WisdomTree Trust - WTBN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 2,256,946 | 56,759 | 0.1% | 0.1% | 1 | +133,363 | 6.28% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Added to | 425,551 | 10,702 | 0.0% | 0.0% | 2 | +394,076 | 1252.03% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | Added to | 314,141 | 7,915 | 0.03% | 0.04% | 3 | +16,598 | 5.58% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 308,952 | 7,769 | 0.0% | 0.0% | 4 | +17,437 | 5.98% | Q2 2026 | Aug 03, 2026 |
| Willow Financial LLC | History | No change | 239,124 | 6,049 | 6.13% | 6.13% | 5 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Park Edge Advisors, LLC | History | Added to | 233,609 | 5,874 | 1.24% | 1.33% | 6 | +6,060 | 2.66% | Q2 2026 | Jul 10, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 81,542 | 2,050 | 2.01% | 2.17% | 7 | -3,845 | -4.5% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 60,488 | 1,521 | 0.01% | 0.01% | 8 | -12,367 | -16.97% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 45,228 | 1,137 | 0.0% | 0.0% | 9 | +156 | 0.35% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 23,103 | 581 | 0.12% | 0.14% | 10 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,531 | 340 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | New | 13,142 | 330 | 0.08% | — | 12 | +13,142 | New | Q2 2026 | Aug 07, 2026 |
| Sanchez Wealth Management Group | History | Closed out | 0 | 0 | — | 0.95% | — | -173,650 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,266 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q2 2026 | Jul 20, 2026 |