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 | 253,477 | 13,018 | 0.0% | 0.0% | 1 | +65,601 | 34.92% | Q4 2025 | Feb 11, 2026 |
| Sonoma Allocations LLC | History | Added to | 190,154 | 10,362 | 3.44% | 1.89% | 2 | +84,453 | 79.9% | Q4 2025 | Feb 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 184,290 | 9,465 | 0.12% | 0.11% | 3 | +4,067 | 2.26% | Q4 2025 | Feb 05, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 135,153 | 6,941 | 4.82% | 4.42% | 4 | +15,401 | 12.86% | Q4 2025 | Jan 23, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 86,774 | 4,456 | 0.16% | 0.15% | 5 | -3,549 | -3.93% | Q4 2025 | Jan 30, 2026 |
| WESCAP Management Group, Inc. | History | Reduced | 74,656 | 3,834 | 0.78% | 0.82% | 6 | -5,331 | -6.66% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 57,293 | 2,942 | 0.0% | 0.0% | 7 | -21,635 | -27.41% | Q4 2025 | Feb 12, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 44,542 | 2,287 | 0.41% | 0.24% | 8 | +18,051 | 68.14% | Q4 2025 | Jan 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 40,904 | 2,100 | 0.0% | 0.0% | 9 | +68 | 0.17% | Q4 2025 | Mar 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 30,669 | 1,575 | 0.01% | 0.01% | 10 | +2,832 | 10.17% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 27,100 | 1,391 | 0.01% | 0.01% | 11 | -2,021 | -6.94% | Q4 2025 | Feb 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,566 | 1,056 | 0.0% | 0.0% | 12 | +11,726 | 132.65% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,586 | 1,005 | 0.0% | 0.0% | 13 | +4,120 | 26.64% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 18,541 | 952 | 0.0% | 0.0% | 14 | +14,142 | 321.48% | Q4 2025 | Feb 18, 2026 |
| Sanctuary Advisors, LLC | History | New | 15,044 | 772 | 0.0% | — | 15 | +15,044 | New | Q4 2025 | Jan 29, 2026 |
| Berkeley, Inc | History | Reduced | 13,987 | 718 | 0.23% | 0.23% | 16 | -769 | -5.21% | Q4 2025 | Jan 26, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 13,070 | 671 | 0.02% | 0.02% | 17 | -272 | -2.04% | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,931 | 664 | 0.0% | 0.0% | 18 | +2,255 | 21.12% | Q4 2025 | Feb 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 11,482 | 589 | 0.0% | — | 19 | +11,482 | New | Q4 2025 | Feb 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,287 | 579 | 0.0% | 0.0% | 20 | +2,055 | 22.26% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 9,885 | 507 | 0.0% | — | 21 | +9,885 | New | Q4 2025 | Feb 18, 2026 |
| WHITTIER TRUST CO | History | No change | 6,885 | 360 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Atria Investments, Inc | History | New | 6,585 | 338 | 0.0% | — | 23 | +6,585 | New | Q4 2025 | Feb 05, 2026 |
| E&G Advisors, LP | History | New | 6,572 | 337 | 0.08% | — | 24 | +6,572 | New | Q4 2025 | Jan 23, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 5,391 | 277 | 0.01% | 0.01% | 25 | +658 | 13.9% | Q4 2025 | Feb 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,437 | 227 | 0.0% | 0.0% | 26 | +1,243 | 38.92% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Added to | 4,235 | 217 | 0.0% | 0.0% | 27 | +2 | 0.05% | Q4 2025 | Feb 13, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 4,212 | 216 | 0.06% | 0.06% | 28 | +1 | 0.02% | Q4 2025 | Jan 16, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,888 | 200 | 0.0% | — | 29 | +3,888 | New | Q4 2025 | Feb 17, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,829 | 145 | 0.01% | 0.01% | 30 | -9 | -0.32% | Q4 2025 | Jan 26, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,414 | 123 | 0.0% | — | 31 | +2,414 | New | Q4 2025 | Feb 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,000 | 102 | 0.0% | 0.0% | 32 | -500 | -20.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,676 | 86 | 0.0% | 0.0% | 33 | -2,131 | -55.98% | Q4 2025 | Feb 17, 2026 |
| FMR LLC | History | Added to | 1,500 | 77 | 0.0% | 0.0% | 34 | +1,399 | 1385.15% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 1,489 | 76 | 0.0% | — | 35 | +1,489 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | Added to | 1,132 | 58 | 0.0% | 0.0% | 36 | +3 | 0.27% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | No change | 742 | 38 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UBS Group AG | History | Reduced | 734 | 37 | 0.0% | 0.0% | 38 | -572 | -43.8% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 667 | 34 | 0.0% | — | 39 | +667 | New | Q4 2025 | Feb 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 677 | 34 | 0.0% | 0.0% | 40 | +31 | 4.8% | Q4 2025 | Feb 12, 2026 |
| NBT BANK N A /NY | History | No change | 178 | 9 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 16 | 1 | 0.0% | — | 42 | +16 | New | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73,483 | -100.0% | Q3 2025 | Nov 14, 2025 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,612 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Tortoise Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 4Thought Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -867 | -100.0% | Q3 2025 | Nov 03, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |