WisdomTree Trust - OPPJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 345,945 | 19,949 | 0.0% | 0.0% | 1 | +256,147 | 285.25% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 306,663 | 17,683 | 0.0% | 0.0% | 2 | +24,202 | 8.57% | Q2 2026 | Aug 07, 2026 |
| Berkeley, Inc | History | Added to | 227,790 | 13,135 | 4.12% | 4.06% | 3 | +4,942 | 2.22% | Q2 2026 | Jul 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 76,832 | 4,430 | 0.0% | 0.0% | 4 | +44,063 | 134.47% | Q2 2026 | Aug 14, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 75,888 | 4,376 | 0.98% | 1.35% | 5 | -26,528 | -25.9% | Q2 2026 | Aug 04, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 74,018 | 4,268 | 0.22% | 0.24% | 6 | +8,625 | 13.19% | Q2 2026 | Aug 04, 2026 |
| TAGStone Capital, Inc. | History | Added to | 70,411 | 4,060 | 1.29% | 1.34% | 7 | +748 | 1.07% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 52,086 | 3,003 | 0.02% | 0.02% | 8 | -13,144 | -20.15% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,403 | 2,727 | 0.0% | 0.0% | 9 | +16,066 | 51.27% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 41,861 | 2,413 | 0.01% | 0.01% | 10 | +1,766 | 4.4% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | New | 40,898 | 2,358 | 0.11% | — | 11 | +40,898 | New | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,302 | 2,151 | 0.0% | 0.0% | 12 | +2,859 | 8.3% | Q2 2026 | Sep 02, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 37,195 | 2,144 | 0.0% | 0.0% | 13 | +26,951 | 263.09% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 37,166 | 2,143 | 0.07% | 0.07% | 14 | +1,007 | 2.78% | Q2 2026 | Jul 31, 2026 |
| Security National Bank | History | Added to | 36,762 | 2,119 | 0.25% | 0.12% | 15 | +21,268 | 137.27% | Q2 2026 | Jul 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 33,550 | 1,934 | 0.01% | 0.01% | 16 | +116 | 0.35% | Q2 2026 | Aug 13, 2026 |
| WJ Wealth Management, LLC | History | Added to | 32,745 | 1,888 | 0.75% | 0.83% | 17 | +35 | 0.11% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | Reduced | 31,489 | 1,815 | 0.02% | 0.05% | 18 | -38,888 | -55.26% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 31,057 | 1,790 | 0.0% | — | 19 | +31,057 | New | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,999 | 1,614 | 0.01% | 0.0% | 20 | +21,850 | 355.34% | Q2 2026 | Jul 28, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 26,261 | 1,514 | 0.2% | 0.21% | 21 | +1,100 | 4.37% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | Reduced | 25,490 | 1,469 | 0.0% | 0.0% | 22 | -157 | -0.61% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 25,467 | 1,468 | 0.0% | 0.0% | 23 | -64 | -0.25% | Q2 2026 | Aug 03, 2026 |
| Maridea Wealth Management LLC | History | Added to | 24,686 | 1,423 | 0.15% | 0.18% | 24 | +2,390 | 10.72% | Q2 2026 | Aug 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 23,693 | 1,366 | 0.27% | 0.28% | 25 | -84 | -0.35% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,293 | 1,336 | 0.0% | 0.0% | 26 | +22,513 | 2886.28% | Q2 2026 | Aug 10, 2026 |
| E&G Advisors, LLC | History | Added to | 22,865 | 1,318 | 0.25% | 0.24% | 27 | +2,872 | 14.37% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | New | 19,824 | 1,143 | 0.02% | — | 28 | +19,824 | New | Q2 2026 | Jul 15, 2026 |
| KPP Advisory Services LLC | History | New | 19,018 | 1,096 | 0.14% | — | 29 | +19,018 | New | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 17,768 | 1,024 | 0.0% | 0.0% | 30 | -51,384 | -74.31% | Q2 2026 | Aug 14, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 14,847 | 807 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,931 | 803 | 0.0% | 0.0% | 32 | +13,627 | 4482.57% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | Added to | 13,476 | 777 | 0.02% | 0.01% | 33 | +6,281 | 87.3% | Q2 2026 | Jul 15, 2026 |
| Spinnaker Investment Group, LLC | History | New | 12,984 | 748 | 0.12% | — | 34 | +12,984 | New | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,525 | 607 | 0.0% | 0.0% | 35 | -2,269 | -17.73% | Q2 2026 | Jul 27, 2026 |
| Cetera Investment Advisers | History | Added to | 10,267 | 592 | 0.0% | 0.0% | 36 | +5,150 | 100.64% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 8,981 | 517 | 0.13% | 0.14% | 37 | -385 | -4.11% | Q2 2026 | Aug 11, 2026 |
| MILLINGTON SECURITIES, LLC | History | No change | 9,366 | 509 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q1 2026 | Jul 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 8,769 | 505 | 0.0% | 0.0% | 39 | -666 | -7.06% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | Added to | 7,641 | 440 | 0.2% | 0.14% | 40 | +9 | 0.12% | Q2 2026 | Aug 10, 2026 |
| SFG Wealth Management, LLC. | History | New | 7,406 | 427 | 0.15% | — | 41 | +7,406 | New | Q2 2026 | Jul 22, 2026 |
| Arkadios Wealth Advisors | History | New | 5,840 | 336 | 0.01% | — | 42 | +5,840 | New | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 305 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stelac Advisory Services LLC | History | New | 5,273 | 304 | 0.06% | — | 44 | +5,273 | New | Q2 2026 | Aug 10, 2026 |
| PFG Investments, LLC | History | Reduced | 4,630 | 266 | 0.01% | 0.01% | 45 | -64 | -1.36% | Q2 2026 | Jul 23, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 4,398 | 254 | 0.01% | 0.01% | 46 | -632 | -12.56% | Q2 2026 | Aug 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | New | 4,299 | 247 | 0.01% | — | 47 | +4,299 | New | Q2 2026 | Aug 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 4,236 | 244 | 0.06% | 0.06% | 48 | -100 | -2.31% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 4,400 | 239 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,000 | 231 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,933 | 226 | 0.0% | 0.0% | 51 | +25 | 0.64% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | New | 3,705 | 213 | 0.01% | — | 52 | +3,705 | New | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | New | 3,535 | 203 | 0.0% | — | 53 | +3,535 | New | Q2 2026 | Aug 13, 2026 |
| Alteri Wealth LLC | History | New | 3,493 | 201 | 0.06% | — | 54 | +3,493 | New | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,875 | 166 | 0.0% | 0.0% | 55 | -515 | -15.19% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 2,452 | 141 | 0.0% | — | 56 | +2,452 | New | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,791 | 103 | 0.0% | 0.0% | 57 | +1,398 | 355.73% | Q2 2026 | Jul 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,786 | 102 | 0.0% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,631 | 94 | 0.0% | — | 59 | +1,631 | New | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | Added to | 1,179 | 67 | 0.0% | 0.0% | 60 | +1,064 | 925.22% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 753 | 43 | 0.0% | — | 61 | +753 | New | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 532 | 30 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Your Advocates Ltd., LLP | History | No change | 444 | 25 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 422 | 24 | 0.0% | — | 64 | +422 | New | Q2 2026 | Aug 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 346 | 19 | 0.0% | 0.0% | 65 | -190 | -35.45% | Q2 2026 | Jul 22, 2026 |
| Smartleaf Asset Management LLC | History | No change | 284 | 16 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 244 | 14 | 0.0% | 0.0% | 67 | -676 | -73.48% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | Reduced | 260 | 14 | 0.0% | 0.0% | 68 | -32 | -10.96% | Q2 2026 | Aug 11, 2026 |
| Grove Bank & Trust | History | No change | 200 | 11 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| IFG Advisory, LLC | History | New | 161 | 9 | 0.0% | — | 71 | +161 | New | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | Added to | 151 | 9 | 0.0% | 0.0% | 70 | +1 | 0.67% | Q2 2026 | Aug 05, 2026 |
| NVWM, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investment Research & Advisory Group, Inc. | History | New | 126 | 7 | 0.0% | — | 74 | +126 | New | Q2 2026 | Jul 23, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 133 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | New | 105 | 6 | 0.0% | — | 75 | +105 | New | Q2 2026 | Jul 24, 2026 |
| JPMORGAN CHASE & CO | History | New | 54 | 3 | 0.0% | — | 76 | +54 | New | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | New | 18 | 1 | 0.0% | — | 77 | +18 | New | Q2 2026 | Aug 14, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 1.67% | — | -209,990 | -100.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -118,594 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -46,458 | -100.0% | Q2 2026 | Jul 27, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,004 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |