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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Members Advisory Group LLC | History | New | 170,507 | 6,446 | 1.8% | — | 1 | +170,507 | New | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 150,926 | 5,706 | 0.0% | 0.0% | 2 | +116,842 | 342.81% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | New | 146,436 | 5,536 | 0.33% | — | 3 | +146,436 | New | Q2 2026 | Jul 10, 2026 |
| GTS SECURITIES LLC | History | New | 139,714 | 5,282 | 0.11% | — | 4 | +139,714 | New | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 108,738 | 4,111 | 0.0% | — | 5 | +108,738 | New | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 57,698 | 2,181 | 0.0% | 0.0% | 6 | +3,367 | 6.2% | Q2 2026 | Aug 05, 2026 |
| Waverly Advisors, LLC | History | New | 56,399 | 2,132 | 0.01% | — | 7 | +56,399 | New | Q2 2026 | Aug 14, 2026 |
| StoneX Group Inc. | History | Added to | 51,735 | 1,956 | 0.08% | 0.07% | 8 | +2,350 | 4.76% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 45,476 | 1,688 | 0.0% | 0.0% | 9 | +45,083 | 11471.5% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | New | 36,155 | 1,367 | 0.0% | — | 10 | +36,155 | New | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | New | 30,152 | 1,140 | 0.0% | — | 11 | +30,152 | New | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | Added to | 24,347 | 920 | 0.0% | 0.0% | 12 | +14,721 | 152.93% | Q2 2026 | Aug 12, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 20,551 | 777 | 0.41% | — | 13 | +20,551 | New | Q2 2026 | Aug 10, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 17,307 | 654 | 0.01% | — | 14 | +17,307 | New | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | New | 15,382 | 581 | 0.49% | — | 15 | +15,382 | New | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 14,772 | 558 | 0.0% | — | 16 | +14,772 | New | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | New | 14,215 | 537 | 0.0% | — | 17 | +14,215 | New | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,397 | 468 | 0.0% | — | 18 | +12,397 | New | Q2 2026 | Aug 03, 2026 |
| CARLSON FINANCIAL, INC. | History | New | 11,269 | 426 | 0.22% | — | 19 | +11,269 | New | Q2 2026 | Aug 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 10,794 | 408 | 0.0% | — | 20 | +10,794 | New | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | New | 10,614 | 401 | 0.0% | — | 21 | +10,614 | New | Q2 2026 | Jul 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,122 | 383 | 0.0% | — | 22 | +10,122 | New | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 9,549 | 361 | 0.01% | — | 23 | +9,549 | New | Q2 2026 | Jul 09, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 8,561 | 323 | 0.06% | 0.13% | 24 | -16,356 | -65.64% | Q2 2026 | Jul 30, 2026 |
| Beaumont Asset Management, L.L.C. | History | New | 7,806 | 295 | 0.11% | — | 25 | +7,806 | New | Q2 2026 | Jul 22, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 7,064 | 267 | 0.02% | — | 26 | +7,064 | New | Q2 2026 | Aug 07, 2026 |
| Farther Finance Advisors, LLC | History | New | 6,539 | 247 | 0.0% | — | 27 | +6,539 | New | Q2 2026 | Jul 17, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 5,785 | 218 | 0.0% | — | 28 | +5,785 | New | Q2 2026 | Jul 22, 2026 |
| AlTi Global, Inc. | History | New | 5,500 | 207 | 0.0% | — | 29 | +5,500 | New | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | New | 3,025 | 114 | 0.0% | — | 30 | +3,025 | New | Q2 2026 | Aug 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 2,970 | 112 | 0.01% | — | 31 | +2,970 | New | Q2 2026 | Aug 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2,425 | 91 | 0.04% | — | 32 | +2,425 | New | Q2 2026 | Aug 05, 2026 |
| Global Retirement Partners, LLC | History | New | 2,334 | 88 | 0.0% | — | 33 | +2,334 | New | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,960 | 74 | 0.0% | — | 34 | +1,960 | New | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 1,697 | 64 | 0.0% | 0.0% | 35 | +644 | 61.16% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,690 | 63 | 0.0% | 0.0% | 36 | +1,320 | 356.76% | Q2 2026 | Aug 07, 2026 |
| Arax Advisory Partners | History | New | 1,500 | 56 | 0.0% | — | 37 | +1,500 | New | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,251 | 47 | 0.0% | 0.0% | 38 | +596 | 90.99% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 1,902 | 46 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,090 | 41 | 0.0% | 0.0% | 40 | +710 | 186.84% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,050 | 39 | 0.0% | — | 41 | +1,050 | New | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 882 | 33 | 0.0% | — | 42 | +882 | New | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | New | 808 | 30 | 0.0% | — | 43 | +808 | New | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 718 | 27 | 0.0% | 0.0% | 44 | +618 | 618.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 485 | 18 | 0.0% | — | 45 | +485 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 400 | 14 | 0.0% | — | 46 | +400 | New | Q2 2026 | Jul 22, 2026 |
| Security National Bank | History | New | 323 | 12 | 0.0% | — | 47 | +323 | New | Q2 2026 | Jul 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 303 | 11 | 0.0% | — | 48 | +303 | New | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | New | 152 | 5 | 0.0% | — | 51 | +152 | New | Q2 2026 | Jul 21, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 150 | 5 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | New | 127 | 4 | 0.0% | — | 53 | +127 | New | Q2 2026 | Jul 20, 2026 |
| Allworth Financial LP | History | New | 122 | 4 | 0.0% | — | 52 | +122 | New | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 75 | 2 | 0.0% | — | 54 | +75 | New | Q2 2026 | Aug 10, 2026 |
| Investors Research Corp | History | New | 52 | 1 | 0.0% | — | 56 | +52 | New | Q2 2026 | Jul 10, 2026 |
| Planning Strategies Inc. | History | New | 52 | 1 | 0.0% | — | 58 | +52 | New | Q2 2026 | Jul 27, 2026 |
| US BANCORP \DE\ | History | New | 51 | 1 | 0.0% | — | 55 | +51 | New | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 50 | 1 | 0.0% | — | 57 | +50 | New | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -76,052 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,776 | -100.0% | Q2 2026 | Sep 02, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,789 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | New | 26 | 0 | — | — | — | +26 | New | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 12, 2026 |