WisdomTree Trust - OPPE
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 | Added to | 346,994 | 18,637 | 0.0% | 0.0% | 1 | +93,517 | 36.89% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 240,471 | 12,915 | 0.16% | 0.12% | 2 | +56,181 | 30.49% | Q1 2026 | Apr 28, 2026 |
| Sonoma Allocations LLC | History | Added to | 208,686 | 11,434 | 3.95% | 3.44% | 3 | +18,532 | 9.75% | Q1 2026 | May 19, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 149,062 | 8,005 | 5.37% | 4.82% | 4 | +13,909 | 10.29% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 134,329 | 7,214 | 0.0% | 0.0% | 5 | +77,036 | 134.46% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 85,851 | 4,611 | 0.19% | 0.16% | 6 | -923 | -1.06% | Q1 2026 | May 14, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 72,131 | 3,874 | 0.76% | 0.78% | 7 | -2,525 | -3.38% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 47,294 | 2,540 | 0.0% | — | 8 | +47,294 | New | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 42,238 | 2,268 | 0.01% | 0.01% | 9 | +11,569 | 37.72% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 40,954 | 2,199 | 0.0% | 0.0% | 10 | +50 | 0.12% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | New | 39,874 | 2,141 | 0.08% | — | 11 | +39,874 | New | Q1 2026 | Apr 20, 2026 |
| Spinnaker Investment Group, LLC | History | Reduced | 39,236 | 2,107 | 0.43% | 0.41% | 12 | -5,306 | -11.91% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 29,373 | 1,577 | 0.11% | — | 13 | +29,373 | New | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 27,100 | 1,455 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 25,539 | 1,371 | 0.0% | 0.0% | 15 | +24,805 | 3379.43% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,716 | 1,273 | 0.0% | 0.0% | 16 | +4,130 | 21.09% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 17,804 | 956 | 0.0% | 0.0% | 17 | -737 | -3.97% | Q1 2026 | Jun 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 16,744 | 899 | 0.01% | 0.0% | 18 | +16,077 | 2410.34% | Q1 2026 | May 15, 2026 |
| E&G Advisors, LP | History | Added to | 15,592 | 837 | 0.19% | 0.08% | 19 | +9,020 | 137.25% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,397 | 826 | 0.0% | 0.0% | 20 | +353 | 2.35% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,944 | 825 | 0.0% | 0.0% | 21 | +4,657 | 41.26% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 15,307 | 822 | 0.42% | — | 22 | +15,307 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 13,070 | 701 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,219 | 656 | 0.0% | 0.0% | 24 | +2,334 | 23.61% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,109 | 650 | 0.0% | 0.0% | 25 | -822 | -6.36% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | New | 9,418 | 505 | 0.0% | — | 26 | +9,418 | New | Q1 2026 | May 13, 2026 |
| Berkeley, Inc | History | Reduced | 7,923 | 425 | 0.14% | 0.23% | 27 | -6,064 | -43.35% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO | History | No change | 6,885 | 377 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 5,971 | 321 | 0.01% | 0.01% | 29 | +580 | 10.76% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,742 | 308 | 0.0% | 0.0% | 30 | +4,253 | 285.63% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Reduced | 5,439 | 292 | 0.0% | 0.0% | 31 | -1,146 | -17.4% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | New | 5,287 | 283 | 0.1% | — | 32 | +5,287 | New | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,802 | 257 | 0.0% | — | 33 | +4,802 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,231 | 227 | 0.0% | 0.0% | 34 | -206 | -4.64% | Q1 2026 | May 15, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,213 | 226 | 0.06% | 0.06% | 35 | +1 | 0.02% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,148 | 222 | 0.0% | 0.0% | 36 | -7,334 | -63.87% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 4,041 | 217 | 0.0% | — | 37 | +4,041 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,894 | 209 | 0.0% | 0.0% | 38 | +6 | 0.15% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,607 | 193 | 0.0% | 0.0% | 39 | +1,193 | 49.42% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,917 | 156 | 0.01% | 0.01% | 40 | +88 | 3.11% | Q1 2026 | Apr 30, 2026 |
| MORGAN STANLEY | History | Reduced | 2,833 | 152 | 0.0% | 0.0% | 41 | -1,402 | -33.11% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 2,369 | 127 | 0.0% | — | 42 | +2,369 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,049 | 110 | 0.0% | 0.0% | 43 | +549 | 36.6% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,000 | 107 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Main Street Group, LTD | History | New | 1,151 | 61 | 0.02% | — | 45 | +1,151 | New | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 1,134 | 60 | 0.0% | 0.0% | 46 | +2 | 0.18% | Q1 2026 | May 13, 2026 |
| Peck Wealth Management, LLC | History | No change | 1,123 | 60 | 0.06% | 0.05% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 856 | 45 | 0.0% | — | 48 | +856 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 742 | 38 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 646 | 34 | 0.0% | 0.0% | 50 | -31 | -4.58% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | New | 325 | 17 | 0.0% | — | 51 | +325 | New | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 300 | 16 | 0.0% | — | 52 | +300 | New | Q1 2026 | May 19, 2026 |
| NBT BANK N A /NY | History | No change | 178 | 9 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,566 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -1,676 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -154 | -100.0% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |