WisdomTree Trust - WTAI
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 | 674,173 | 19,645 | 0.01% | 0.0% | 1 | +163,131 | 31.92% | Q4 2025 | Feb 11, 2026 |
| Horizon Wealth Management, LLC | History | New | 528,351 | 15,396 | 2.39% | — | 2 | +528,351 | New | Q4 2025 | Feb 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 288,390 | 8,403 | 0.12% | 0.12% | 3 | -594 | -0.21% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 276,745 | 8,064 | 0.0% | 0.0% | 4 | +25,014 | 9.94% | Q4 2025 | Feb 17, 2026 |
| Hancock Prospecting Pty Ltd | History | No change | 274,505 | 7,999 | 0.25% | 0.26% | 5 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quattro Advisors LLC | History | New | 219,096 | 6,384 | 5.1% | — | 6 | +219,096 | New | Q4 2025 | Feb 13, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 191,526 | 5,581 | 0.23% | 0.25% | 7 | -6,909 | -3.48% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 155,492 | 4,531 | 0.02% | 0.02% | 8 | +3,929 | 2.59% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 152,601 | 4,446 | 0.0% | 0.0% | 9 | +10,164 | 7.14% | Q4 2025 | Feb 17, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 145,132 | 4,229 | 0.14% | 0.03% | 10 | +122,470 | 540.42% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 142,177 | 4,143 | 0.0% | 0.0% | 11 | +25,308 | 21.66% | Q4 2025 | Feb 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 115,115 | 3,354 | 0.0% | 0.0% | 12 | -8,111 | -6.58% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 111,618 | 3,252 | 0.0% | 0.0% | 13 | +68,754 | 160.4% | Q4 2025 | Feb 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 105,792 | 3,082 | 0.05% | 0.05% | 14 | +2,094 | 2.02% | Q4 2025 | Feb 09, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 100,855 | 2,938 | 0.0% | 0.0% | 15 | +4,554 | 4.73% | Q4 2025 | Feb 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 94,374 | 2,750 | 0.0% | 0.01% | 16 | +147 | 0.16% | Q4 2025 | Mar 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 93,406 | 2,721 | 0.0% | 0.0% | 17 | +5,405 | 6.14% | Q4 2025 | Feb 17, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 83,475 | 2,432 | 0.04% | 0.05% | 18 | -38 | -0.05% | Q4 2025 | Jan 16, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 68,065 | 1,983 | 0.11% | 0.12% | 19 | -3,544 | -4.95% | Q4 2025 | Jan 20, 2026 |
| Orca Investment Management, LLC | History | Reduced | 62,796 | 1,829 | 1.44% | 1.49% | 20 | -764 | -1.2% | Q4 2025 | Jan 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,429 | 1,615 | 0.01% | 0.01% | 21 | +1,353 | 2.5% | Q4 2025 | Feb 17, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 53,221 | 1,550 | 0.1% | 0.13% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,737 | 1,536 | 0.0% | 0.0% | 23 | +1,220 | 2.37% | Q4 2025 | Feb 13, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 50,081 | 1,459 | 0.1% | 0.07% | 24 | +16,588 | 49.53% | Q4 2025 | Feb 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 44,571 | 1,298 | 0.08% | 0.08% | 25 | +2,754 | 6.59% | Q4 2025 | Feb 06, 2026 |
| Cetera Investment Advisers | History | Added to | 38,642 | 1,126 | 0.0% | 0.0% | 26 | +6,121 | 18.82% | Q4 2025 | Feb 17, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 37,983 | 1,106 | 0.11% | 0.12% | 27 | +165 | 0.44% | Q4 2025 | Feb 06, 2026 |
| Breachway Investments LLC | History | New | 34,781 | 1,013 | 1.07% | — | 28 | +34,781 | New | Q4 2025 | Jan 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 32,204 | 938 | 0.04% | 0.03% | 29 | +5,022 | 18.48% | Q4 2025 | Feb 17, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 29,900 | 871 | 0.13% | 0.13% | 30 | +368 | 1.25% | Q4 2025 | Feb 11, 2026 |
| NWAM LLC | History | Reduced | 26,090 | 796 | 0.04% | 0.05% | 31 | -2,204 | -7.79% | Q4 2025 | Feb 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 27,230 | 793 | 0.0% | 0.0% | 32 | +5,180 | 23.49% | Q4 2025 | Feb 13, 2026 |
| Creative Planning | History | Added to | 23,152 | 674 | 0.0% | 0.0% | 33 | +3,435 | 17.42% | Q4 2025 | Feb 17, 2026 |
| Bison Wealth, LLC | History | New | 22,863 | 658 | 0.07% | — | 34 | +22,863 | New | Q4 2025 | Mar 24, 2026 |
| HERBST GROUP, LLC | History | New | 22,148 | 645 | 0.38% | — | 35 | +22,148 | New | Q4 2025 | Jan 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,964 | 640 | 0.0% | 0.0% | 36 | -1,667 | -7.05% | Q4 2025 | Feb 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 21,242 | 618 | 0.01% | 0.01% | 37 | +368 | 1.76% | Q4 2025 | Jan 29, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 19,945 | 581 | 0.0% | 0.0% | 38 | +275 | 1.4% | Q4 2025 | Feb 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,907 | 580 | 0.03% | 0.03% | 39 | +157 | 0.79% | Q4 2025 | Feb 13, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 19,150 | 558 | 0.23% | 0.1% | 40 | +8,200 | 74.89% | Q4 2025 | Jan 28, 2026 |
| Focus Partners Wealth | History | New | 18,583 | 541 | 0.0% | — | 41 | +18,583 | New | Q4 2025 | Feb 13, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 16,141 | 490 | 0.14% | 0.15% | 42 | +345 | 2.18% | Q4 2025 | Feb 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 16,209 | 472 | 0.01% | 0.01% | 43 | +2,537 | 18.56% | Q4 2025 | Jan 26, 2026 |
| Waldron Private Wealth LLC | History | Added to | 15,621 | 455 | 0.02% | 0.02% | 44 | +446 | 2.94% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,374 | 447 | 0.0% | 0.0% | 45 | +708 | 4.83% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 15,154 | 441 | 0.02% | 0.02% | 46 | -63 | -0.41% | Q4 2025 | Feb 09, 2026 |
| Fox Hill Wealth Management | History | Reduced | 14,648 | 426 | 0.2% | 0.21% | 47 | -909 | -5.84% | Q4 2025 | Feb 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,155 | 412 | 0.0% | 0.0% | 48 | +1,987 | 16.33% | Q4 2025 | Feb 10, 2026 |
| GTS SECURITIES LLC | History | New | 13,864 | 403 | 0.01% | — | 49 | +13,864 | New | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | New | 13,744 | 400 | 0.0% | — | 50 | +13,744 | New | Q4 2025 | Feb 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 13,544 | 394 | 0.02% | — | 51 | +13,544 | New | Q4 2025 | Feb 04, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 13,020 | 379 | 0.02% | 0.02% | 52 | -168 | -1.27% | Q4 2025 | Feb 04, 2026 |
| Belpointe Asset Management LLC | History | Added to | 12,348 | 359 | 0.01% | 0.01% | 53 | +472 | 3.97% | Q4 2025 | Jan 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 11,219 | 326 | 0.01% | 0.01% | 54 | +185 | 1.68% | Q4 2025 | Feb 09, 2026 |
| Western Wealth Management, LLC | History | Added to | 10,980 | 319 | 0.01% | 0.01% | 55 | +2,063 | 23.14% | Q4 2025 | Feb 05, 2026 |
| COFG Advisors, LLC | History | New | 10,519 | 306 | 0.08% | — | 56 | +10,519 | New | Q4 2025 | Feb 10, 2026 |
| Gateway Wealth Partners, LLC | History | New | 10,246 | 298 | 0.03% | — | 57 | +10,246 | New | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 10,161 | 296 | 0.0% | 0.0% | 58 | -7,181 | -41.41% | Q4 2025 | Feb 17, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 9,854 | 287 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Evanson Asset Management, LLC | History | No change | 9,565 | 278 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| Key FInancial Inc | History | No change | 9,459 | 275 | 0.05% | 0.05% | 61 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,143 | 266 | 0.0% | 0.0% | 62 | +1,726 | 23.27% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 9,125 | 265 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 8,980 | 261 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| W.H. Cornerstone Investments Inc. | History | Added to | 8,381 | 244 | 0.15% | 0.14% | 65 | +147 | 1.79% | Q4 2025 | Feb 10, 2026 |
| Kovack Advisors, Inc. | History | New | 8,079 | 235 | 0.01% | — | 66 | +8,079 | New | Q4 2025 | Feb 17, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 8,015 | 233 | 0.02% | 0.02% | 67 | +242 | 3.11% | Q4 2025 | Feb 09, 2026 |
| Cerity Partners LLC | History | Reduced | 7,934 | 231 | 0.0% | 0.0% | 68 | -1,504 | -15.94% | Q4 2025 | Feb 11, 2026 |
| Atria Investments, Inc | History | Added to | 7,769 | 226 | 0.0% | 0.0% | 69 | +2 | 0.03% | Q4 2025 | Feb 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 7,634 | 222 | 0.01% | 0.01% | 70 | +110 | 1.46% | Q4 2025 | Jan 29, 2026 |
| Provident Wealth Management, LLC | History | Reduced | 7,553 | 220 | 0.07% | 0.07% | 71 | -900 | -10.65% | Q4 2025 | Jan 28, 2026 |
| GWN SECURITIES INC. | History | Reduced | 6,872 | 200 | 0.04% | 0.06% | 72 | -1,652 | -19.38% | Q4 2025 | Feb 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 6,701 | 195 | 0.01% | 0.01% | 73 | -89 | -1.31% | Q4 2025 | Jan 23, 2026 |
| MORGAN STANLEY | History | Added to | 6,677 | 194 | 0.0% | 0.0% | 74 | +1,190 | 21.69% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 6,551 | 190 | 0.01% | — | 75 | +6,551 | New | Q4 2025 | Jan 21, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 5,996 | 176 | 0.01% | 0.01% | 76 | -1,014 | -14.47% | Q4 2025 | Feb 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 5,921 | 172 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MidFirst Bank | History | New | 5,764 | 167 | 0.01% | — | 78 | +5,764 | New | Q4 2025 | Feb 25, 2026 |
| Arax Advisory Partners | History | New | 4,181 | 121 | 0.0% | — | 80 | +4,181 | New | Q4 2025 | Feb 13, 2026 |
| Allworth Financial LP | History | New | 4,170 | 121 | 0.0% | — | 79 | +4,170 | New | Q4 2025 | Feb 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 3,898 | 113 | 0.0% | — | 81 | +3,898 | New | Q4 2025 | Feb 13, 2026 |
| JPMORGAN CHASE & CO | History | New | 3,499 | 101 | 0.0% | — | 82 | +3,499 | New | Q4 2025 | Feb 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 3,100 | 90 | 0.01% | — | 83 | +3,100 | New | Q4 2025 | Jan 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,957 | 86 | 0.0% | 0.0% | 84 | +1,133 | 62.12% | Q4 2025 | Jan 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 2,545 | 74 | 0.01% | — | 85 | +2,545 | New | Q4 2025 | Feb 03, 2026 |
| CIBC Private Wealth Group LLC | History | Added to | 2,521 | 73 | 0.0% | 0.0% | 86 | +966 | 62.12% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 2,500 | 72 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | Added to | 2,388 | 69 | 0.04% | 0.03% | 88 | +403 | 20.3% | Q4 2025 | Jan 14, 2026 |
| AE Wealth Management LLC | History | Added to | 2,209 | 64 | 0.0% | 0.0% | 89 | +431 | 24.24% | Q4 2025 | Jan 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,000 | 58 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,776 | 51 | 0.0% | 0.0% | 91 | -1,329 | -42.8% | Q4 2025 | Feb 11, 2026 |
| Berbice Capital Management LLC | History | New | 1,739 | 50 | 0.03% | — | 92 | +1,739 | New | Q4 2025 | Feb 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,621 | 47 | 0.0% | 0.0% | 93 | +1,476 | 1017.93% | Q4 2025 | Jan 26, 2026 |
| EFG International AG | History | New | 1,500 | 43 | 0.0% | — | 94 | +1,500 | New | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 1,444 | 42 | 0.0% | 0.0% | 95 | +600 | 71.09% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | No change | 1,071 | 31 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,050 | 30 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JNBA Financial Advisors | History | No change | 1,000 | 29 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| EPG Wealth Management LLC | History | No change | 1,000 | 29 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Kingdom Financial Group LLC. | History | New | 913 | 26 | 0.01% | — | 100 | +913 | New | Q4 2025 | Feb 06, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 810 | 23 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 769 | 22 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 693 | 20 | 0.02% | 0.12% | 103 | -4,270 | -86.04% | Q4 2025 | Feb 05, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | No change | 650 | 18 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| MCF Advisors LLC | History | Added to | 585 | 17 | 0.0% | 0.0% | 105 | +185 | 46.25% | Q4 2025 | Feb 11, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 612 | 17 | 0.01% | 0.01% | 107 | +10 | 1.66% | Q4 2025 | Feb 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 575 | 17 | 0.01% | 0.0% | 106 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 575 | 16 | 0.0% | 0.0% | 109 | -50 | -8.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Added to | 570 | 16 | 0.0% | 0.0% | 108 | +2 | 0.35% | Q4 2025 | Feb 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 524 | 15 | 0.0% | — | 110 | +500 | 2083.33% | Q4 2025 | Feb 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 466 | 13 | 0.0% | 0.0% | 111 | -2,518 | -84.38% | Q4 2025 | Feb 10, 2026 |
| Gen-Wealth Partners Inc | History | New | 417 | 12 | 0.0% | — | 112 | +417 | New | Q4 2025 | Feb 13, 2026 |
| Golden State Wealth Management, LLC | History | New | 407 | 11 | 0.0% | — | 113 | +407 | New | Q4 2025 | Feb 13, 2026 |
| Founders Financial Alliance, LLC | History | New | 320 | 9 | 0.0% | — | 114 | +320 | New | Q4 2025 | Feb 12, 2026 |
| Wiser Advisor Group LLC | History | Added to | 312 | 9 | 0.01% | 0.01% | 116 | +2 | 0.65% | Q4 2025 | Feb 09, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 317 | 9 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CWM, LLC | History | Reduced | 164 | 5 | 0.0% | 0.0% | 117 | -13 | -7.34% | Q4 2025 | Jan 26, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 192 | 5 | 0.0% | 0.0% | 118 | +2 | 1.05% | Q4 2025 | Feb 13, 2026 |
| ASSETMARK, INC | History | No change | 105 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 63 | 1 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,700 | -100.0% | Q3 2025 | Nov 10, 2025 |
| SeaCrest Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,021 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,590 | -100.0% | Q3 2025 | Nov 14, 2025 |
| AllSquare Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,023 | -100.0% | Q3 2025 | Jan 12, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,000 | -100.0% | Q3 2025 | Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2025 | Nov 04, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q3 2025 | Nov 06, 2025 |