WisdomTree Trust - QHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CWM, LLC | History | Added to | 1,647,308 | 76,501 | 0.21% | 0.23% | 1 | +4,602 | 0.28% | Q4 2025 | Jan 26, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 711,697 | 33,051 | 0.0% | 0.0% | 2 | +35,895 | 5.31% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 197,600 | 9,176 | 0.01% | 0.01% | 3 | -446 | -0.23% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Added to | 115,143 | 5,347 | 0.0% | 0.0% | 4 | +11,412 | 11.0% | Q4 2025 | Feb 11, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 87,612 | 4,068 | 0.45% | 0.5% | 5 | -3,509 | -3.85% | Q4 2025 | Feb 13, 2026 |
| MORGAN STANLEY | History | Added to | 81,398 | 3,780 | 0.0% | 0.0% | 6 | +3,129 | 4.0% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 65,337 | 3,034 | 0.01% | 0.01% | 7 | +4,861 | 8.04% | Q4 2025 | Feb 17, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 57,052 | 2,649 | 0.93% | 1.14% | 8 | -3,427 | -5.67% | Q4 2025 | Feb 09, 2026 |
| WealthPlan Investment Management, LLC | History | New | 56,584 | 2,627 | 0.17% | — | 9 | +56,584 | New | Q4 2025 | Feb 05, 2026 |
| Atria Investments, Inc | History | Reduced | 53,088 | 2,465 | 0.03% | 0.03% | 10 | -3,462 | -6.12% | Q4 2025 | Feb 05, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 45,215 | 2,099 | 0.32% | 0.29% | 11 | +3,991 | 9.68% | Q4 2025 | Feb 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 39,330 | 1,828 | 0.07% | 0.11% | 12 | +2,334 | 6.31% | Q4 2025 | Feb 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 34,886 | 1,620 | 0.02% | 0.03% | 13 | +2,031 | 6.18% | Q4 2025 | Feb 06, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 32,644 | 1,515 | 0.81% | 0.84% | 14 | -309 | -0.94% | Q4 2025 | Feb 24, 2026 |
| Millington Financial Advisors, LLC | History | Reduced | 31,828 | 1,480 | 0.66% | 0.81% | 15 | -4,326 | -11.97% | Q4 2025 | Feb 09, 2026 |
| Mariner, LLC | History | New | 30,927 | 1,436 | 0.0% | — | 16 | +30,927 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 27,270 | 1,266 | 0.0% | 0.0% | 17 | -508 | -1.83% | Q4 2025 | Feb 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 22,242 | 1,032 | 0.0% | 0.0% | 18 | +3,250 | 17.11% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 21,590 | 1,002 | 0.08% | 0.07% | 19 | +3,259 | 17.78% | Q4 2025 | Jan 29, 2026 |
| Oxinas Partners, LLC | History | Added to | 20,491 | 951 | 0.46% | 0.49% | 20 | +713 | 3.61% | Q4 2025 | Jan 26, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,715 | 915 | 0.0% | 0.0% | 21 | -622 | -3.06% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,738 | 870 | 0.0% | 0.0% | 22 | -962 | -4.88% | Q4 2025 | Feb 10, 2026 |
| Vericrest Private Wealth | History | New | 18,185 | 844 | 0.75% | — | 23 | +18,185 | New | Q4 2025 | Mar 12, 2026 |
| Melone Private Wealth, LLC | History | Added to | 16,587 | 770 | 0.33% | 0.35% | 24 | +179 | 1.09% | Q4 2025 | Jan 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,378 | 760 | 0.0% | 0.0% | 25 | -3,679 | -18.34% | Q4 2025 | Feb 18, 2026 |
| NewSquare Capital LLC | History | Reduced | 15,465 | 718 | 0.06% | 0.05% | 26 | -777 | -4.78% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,314 | 571 | 0.0% | 0.0% | 27 | +5,256 | 74.47% | Q4 2025 | Feb 13, 2026 |
| RFG Advisory, LLC | History | Added to | 11,873 | 551 | 0.01% | 0.01% | 28 | +309 | 2.67% | Q4 2025 | Feb 03, 2026 |
| Vines Capital Management, LLC | History | New | 11,526 | 535 | 0.52% | — | 29 | +11,526 | New | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 11,076 | 502 | 0.06% | — | 30 | +11,076 | New | Q4 2025 | Mar 24, 2026 |
| WealthPoint Financial, LLC | History | New | 9,809 | 455 | 0.4% | — | 31 | +9,809 | New | Q4 2025 | Feb 19, 2026 |
| Team Financial Group, LLC | History | Reduced | 9,695 | 450 | 0.2% | 0.23% | 32 | -1,079 | -10.01% | Q4 2025 | Jan 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,143 | 378 | 0.01% | 0.01% | 33 | -183 | -2.2% | Q4 2025 | Feb 02, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 8,105 | 376 | 0.0% | 0.0% | 34 | -1,854 | -18.62% | Q4 2025 | Feb 17, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,927 | 368 | 0.15% | 0.16% | 35 | -120 | -1.49% | Q4 2025 | Jan 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,830 | 363 | 0.01% | 0.01% | 36 | -25 | -0.32% | Q4 2025 | Jan 28, 2026 |
| EJMK Ventures LLC | History | New | 7,796 | 362 | 0.22% | — | 37 | +7,796 | New | Q4 2025 | Mar 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,779 | 314 | 0.0% | 0.01% | 38 | +423 | 6.66% | Q4 2025 | Jan 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,627 | 307 | 0.01% | 0.01% | 39 | +795 | 13.63% | Q4 2025 | Feb 09, 2026 |
| WealthPLAN Partners, LLC | History | New | 6,056 | 281 | 0.04% | — | 40 | +6,056 | New | Q4 2025 | Feb 12, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 5,917 | 275 | 0.01% | 0.01% | 41 | -73 | -1.22% | Q4 2025 | Feb 13, 2026 |
| Mach-1 Financial Group, LLC | History | New | 5,752 | 267 | 0.05% | — | 42 | +5,752 | New | Q4 2025 | Feb 06, 2026 |
| Leo Wealth, LLC | History | New | 5,577 | 259 | 0.02% | — | 43 | +5,577 | New | Q4 2025 | Jan 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,323 | 247 | 0.0% | — | 44 | +5,323 | New | Q4 2025 | Feb 18, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 5,028 | 233 | 0.09% | 0.78% | 45 | -53,944 | -91.47% | Q4 2025 | Feb 11, 2026 |
| Betterment LLC | History | Added to | 5,002 | 232 | 0.0% | 0.0% | 46 | +129 | 2.65% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 4,410 | 204 | 0.01% | — | 48 | +4,410 | New | Q4 2025 | Feb 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,395 | 204 | 0.0% | 0.0% | 47 | +53 | 1.22% | Q4 2025 | Feb 13, 2026 |
| SHP Wealth Management | History | New | 3,365 | 156 | 0.01% | — | 49 | +3,365 | New | Q4 2025 | Mar 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,169 | 147 | 0.0% | 0.0% | 50 | -102 | -3.12% | Q4 2025 | Jan 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 3,130 | 145 | 0.03% | 0.03% | 51 | -7 | -0.22% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | Added to | 2,713 | 125 | 0.0% | 0.0% | 52 | +884 | 48.33% | Q4 2025 | Jan 26, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,889 | 87 | 0.07% | 0.13% | 53 | -937 | -33.16% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,697 | 78 | 0.0% | 0.01% | 54 | +3 | 0.18% | Q4 2025 | Feb 06, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,533 | 71 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,475 | 68 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 987 | 46 | 0.0% | — | 57 | +987 | New | Q4 2025 | Feb 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 701 | 32 | 0.0% | — | 58 | +701 | New | Q4 2025 | Feb 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 624 | 28 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Kilter Group LLC | History | No change | 358 | 16 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFP Advisors, Inc | History | Added to | 313 | 14 | 0.0% | 0.0% | 61 | +66 | 26.72% | Q4 2025 | Feb 06, 2026 |
| Covestor Ltd | History | Added to | 255 | 12 | 0.01% | 0.01% | 62 | +5 | 2.0% | Q4 2025 | Feb 06, 2026 |
| Caldwell Trust Co | History | No change | 269 | 12 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| COMERICA BANK | History | No change | 213 | 9 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 180 | 8 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | New | 130 | 6 | 0.0% | — | 66 | +130 | New | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 128 | 5 | 0.0% | — | 67 | +128 | New | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 74 | 3 | 0.0% | — | 68 | +73 | 7300.0% | Q4 2025 | Feb 13, 2026 |
| Key FInancial Inc | History | No change | 84 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 54 | 2 | 0.0% | 0.0% | 70 | -8 | -12.9% | Q4 2025 | Feb 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,336 | -100.0% | Q3 2025 | Nov 14, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,328 | -100.0% | Q3 2025 | Nov 17, 2025 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,761 | -100.0% | Q3 2025 | Oct 24, 2025 |
| NBT BANK N A /NY | History | New | 46 | 0 | — | — | — | +46 | New | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |