WisdomTree Trust - WTMF

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$170.7M

QoQ value delta ($000)

+$20.12M (+13.36%)

Implied price effect (QoQ)

+4.36%

Total shares

4,302,160

QoQ shares delta

+341,468 (+8.62%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 83 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	43,978	1,108,158	0.0%
LPL Financial LLC	18,902	476,311	0.01%
Tidemark, LLC	16,184	407,816	4.11%
OneDigital Investment Advisors LLC	12,669	319,248	0.12%
Stewardship Advisors, LLC	11,194	282,078	2.57%
EARNED WEALTH ADVISORS, LLC	10,830	272,900	0.72%
Cetera Investment Advisers	10,680	269,132	0.01%
Avestar Capital, LLC	5,028	126,704	0.32%
WELLS FARGO & COMPANY/MN	2,686	67,706	0.0%
ENVESTNET ASSET MANAGEMENT INC	2,655	66,925	0.0%
Vestmark Advisory Solutions, Inc.	2,000	50,399	0.02%
KINGSWOOD WEALTH ADVISORS, LLC	1,906	48,034	0.09%
OSAIC HOLDINGS, INC.	1,603	40,394	0.0%
Ethos Financial Group, LLC	1,520	39,689	0.11%
RAYMOND JAMES FINANCIAL INC	1,503	37,898	0.0%
Columbus Macro, LLC	1,476	37,210	0.16%
Efficient Advisors, LLC	1,397	35,208	0.1%
Asset Allocation Strategies LLC	1,249	31,486	0.22%
Cambridge Investment Research Advisors, Inc.	1,226	30,901	0.0%
Comprehensive Wealth Management, LLC	1,177	29,664	0.59%
Private Advisor Group, LLC	956	24,100	0.0%
Global Wealth Management Investment Advisory, Inc.	917	23,120	0.14%
Financial Enhancement Group LLC	863	21,426	0.11%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	806	20,311	0.0%
Empirical Asset Management, LLC	737	18,593	0.19%