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 | No change | 2,256,946 | 56,759 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 425,551 | 10,702 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 314,141 | 7,915 | 0.03% | 0.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 308,952 | 7,769 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Park Edge Advisors, LLC | History | Reduced | 220,311 | 5,275 | 1.11% | 1.24% | 5 | -13,298 | -5.69% | Q3 2026 | Oct 28, 2026 |
| Lionsbridge Wealth Management LLC | History | Reduced | 77,462 | 1,855 | 2.07% | 2.01% | 6 | -4,080 | -5.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 60,488 | 1,521 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 45,228 | 1,137 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hilltop National Bank | History | No change | 23,103 | 553 | 0.12% | 0.12% | 9 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 13,531 | 340 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 13,142 | 330 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |