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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IHT Wealth Management, LLC | History | Added to | 185,887 | 8,216 | 0.19% | 0.2% | 1 | +1,594 | 0.86% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 165,698 | 7,324 | 0.0% | 0.0% | 2 | +35,565 | 27.33% | Q1 2026 | May 06, 2026 |
| Vericrest Private Wealth | History | Added to | 137,147 | 6,062 | 5.44% | 4.26% | 3 | +29,625 | 27.55% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 124,735 | 5,513 | 0.06% | 0.06% | 4 | -835 | -0.66% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 70,597 | 3,120 | 0.0% | 0.0% | 5 | -965 | -1.35% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 64,967 | 2,871 | 0.22% | 0.2% | 6 | +6,398 | 10.92% | Q1 2026 | Apr 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 48,728 | 2,153 | 0.98% | 1.0% | 7 | +2,301 | 4.96% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Added to | 45,397 | 2,006 | 0.04% | 0.04% | 8 | +1,263 | 2.86% | Q1 2026 | Apr 17, 2026 |
| WealthPoint Financial, LLC | History | Added to | 42,070 | 1,859 | 1.56% | 1.5% | 9 | +3,384 | 8.75% | Q1 2026 | Jun 26, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 38,152 | 1,686 | 0.0% | 0.0% | 10 | +6,455 | 20.36% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,423 | 1,609 | 0.0% | 0.0% | 11 | -14,719 | -28.78% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 31,580 | 1,395 | 0.02% | 0.02% | 12 | +6,045 | 23.67% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,983 | 1,281 | 0.01% | 0.01% | 13 | +3,074 | 11.86% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,661 | 1,090 | 0.01% | 0.0% | 14 | +7,662 | 45.07% | Q1 2026 | Apr 24, 2026 |
| Bison Wealth, LLC | History | Reduced | 22,067 | 973 | 0.09% | 0.11% | 15 | -804 | -3.52% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 17,681 | 781 | 0.01% | — | 16 | +17,681 | New | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,204 | 716 | 0.0% | 0.0% | 17 | +1,771 | 12.27% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 15,872 | 701 | 0.01% | 0.01% | 18 | +1,367 | 9.42% | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 14,041 | 620 | 0.16% | 0.12% | 19 | +4,447 | 46.35% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | Added to | 13,104 | 579 | 0.04% | 0.05% | 20 | +6,550 | 99.94% | Q1 2026 | Apr 28, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 12,690 | 560 | 0.02% | 0.03% | 21 | +6,837 | 116.81% | Q1 2026 | May 15, 2026 |
| EJMK Ventures LLC | History | Reduced | 11,992 | 530 | 0.3% | 0.9% | 22 | -20,719 | -63.34% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 9,764 | 431 | 0.0% | 0.0% | 23 | +638 | 6.99% | Q1 2026 | May 13, 2026 |
| PSI Advisors, LLC | History | New | 8,872 | 392 | 0.09% | — | 24 | +8,872 | New | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 7,750 | 342 | 0.01% | 0.01% | 25 | -87 | -1.11% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 6,771 | 299 | 0.0% | — | 26 | +6,771 | New | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 6,101 | 269 | 0.05% | 0.06% | 27 | -998 | -14.06% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,963 | 263 | 0.0% | 0.0% | 28 | +323 | 5.73% | Q1 2026 | May 05, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Reduced | 5,673 | 250 | 0.1% | 3.11% | 29 | -182,317 | -96.98% | Q1 2026 | Apr 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,642 | 249 | 0.06% | 0.07% | 30 | -910 | -13.89% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 5,509 | 243 | 0.0% | — | 31 | +5,509 | New | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 5,177 | 228 | 0.0% | 0.0% | 32 | +28 | 0.54% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,074 | 179 | 0.0% | 0.0% | 33 | +73 | 1.82% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 4,030 | 178 | 0.01% | 0.01% | 34 | +25 | 0.62% | Q1 2026 | May 18, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,741 | 121 | 0.0% | 0.0% | 35 | -60 | -2.14% | Q1 2026 | Apr 07, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,652 | 117 | 0.09% | 0.11% | 36 | -243 | -8.39% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,004 | 88 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | New | 561 | 24 | 0.0% | — | 38 | +561 | New | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 315 | 13 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | No change | 167 | 7 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 121 | 5 | 0.0% | — | 41 | +121 | New | Q1 2026 | May 08, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.66% | — | -97,196 | -100.0% | Q1 2026 | May 11, 2026 |
| Town Capital LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -5,665 | -100.0% | Q1 2026 | Jun 04, 2026 |
| Larson Financial Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Jul 08, 2026 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |