WisdomTree Trust - WDEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Marks Group Wealth Management, Inc | History | Added to | 261,308 | 8,084 | 0.78% | 0.31% | 1 | +149,683 | 134.09% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 85,336 | 2,640 | 0.0% | — | 2 | +85,336 | New | Q1 2026 | May 14, 2026 |
| Security National Bank | History | New | 73,611 | 2,277 | 0.33% | — | 3 | +73,611 | New | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 58,343 | 1,805 | 0.0% | 0.0% | 4 | +4,068 | 7.5% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 36,003 | 1,113 | 0.0% | — | 5 | +36,003 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 35,487 | 1,097 | 0.0% | 0.0% | 6 | +24,332 | 218.13% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | No change | 34,710 | 1,073 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 24,495 | 790 | 0.17% | — | 8 | +24,495 | New | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | New | 17,263 | 534 | 0.0% | — | 9 | +17,263 | New | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,443 | 466 | 0.0% | 0.0% | 10 | +2,988 | 26.08% | Q1 2026 | Apr 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 12,024 | 372 | 0.03% | — | 11 | +12,024 | New | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 11,396 | 353 | 0.04% | — | 12 | +11,396 | New | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | New | 10,900 | 337 | 0.01% | — | 13 | +10,900 | New | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | No change | 10,779 | 333 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 8,250 | 255 | 0.0% | — | 15 | +8,250 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,142 | 251 | 0.0% | — | 16 | +8,142 | New | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,512 | 200 | 0.0% | 0.0% | 17 | +3,489 | 115.42% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,108 | 148 | 0.01% | 0.01% | 18 | +48 | 0.95% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 4,003 | 123 | 0.0% | — | 19 | +4,003 | New | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,538 | 109 | 0.01% | 0.0% | 20 | +406 | 12.96% | Q1 2026 | Apr 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,975 | 92 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 2,279 | 70 | 0.0% | — | 22 | +2,279 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,856 | 57 | 0.0% | 0.0% | 23 | +1,250 | 206.27% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,554 | 48 | 0.0% | — | 24 | +1,554 | New | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,080 | 34 | 0.0% | — | 25 | +1,080 | New | Q1 2026 | May 12, 2026 |
| COUNTRY TRUST BANK | History | No change | 869 | 26 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Ascentis Independent Advisors | History | New | 794 | 24 | 0.0% | — | 27 | +794 | New | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | New | 759 | 23 | 0.0% | — | 28 | +759 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 500 | 16 | 0.0% | — | 29 | +500 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | No change | 400 | 12 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 50 | 1 | 0.0% | — | 32 | +50 | New | Q1 2026 | Apr 03, 2026 |
| UBS Group AG | History | New | 37 | 1 | 0.0% | — | 31 | +37 | New | Q1 2026 | May 05, 2026 |
| Insight Advisors, LLC/ PA | History | Closed out | 0 | 0 | — | 0.06% | — | -14,537 | -100.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,485 | -100.0% | Q1 2026 | May 14, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,143 | -100.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 07, 2026 |