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 | No change | 345,945 | 19,949 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 306,663 | 17,683 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Berkeley, Inc | History | Added to | 235,824 | 14,010 | 4.32% | 4.12% | 3 | +8,034 | 3.53% | Q3 2026 | Oct 20, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 103,865 | 6,170 | 0.27% | 0.22% | 4 | +29,847 | 40.32% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 76,832 | 4,430 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHANNEL WEALTH LLC | History | No change | 75,888 | 4,376 | 0.98% | 0.98% | 6 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TAGStone Capital, Inc. | History | No change | 70,411 | 4,060 | 1.29% | 1.29% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 56,092 | 3,332 | 0.02% | 0.02% | 8 | +4,006 | 7.69% | Q3 2026 | Oct 27, 2026 |
| Security National Bank | History | Added to | 46,048 | 2,735 | 0.32% | 0.25% | 9 | +9,286 | 25.26% | Q3 2026 | Oct 26, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 47,403 | 2,727 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 41,861 | 2,413 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | No change | 40,898 | 2,358 | 0.11% | 0.11% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 36,586 | 2,173 | 0.07% | 0.07% | 13 | -580 | -1.56% | Q3 2026 | Oct 29, 2026 |
| CITADEL ADVISORS LLC | History | No change | 37,302 | 2,151 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 37,195 | 2,144 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 33,550 | 1,934 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | No change | 31,489 | 1,815 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 31,057 | 1,790 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,584 | 1,757 | 0.01% | 0.01% | 19 | +1,585 | 5.66% | Q3 2026 | Nov 02, 2026 |
| E&G Advisors, LLC | History | Added to | 26,423 | 1,569 | 0.3% | 0.25% | 20 | +3,558 | 15.56% | Q3 2026 | Oct 13, 2026 |
| BEARING POINT CAPITAL, LLC | History | No change | 26,261 | 1,514 | 0.2% | 0.2% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 25,490 | 1,469 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 25,467 | 1,468 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Maridea Wealth Management LLC | History | No change | 24,686 | 1,423 | 0.15% | 0.15% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 23,693 | 1,366 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,293 | 1,336 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Avestar Capital, LLC | History | New | 20,838 | 1,238 | 0.1% | — | 27 | +20,838 | New | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 17,768 | 1,024 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spinnaker Investment Group, LLC | History | Added to | 15,582 | 925 | 0.15% | 0.12% | 29 | +2,598 | 20.01% | Q3 2026 | Oct 13, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 13,617 | 809 | 0.33% | 0.75% | 30 | -19,128 | -58.42% | Q3 2026 | Nov 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,931 | 803 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 11,946 | 709 | 0.12% | 0.14% | 32 | -7,072 | -37.19% | Q3 2026 | Oct 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,336 | 614 | 0.0% | 0.0% | 33 | -189 | -1.8% | Q3 2026 | Nov 02, 2026 |
| Cetera Investment Advisers | History | No change | 10,267 | 592 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WBI INVESTMENTS, LLC | History | No change | 8,981 | 517 | 0.13% | 0.13% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 8,769 | 505 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essential Partners LLC | History | No change | 7,641 | 453 | 0.21% | 0.2% | 37 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 5,840 | 336 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Geneos Wealth Management Inc. | History | No change | 5,300 | 305 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stelac Advisory Services LLC | History | No change | 5,273 | 304 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 4,499 | 267 | 0.01% | 0.01% | 41 | +200 | 4.65% | Q3 2026 | Nov 03, 2026 |
| PFG Investments, LLC | History | No change | 4,630 | 266 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Greenwich Wealth Management LLC | History | No change | 4,398 | 254 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | No change | 4,236 | 244 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 4,400 | 239 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,000 | 231 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,933 | 226 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | No change | 3,705 | 213 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 3,510 | 208 | 0.01% | — | 49 | +3,510 | New | Q3 2026 | Oct 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 3,535 | 203 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alteri Wealth LLC | History | No change | 3,493 | 201 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,875 | 166 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,452 | 141 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,935 | 114 | 0.0% | 0.0% | 54 | +144 | 8.04% | Q3 2026 | Oct 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 1,631 | 94 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1,179 | 67 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 753 | 43 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Main Street Group, LTD | History | No change | 532 | 31 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Your Advocates Ltd., LLP | History | No change | 444 | 26 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | No change | 422 | 24 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | Reduced | 368 | 21 | 0.0% | 0.02% | 61 | -13,108 | -97.27% | Q3 2026 | Oct 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 303 | 18 | 0.0% | 0.0% | 62 | -43 | -12.43% | Q3 2026 | Oct 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 284 | 16 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 260 | 14 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Grove Bank & Trust | History | No change | 200 | 11 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Capital Analysts, LLC | History | No change | 151 | 9 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 161 | 9 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NVWM, LLC | History | No change | 150 | 8 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 126 | 7 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 133 | 7 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 105 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 93 | 5 | 0.0% | — | 72 | +93 | New | Q3 2026 | Oct 20, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 52 | 3 | 0.0% | — | 74 | +52 | New | Q3 2026 | Oct 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -19,824 | -100.0% | Q3 2026 | Nov 04, 2026 |
| SFG Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.15% | — | -7,406 | -100.0% | Q3 2026 | Oct 23, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,786 | -100.0% | Q3 2026 | Oct 15, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -244 | -100.0% | Q3 2026 | Oct 20, 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% | Q3 2026 | Oct 22, 2026 |