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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 282,461 | 15,354 | 0.0% | 0.0% | 1 | +143,797 | 103.7% | Q1 2026 | May 06, 2026 |
| Berkeley, Inc | History | Reduced | 222,848 | 12,114 | 4.06% | 3.29% | 2 | -22 | -0.01% | Q1 2026 | Apr 24, 2026 |
| Horizon Wealth Management, LLC | History | New | 209,990 | 11,415 | 1.67% | — | 3 | +209,990 | New | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 118,594 | 6,446 | 0.0% | 0.0% | 4 | +106,922 | 916.06% | Q1 2026 | May 12, 2026 |
| CHANNEL WEALTH LLC | History | Added to | 102,416 | 5,567 | 1.35% | 1.08% | 5 | +10,696 | 11.66% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 89,798 | 4,881 | 0.0% | 0.0% | 6 | +5,412 | 6.41% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 70,377 | 3,825 | 0.05% | — | 7 | +70,377 | New | Q1 2026 | May 15, 2026 |
| TAGStone Capital, Inc. | History | Added to | 69,663 | 3,786 | 1.34% | 0.93% | 8 | +15,596 | 28.85% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 69,152 | 3,759 | 0.0% | 0.0% | 9 | +52,735 | 321.22% | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 65,393 | 3,554 | 0.24% | 0.15% | 10 | +23,958 | 57.82% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 65,230 | 3,545 | 0.02% | 0.01% | 11 | +12,822 | 24.47% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | New | 46,458 | 2,525 | 0.01% | — | 12 | +46,458 | New | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 40,095 | 2,179 | 0.01% | 0.01% | 13 | -113 | -0.28% | Q1 2026 | May 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 36,159 | 1,965 | 0.07% | — | 14 | +36,159 | New | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 34,443 | 1,872 | 0.0% | 0.0% | 15 | +4,216 | 13.95% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 33,434 | 1,817 | 0.01% | — | 16 | +33,434 | New | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,769 | 1,781 | 0.0% | 0.0% | 17 | -4,179 | -11.31% | Q1 2026 | May 15, 2026 |
| WJ Wealth Management, LLC | History | New | 32,710 | 1,778 | 0.83% | — | 18 | +32,710 | New | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,337 | 1,656 | 0.0% | 0.0% | 19 | +27,724 | 767.34% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,647 | 1,394 | 0.0% | 0.0% | 20 | -60 | -0.23% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,531 | 1,387 | 0.0% | 0.0% | 21 | +2,243 | 9.63% | Q1 2026 | May 04, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 25,161 | 1,367 | 0.21% | 0.16% | 22 | +3,508 | 16.2% | Q1 2026 | May 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 23,777 | 1,292 | 0.28% | 0.29% | 23 | -4,341 | -15.44% | Q1 2026 | May 11, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 22,296 | 1,211 | 0.18% | 0.16% | 24 | -308 | -1.36% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | New | 20,004 | 1,087 | 0.0% | — | 25 | +20,004 | New | Q1 2026 | May 12, 2026 |
| E&G Advisors, LP | History | Added to | 19,993 | 1,086 | 0.24% | 0.05% | 26 | +15,301 | 326.11% | Q1 2026 | Apr 21, 2026 |
| Security National Bank | History | New | 15,494 | 842 | 0.12% | — | 27 | +15,494 | New | Q1 2026 | Apr 16, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 14,847 | 807 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 12,794 | 695 | 0.0% | 0.0% | 29 | +703 | 5.81% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,244 | 556 | 0.0% | 0.0% | 30 | -825 | -7.45% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | New | 9,435 | 512 | 0.0% | — | 31 | +9,435 | New | Q1 2026 | May 13, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 9,366 | 509 | 0.14% | 0.17% | 32 | -4,417 | -32.05% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 7,632 | 414 | 0.14% | 0.11% | 33 | -44 | -0.57% | Q1 2026 | May 21, 2026 |
| Spire Wealth Management | History | New | 7,195 | 391 | 0.01% | — | 34 | +7,195 | New | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,149 | 334 | 0.0% | 0.0% | 35 | +1,376 | 28.83% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 288 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | New | 5,117 | 278 | 0.0% | — | 37 | +5,117 | New | Q1 2026 | May 13, 2026 |
| Greenwich Wealth Management LLC | History | New | 5,030 | 273 | 0.01% | — | 38 | +5,030 | New | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 4,694 | 255 | 0.01% | 0.01% | 39 | -424 | -8.28% | Q1 2026 | Apr 27, 2026 |
| World Investment Advisors | History | No change | 4,400 | 239 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 4,336 | 235 | 0.06% | 0.05% | 41 | -100 | -2.25% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | New | 4,000 | 217 | 0.0% | — | 42 | +4,000 | New | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | New | 3,908 | 212 | 0.0% | — | 43 | +3,908 | New | Q1 2026 | Jun 02, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,390 | 184 | 0.0% | — | 44 | +3,390 | New | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,786 | 97 | 0.01% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | New | 920 | 50 | 0.0% | — | 46 | +920 | New | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 780 | 42 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 570 | 31 | 0.0% | — | 48 | +570 | New | Q1 2026 | May 19, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 536 | 29 | 0.0% | 0.0% | 49 | +320 | 148.15% | Q1 2026 | Apr 27, 2026 |
| Main Street Group, LTD | History | New | 532 | 28 | 0.01% | — | 50 | +532 | New | Q1 2026 | May 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 444 | 24 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 393 | 21 | 0.0% | 0.0% | 52 | +320 | 438.36% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 304 | 16 | 0.0% | 0.0% | 53 | +75 | 32.75% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 292 | 15 | 0.0% | 0.0% | 54 | +60 | 25.86% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 284 | 15 | 0.0% | 0.0% | 55 | +48 | 20.34% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | No change | 200 | 10 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Capital Analysts, LLC | History | New | 150 | 8 | 0.0% | — | 57 | +150 | New | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | New | 150 | 8 | 0.0% | — | 58 | +150 | New | Q1 2026 | Apr 27, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 133 | 7 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 115 | 6 | 0.0% | 0.0% | 60 | -30 | -20.69% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 50 | 2 | 0.0% | — | 62 | +50 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 41 | 2 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -53,577 | -100.0% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |