WisdomTree Trust - UNIY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 25,204,532 | 1,220,859 | 1.27% | 1.35% | 1 | -2,630,142 | -9.45% | Q1 2026 | May 12, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 17,752 | 859 | 0.19% | 0.21% | 2 | -668 | -3.63% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 13,986 | 677 | 0.0% | — | 3 | +13,986 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 9,969 | 482 | 0.0% | 0.0% | 4 | +893 | 9.84% | Q1 2026 | May 06, 2026 |
| Stratos Investment Management, LLC | History | Added to | 6,854 | 332 | 0.01% | 0.01% | 5 | +6 | 0.09% | Q1 2026 | Apr 28, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | New | 6,340 | 307 | 0.02% | — | 6 | +6,340 | New | Q1 2026 | Apr 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,660 | 273 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,610 | 271 | 0.0% | 0.0% | 8 | -7,620 | -57.6% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | New | 1,403 | 67 | 0.0% | — | 9 | +1,403 | New | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,802 | -100.0% | Q1 2026 | May 12, 2026 |