WisdomTree Trust - WQTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 76,052 | 1,878 | 0.0% | 0.0% | 1 | +66,129 | 666.42% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,331 | 1,341 | 0.0% | 0.0% | 2 | +35,907 | 194.89% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | Added to | 49,385 | 1,219 | 0.07% | 0.04% | 3 | +16,385 | 49.65% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 34,084 | 841 | 0.0% | — | 4 | +34,084 | New | Q1 2026 | May 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 24,917 | 615 | 0.13% | 0.12% | 5 | +2,169 | 9.53% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,776 | 340 | 0.0% | — | 6 | +13,776 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | New | 9,626 | 237 | 0.0% | — | 7 | +9,626 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,789 | 217 | 0.01% | — | 8 | +8,789 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,902 | 46 | 0.0% | 0.0% | 9 | +750 | 65.1% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | New | 1,053 | 26 | 0.0% | — | 10 | +1,053 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 655 | 16 | 0.0% | — | 11 | +655 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | New | 500 | 12 | 0.0% | — | 12 | +500 | New | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | New | 393 | 9 | 0.0% | — | 13 | +393 | New | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 380 | 9 | 0.0% | — | 15 | +380 | New | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 370 | 9 | 0.0% | — | 14 | +370 | New | Q1 2026 | May 08, 2026 |
| Founders Financial Alliance, LLC | History | New | 200 | 4 | 0.0% | — | 16 | +200 | New | Q1 2026 | May 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 150 | 3 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | New | 100 | 2 | 0.0% | — | 18 | +100 | New | Q1 2026 | May 15, 2026 |