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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 295,790 | 9,483 | 0.0% | 0.0% | 1 | +259,635 | 718.12% | Q3 2026 | Nov 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | New | 215,751 | 6,916 | 0.04% | — | 2 | +215,751 | New | Q3 2026 | Oct 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 150,926 | 5,706 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Members Advisory Group LLC | History | Added to | 174,065 | 5,580 | 1.61% | 1.8% | 4 | +3,558 | 2.09% | Q3 2026 | Nov 09, 2026 |
| GTS SECURITIES LLC | History | No change | 139,714 | 5,282 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 146,723 | 4,703 | 0.26% | 0.33% | 6 | +287 | 0.2% | Q3 2026 | Oct 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 108,738 | 4,111 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waverly Advisors, LLC | History | No change | 56,399 | 2,132 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 60,753 | 1,947 | 0.0% | 0.0% | 9 | +3,055 | 5.29% | Q3 2026 | Nov 09, 2026 |
| StoneX Group Inc. | History | Added to | 57,691 | 1,849 | 0.07% | 0.08% | 10 | +5,956 | 11.51% | Q3 2026 | Nov 03, 2026 |
| JPMORGAN CHASE & CO | History | No change | 45,476 | 1,688 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,152 | 1,140 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | New | 29,435 | 943 | 0.0% | — | 13 | +29,435 | New | Q3 2026 | Nov 10, 2026 |
| Cetera Investment Advisers | History | No change | 24,347 | 920 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 17,307 | 654 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 15,382 | 581 | 0.49% | 0.49% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 14,772 | 558 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,378 | 557 | 0.0% | 0.0% | 18 | +7,256 | 71.69% | Q3 2026 | Nov 02, 2026 |
| HRT FINANCIAL LP | History | No change | 14,215 | 537 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARLSON FINANCIAL, INC. | History | Added to | 14,340 | 459 | 0.24% | 0.22% | 20 | +3,071 | 27.25% | Q3 2026 | Nov 05, 2026 |
| Quantum Private Wealth, LLC | History | New | 14,269 | 457 | 0.12% | — | 21 | +14,269 | New | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,850 | 411 | 0.0% | 0.0% | 22 | +2,056 | 19.05% | Q3 2026 | Nov 02, 2026 |
| Vontobel Holding Ltd. | History | New | 12,780 | 409 | 0.0% | — | 23 | +12,780 | New | Q3 2026 | Oct 16, 2026 |
| TPG Advisors LLC | History | New | 12,026 | 385 | 0.21% | — | 24 | +12,026 | New | Q3 2026 | Oct 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,164 | 357 | 0.0% | 0.0% | 25 | +550 | 5.18% | Q3 2026 | Nov 02, 2026 |
| HERBST GROUP, LLC | History | New | 10,300 | 330 | 0.19% | — | 26 | +10,300 | New | Q3 2026 | Oct 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 10,415 | 323 | 0.0% | — | 27 | +10,415 | New | Q3 2026 | Oct 13, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 9,659 | 309 | 0.11% | 0.11% | 28 | +1,853 | 23.74% | Q3 2026 | Oct 16, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 8,561 | 274 | 0.05% | 0.06% | 29 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 8,130 | 260 | 0.0% | 0.0% | 30 | -4,267 | -34.42% | Q3 2026 | Oct 26, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 8,014 | 256 | 0.01% | — | 31 | +8,014 | New | Q3 2026 | Oct 23, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 7,677 | 246 | 0.0% | 0.0% | 32 | +1,892 | 32.71% | Q3 2026 | Nov 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,629 | 244 | 0.0% | 0.0% | 33 | +1,090 | 16.67% | Q3 2026 | Oct 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 6,450 | 206 | 0.0% | 0.01% | 34 | -3,099 | -32.45% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,025 | 114 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 3,070 | 98 | 0.06% | — | 36 | +3,070 | New | Q3 2026 | Oct 09, 2026 |
| Innovative Asset Advisors Group, LLC | History | No change | 2,425 | 91 | 0.04% | 0.04% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,960 | 74 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 1,697 | 64 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,890 | 60 | 0.0% | 0.0% | 40 | +200 | 11.83% | Q3 2026 | Nov 06, 2026 |
| Arax Advisory Partners | History | No change | 1,500 | 56 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,675 | 53 | 0.0% | 0.0% | 42 | +585 | 53.67% | Q3 2026 | Nov 09, 2026 |
| Global Retirement Partners, LLC | History | Reduced | 1,559 | 49 | 0.0% | 0.0% | 43 | -775 | -33.2% | Q3 2026 | Nov 10, 2026 |
| TSFG, LLC | History | New | 1,500 | 48 | 0.01% | — | 44 | +1,500 | New | Q3 2026 | Oct 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,251 | 40 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 882 | 33 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,050 | 33 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| IFP Advisors, Inc | History | Added to | 999 | 32 | 0.0% | 0.0% | 48 | +872 | 686.61% | Q3 2026 | Oct 16, 2026 |
| NewEdge Advisors, LLC | History | No change | 808 | 30 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 718 | 27 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Added to | 670 | 21 | 0.0% | 0.0% | 51 | +619 | 1213.73% | Q3 2026 | Nov 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 485 | 18 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Abound Wealth Management | History | New | 462 | 14 | 0.0% | — | 53 | +462 | New | Q3 2026 | Oct 26, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 303 | 11 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MADDEN SECURITIES Corp | History | New | 330 | 10 | 0.0% | — | 56 | +330 | New | Q3 2026 | Oct 27, 2026 |
| Security National Bank | History | No change | 323 | 10 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Investors Research Corp | History | Added to | 292 | 9 | 0.0% | 0.0% | 57 | +240 | 461.54% | Q3 2026 | Oct 07, 2026 |
| Nemes Rush Group LLC | History | New | 198 | 6 | 0.0% | — | 58 | +198 | New | Q3 2026 | Nov 04, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 150 | 4 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |
| Allworth Financial LP | History | No change | 122 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q3 2026 | Nov 06, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 152 | 4 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Latitude Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 62 | +100 | New | Q3 2026 | Oct 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 75 | 2 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 35 | 1 | 0.0% | — | 66 | +35 | New | Q3 2026 | Oct 08, 2026 |
| Darwin Wealth Management, LLC | History | New | 35 | 1 | 0.0% | — | 67 | +35 | New | Q3 2026 | Nov 09, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 50 | 1 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | No change | 52 | 1 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Closed out | 0 | 0 | — | 0.41% | — | -20,551 | -100.0% | Q3 2026 | Oct 27, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -7,064 | -100.0% | Q3 2026 | Nov 09, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,500 | -100.0% | Q3 2026 | Nov 06, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,970 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Nov 10, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |