WisdomTree Trust - WCBR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 1,049,217 | 29,224 | 0.03% | 0.04% | 1 | +27,119 | 2.65% | Q4 2025 | Feb 06, 2026 |
| LPL Financial LLC | History | Reduced | 189,210 | 5,270 | 0.0% | 0.0% | 2 | -15,215 | -7.44% | Q4 2025 | Feb 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 98,921 | 2,755 | 0.14% | 0.18% | 3 | +682 | 0.69% | Q4 2025 | Jan 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 78,717 | 2,192 | 0.15% | 0.14% | 4 | +13,004 | 19.79% | Q4 2025 | Feb 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,904 | 1,863 | 0.0% | 0.0% | 5 | -8,429 | -11.19% | Q4 2025 | Feb 17, 2026 |
| Grange Capital, LLC | History | Reduced | 58,340 | 1,624 | 1.56% | 1.77% | 6 | -181 | -0.31% | Q4 2025 | Feb 03, 2026 |
| JANE STREET GROUP, LLC | History | New | 36,511 | 1,016 | 0.0% | — | 7 | +36,511 | New | Q4 2025 | Feb 12, 2026 |
| NWAM LLC | History | Added to | 29,702 | 828 | 0.05% | 0.04% | 8 | +6,877 | 30.13% | Q4 2025 | Feb 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 28,415 | 791 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,897 | 749 | 0.0% | 0.0% | 10 | +10,179 | 60.89% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 20,409 | 527 | 0.06% | — | 11 | +20,409 | New | Q4 2025 | Mar 24, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 18,578 | 517 | 0.02% | — | 12 | +18,578 | New | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 16,300 | 454 | 0.0% | 0.0% | 13 | -1,600 | -8.94% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,770 | 439 | 0.0% | 0.0% | 14 | +281 | 1.81% | Q4 2025 | Feb 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 15,142 | 421 | 0.03% | 0.03% | 15 | +939 | 6.61% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 13,273 | 369 | 0.0% | 0.0% | 16 | +448 | 3.49% | Q4 2025 | Feb 17, 2026 |
| Summit Financial, LLC | History | No change | 13,205 | 367 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 11,221 | 312 | 0.0% | — | 18 | +11,221 | New | Q4 2025 | Feb 18, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,754 | 271 | 0.0% | 0.0% | 19 | -3,440 | -26.07% | Q4 2025 | Feb 17, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 8,289 | 230 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,184 | 227 | 0.0% | 0.0% | 21 | +40 | 0.49% | Q4 2025 | Mar 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,450 | 207 | 0.05% | 0.06% | 22 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | New | 7,400 | 206 | 0.03% | — | 23 | +7,400 | New | Q4 2025 | Feb 10, 2026 |
| Bogart Wealth, LLC | History | No change | 6,127 | 170 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,568 | 156 | 0.01% | 0.01% | 25 | +165 | 3.05% | Q4 2025 | Feb 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,700 | 75 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| IFP Advisors, Inc | History | No change | 1,654 | 46 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOKF, NA | History | No change | 1,000 | 27 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,000 | 27 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | No change | 991 | 27 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 500 | 13 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 11 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Boreal Capital Management LLC | History | No change | 335 | 9 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NBC SECURITIES, INC. | History | New | 313 | 8 | 0.0% | — | 34 | +313 | New | Q4 2025 | Jan 29, 2026 |
| Ares Financial Consulting, LLC | History | New | 304 | 8 | 0.01% | — | 35 | +304 | New | Q4 2025 | Jan 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 285 | 7 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Reduced | 223 | 6 | 0.0% | 0.0% | 37 | -197 | -46.9% | Q4 2025 | Feb 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 213 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 202 | 5 | 0.0% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | No change | 98 | 3 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | New | 87 | 2 | 0.0% | — | 43 | +87 | New | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | No change | 101 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 47 | 1 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concord Wealth Partners | History | No change | 50 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kuhn & Co Investment Counsel | History | Closed out | 0 | 0 | — | 0.17% | — | -6,952 | -100.0% | Q3 2025 | Oct 28, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,837 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Demars Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -6,652 | -100.0% | Q3 2025 | Oct 30, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 5 | 0 | — | 0.0% | — | -3,942 | -99.87% | Q4 2025 | Feb 11, 2026 |
| Rise Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,602 | -100.0% | Q3 2025 | Oct 08, 2025 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q3 2025 | Nov 13, 2025 |
| AE Wealth Management LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q4 2025 | Jan 26, 2026 |