WisdomTree Trust - GTR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Valmark Advisers, Inc. | History | Added to | 2,232,564 | 56,340 | 0.69% | 0.74% | 1 | +10,507 | 0.47% | Q4 2025 | Jan 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 53,477 | 1,349 | 0.0% | — | 2 | +53,477 | New | Q4 2025 | Feb 18, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,304 | 58 | 0.0% | — | 3 | +2,304 | New | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | New | 1,436 | 36 | 0.0% | — | 4 | +1,436 | New | Q4 2025 | Feb 17, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,777 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q4 2025 | Feb 17, 2026 |