WisdomTree Trust - WCLD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 1,298,658 | 35,479 | 0.0% | 0.0% | 1 | +1,108,381 | 582.51% | Q1 2026 | May 15, 2026 |
| Endurance Services Ltd | History | No change | 354,500 | 9,684 | 1.63% | 2.2% | 2 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 261,011 | 7,130 | 0.58% | 0.64% | 3 | +42,055 | 19.21% | Q1 2026 | May 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 260,102 | 7,105 | 0.6% | — | 4 | +260,102 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 213,686 | 5,837 | 0.0% | 0.01% | 5 | +42,300 | 24.68% | Q1 2026 | May 15, 2026 |
| Selective Wealth Management, Inc. | History | Reduced | 210,060 | 5,743 | 1.7% | 2.67% | 6 | -51,118 | -19.57% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | Added to | 190,934 | 5,216 | 0.09% | 0.02% | 7 | +154,801 | 428.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 174,838 | 4,776 | 0.0% | 0.0% | 8 | +134,389 | 332.24% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 132,016 | 3,606 | 0.02% | 0.01% | 9 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 115,868 | 3,165 | 0.0% | 0.0% | 10 | +9,531 | 8.96% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 101,349 | 2,768 | 0.0% | 0.0% | 11 | -94,615 | -48.28% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 56,211 | 1,535 | 0.0% | 0.0% | 12 | +44,809 | 392.99% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 45,939 | 1,255 | 0.0% | 0.0% | 13 | -11,838 | -20.49% | Q1 2026 | May 06, 2026 |
| Yarbrough Capital, LLC | History | No change | 38,565 | 1,053 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 34,599 | 946 | 0.0% | 0.0% | 15 | +3,724 | 12.06% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 33,382 | 911 | 0.02% | 0.02% | 16 | +3,654 | 12.29% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 30,000 | 819 | 0.0% | 0.0% | 17 | -24,169 | -44.62% | Q1 2026 | May 05, 2026 |
| GTS SECURITIES LLC | History | New | 27,564 | 753 | 0.03% | — | 18 | +27,564 | New | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | New | 26,125 | 713 | 0.02% | — | 19 | +26,125 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 22,619 | 617 | 0.0% | 0.0% | 20 | -608 | -2.62% | Q1 2026 | May 13, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 20,325 | 555 | 0.2% | 0.34% | 21 | -6,494 | -24.21% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 19,749 | 539 | 0.0% | 0.0% | 22 | +6,484 | 48.88% | Q1 2026 | May 12, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 19,102 | 521 | 0.23% | 0.25% | 23 | +3,661 | 23.71% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 19,000 | 519 | 0.0% | — | 24 | +19,000 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 18,955 | 517 | 0.0% | 0.0% | 25 | +3,652 | 23.86% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 18,156 | 496 | 0.01% | 0.02% | 26 | +624 | 3.56% | Q1 2026 | May 13, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 17,633 | 481 | 0.1% | 0.13% | 27 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bison Wealth, LLC | History | No change | 17,231 | 473 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,179 | 469 | 0.0% | 0.0% | 29 | -11,023 | -39.09% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,420 | 394 | 0.0% | 0.0% | 30 | +1,229 | 9.32% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 13,751 | 375 | 0.02% | 0.03% | 31 | +869 | 6.75% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,719 | 374 | 0.01% | 0.01% | 32 | +6,638 | 93.74% | Q1 2026 | May 15, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 13,310 | 363 | 0.27% | 0.35% | 33 | -100 | -0.75% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 13,103 | 357 | 0.04% | 0.02% | 34 | +7,285 | 125.21% | Q1 2026 | Apr 27, 2026 |
| Trexquant Investment LP | History | Added to | 11,765 | 321 | 0.0% | 0.0% | 35 | +5,798 | 97.17% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | No change | 11,163 | 304 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,985 | 300 | 0.0% | — | 37 | +10,985 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 10,222 | 279 | 0.0% | 0.0% | 38 | -2,137 | -17.29% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 9,523 | 260 | 0.03% | — | 39 | +9,523 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 9,072 | 247 | 0.0% | 0.0% | 40 | -327 | -3.48% | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 8,685 | 237 | 0.07% | 0.09% | 41 | -640 | -6.86% | Q1 2026 | Apr 28, 2026 |
| Osbon Capital Management LLC | History | Added to | 8,483 | 231 | 0.19% | 0.25% | 42 | +724 | 9.33% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,306 | 226 | 0.0% | 0.0% | 43 | -8,249 | -49.83% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 8,241 | 225 | 0.0% | 0.0% | 44 | +1,353 | 19.64% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,849 | 214 | 0.0% | 0.0% | 45 | -5,471 | -41.07% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 7,817 | 213 | 0.0% | 0.01% | 46 | -3,783 | -32.61% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 7,572 | 206 | 0.0% | 0.0% | 47 | -6,433 | -45.93% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | No change | 7,328 | 200 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 6,231 | 170 | 0.04% | — | 49 | +6,231 | New | Q1 2026 | Apr 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 5,710 | 155 | 0.01% | 0.01% | 50 | +338 | 6.29% | Q1 2026 | Apr 17, 2026 |
| Stelac Advisory Services LLC | History | New | 5,561 | 151 | 0.03% | — | 51 | +5,561 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,442 | 144 | 0.01% | 0.01% | 52 | +692 | 14.57% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,222 | 142 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 4,410 | 120 | 0.0% | 0.01% | 54 | -840 | -16.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 3,892 | 106 | 0.02% | 0.03% | 55 | -1,515 | -28.02% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,307 | 90 | 0.02% | — | 56 | +3,307 | New | Q1 2026 | May 08, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 2,801 | 76 | 0.0% | 0.01% | 57 | -400 | -12.5% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,709 | 74 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,177 | 57 | 0.0% | 0.0% | 59 | -125,011 | -98.29% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,070 | 56 | 0.0% | 0.0% | 60 | +664 | 47.23% | Q1 2026 | May 14, 2026 |
| MCF Advisors LLC | History | New | 1,100 | 30 | 0.0% | — | 61 | +1,100 | New | Q1 2026 | May 11, 2026 |
| Destiny Wealth Partners, LLC | History | New | 843 | 23 | 0.0% | — | 62 | +843 | New | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 692 | 18 | 0.0% | 0.0% | 63 | -200 | -22.42% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 618 | 16 | 0.01% | 0.01% | 65 | +112 | 22.13% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | Reduced | 574 | 16 | 0.0% | 0.0% | 64 | -33 | -5.44% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Reduced | 454 | 12 | 0.0% | 0.0% | 66 | -2,629 | -85.27% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 475 | 12 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 12 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 430 | 11 | 0.0% | 0.0% | 69 | -77 | -15.19% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 399 | 10 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Versant Capital Management, Inc | History | No change | 400 | 10 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Lavaca Capital LLC | History | No change | 339 | 9 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | No change | 284 | 7 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Costello Asset Management, INC | History | Reduced | 200 | 5 | 0.0% | 0.0% | 74 | -13 | -6.1% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 177 | 4 | 0.0% | — | 78 | +177 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 160 | 4 | 0.0% | — | 79 | +160 | New | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | New | 150 | 4 | 0.0% | — | 80 | +150 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 180 | 4 | 0.0% | 0.0% | 75 | -119 | -39.8% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 168 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 162 | 4 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | No change | 125 | 3 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 86 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 30 | 1 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 64 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 44 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LAVELLE CAPITAL LP | History | Closed out | 0 | 0 | — | 4.85% | — | -218,616 | -100.0% | Q1 2026 | May 28, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Closed out | 0 | 0 | — | 0.08% | — | -129,055 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | Closed out | 0 | 0 | — | 1.91% | — | -118,958 | -100.0% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,937 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -26,143 | -100.0% | Q1 2026 | May 15, 2026 |
| SFI Advisors, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -11,199 | -100.0% | Q1 2026 | May 05, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,865 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,937 | -100.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -7,195 | -100.0% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -6,993 | -100.0% | Q1 2026 | May 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,824 | -100.0% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,318 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,277 | -100.0% | Q1 2026 | May 05, 2026 |
| O'ROURKE & COMPANY, Inc | History | Closed out | 0 | 0 | — | 0.08% | — | -5,974 | -100.0% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -3,354 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,871 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,725 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -556 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -450 | -100.0% | Q1 2026 | May 15, 2026 |
| Team Financial Group, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -89 | -95.7% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 01, 2026 |
| TD Waterhouse Canada Inc. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SHP Wealth Management | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |