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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 1,192,991 | 54,650 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 312,764 | 13,833 | 0.67% | 0.56% | 2 | +64,706 | 26.09% | Q3 2026 | Oct 15, 2026 |
| LPL Financial LLC | History | Added to | 239,225 | 10,580 | 0.0% | 0.0% | 3 | +109,286 | 84.11% | Q3 2026 | Nov 06, 2026 |
| Cetera Investment Advisers | History | No change | 203,626 | 9,328 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 148,929 | 6,587 | 3.03% | 3.09% | 5 | -224 | -0.15% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 123,699 | 5,471 | 0.02% | 0.01% | 6 | +92,507 | 296.57% | Q3 2026 | Nov 10, 2026 |
| MORGAN STANLEY | History | No change | 99,749 | 4,569 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 61,794 | 2,733 | 0.0% | 0.0% | 8 | +7,108 | 13.0% | Q3 2026 | Nov 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,553 | 1,857 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | Reduced | 40,072 | 1,772 | 0.02% | 0.02% | 10 | -49 | -0.12% | Q3 2026 | Oct 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 37,278 | 1,707 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 37,148 | 1,702 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Millington Financial Advisors, LLC | History | No change | 36,377 | 1,671 | 0.66% | 0.66% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 34,925 | 1,544 | 0.69% | 0.71% | 14 | +1,156 | 3.42% | Q3 2026 | Nov 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 27,961 | 1,280 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 28,495 | 1,260 | 0.12% | 0.25% | 16 | -30,832 | -51.97% | Q3 2026 | Nov 10, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 28,184 | 1,246 | 0.23% | 0.19% | 17 | +6,625 | 30.73% | Q3 2026 | Oct 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 26,706 | 1,223 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RFG Advisory, LLC | History | Added to | 27,601 | 1,220 | 0.02% | 0.01% | 19 | +15,323 | 124.8% | Q3 2026 | Nov 03, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,786 | 1,184 | 0.0% | 0.0% | 20 | +5,944 | 28.52% | Q3 2026 | Nov 02, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,339 | 1,160 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vericrest Private Wealth | History | Added to | 23,400 | 1,034 | 0.92% | 0.9% | 22 | +1,259 | 5.69% | Q3 2026 | Oct 21, 2026 |
| Oxinas Partners, LLC | History | No change | 22,394 | 1,025 | 0.4% | 0.4% | 23 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 18,157 | 804 | 0.02% | 0.06% | 24 | -22,328 | -55.15% | Q3 2026 | Nov 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 17,446 | 799 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewSquare Capital LLC | History | Added to | 17,733 | 784 | 0.06% | 0.06% | 26 | +1,231 | 7.46% | Q3 2026 | Nov 06, 2026 |
| Mariner, LLC | History | No change | 16,732 | 766 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 16,079 | 711 | 0.39% | 0.15% | 28 | +10,218 | 174.34% | Q3 2026 | Nov 03, 2026 |
| LANARK FINANCIAL, INC. | History | Reduced | 13,355 | 590 | 0.04% | 0.05% | 29 | -3,153 | -19.1% | Q3 2026 | Oct 26, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 12,485 | 552 | 0.1% | 0.09% | 30 | +763 | 6.51% | Q3 2026 | Oct 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 11,782 | 539 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Vines Capital Management, LLC | History | No change | 11,510 | 527 | 0.43% | 0.43% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | Added to | 11,620 | 513 | 0.37% | 0.37% | 33 | +389 | 3.46% | Q3 2026 | Nov 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 11,278 | 498 | 0.01% | 0.01% | 34 | +2,755 | 32.32% | Q3 2026 | Nov 09, 2026 |
| Bison Wealth, LLC | History | Reduced | 9,776 | 436 | 0.04% | 0.04% | 35 | -216 | -2.16% | Q3 2026 | Oct 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 8,220 | 376 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 5T Wealth, LLC | History | No change | 7,768 | 355 | 0.13% | 0.13% | 37 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,275 | 321 | 0.01% | 0.01% | 38 | -405 | -5.27% | Q3 2026 | Nov 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,092 | 314 | 0.0% | 0.0% | 39 | +404 | 6.04% | Q3 2026 | Oct 26, 2026 |
| Collaborative Wealth Managment Inc. | History | Reduced | 6,950 | 307 | 0.13% | 0.15% | 40 | -868 | -11.1% | Q3 2026 | Nov 06, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 6,240 | 285 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Team Financial Group, LLC | History | Reduced | 5,455 | 241 | 0.1% | 0.18% | 42 | -3,947 | -41.98% | Q3 2026 | Oct 30, 2026 |
| COMPOSITION WEALTH, LLC | History | Reduced | 5,345 | 236 | 0.0% | 0.0% | 44 | -582 | -9.82% | Q3 2026 | Nov 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 5,172 | 236 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Avestar Capital, LLC | History | New | 5,049 | 223 | 0.02% | — | 45 | +5,049 | New | Q3 2026 | Oct 28, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 4,818 | 213 | 0.08% | 0.08% | 46 | -98 | -1.99% | Q3 2026 | Oct 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 4,541 | 208 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,639 | 205 | 0.0% | 0.0% | 48 | -1,539 | -24.91% | Q3 2026 | Oct 16, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,379 | 200 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 3,258 | 144 | 0.01% | 0.01% | 50 | +196 | 6.4% | Q3 2026 | Nov 04, 2026 |
| AE Wealth Management LLC | History | No change | 3,163 | 144 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,826 | 124 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,927 | 85 | 0.01% | 0.02% | 53 | -8 | -0.41% | Q3 2026 | Nov 02, 2026 |
| SHP Wealth Management | History | No change | 1,785 | 81 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 1,533 | 70 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,564 | 69 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,370 | 60 | 0.0% | 0.0% | 57 | +31 | 2.32% | Q3 2026 | Oct 08, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 850 | 37 | 0.02% | 0.02% | 58 | -65 | -7.1% | Q3 2026 | Nov 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 624 | 27 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 468 | 20 | 0.0% | 0.0% | 60 | +8 | 1.74% | Q3 2026 | Nov 05, 2026 |
| Covestor Ltd | History | Added to | 302 | 13 | 0.01% | 0.01% | 61 | +4 | 1.34% | Q3 2026 | Oct 30, 2026 |
| Caldwell Trust Co | History | No change | 269 | 11 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| IFP Advisors, Inc | History | Added to | 214 | 9 | 0.0% | 0.0% | 63 | +1 | 0.47% | Q3 2026 | Oct 16, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 133 | 5 | 0.0% | 0.0% | 64 | -48 | -26.52% | Q3 2026 | Nov 03, 2026 |
| UBS Group AG | History | Reduced | 90 | 3 | 0.0% | 0.0% | 66 | -1,102 | -92.45% | Q3 2026 | Nov 10, 2026 |
| FMR LLC | History | Reduced | 87 | 3 | 0.0% | 0.0% | 65 | -5 | -5.43% | Q3 2026 | Nov 10, 2026 |
| Key FInancial Inc | History | No change | 84 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Global Retirement Partners, LLC | History | Added to | 50 | 2 | 0.0% | — | 68 | +30 | 150.0% | Q3 2026 | Nov 10, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,956 | -100.0% | Q3 2026 | Nov 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q3 2026 | Nov 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Arax Advisory Partners | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Planning Strategies Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |