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 | No change | 368,670 | 20,575 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STEPHENS INC /AR/ | History | No change | 247,029 | 13,786 | 0.15% | 0.15% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sonoma Allocations LLC | History | No change | 243,924 | 13,565 | 4.22% | 4.22% | 3 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Added to | 169,401 | 9,753 | 5.56% | 5.33% | 4 | +6,510 | 4.0% | Q3 2026 | Oct 15, 2026 |
| WESCAP Management Group, Inc. | History | No change | 71,888 | 4,012 | 0.75% | 0.75% | 5 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 47,733 | 2,747 | 0.43% | 0.4% | 6 | +3,011 | 6.73% | Q3 2026 | Oct 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 45,140 | 2,598 | 0.01% | 0.01% | 7 | +1,714 | 3.95% | Q3 2026 | Oct 27, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 44,712 | 2,574 | 0.12% | 0.14% | 8 | -261 | -0.58% | Q3 2026 | Nov 02, 2026 |
| Corient Private Wealth LP | History | No change | 41,678 | 2,326 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 32,662 | 1,822 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 32,387 | 1,807 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 27,100 | 1,512 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 26,305 | 1,468 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | New | 24,972 | 1,437 | 0.11% | — | 14 | +24,972 | New | Q3 2026 | Oct 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 25,705 | 1,434 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 21,822 | 1,218 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 21,277 | 1,187 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 19,369 | 1,081 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 18,236 | 1,017 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,198 | 1,015 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| E&G Advisors, LLC | History | Added to | 16,600 | 955 | 0.18% | 0.17% | 21 | +763 | 4.82% | Q3 2026 | Oct 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,101 | 954 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,975 | 891 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,834 | 874 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 13,270 | 763 | 0.02% | 0.08% | 25 | -30,598 | -69.75% | Q3 2026 | Oct 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 13,062 | 751 | 0.0% | 0.0% | 26 | +4,647 | 55.22% | Q3 2026 | Nov 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,872 | 718 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,041 | 671 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 11,728 | 654 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 11,255 | 628 | 0.26% | 0.26% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,740 | 543 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berkeley, Inc | History | Added to | 7,990 | 459 | 0.14% | 0.14% | 32 | +12 | 0.15% | Q3 2026 | Oct 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,070 | 450 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| FLAGSTAR SECURITIES, INC | History | Added to | 7,627 | 439 | 0.13% | 0.12% | 34 | +464 | 6.48% | Q3 2026 | Oct 15, 2026 |
| WHITTIER TRUST CO | History | No change | 6,885 | 394 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SFG Wealth Management, LLC. | History | Reduced | 6,470 | 372 | 0.13% | 0.16% | 36 | -1,261 | -16.31% | Q3 2026 | Oct 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,325 | 364 | 0.0% | 0.0% | 37 | +1,642 | 35.06% | Q3 2026 | Nov 02, 2026 |
| Peck Wealth Management, LLC | History | Added to | 5,781 | 332 | 0.28% | 0.01% | 38 | +5,657 | 4562.1% | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,107 | 285 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,695 | 262 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 4,154 | 239 | 0.06% | 0.06% | 41 | -67 | -1.59% | Q3 2026 | Nov 02, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,973 | 222 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,834 | 158 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,593 | 144 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | No change | 2,176 | 121 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,000 | 111 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,340 | 77 | 0.0% | 0.0% | 47 | -115 | -7.9% | Q3 2026 | Oct 08, 2026 |
| Main Street Group, LTD | History | Added to | 1,167 | 67 | 0.02% | 0.01% | 48 | +3 | 0.26% | Q3 2026 | Oct 28, 2026 |
| AE Wealth Management LLC | History | No change | 1,158 | 64 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIFTH THIRD BANCORP | History | No change | 856 | 47 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 523 | 29 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 447 | 24 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 400 | 22 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,771 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -3,002 | -100.0% | Q3 2026 | Oct 20, 2026 |
| NBT BANK, N.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q3 2026 | Oct 21, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q3 2026 | Oct 20, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |