WisdomTree Trust - GDMN
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,600 | 3,591 | 0.01% | 0.01% | 1 | -4,482 | -10.4% | Q4 2025 | Feb 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,906 | 3,246 | 0.0% | 0.0% | 2 | +31,682 | 982.69% | Q4 2025 | Feb 18, 2026 |
| Fermata Advisors, LLC | History | Reduced | 25,052 | 2,330 | 0.56% | 0.59% | 3 | -4,350 | -14.79% | Q4 2025 | Jan 08, 2026 |
| Prospera Financial Services Inc | History | New | 19,062 | 1,773 | 0.03% | — | 4 | +19,062 | New | Q4 2025 | Feb 09, 2026 |
| Bluesphere Advisors LLC | History | Reduced | 14,460 | 1,345 | 0.59% | 1.72% | 5 | -32,692 | -69.33% | Q4 2025 | Jan 21, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 13,950 | 1,297 | 0.16% | 0.13% | 6 | +365 | 2.69% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 11,150 | 1,037 | 0.0% | 0.0% | 7 | -16 | -0.14% | Q4 2025 | Feb 11, 2026 |
| Advisory Alpha, LLC | History | Added to | 10,645 | 990 | 0.03% | 0.02% | 8 | +2,220 | 26.35% | Q4 2025 | Feb 06, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 7,089 | 941 | 0.21% | 0.1% | 9 | +2,802 | 65.36% | Q4 2025 | Feb 24, 2026 |
| Cetera Investment Advisers | History | Added to | 9,374 | 871 | 0.0% | 0.0% | 10 | +1,647 | 21.31% | Q4 2025 | Feb 17, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | Added to | 8,815 | 819 | 0.32% | 0.27% | 11 | +230 | 2.68% | Q4 2025 | Feb 13, 2026 |
| OPTIMA CAPITAL LLC | History | New | 7,951 | 739 | 0.32% | — | 12 | +7,951 | New | Q4 2025 | Jan 23, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,637 | 710 | 0.04% | 0.03% | 13 | +1,567 | 25.82% | Q4 2025 | Feb 10, 2026 |
| CMC Financial Group | History | Added to | 7,466 | 694 | 1.24% | 1.09% | 14 | +62 | 0.84% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,801 | 632 | 0.0% | 0.0% | 15 | -1,712 | -20.11% | Q4 2025 | Feb 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,590 | 613 | 0.0% | — | 16 | +6,590 | New | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 6,336 | 589 | 0.0% | 0.0% | 17 | +239 | 3.92% | Q4 2025 | Feb 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 6,000 | 558 | 0.03% | 0.04% | 18 | -3,000 | -33.33% | Q4 2025 | Feb 02, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,702 | 530 | 0.0% | 0.0% | 19 | +883 | 18.32% | Q4 2025 | Feb 18, 2026 |
| Advyzon Investment Management, LLC | History | New | 5,401 | 502 | 0.06% | — | 20 | +5,401 | New | Q4 2025 | Feb 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,283 | 491 | 0.0% | 0.0% | 21 | +3,215 | 155.46% | Q4 2025 | Feb 17, 2026 |
| STEPHENS INC /AR/ | History | New | 4,200 | 390 | 0.0% | — | 22 | +4,200 | New | Q4 2025 | Feb 05, 2026 |
| HRT FINANCIAL LP | History | New | 3,411 | 317 | 0.0% | — | 23 | +3,411 | New | Q4 2025 | Feb 12, 2026 |
| Sigma Planning Corp | History | New | 3,158 | 293 | 0.01% | — | 24 | +3,158 | New | Q4 2025 | Jan 30, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,020 | 281 | 0.0% | — | 25 | +3,020 | New | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 2,500 | 232 | 0.0% | — | 26 | +2,500 | New | Q4 2025 | Jan 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,713 | 159 | 0.0% | 0.01% | 27 | -1,235 | -41.89% | Q4 2025 | Feb 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 1,659 | 102 | 0.01% | — | 28 | +1,659 | New | Q4 2025 | Feb 03, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,075 | 99 | 0.01% | 0.0% | 29 | +609 | 130.69% | Q4 2025 | Jan 29, 2026 |
| Larson Financial Group LLC | History | Added to | 950 | 88 | 0.0% | 0.0% | 30 | +517 | 119.4% | Q4 2025 | Feb 06, 2026 |
| HM PAYSON & CO | History | No change | 655 | 60 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 310 | 28 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Blue Trust, Inc. | History | New | 232 | 21 | 0.0% | — | 33 | +232 | New | Q4 2025 | Jan 16, 2026 |
| CX Institutional | History | New | 155 | 14 | 0.0% | — | 34 | +155 | New | Q4 2025 | Feb 02, 2026 |
| SIGNATUREFD, LLC | History | New | 100 | 9 | 0.0% | — | 35 | +100 | New | Q4 2025 | Jan 20, 2026 |
| Rockefeller Capital Management L.P. | History | New | 100 | 9 | 0.0% | — | 36 | +100 | New | Q4 2025 | Mar 16, 2026 |
| JNBA Financial Advisors | History | New | 68 | 6 | 0.0% | — | 37 | +68 | New | Q4 2025 | Jan 26, 2026 |
| Triumph Capital Management | History | New | 50 | 4 | 0.0% | — | 38 | +50 | New | Q4 2025 | Feb 12, 2026 |
| Global Retirement Partners, LLC | History | New | 29 | 2 | 0.0% | — | 39 | +29 | New | Q4 2025 | Feb 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20 | 1 | 0.0% | — | 40 | +20 | New | Q4 2025 | Feb 09, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 1.44% | — | -325,038 | -100.0% | Q3 2025 | Oct 30, 2025 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -27,431 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CLG LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,910 | -100.0% | Q3 2025 | Nov 14, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -276 | -100.0% | Q3 2025 | Nov 12, 2025 |
| FMR LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |