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 | 1,690,271 | 76,974 | 0.2% | 0.21% | 1 | +42,963 | 2.61% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,165,892 | 53,094 | 0.0% | 0.0% | 2 | +454,195 | 63.82% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 229,310 | 10,442 | 0.58% | 0.17% | 3 | +172,726 | 305.26% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 203,070 | 9,247 | 0.01% | 0.01% | 4 | +5,470 | 2.77% | Q1 2026 | May 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | New | 149,652 | 6,815 | 3.31% | — | 5 | +149,652 | New | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 117,246 | 5,339 | 0.0% | 0.0% | 6 | +2,103 | 1.83% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 88,503 | 4,030 | 0.0% | 0.0% | 7 | +7,105 | 8.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 75,456 | 3,436 | 0.02% | 0.01% | 8 | +10,119 | 15.49% | Q1 2026 | Apr 24, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 59,939 | 2,729 | 0.3% | 0.45% | 9 | -27,673 | -31.59% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 55,293 | 2,518 | 0.0% | 0.0% | 10 | +33,051 | 148.6% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Added to | 53,545 | 2,438 | 0.03% | 0.03% | 11 | +457 | 0.86% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 42,428 | 1,932 | 0.01% | 0.0% | 12 | +30,114 | 244.55% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 40,485 | 1,822 | 0.07% | 0.07% | 13 | +1,155 | 2.94% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 37,278 | 1,697 | 0.02% | 0.02% | 14 | +2,392 | 6.86% | Q1 2026 | May 15, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 33,078 | 1,523 | 0.64% | 0.66% | 15 | +1,250 | 3.93% | Q1 2026 | May 08, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 33,382 | 1,520 | 0.77% | 0.81% | 16 | +738 | 2.26% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 30,815 | 1,403 | 0.0% | 0.0% | 17 | -112 | -0.36% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,656 | 1,259 | 0.0% | 0.0% | 18 | +8,918 | 47.59% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 26,706 | 1,216 | 0.0% | — | 19 | +26,706 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,414 | 1,189 | 0.0% | 0.0% | 20 | -856 | -3.14% | Q1 2026 | May 13, 2026 |
| Oxinas Partners, LLC | History | Added to | 21,439 | 976 | 0.45% | 0.46% | 21 | +948 | 4.63% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,829 | 902 | 0.0% | 0.0% | 22 | +114 | 0.58% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 19,319 | 879 | 0.07% | 0.08% | 23 | -2,271 | -10.52% | Q1 2026 | Apr 14, 2026 |
| Vericrest Private Wealth | History | Added to | 18,456 | 840 | 0.75% | 0.75% | 24 | +271 | 1.49% | Q1 2026 | May 06, 2026 |
| NewSquare Capital LLC | History | Added to | 16,297 | 742 | 0.06% | 0.06% | 25 | +832 | 5.38% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,256 | 740 | 0.0% | — | 26 | +16,256 | New | Q1 2026 | May 12, 2026 |
| Melone Private Wealth, LLC | History | Reduced | 16,105 | 733 | 0.3% | 0.33% | 28 | -482 | -2.91% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,107 | 733 | 0.0% | 0.0% | 27 | -271 | -1.65% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 13,583 | 618 | 0.12% | 0.04% | 29 | +7,527 | 124.29% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 12,071 | 549 | 0.01% | 0.01% | 30 | +198 | 1.67% | Q1 2026 | Apr 17, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 11,867 | 540 | 0.1% | 0.32% | 31 | -33,348 | -73.75% | Q1 2026 | May 11, 2026 |
| Vines Capital Management, LLC | History | Reduced | 11,517 | 524 | 0.52% | 0.52% | 32 | -9 | -0.08% | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Reduced | 10,754 | 493 | 0.05% | 0.06% | 33 | -322 | -2.91% | Q1 2026 | May 15, 2026 |
| WealthPoint Financial, LLC | History | No change | 9,809 | 455 | 0.4% | 0.4% | 34 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Team Financial Group, LLC | History | Added to | 9,930 | 452 | 0.21% | 0.2% | 35 | +235 | 2.42% | Q1 2026 | May 01, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 8,995 | 409 | 0.19% | 0.93% | 36 | -48,057 | -84.23% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,250 | 375 | 0.01% | 0.01% | 37 | +1,623 | 24.49% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,990 | 363 | 0.01% | — | 38 | +7,990 | New | Q1 2026 | May 15, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,902 | 359 | 0.14% | 0.15% | 39 | -25 | -0.32% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,678 | 349 | 0.0% | 0.0% | 40 | -427 | -5.27% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,582 | 345 | 0.0% | 0.01% | 41 | -561 | -6.89% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,530 | 342 | 0.01% | 0.01% | 42 | -300 | -3.83% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,141 | 325 | 0.0% | 0.0% | 43 | +362 | 5.34% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 6,251 | 285 | 0.0% | — | 44 | +6,251 | New | Q1 2026 | Apr 07, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 5,753 | 262 | 0.09% | 0.05% | 45 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Added to | 5,439 | 247 | 0.1% | 0.09% | 46 | +411 | 8.17% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,550 | 207 | 0.0% | 0.0% | 47 | +3,563 | 360.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,169 | 144 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,694 | 122 | 0.02% | 0.03% | 49 | -436 | -13.93% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,614 | 118 | 0.0% | 0.0% | 50 | -99 | -3.65% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 2,371 | 107 | 0.01% | 0.01% | 51 | -994 | -29.54% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 2,325 | 105 | 0.0% | — | 52 | +2,325 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,846 | 84 | 0.01% | 0.0% | 53 | +149 | 8.78% | Q1 2026 | Apr 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,678 | 76 | 0.06% | 0.07% | 54 | -211 | -11.17% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 1,566 | 71 | 0.0% | — | 55 | +1,566 | New | Q1 2026 | May 19, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,533 | 69 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,466 | 66 | 0.0% | 0.0% | 57 | -9 | -0.61% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 703 | 32 | 0.0% | 0.0% | 58 | +2 | 0.29% | Q1 2026 | May 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 624 | 28 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 480 | 21 | 0.0% | 0.0% | 60 | +350 | 269.23% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | New | 454 | 20 | 0.0% | — | 61 | +454 | New | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Added to | 309 | 14 | 0.01% | 0.01% | 62 | +54 | 21.18% | Q1 2026 | May 05, 2026 |
| Caldwell Trust Co | History | No change | 269 | 12 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 213 | 9 | 0.0% | 0.0% | 65 | -100 | -31.95% | Q1 2026 | Apr 13, 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 | 0.01% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 88 | 4 | 0.0% | 0.0% | 67 | +34 | 62.96% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 73 | 3 | 0.0% | 0.0% | 68 | -1 | -1.35% | Q1 2026 | May 11, 2026 |
| Key FInancial Inc | History | No change | 84 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EJMK Ventures LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,796 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,917 | -100.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,577 | -100.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,323 | -100.0% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,002 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,410 | -100.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,395 | -100.0% | Q1 2026 | May 04, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -358 | -100.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Reduced | 17 | 0 | — | — | — | -29 | -63.04% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |