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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL INC | History | No change | 106,736 | 2,902 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 96,561 | 2,699 | 0.24% | 0.48% | 2 | -107,742 | -52.74% | Q3 2026 | Nov 05, 2026 |
| LPL Financial LLC | History | No change | 81,209 | 2,208 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 57,641 | 1,568 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Security National Bank | History | Added to | 53,006 | 1,481 | 0.17% | 0.17% | 5 | +659 | 1.26% | Q3 2026 | Oct 26, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 53,729 | 1,460 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 46,173 | 1,255 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 34,710 | 943 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Avestar Capital, LLC | History | New | 22,174 | 619 | 0.05% | — | 9 | +22,174 | New | Q3 2026 | Oct 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 19,236 | 523 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,767 | 428 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 15,226 | 426 | 0.04% | 0.04% | 12 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Ascentis Independent Advisors | History | New | 14,465 | 404 | 0.02% | — | 13 | +14,465 | New | Q3 2026 | Nov 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,918 | 399 | 0.0% | 0.0% | 14 | +300 | 2.05% | Q3 2026 | Oct 13, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 10,223 | 285 | 0.16% | 0.16% | 15 | -160 | -1.54% | Q3 2026 | Nov 03, 2026 |
| SFMG, LLC | History | No change | 10,376 | 282 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 9,171 | 249 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 8,900 | 241 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | New | 7,544 | 210 | 0.0% | — | 19 | +7,544 | New | Q3 2026 | Oct 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 6,512 | 177 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 6,388 | 173 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5,108 | 137 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,003 | 108 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 3,538 | 98 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 2,750 | 74 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,279 | 61 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 1,380 | 38 | 0.0% | 0.0% | 27 | +300 | 27.78% | Q3 2026 | Oct 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,250 | 33 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Regatta Research & Money Management | History | No change | 1,132 | 30 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q3 2026 | Nov 04, 2026 |
| Continuum Advisory, LLC | History | No change | 1,000 | 27 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COUNTRY TRUST BANK | History | No change | 869 | 24 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Ancora Advisors LLC | History | No change | 759 | 20 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 300 | 8 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | New | 250 | 6 | 0.0% | — | 35 | +250 | New | Q3 2026 | Oct 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 168 | 4 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 69 | 1 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hickory Point Bank & Trust | History | No change | 50 | 1 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,053 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Bison Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,767 | -100.0% | Q3 2026 | Oct 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q3 2026 | Nov 02, 2026 |