WisdomTree Trust - MTGP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | History | Added to | 187,990 | 8,374 | 3.11% | 2.95% | 1 | +6,070 | 3.34% | Q4 2025 | Feb 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 184,293 | 8,209 | 0.2% | 0.2% | 2 | +11,165 | 6.45% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 130,133 | 5,796 | 0.0% | 0.0% | 3 | +33,140 | 34.17% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Reduced | 125,570 | 5,593 | 0.06% | 0.07% | 4 | -11,550 | -8.42% | Q4 2025 | Feb 05, 2026 |
| Vericrest Private Wealth | History | New | 107,522 | 4,789 | 4.26% | — | 5 | +107,522 | New | Q4 2025 | Mar 12, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 97,196 | 4,329 | 0.66% | 0.66% | 6 | +912 | 0.95% | Q4 2025 | Feb 11, 2026 |
| Mariner, LLC | History | New | 71,562 | 3,187 | 0.0% | — | 7 | +71,562 | New | Q4 2025 | Feb 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 58,569 | 2,608 | 0.2% | 0.18% | 8 | +5,838 | 11.07% | Q4 2025 | Jan 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 51,142 | 2,278 | 0.0% | 0.0% | 9 | +20,706 | 68.03% | Q4 2025 | Feb 12, 2026 |
| Oxinas Partners, LLC | History | Added to | 46,427 | 2,068 | 1.0% | 1.08% | 10 | +1,134 | 2.5% | Q4 2025 | Jan 26, 2026 |
| RFG Advisory, LLC | History | Added to | 44,134 | 1,965 | 0.04% | 0.04% | 11 | +775 | 1.79% | Q4 2025 | Feb 03, 2026 |
| WealthPoint Financial, LLC | History | New | 38,686 | 1,723 | 1.5% | — | 12 | +38,686 | New | Q4 2025 | Feb 19, 2026 |
| EJMK Ventures LLC | History | New | 32,711 | 1,457 | 0.9% | — | 13 | +32,711 | New | Q4 2025 | Mar 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 31,697 | 1,411 | 0.0% | 0.0% | 14 | +3,660 | 13.05% | Q4 2025 | Feb 18, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 25,909 | 1,154 | 0.01% | 0.02% | 15 | +199 | 0.77% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,535 | 1,137 | 0.02% | 0.02% | 16 | +3,193 | 14.29% | Q4 2025 | Feb 09, 2026 |
| Bison Wealth, LLC | History | New | 22,871 | 1,006 | 0.11% | — | 17 | +22,871 | New | Q4 2025 | Mar 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 16,999 | 757 | 0.0% | 0.0% | 18 | +1,629 | 10.6% | Q4 2025 | Feb 17, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 14,505 | 646 | 0.01% | 0.01% | 19 | +75 | 0.52% | Q4 2025 | Feb 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 14,433 | 642 | 0.0% | 0.0% | 20 | -474 | -3.18% | Q4 2025 | Feb 10, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 9,594 | 427 | 0.12% | 0.13% | 21 | -1,176 | -10.92% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,126 | 406 | 0.0% | 0.0% | 22 | -9,353 | -50.61% | Q4 2025 | Feb 17, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,837 | 349 | 0.01% | 0.01% | 23 | +1,108 | 16.47% | Q4 2025 | Jan 14, 2026 |
| REAP Financial Group, LLC | History | Reduced | 7,099 | 316 | 0.06% | 0.07% | 24 | -14 | -0.2% | Q4 2025 | Feb 10, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 6,552 | 291 | 0.07% | 0.09% | 25 | -2,207 | -25.2% | Q4 2025 | Feb 17, 2026 |
| Golden State Equity Partners | History | Added to | 6,554 | 291 | 0.05% | 0.04% | 26 | +1,760 | 36.71% | Q4 2025 | Jan 29, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 5,853 | 260 | 0.03% | 0.03% | 27 | +607 | 11.57% | Q4 2025 | Feb 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,640 | 251 | 0.0% | 0.0% | 28 | +395 | 7.53% | Q4 2025 | Feb 10, 2026 |
| Summit Financial, LLC | History | Reduced | 5,149 | 229 | 0.0% | 0.0% | 29 | -292 | -5.37% | Q4 2025 | Feb 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,005 | 178 | 0.01% | 0.01% | 31 | +287 | 7.72% | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,001 | 178 | 0.0% | 0.0% | 30 | -106 | -2.58% | Q4 2025 | Feb 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,895 | 128 | 0.11% | 0.16% | 32 | -658 | -18.52% | Q4 2025 | Feb 10, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,801 | 124 | 0.0% | 0.0% | 33 | +13 | 0.47% | Q4 2025 | Jan 13, 2026 |
| Aptus Capital Advisors, LLC | History | New | 2,004 | 89 | 0.0% | — | 34 | +2,004 | New | Q4 2025 | Feb 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 315 | 14 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 167 | 7 | 0.0% | 0.0% | 36 | -56 | -25.11% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,161 | -100.0% | Q3 2025 | Oct 24, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |