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 | 7,396,874 | 198,207 | 8.66% | 7.97% | 1 | +357,580 | 5.08% | Q3 2026 | Oct 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 24,294 | 635 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 14,915 | 390 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kensington Investment Counsel, LLC | History | No change | 7,951 | 208 | 0.09% | 0.09% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |