WisdomTree Trust - WAMA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 7,039,294 | 184,272 | 7.97% | 8.07% | 1 | +85,571 | 1.23% | Q2 2026 | Jul 21, 2026 |
| CITADEL ADVISORS LLC | History | New | 24,294 | 635 | 0.0% | — | 2 | +24,294 | New | Q2 2026 | Sep 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 14,915 | 390 | 0.05% | — | 3 | +14,915 | New | Q2 2026 | Aug 14, 2026 |
| Kensington Investment Counsel, LLC | History | New | 7,951 | 208 | 0.09% | — | 4 | +7,951 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,476 | -100.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q2 2026 | Aug 13, 2026 |