WisdomTree Trust - WIMA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 1,820,340 | 76,797 | 3.35% | 2.91% | 1 | +219,572 | 13.72% | Q3 2026 | Oct 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,924 | 375 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |