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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 230,454 | 10,177 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 188,851 | 8,340 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vericrest Private Wealth | History | Added to | 152,533 | 6,400 | 5.7% | 5.85% | 3 | +3,585 | 2.41% | Q3 2026 | Oct 21, 2026 |
| Atria Investments, Inc | History | Reduced | 95,151 | 3,992 | 0.04% | 0.04% | 4 | -1,057 | -1.1% | Q3 2026 | Oct 15, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 66,970 | 2,810 | 1.55% | 0.61% | 5 | +42,470 | 173.35% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 64,115 | 2,690 | 0.18% | 0.21% | 6 | -5,101 | -7.37% | Q3 2026 | Oct 26, 2026 |
| Oxinas Partners, LLC | History | No change | 51,000 | 2,252 | 0.89% | 0.89% | 7 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | Added to | 49,765 | 2,088 | 0.03% | 0.03% | 8 | +3,292 | 7.08% | Q3 2026 | Nov 03, 2026 |
| WealthPoint Financial, LLC | History | Added to | 45,797 | 1,921 | 1.37% | 1.42% | 9 | +1,846 | 4.2% | Q3 2026 | Nov 03, 2026 |
| Mariner, LLC | History | No change | 42,006 | 1,855 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 38,611 | 1,705 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,807 | 1,448 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 20,555 | 862 | 0.01% | 0.01% | 13 | +1,141 | 5.88% | Q3 2026 | Oct 30, 2026 |
| Private Advisor Group, LLC | History | No change | 18,073 | 798 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Bison Wealth, LLC | History | Reduced | 18,839 | 792 | 0.07% | 0.08% | 15 | -1,380 | -6.83% | Q3 2026 | Oct 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 18,861 | 791 | 0.01% | 0.01% | 16 | -6,554 | -25.79% | Q3 2026 | Oct 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,460 | 726 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 15,872 | 700 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Asset Management, LLC | History | No change | 15,736 | 694 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,974 | 440 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 8,973 | 396 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EJMK Ventures LLC | History | Reduced | 8,296 | 348 | 0.15% | 0.18% | 22 | -731 | -8.1% | Q3 2026 | Oct 21, 2026 |
| PSI Advisors, LLC | History | No change | 7,181 | 317 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 6,771 | 299 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,953 | 291 | 0.0% | 0.0% | 25 | +117 | 1.71% | Q3 2026 | Nov 05, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,481 | 286 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 6,676 | 280 | 0.0% | 0.01% | 27 | +34 | 0.51% | Q3 2026 | Oct 21, 2026 |
| Hopwood Nicholas Hunter | History | No change | 6,251 | 276 | 0.08% | 0.08% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 5,673 | 238 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Summit Financial, LLC | History | No change | 5,177 | 228 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 4,827 | 203 | 0.0% | — | 31 | +4,827 | New | Q3 2026 | Oct 26, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 4,338 | 192 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,174 | 184 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,278 | 179 | 0.03% | 0.03% | 34 | -18 | -0.42% | Q3 2026 | Nov 02, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 2,529 | 106 | 0.06% | 0.07% | 35 | -123 | -4.64% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,393 | 100 | 0.0% | 0.0% | 36 | +89 | 3.86% | Q3 2026 | Oct 08, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,004 | 88 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 804 | 35 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 354 | 14 | 0.0% | 0.0% | 39 | +39 | 12.38% | Q3 2026 | Nov 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 167 | 7 | 0.0% | 0.0% | 40 | -479 | -74.15% | Q3 2026 | Oct 16, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,489 | -100.0% | Q3 2026 | Oct 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |