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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Royal Fund Management, LLC | History | New | 229,386 | 10,498 | 0.84% | — | 1 | +229,386 | New | Q3 2026 | Oct 22, 2026 |
| Procyon Advisors, LLC | History | Reduced | 82,997 | 3,798 | 0.16% | 0.13% | 2 | -2,711 | -3.16% | Q3 2026 | Oct 21, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 62,258 | 2,254 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 60,753 | 2,200 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GTS SECURITIES LLC | History | No change | 51,402 | 1,861 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 33,498 | 1,533 | 0.0% | — | 6 | +33,498 | New | Q3 2026 | Nov 02, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 32,581 | 1,491 | 0.06% | — | 7 | +32,581 | New | Q3 2026 | Oct 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 35,301 | 1,278 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 33,533 | 1,214 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bison Wealth, LLC | History | Reduced | 19,458 | 943 | 0.08% | 0.07% | 10 | -387 | -1.95% | Q3 2026 | Oct 13, 2026 |
| Avestar Capital, LLC | History | New | 17,940 | 821 | 0.06% | — | 11 | +17,940 | New | Q3 2026 | Oct 28, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 17,278 | 790 | 0.45% | 0.22% | 12 | +6,223 | 56.29% | Q3 2026 | Nov 02, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 16,897 | 773 | 0.03% | 0.03% | 13 | -2,513 | -12.95% | Q3 2026 | Nov 04, 2026 |
| Quadrature Capital Ltd | History | No change | 20,251 | 733 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 18,576 | 672 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 17,634 | 638 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,479 | 560 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | New | 11,568 | 529 | 0.02% | — | 18 | +11,568 | New | Q3 2026 | Oct 27, 2026 |
| Creative Planning | History | Added to | 10,247 | 468 | 0.0% | 0.0% | 19 | +60 | 0.59% | Q3 2026 | Nov 02, 2026 |
| Summit Financial, LLC | History | No change | 12,931 | 468 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 8,600 | 393 | 0.02% | 0.01% | 21 | -10 | -0.12% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 9,733 | 352 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 7,450 | 340 | 0.08% | 0.06% | 23 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Regal Investment Advisors LLC | History | No change | 9,359 | 338 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 9,226 | 334 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kuhn & Co Investment Counsel | History | No change | 6,952 | 318 | 0.17% | 0.15% | 26 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Atria Investments, Inc | History | Added to | 6,913 | 316 | 0.0% | 0.0% | 27 | +454 | 7.03% | Q3 2026 | Oct 15, 2026 |
| Meridian Financial Advisors, LLC | History | Reduced | 6,570 | 300 | 0.14% | 0.12% | 28 | -100 | -1.5% | Q3 2026 | Oct 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 6,917 | 251 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Interchange Capital Partners, LLC | History | New | 3,261 | 244 | 0.04% | — | 30 | +3,261 | New | Q3 2026 | Oct 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 6,393 | 225 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | No change | 6,168 | 223 | 0.09% | 0.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 4,661 | 213 | 0.0% | — | 33 | +4,661 | New | Q3 2026 | Oct 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 5,807 | 210 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,700 | 123 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,800 | 65 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOKF, NA | History | No change | 1,000 | 45 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Parallel Advisors, LLC | History | No change | 991 | 45 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 28 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUST CO OF VERMONT | History | New | 575 | 26 | 0.0% | — | 40 | +575 | New | Q3 2026 | Oct 21, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 500 | 22 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 600 | 21 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 400 | 18 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q3 2026 | Oct 29, 2026 |
| Ares Financial Consulting, LLC | History | No change | 379 | 17 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 313 | 14 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 370 | 13 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 294 | 13 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| FMR LLC | History | No change | 295 | 10 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 285 | 10 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | Added to | 210 | 9 | 0.0% | 0.0% | 50 | +160 | 320.0% | Q3 2026 | Oct 30, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 202 | 9 | 0.01% | 0.0% | 51 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 190 | 6 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 100 | 3 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 47 | 1 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 29 | 1 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| IFP Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,654 | -100.0% | Q3 2026 | Oct 16, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -301 | -100.0% | Q3 2026 | Nov 04, 2026 |
| Blue Trust, Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q3 2026 | Oct 15, 2026 |
| Root Financial Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q3 2026 | Oct 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |