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 | No change | 1,266,086 | 40,585 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 713,468 | 22,870 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Endurance Services Ltd | History | No change | 354,500 | 11,363 | 1.74% | 1.74% | 3 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 294,035 | 9,425 | 0.69% | 0.69% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Selective Wealth Management, Inc. | History | No change | 206,798 | 7,194 | 1.89% | 1.89% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MORGAN STANLEY | History | No change | 157,535 | 5,049 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 126,998 | 4,071 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 97,908 | 3,138 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 77,421 | 2,442 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 75,507 | 2,420 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| IEQ CAPITAL, LLC | History | No change | 68,605 | 2,199 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 58,532 | 1,876 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 46,341 | 1,485 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GTS SECURITIES LLC | History | No change | 42,008 | 1,346 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 39,063 | 1,252 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Yarbrough Capital, LLC | History | No change | 38,565 | 1,236 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 27,378 | 877 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IHT Wealth Management, LLC | History | No change | 25,125 | 805 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 24,689 | 791 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 22,866 | 733 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | Reduced | 16,739 | 723 | 0.06% | 0.05% | 21 | -306 | -1.8% | Q3 2026 | Oct 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 20,329 | 651 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bramshill Investments, LLC | History | No change | 20,000 | 641 | 0.05% | 0.05% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 19,158 | 614 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 18,828 | 603 | 0.18% | 0.18% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 18,805 | 602 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 18,366 | 588 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 17,633 | 565 | 0.11% | 0.11% | 28 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 15,303 | 490 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 14,705 | 471 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 14,110 | 452 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 13,725 | 439 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 13,103 | 420 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 12,793 | 410 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Square, LLC | History | No change | 9,586 | 324 | 0.14% | 0.14% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 9,998 | 320 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 9,000 | 288 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 8,898 | 285 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 8,642 | 277 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oxler Private Wealth LLC | History | No change | 8,460 | 271 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Comprehensive Financial Consultants Institutional, Inc. | History | No change | 8,107 | 259 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 8,002 | 256 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 7,938 | 254 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| XTX Topco Ltd | History | No change | 7,752 | 248 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 7,511 | 240 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Osbon Capital Management LLC | History | No change | 6,827 | 218 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 6,729 | 215 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 5,710 | 183 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stelac Advisory Services LLC | History | No change | 5,561 | 178 | 0.03% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,442 | 171 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 5,222 | 167 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Larson Financial Group LLC | History | No change | 4,335 | 138 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 3,597 | 115 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 2,709 | 86 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,651 | 84 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,842 | 59 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 1,100 | 35 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 875 | 28 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 750 | 24 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First PREMIER Bank | History | No change | 574 | 23 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 600 | 19 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 500 | 16 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 475 | 15 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AlphaCore Capital LLC | History | No change | 442 | 14 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asset Dedication, LLC | History | No change | 399 | 12 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 11 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 354 | 11 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Lavaca Capital LLC | History | No change | 339 | 10 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 284 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 250 | 8 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 6 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 130 | 5 | 0.0% | 0.0% | 73 | -300 | -69.77% | Q3 2026 | Oct 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 160 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 168 | 5 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 162 | 5 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 86 | 2 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 64 | 2 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Oct 01, 2026 |
| FIFTH THIRD BANCORP | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SHP Wealth Management | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Downshift Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |