WisdomTree Trust - QIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 226,168 | 10,188 | 0.0% | 0.0% | 1 | +5,238 | 2.37% | Q4 2025 | Feb 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 49,352 | 2,223 | 0.0% | 0.0% | 2 | -13,951 | -22.04% | Q4 2025 | Feb 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 25,549 | 1,150 | 0.09% | 0.09% | 3 | -897 | -3.39% | Q4 2025 | Jan 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,401 | 693 | 0.0% | 0.0% | 4 | +1,809 | 13.31% | Q4 2025 | Feb 18, 2026 |
| NewSquare Capital LLC | History | Reduced | 11,737 | 528 | 0.05% | 0.04% | 5 | -344 | -2.85% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,452 | 425 | 0.0% | 0.0% | 6 | +175 | 1.89% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 8,765 | 394 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Watch Advisors, INC | History | No change | 1,310 | 59 | 0.02% | 0.02% | 8 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 667 | 30 | 0.0% | — | 9 | +667 | New | Q4 2025 | Feb 13, 2026 |
| AE Wealth Management LLC | History | No change | 116 | 5 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| UBS Group AG | History | Reduced | 35 | 1 | 0.0% | 0.0% | 11 | -106 | -75.18% | Q4 2025 | Jan 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |