WisdomTree Trust - WTIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MATHER GROUP, LLC. | History | No change | 167,410 | 5,782 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 99,006 | 3,419 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CLG LLC | History | New | 88,625 | 3,282 | 0.68% | — | 3 | +88,625 | New | Q3 2026 | Oct 13, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 22,573 | 836 | 0.08% | 0.07% | 4 | +3,031 | 15.51% | Q3 2026 | Oct 09, 2026 |
| JANE STREET GROUP, LLC | History | No change | 24,044 | 830 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 11,367 | 423 | 0.0% | — | 6 | +11,367 | New | Q3 2026 | Oct 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,395 | 220 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 458 | 15 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 421 | 14 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |