oct 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 137,677 | 8,774 | 0.02% | 0.02% | 4 | +37,134 | 36.93% | Q3 2026 | Nov 02, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 137,144 | 8,740 | 0.15% | 0.16% | 5 | +2,103 | 1.56% | Q3 2026 | Oct 21, 2026 |
| STAPP WEALTH MANAGEMENT, PLLC | History | Added to | 125,722 | 8,012 | 10.37% | 9.87% | 6 | +2,106 | 1.7% | Q3 2026 | Oct 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 113,875 | 6,957 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Magnolia Private Wealth, LLC | History | No change | 204,920 | 5,896 | 3.24% | 3.24% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fermata Advisors, LLC | History | Added to | 88,816 | 5,660 | 1.09% | 1.08% | 9 | +1,631 | 1.87% | Q3 2026 | Oct 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 56,608 | 3,458 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 52,002 | 3,177 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,541 | 2,902 | 0.01% | 0.01% | 12 | -11,641 | -20.36% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 39,512 | 2,414 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 36,444 | 2,226 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 35,553 | 2,172 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aspire Capital Advisors LLC | History | No change | 34,885 | 2,131 | 0.41% | 0.41% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SFG Wealth Management, LLC. | History | No change | 33,019 | 2,104 | 0.75% | 0.73% | 17 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 26,603 | 1,625 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 24,347 | 1,551 | 0.24% | 0.24% | 19 | -250 | -1.02% | Q3 2026 | Oct 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 25,437 | 1,545 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Elequin Capital, LP | History | No change | 22,620 | 1,381 | 0.04% | 0.04% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 21,240 | 1,297 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 20,248 | 1,290 | 0.03% | 0.03% | 23 | +152 | 0.76% | Q3 2026 | Oct 16, 2026 |
| LWM Advisory Services, LLC | History | No change | 20,000 | 1,221 | 2.18% | 2.18% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 20,000 | 1,221 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 19,871 | 1,214 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 18,289 | 1,117 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 14,687 | 936 | 0.01% | — | 29 | +14,687 | New | Q3 2026 | Oct 30, 2026 |
| Worth Asset Management, LLC | History | Reduced | 14,688 | 936 | 0.27% | 0.33% | 28 | -2,235 | -13.21% | Q3 2026 | Oct 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,000 | 916 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 13,869 | 883 | 0.34% | 0.29% | 31 | +1,120 | 8.79% | Q3 2026 | Oct 30, 2026 |
| BROWN ADVISORY INC | History | No change | 12,792 | 781 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M Wealth Management, LLC | History | Reduced | 11,254 | 717 | 0.55% | 0.56% | 33 | -528 | -4.48% | Q3 2026 | Oct 14, 2026 |
| Elm3 Financial Group, LLC | History | Reduced | 10,028 | 639 | 0.43% | 0.44% | 34 | -495 | -4.7% | Q3 2026 | Oct 07, 2026 |
| LPL Financial LLC | History | No change | 8,803 | 537 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 7,889 | 481 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XY Planning Network, Inc. | History | Reduced | 7,396 | 471 | 0.05% | 0.06% | 37 | -512 | -6.47% | Q3 2026 | Oct 13, 2026 |
| Perigon Wealth Management, LLC | History | New | 6,504 | 414 | 0.01% | — | 38 | +6,504 | New | Q3 2026 | Oct 22, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Reduced | 6,340 | 404 | 0.04% | 0.04% | 39 | -207 | -3.16% | Q3 2026 | Oct 14, 2026 |
| Optivise Advisory Services LLC | History | No change | 6,020 | 383 | 0.19% | 0.19% | 40 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,879 | 374 | 0.14% | 0.14% | 41 | -163 | -2.7% | Q3 2026 | Oct 27, 2026 |
| Kelman-Lazarov, Inc. | History | No change | 6,004 | 366 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,494 | 350 | 0.01% | — | 43 | +5,494 | New | Q3 2026 | Oct 23, 2026 |
| J HAGAN CAPITAL, INC. | History | No change | 5,137 | 313 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 4,967 | 303 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | Added to | 4,429 | 282 | 0.11% | 0.09% | 46 | +917 | 26.11% | Q3 2026 | Oct 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,464 | 272 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quantinno Capital Management LP | History | No change | 4,457 | 272 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 4,404 | 269 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Noble Wealth Management PBC | History | No change | 4,115 | 262 | 0.12% | 0.11% | 50 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Regatta Research & Money Management | History | No change | 4,107 | 250 | 0.24% | 0.24% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 3,938 | 240 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,892 | 237 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,581 | 218 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 3,392 | 216 | 0.0% | 0.0% | 55 | -2,098 | -38.21% | Q3 2026 | Oct 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 3,445 | 210 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,261 | 198 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | No change | 2,867 | 175 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,648 | 162 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,222 | 77 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,121 | 71 | 0.03% | 0.03% | 61 | -50 | -4.27% | Q3 2026 | Nov 04, 2026 |
| Caitlin John, LLC | History | No change | 1,000 | 61 | 0.03% | 0.03% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 921 | 56 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFC Planning, Inc. | History | No change | 361 | 22 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Triumph Capital Management | History | No change | 328 | 20 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 297 | 18 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Allworth Financial LP | History | No change | 300 | 18 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 276 | 17 | 0.0% | 0.0% | 68 | -120 | -30.3% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 201 | 12 | 0.0% | 0.0% | 69 | -86 | -29.97% | Q3 2026 | Oct 16, 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% | Q3 2026 | Oct 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 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -27,272 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Triton Wealth Management, PLLC | History | Closed out | 0 | 0 | — | 0.16% | — | -8,264 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,924 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,102 | -100.0% | Q3 2026 | Nov 02, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |