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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Berkeley, Inc | History | Added to | 222,870 | 10,341 | 3.29% | 2.98% | 1 | +752 | 0.34% | Q4 2025 | Jan 26, 2026 |
| LPL Financial LLC | History | Added to | 138,664 | 6,433 | 0.0% | 0.0% | 2 | +109,850 | 381.24% | Q4 2025 | Feb 11, 2026 |
| CHANNEL WEALTH LLC | History | New | 91,720 | 4,255 | 1.08% | — | 3 | +91,720 | New | Q4 2025 | Feb 03, 2026 |
| MORGAN STANLEY | History | Added to | 84,386 | 3,915 | 0.0% | 0.0% | 4 | +19,597 | 30.25% | Q4 2025 | Feb 13, 2026 |
| TAGStone Capital, Inc. | History | Added to | 54,067 | 2,508 | 0.93% | 0.69% | 5 | +12,312 | 29.49% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 53,577 | 2,485 | 0.08% | — | 6 | +53,577 | New | Q4 2025 | Feb 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 52,408 | 2,431 | 0.01% | 0.01% | 7 | +3,856 | 7.94% | Q4 2025 | Jan 29, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 41,435 | 1,922 | 0.15% | 0.07% | 8 | +24,008 | 137.76% | Q4 2025 | Jan 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 40,208 | 1,865 | 0.01% | 0.0% | 9 | +38,862 | 2887.22% | Q4 2025 | Feb 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,948 | 1,714 | 0.0% | 0.0% | 10 | -48,528 | -56.77% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 30,227 | 1,402 | 0.0% | — | 11 | +30,227 | New | Q4 2025 | Feb 17, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 28,118 | 1,304 | 0.29% | 0.29% | 12 | -2,011 | -6.67% | Q4 2025 | Feb 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,707 | 1,192 | 0.0% | 0.0% | 13 | +110 | 0.43% | Q4 2025 | Mar 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 23,288 | 1,080 | 0.0% | 0.0% | 14 | +9,211 | 65.43% | Q4 2025 | Feb 10, 2026 |
| Maridea Wealth Management LLC | History | Added to | 22,604 | 1,048 | 0.16% | 0.13% | 15 | +2,932 | 14.9% | Q4 2025 | Jan 08, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 21,653 | 1,004 | 0.16% | 0.13% | 16 | +3,438 | 18.87% | Q4 2025 | Feb 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 16,417 | 761 | 0.0% | 0.0% | 17 | -29,716 | -64.41% | Q4 2025 | Feb 17, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 14,847 | 688 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 13,783 | 639 | 0.17% | 0.12% | 19 | +2,246 | 19.47% | Q4 2025 | Feb 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,091 | 561 | 0.0% | 0.0% | 20 | +31 | 0.26% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,672 | 541 | 0.0% | — | 21 | +11,672 | New | Q4 2025 | Feb 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 11,069 | 513 | 0.0% | 0.0% | 22 | +259 | 2.4% | Q4 2025 | Feb 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 245 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PFG Investments, LLC | History | Reduced | 5,118 | 237 | 0.01% | 0.01% | 24 | -155 | -2.94% | Q4 2025 | Jan 26, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,773 | 221 | 0.0% | 0.0% | 25 | -202 | -4.06% | Q4 2025 | Feb 13, 2026 |
| E&G Advisors, LP | History | New | 4,692 | 217 | 0.05% | — | 26 | +4,692 | New | Q4 2025 | Jan 23, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | New | 4,436 | 205 | 0.05% | — | 27 | +4,436 | New | Q4 2025 | Feb 05, 2026 |
| World Investment Advisors | History | New | 4,400 | 204 | 0.0% | — | 28 | +4,400 | New | Q4 2025 | Mar 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,613 | 167 | 0.0% | 0.0% | 29 | +662 | 22.43% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,786 | 82 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 780 | 36 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Your Advocates Ltd., LLP | History | No change | 444 | 20 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 229 | 10 | 0.0% | 0.0% | 34 | -7,175 | -96.91% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | New | 232 | 10 | 0.0% | — | 33 | +232 | New | Q4 2025 | Feb 05, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 236 | 10 | 0.0% | 0.0% | 36 | +88 | 59.46% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 216 | 10 | 0.0% | 0.0% | 35 | -36 | -14.29% | Q4 2025 | Feb 03, 2026 |
| Grove Bank & Trust | History | No change | 200 | 9 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Jan 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | New | 133 | 6 | 0.0% | — | 39 | +133 | New | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 145 | 6 | 0.0% | 0.0% | 38 | +113 | 353.13% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 73 | 3 | 0.0% | 0.0% | 40 | +23 | 46.0% | Q4 2025 | Jan 23, 2026 |
| ASSETMARK, INC | History | No change | 41 | 1 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,394 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Allie Family Office LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -6,863 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,752 | -100.0% | Q3 2025 | Nov 13, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -538 | -99.81% | Q4 2025 | Feb 13, 2026 |
| 4Thought Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |