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 | No change | 357,636 | 17,283 | 0.17% | 0.17% | 1 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 140,532 | 6,791 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 79,080 | 3,826 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 73,862 | 3,569 | 1.28% | 1.28% | 4 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 41,304 | 1,998 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JT Stratford LLC | History | No change | 40,112 | 1,938 | 0.21% | 0.21% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,827 | 1,296 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,230 | 1,267 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPoint Financial, LLC | History | No change | 15,152 | 732 | 0.53% | 0.53% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NewSquare Capital LLC | History | No change | 14,768 | 713 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| W.H. Cornerstone Investments Inc. | History | No change | 8,340 | 403 | 0.23% | 0.23% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,414 | 310 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,564 | 309 | 0.0% | 0.0% | 13 | -2,382 | -26.63% | Q3 2026 | Oct 16, 2026 |
| RFG Advisory, LLC | History | No change | 6,299 | 304 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Team Financial Group, LLC | History | No change | 6,195 | 299 | 0.13% | 0.13% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,326 | 257 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 3,149 | 152 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,094 | 101 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 760 | 35 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 512 | 24 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Covestor Ltd | History | No change | 279 | 13 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 86 | 4 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 100 | 4 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WT Wealth Management | History | Closed out | 0 | 0 | — | 0.59% | — | -44,131 | -100.0% | Q3 2026 | Oct 13, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,316 | -100.0% | Q3 2026 | Oct 16, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |