WisdomTree Trust - WDEF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | History | Added to | 111,625 | 3,238 | 0.31% | 0.26% | 1 | +27,099 | 32.06% | Q4 2025 | Feb 11, 2026 |
| ROYAL BANK OF CANADA | History | New | 54,275 | 1,575 | 0.0% | — | 2 | +54,275 | New | Q4 2025 | Feb 17, 2026 |
| Corient Private Wealth LLC | History | No change | 34,710 | 1,006 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Insight Advisors, LLC/ PA | History | New | 14,537 | 421 | 0.06% | — | 4 | +14,537 | New | Q4 2025 | Feb 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,455 | 365 | 0.0% | — | 5 | +11,455 | New | Q4 2025 | Jan 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 11,155 | 323 | 0.0% | — | 6 | +11,155 | New | Q4 2025 | Feb 12, 2026 |
| SFMG, LLC | History | Added to | 10,779 | 312 | 0.02% | 0.02% | 7 | +2,010 | 22.92% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 10,485 | 304 | 0.01% | — | 8 | +10,485 | New | Q4 2025 | Feb 13, 2026 |
| Smartleaf Asset Management LLC | History | New | 5,060 | 147 | 0.01% | — | 9 | +5,060 | New | Q4 2025 | Feb 13, 2026 |
| Quattro Advisors LLC | History | New | 4,143 | 120 | 0.1% | — | 10 | +4,143 | New | Q4 2025 | Feb 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | New | 3,132 | 90 | 0.0% | — | 11 | +3,132 | New | Q4 2025 | Jan 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 3,023 | 87 | 0.0% | — | 12 | +3,023 | New | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,975 | 86 | 0.0% | 0.0% | 13 | +525 | 21.43% | Q4 2025 | Feb 12, 2026 |
| COUNTRY TRUST BANK | History | New | 869 | 25 | 0.0% | — | 14 | +869 | New | Q4 2025 | Jan 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 606 | 17 | 0.0% | — | 15 | +606 | New | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 400 | 11 | 0.0% | — | 16 | +400 | New | Q4 2025 | Feb 05, 2026 |
| Farther Finance Advisors, LLC | History | New | 80 | 2 | 0.0% | — | 17 | +80 | New | Q4 2025 | Jan 23, 2026 |
| Forthright Family Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -25,275 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -21,806 | -100.0% | Q3 2025 | Nov 06, 2025 |
| WORLD EQUITY GROUP, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -15,521 | -100.0% | Q3 2025 | Oct 24, 2025 |