WisdomTree Trust - WDEF

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$21.69M
QoQ value delta ($000)
+$53K (+0.24%)
Implied price effect (QoQ)
+0.08%
Shares
Total shares
796,536
QoQ shares delta
+1,286 (+0.16%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 9 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Marks Group Wealth Management, Inc 5,554 204,303 0.48%
RAYMOND JAMES FINANCIAL INC 2,902 106,736 0.0%
LPL Financial LLC 2,208 81,209 0.0%
ROYAL BANK OF CANADA 1,568 57,641 0.0%
Security National Bank 1,481 53,006 0.17%
OSAIC HOLDINGS, INC. 1,460 53,729 0.0%
JANE STREET GROUP, LLC 1,255 46,173 0.0%
Corient Private Wealth LP 943 34,710 0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 523 19,236 0.0%
CITADEL ADVISORS LLC 428 15,767 0.0%
Capital Advisors, Ltd. LLC 426 15,226 0.04%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 399 14,918 0.0%
SFMG, LLC 282 10,376 0.02%
Forthright Family Wealth Advisory LLC 282 10,383 0.16%
Integrated Investment Consultants, LLC 249 9,171 0.05%
CreativeOne Wealth, LLC 241 8,900 0.01%
Cambridge Investment Research Advisors, Inc. 219 8,053 0.0%
Atria Investments, Inc 210 7,544 0.0%
NATIONAL BANK OF CANADA /FI/ 177 6,512 0.0%
UBS Group AG 173 6,388 0.0%
Smartleaf Asset Management LLC 137 5,108 0.0%
BANK OF MONTREAL /CAN/ 108 4,003 0.0%
HALBERT HARGROVE GLOBAL ADVISORS, LLC 98 3,538 0.0%
Federation des caisses Desjardins du Quebec 74 2,750 0.0%
HUNTINGTON NATIONAL BANK 61 2,279 0.0%