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 | No change | 1,690,271 | 76,974 | 0.2% | 0.2% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,192,991 | 54,650 | 0.0% | 0.0% | 2 | +27,099 | 2.32% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 248,058 | 11,363 | 0.56% | 0.58% | 3 | +18,748 | 8.18% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 203,626 | 9,328 | 0.01% | 0.01% | 4 | +556 | 0.27% | Q2 2026 | Aug 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 149,153 | 6,832 | 3.09% | 3.31% | 5 | -499 | -0.33% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | Added to | 129,939 | 5,952 | 0.0% | 0.0% | 6 | +12,693 | 10.83% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Added to | 99,749 | 4,569 | 0.0% | 0.0% | 7 | +11,246 | 12.71% | Q2 2026 | Aug 13, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 59,327 | 2,717 | 0.25% | 0.3% | 8 | -612 | -1.02% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,686 | 2,505 | 0.0% | 0.0% | 9 | -607 | -1.1% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 40,553 | 1,857 | 0.0% | 0.0% | 10 | +24,297 | 149.46% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 40,485 | 1,855 | 0.06% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 40,121 | 1,837 | 0.02% | 0.03% | 12 | -13,424 | -25.07% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 37,278 | 1,707 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,148 | 1,702 | 0.0% | 0.0% | 14 | +10,734 | 40.64% | Q2 2026 | Aug 12, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 36,377 | 1,671 | 0.66% | 0.64% | 15 | +3,299 | 9.97% | Q2 2026 | Aug 07, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 33,769 | 1,546 | 0.71% | 0.77% | 16 | +387 | 1.16% | Q2 2026 | Jul 24, 2026 |
| Private Advisor Group, LLC | History | Reduced | 31,192 | 1,428 | 0.01% | 0.02% | 17 | -44,264 | -58.66% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 27,961 | 1,280 | 0.0% | 0.0% | 18 | +305 | 1.1% | Q2 2026 | Sep 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 26,706 | 1,223 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,339 | 1,160 | 0.0% | 0.0% | 20 | +5,510 | 27.79% | Q2 2026 | Aug 14, 2026 |
| Oxinas Partners, LLC | History | Added to | 22,394 | 1,025 | 0.4% | 0.45% | 21 | +955 | 4.45% | Q2 2026 | Jul 14, 2026 |
| Vericrest Private Wealth | History | Added to | 22,141 | 1,014 | 0.9% | 0.75% | 22 | +3,685 | 19.97% | Q2 2026 | Jul 28, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 21,559 | 987 | 0.19% | 0.12% | 23 | +7,976 | 58.72% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 20,842 | 954 | 0.0% | 0.01% | 24 | -21,586 | -50.88% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 17,446 | 799 | 0.0% | 0.0% | 25 | +1,339 | 8.31% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 16,732 | 766 | 0.0% | 0.0% | 26 | -14,083 | -45.7% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 16,508 | 756 | 0.05% | 0.07% | 27 | -2,811 | -14.55% | Q2 2026 | Jul 21, 2026 |
| NewSquare Capital LLC | History | Added to | 16,502 | 755 | 0.06% | 0.06% | 28 | +205 | 1.26% | Q2 2026 | Jul 28, 2026 |
| RFG Advisory, LLC | History | Added to | 12,278 | 562 | 0.01% | 0.01% | 29 | +207 | 1.71% | Q2 2026 | Jul 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 11,782 | 539 | 0.0% | — | 30 | +11,782 | New | Q2 2026 | Aug 19, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 11,722 | 536 | 0.09% | 0.1% | 31 | -145 | -1.22% | Q2 2026 | Aug 05, 2026 |
| Vines Capital Management, LLC | History | Reduced | 11,510 | 527 | 0.43% | 0.52% | 32 | -7 | -0.06% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | Added to | 11,231 | 514 | 0.37% | 0.41% | 33 | +432 | 4.0% | Q2 2026 | Aug 06, 2026 |
| Bison Wealth, LLC | History | Reduced | 9,992 | 459 | 0.04% | 0.05% | 34 | -762 | -7.09% | Q2 2026 | Jul 07, 2026 |
| Team Financial Group, LLC | History | Reduced | 9,402 | 430 | 0.18% | 0.21% | 35 | -528 | -5.32% | Q2 2026 | Jul 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,523 | 390 | 0.01% | 0.01% | 36 | +273 | 3.31% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,220 | 376 | 0.0% | 0.0% | 37 | +542 | 7.06% | Q2 2026 | Aug 14, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 7,818 | 358 | 0.15% | 0.19% | 38 | -1,177 | -13.09% | Q2 2026 | Aug 05, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,768 | 355 | 0.13% | 0.14% | 39 | -134 | -1.7% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 7,680 | 351 | 0.01% | 0.01% | 40 | +150 | 1.99% | Q2 2026 | Aug 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,688 | 306 | 0.0% | 0.0% | 41 | +437 | 6.99% | Q2 2026 | Jul 20, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 6,240 | 285 | 0.02% | 0.01% | 42 | -1,750 | -21.9% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,178 | 283 | 0.0% | 0.0% | 43 | -963 | -13.49% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,927 | 271 | 0.0% | 0.0% | 44 | -1,655 | -21.83% | Q2 2026 | Jul 22, 2026 |
| W.H. Cornerstone Investments Inc. | History | New | 5,861 | 268 | 0.15% | — | 45 | +5,861 | New | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | New | 5,172 | 236 | 0.0% | — | 46 | +5,172 | New | Q2 2026 | Aug 17, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 4,956 | 227 | 0.09% | 0.09% | 47 | -797 | -13.85% | Q2 2026 | Jul 29, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 4,916 | 225 | 0.08% | 0.1% | 48 | -523 | -9.62% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 4,541 | 208 | 0.0% | 0.0% | 49 | -9 | -0.2% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,379 | 200 | 0.0% | — | 50 | +4,379 | New | Q2 2026 | Sep 08, 2026 |
| AE Wealth Management LLC | History | Added to | 3,163 | 144 | 0.0% | 0.0% | 51 | +549 | 21.0% | Q2 2026 | Aug 03, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,062 | 140 | 0.01% | 0.01% | 52 | +1,216 | 65.87% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,826 | 129 | 0.0% | 0.0% | 53 | -343 | -10.82% | Q2 2026 | Jul 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,935 | 88 | 0.02% | 0.02% | 54 | -759 | -28.17% | Q2 2026 | Aug 04, 2026 |
| SHP Wealth Management | History | Reduced | 1,785 | 81 | 0.01% | 0.01% | 55 | -586 | -24.72% | Q2 2026 | Aug 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 1,564 | 71 | 0.04% | 0.06% | 56 | -114 | -6.79% | Q2 2026 | Jul 21, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,533 | 70 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,339 | 61 | 0.0% | 0.0% | 58 | -127 | -8.66% | Q2 2026 | Jul 06, 2026 |
| UBS Group AG | History | Added to | 1,192 | 54 | 0.0% | 0.0% | 59 | +712 | 148.33% | Q2 2026 | Aug 13, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 915 | 41 | 0.02% | — | 60 | +915 | New | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 705 | 32 | 0.0% | 0.0% | 61 | +2 | 0.28% | Q2 2026 | Jul 22, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 624 | 28 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 460 | 21 | 0.0% | 0.0% | 63 | +6 | 1.32% | Q2 2026 | Aug 05, 2026 |
| Covestor Ltd | History | Reduced | 298 | 14 | 0.01% | 0.01% | 64 | -11 | -3.56% | Q2 2026 | Aug 07, 2026 |
| Caldwell Trust Co | History | No change | 269 | 12 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFP Advisors, Inc | History | No change | 213 | 9 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MCDONALD PARTNERS LLC | History | New | 181 | 8 | 0.0% | — | 67 | +181 | New | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | Added to | 92 | 4 | 0.0% | 0.0% | 68 | +4 | 4.55% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 84 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Melone Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -16,105 | -100.0% | Q2 2026 | Jul 09, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,325 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -180 | -100.0% | Q2 2026 | Jul 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -72 | -98.63% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 21 | 0 | — | — | — | +21 | New | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 10, 2026 |
| NBT BANK, N.A. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |