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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Procyon Advisors, LLC | History | Reduced | 85,708 | 3,104 | 0.13% | 0.11% | 1 | -1,036 | -1.19% | Q2 2026 | Jul 09, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 62,258 | 2,254 | 0.0% | 0.0% | 2 | -32,621 | -34.38% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 60,753 | 2,200 | 0.0% | 0.0% | 3 | -15,332 | -20.15% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | Added to | 51,402 | 1,861 | 0.04% | 0.02% | 4 | +28,477 | 124.22% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 56,747 | 1,415 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 35,301 | 1,278 | 0.0% | 0.0% | 6 | -6,770 | -16.09% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,533 | 1,214 | 0.0% | 0.0% | 7 | -15,219 | -31.22% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | Reduced | 19,845 | 764 | 0.07% | 0.06% | 8 | -564 | -2.76% | Q2 2026 | Jul 07, 2026 |
| Quadrature Capital Ltd | History | Added to | 20,251 | 733 | 0.01% | 0.0% | 9 | +5,530 | 37.57% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 19,410 | 703 | 0.03% | 0.02% | 10 | +3,067 | 18.77% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | Added to | 18,576 | 672 | 0.0% | 0.0% | 11 | +2,690 | 16.93% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,634 | 638 | 0.0% | 0.0% | 12 | +943 | 5.65% | Q2 2026 | Aug 03, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,479 | 560 | 0.0% | 0.0% | 13 | +930 | 6.39% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | Reduced | 12,931 | 468 | 0.01% | 0.0% | 14 | -74 | -0.57% | Q2 2026 | Aug 12, 2026 |
| Elevate Capital Advisors, LLC | History | New | 11,055 | 400 | 0.22% | — | 15 | +11,055 | New | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | New | 10,187 | 368 | 0.0% | — | 16 | +10,187 | New | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 9,733 | 352 | 0.0% | 0.0% | 17 | -8,205 | -45.74% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | New | 9,359 | 338 | 0.02% | — | 18 | +9,359 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,226 | 334 | 0.0% | 0.0% | 19 | +1,023 | 12.47% | Q2 2026 | Aug 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 8,610 | 311 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,450 | 269 | 0.06% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kuhn & Co Investment Counsel | History | New | 6,952 | 251 | 0.15% | — | 23 | +6,952 | New | Q2 2026 | Jul 31, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 6,917 | 251 | 0.01% | — | 22 | +6,917 | New | Q2 2026 | Aug 14, 2026 |
| Meridian Financial Advisors, LLC | History | New | 6,670 | 241 | 0.12% | — | 24 | +6,670 | New | Q2 2026 | Jul 22, 2026 |
| Atria Investments, Inc | History | New | 6,459 | 233 | 0.0% | — | 25 | +6,459 | New | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,393 | 225 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | New | 6,168 | 223 | 0.09% | — | 27 | +6,168 | New | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,807 | 210 | 0.0% | 0.0% | 28 | -4 | -0.07% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,700 | 97 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,800 | 65 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,654 | 59 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BOKF, NA | History | No change | 1,000 | 36 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 991 | 35 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 800 | 28 | 0.0% | — | 34 | +800 | New | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 600 | 21 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 500 | 18 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 14 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 379 | 13 | 0.01% | 0.01% | 39 | +75 | 24.67% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 370 | 13 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 313 | 11 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 301 | 10 | 0.0% | — | 43 | +299 | 14950.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 295 | 10 | 0.0% | 0.0% | 41 | +81 | 37.85% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 285 | 10 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 294 | 10 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 202 | 7 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | New | 190 | 6 | 0.0% | — | 47 | +190 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Reduced | 100 | 3 | 0.0% | 0.0% | 48 | -1 | -0.99% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 98 | 2 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concord Wealth Partners | History | New | 50 | 1 | 0.0% | — | 54 | +50 | New | Q2 2026 | Jul 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 47 | 1 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grange Capital, LLC | History | Closed out | 0 | 0 | — | 1.35% | — | -54,244 | -100.0% | Q2 2026 | Jul 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,400 | -100.0% | Q2 2026 | Aug 14, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -858 | -100.0% | Q2 2026 | Jul 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -89 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 20 | 0 | — | — | — | +16 | 400.0% | Q2 2026 | Aug 12, 2026 |