WisdomTree Trust - WCBR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 94,879 | 2,366 | 0.0% | 0.0% | 1 | +27,975 | 41.81% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 86,744 | 2,163 | 0.11% | 0.14% | 2 | -12,177 | -12.31% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 76,085 | 1,897 | 0.0% | 0.0% | 3 | -113,125 | -59.79% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 56,747 | 1,415 | 0.09% | 0.15% | 4 | -21,970 | -27.91% | Q1 2026 | May 15, 2026 |
| Grange Capital, LLC | History | Reduced | 54,244 | 1,353 | 1.35% | 1.56% | 5 | -4,096 | -7.02% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 48,752 | 1,216 | 0.0% | 0.03% | 6 | -1,000,465 | -95.35% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 48,400 | 1,207 | 0.0% | 0.0% | 7 | +32,100 | 196.93% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 42,071 | 1,049 | 0.0% | 0.0% | 8 | +15,174 | 56.42% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | No change | 20,409 | 594 | 0.06% | 0.06% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 22,925 | 571 | 0.02% | — | 10 | +22,925 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 17,938 | 447 | 0.0% | 0.0% | 11 | -18,573 | -50.87% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,691 | 416 | 0.0% | 0.0% | 12 | +921 | 5.84% | Q1 2026 | May 04, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 16,343 | 407 | 0.02% | 0.03% | 13 | +1,201 | 7.93% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 15,886 | 396 | 0.0% | 0.0% | 14 | +2,613 | 19.69% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 14,721 | 367 | 0.0% | — | 15 | +14,721 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,549 | 362 | 0.0% | 0.0% | 16 | +3,328 | 29.66% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 13,005 | 324 | 0.0% | 0.01% | 17 | -200 | -1.51% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 8,610 | 214 | 0.01% | 0.01% | 18 | +321 | 3.87% | Q1 2026 | Apr 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,203 | 204 | 0.0% | 0.0% | 19 | +19 | 0.23% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,450 | 185 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 6,393 | 153 | 0.01% | 0.01% | 21 | +825 | 14.82% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,811 | 144 | 0.0% | 0.0% | 22 | -3,943 | -40.42% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,700 | 67 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,800 | 44 | 0.0% | 0.0% | 24 | +800 | 80.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 1,654 | 41 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | No change | 1,000 | 24 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | No change | 991 | 24 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 858 | 21 | 0.01% | — | 28 | +858 | New | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 600 | 14 | 0.0% | 0.0% | 29 | -27,815 | -97.89% | Q1 2026 | Jun 02, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 500 | 12 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 370 | 9 | 0.0% | — | 31 | +370 | New | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 9 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 294 | 7 | 0.0% | 0.0% | 35 | +207 | 237.93% | Q1 2026 | Apr 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 313 | 7 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 285 | 7 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 304 | 7 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 215 | 5 | 0.0% | — | 37 | +215 | New | Q1 2026 | Jul 08, 2026 |
| FMR LLC | History | Reduced | 214 | 5 | 0.0% | 0.0% | 38 | -9 | -4.04% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 202 | 5 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 100 | 2 | 0.0% | 0.0% | 44 | -113 | -53.05% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | New | 89 | 2 | 0.0% | — | 43 | +89 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | No change | 101 | 2 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 47 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,702 | -100.0% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -18,578 | -100.0% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,342 | -100.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -7,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,127 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Boreal Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -335 | -100.0% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |