WisdomTree Trust - QSIG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | History | Added to | 352,206 | 17,252 | 0.21% | 0.2% | 1 | +26,359 | 8.09% | Q4 2025 | Jan 21, 2026 |
| LPL Financial LLC | History | Added to | 139,652 | 6,840 | 0.0% | 0.0% | 2 | +43,037 | 44.54% | Q4 2025 | Feb 11, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | Added to | 74,034 | 3,626 | 1.35% | 1.27% | 3 | +2,506 | 3.5% | Q4 2025 | Feb 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 41,693 | 2,042 | 0.01% | 0.01% | 4 | +3,144 | 8.16% | Q4 2025 | Feb 17, 2026 |
| WT Wealth Management | History | Added to | 41,498 | 2,032 | 0.58% | 0.56% | 5 | +1,491 | 3.73% | Q4 2025 | Feb 02, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 40,249 | 1,972 | 0.07% | 0.11% | 6 | +3,506 | 9.54% | Q4 2025 | Feb 13, 2026 |
| JT Stratford LLC | History | Added to | 33,899 | 1,660 | 0.21% | 0.22% | 7 | +305 | 0.91% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 26,236 | 1,285 | 0.0% | 0.0% | 8 | +7,081 | 36.97% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,486 | 856 | 0.0% | 0.0% | 9 | -25,976 | -59.77% | Q4 2025 | Feb 11, 2026 |
| NewSquare Capital LLC | History | Added to | 13,660 | 669 | 0.06% | 0.04% | 10 | +2,794 | 25.71% | Q4 2025 | Feb 17, 2026 |
| WealthPoint Financial, LLC | History | New | 13,314 | 652 | 0.57% | — | 11 | +13,314 | New | Q4 2025 | Feb 19, 2026 |
| EJMK Ventures LLC | History | New | 10,848 | 531 | 0.33% | — | 12 | +10,848 | New | Q4 2025 | Mar 03, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 9,583 | 469 | 0.01% | 0.01% | 13 | +582 | 6.47% | Q4 2025 | Jan 29, 2026 |
| RFG Advisory, LLC | History | Reduced | 6,259 | 306 | 0.01% | 0.01% | 14 | -21 | -0.33% | Q4 2025 | Feb 03, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 5,764 | 282 | 0.07% | 0.08% | 15 | -923 | -13.8% | Q4 2025 | Feb 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,505 | 269 | 0.0% | — | 16 | +5,505 | New | Q4 2025 | Feb 12, 2026 |
| Team Financial Group, LLC | History | Added to | 4,978 | 243 | 0.11% | 0.11% | 17 | +100 | 2.05% | Q4 2025 | Jan 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,674 | 229 | 0.01% | 0.02% | 18 | -3,542 | -43.11% | Q4 2025 | Feb 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,647 | 227 | 0.0% | 0.0% | 19 | +262 | 5.97% | Q4 2025 | Feb 10, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,142 | 153 | 0.0% | — | 20 | +3,142 | New | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 3,086 | 151 | 0.0% | 0.0% | 21 | -796 | -20.5% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,307 | 113 | 0.0% | 0.0% | 22 | +417 | 22.06% | Q4 2025 | Feb 09, 2026 |
| CoreCap Advisors, LLC | History | No change | 760 | 37 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 650 | 31 | 0.0% | 0.0% | 24 | +67 | 11.49% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | No change | 264 | 13 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 86 | 4 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,338 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Smallwood Wealth Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Oct 17, 2025 |
| FMR LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 13, 2025 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q3 2025 | Nov 14, 2025 |