WisdomTree Trust - WTMF

Sector: Funds · Industry: ETF / Fund
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$193.8M
QoQ value delta ($000)
+$3.875M (+2.04%)
Implied price effect (QoQ)
+0.64%
Shares
Total shares
4,711,329
QoQ shares delta
+64,545 (+1.39%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 43 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 46,862 1,147,194 0.0%
LPL Financial LLC 20,508 502,047 0.0%
Tidemark, LLC 17,664 432,433 3.98%
OneDigital Investment Advisors LLC 12,875 315,199 0.11%
Stewardship Advisors, LLC 12,583 298,267 2.62%
Cetera Investment Advisers 11,299 276,616 0.01%
EARNED WEALTH ADVISORS, LLC 11,182 273,756 0.72%
Stillwater Private Wealth, LLC 6,998 168,608 4.56%
KINGSWOOD WEALTH ADVISORS, LLC 4,071 96,511 0.16%
Avestar Capital, LLC 3,872 91,793 0.31%
ENVESTNET ASSET MANAGEMENT INC 3,106 76,053 0.0%
WELLS FARGO & COMPANY/MN 2,933 71,809 0.0%
Vestmark Advisory Solutions, Inc. 2,058 50,399 0.02%
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1,861 45,561 0.0%
Cambridge Investment Research Advisors, Inc. 1,860 44,077 0.0%
Columbus Macro, LLC 1,826 43,302 0.18%
RAYMOND JAMES FINANCIAL INC 1,522 37,268 0.0%
Ethos Financial Group, LLC 1,458 35,749 0.1%
Asset Allocation Strategies LLC 1,402 33,248 0.21%
Comprehensive Wealth Management, LLC 1,311 31,092 0.59%
Kestra Advisory Services, LLC 1,212 28,748 0.0%
ASSETMARK, INC 1,171 27,758 0.0%
OSAIC HOLDINGS, INC. 1,101 26,963 0.0%
STIFEL FINANCIAL CORP 1,043 25,539 0.0%
Private Advisor Group, LLC 1,042 25,508 0.0%