WisdomTree Trust - WTMF
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,130,590 | 42,985 | 0.0% | 0.0% | 1 | +5,391 | 0.48% | Q4 2025 | Feb 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 462,241 | 17,574 | 0.17% | 0.18% | 2 | -13,335 | -2.8% | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Added to | 450,357 | 17,122 | 0.0% | 0.0% | 3 | +121,292 | 36.86% | Q4 2025 | Feb 11, 2026 |
| Stewardship Advisors, LLC | History | Added to | 279,662 | 10,632 | 2.46% | 2.47% | 4 | +3,513 | 1.27% | Q4 2025 | Jan 15, 2026 |
| Cetera Investment Advisers | History | Added to | 262,733 | 9,989 | 0.01% | 0.0% | 5 | +182,011 | 225.48% | Q4 2025 | Feb 17, 2026 |
| Tidemark, LLC | History | New | 250,990 | 9,542 | 2.71% | — | 6 | +250,990 | New | Q4 2025 | Feb 10, 2026 |
| Avestar Capital, LLC | History | Reduced | 129,203 | 4,912 | 0.32% | 0.32% | 7 | -1,839 | -1.4% | Q4 2025 | Feb 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 62,973 | 2,394 | 0.0% | 0.0% | 8 | +39,914 | 173.1% | Q4 2025 | Feb 18, 2026 |
| Arkadios Wealth Advisors | History | New | 59,920 | 2,278 | 0.04% | — | 9 | +59,920 | New | Q4 2025 | Feb 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 59,593 | 2,265 | 0.0% | 0.0% | 10 | -25,457 | -29.93% | Q4 2025 | Feb 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 47,580 | 1,808 | 0.02% | 0.03% | 11 | +2,887 | 6.46% | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 40,144 | 1,526 | 0.0% | 0.0% | 12 | -35,241 | -46.75% | Q4 2025 | Feb 13, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 39,714 | 1,509 | 0.11% | 0.12% | 13 | -48 | -0.12% | Q4 2025 | Jan 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 36,134 | 1,373 | 0.0% | 0.0% | 14 | +20,288 | 128.03% | Q4 2025 | Feb 17, 2026 |
| Efficient Advisors, LLC | History | Reduced | 34,820 | 1,323 | 0.08% | 0.08% | 15 | -2,707 | -7.21% | Q4 2025 | Jan 21, 2026 |
| Columbus Macro, LLC | History | Added to | 33,916 | 1,289 | 0.14% | 0.14% | 16 | +2,019 | 6.33% | Q4 2025 | Jan 15, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 30,841 | 1,172 | 0.22% | 0.21% | 17 | +3,210 | 11.62% | Q4 2025 | Feb 13, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 26,760 | 1,017 | 0.6% | 0.6% | 18 | +4,541 | 20.44% | Q4 2025 | Feb 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 26,053 | 990 | 0.0% | 0.0% | 19 | +1,259 | 5.08% | Q4 2025 | Feb 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 25,922 | 985 | 0.05% | 0.06% | 20 | +1,399 | 5.7% | Q4 2025 | Jan 28, 2026 |
| Private Advisor Group, LLC | History | Reduced | 23,720 | 901 | 0.0% | 0.0% | 21 | -983 | -3.98% | Q4 2025 | Feb 17, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | New | 22,612 | 859 | 0.14% | — | 22 | +22,612 | New | Q4 2025 | Feb 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,449 | 815 | 0.0% | 0.0% | 23 | +3,971 | 22.72% | Q4 2025 | Feb 05, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 17,735 | 674 | 0.19% | 0.32% | 24 | -12,599 | -41.53% | Q4 2025 | Feb 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,697 | 672 | 0.0% | 0.0% | 25 | -4,013 | -18.48% | Q4 2025 | Feb 11, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 17,465 | 664 | 0.31% | 0.28% | 26 | +1,241 | 7.65% | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Added to | 17,372 | 660 | 0.17% | 0.17% | 27 | +1,444 | 9.07% | Q4 2025 | Feb 05, 2026 |
| Cooper Financial Group | History | Added to | 16,273 | 618 | 0.07% | 0.07% | 28 | +308 | 1.93% | Q4 2025 | Jan 08, 2026 |
| STIFEL FINANCIAL CORP | History | New | 16,179 | 615 | 0.0% | — | 29 | +16,179 | New | Q4 2025 | Feb 13, 2026 |
| Advisor Resource Council | History | New | 15,476 | 597 | 0.21% | — | 30 | +15,476 | New | Q4 2025 | Feb 10, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 15,486 | 588 | 0.32% | 0.33% | 31 | +666 | 4.49% | Q4 2025 | Jan 30, 2026 |
| CSS LLC/IL | History | Added to | 15,150 | 576 | 0.03% | 0.03% | 32 | +100 | 0.66% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 14,929 | 567 | 0.01% | 0.01% | 33 | +1,439 | 10.67% | Q4 2025 | Feb 09, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 14,578 | 563 | 0.08% | 0.09% | 34 | -74 | -0.51% | Q4 2025 | Jan 26, 2026 |
| PAX Financial Group, LLC | History | Added to | 14,169 | 538 | 0.09% | 0.09% | 35 | +1,205 | 9.29% | Q4 2025 | Feb 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 13,916 | 529 | 0.0% | 0.0% | 36 | -4,563 | -24.69% | Q4 2025 | Feb 12, 2026 |
| VestGen Advisors, LLC | History | New | 13,581 | 516 | 0.02% | — | 37 | +13,581 | New | Q4 2025 | Feb 17, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 12,981 | 493 | 0.03% | 0.04% | 38 | +15 | 0.12% | Q4 2025 | Feb 04, 2026 |
| Bison Wealth, LLC | History | New | 12,276 | 478 | 0.05% | — | 39 | +12,276 | New | Q4 2025 | Mar 24, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 11,914 | 452 | 0.08% | 0.22% | 40 | -9,875 | -45.32% | Q4 2025 | Jan 26, 2026 |
| REAP Financial Group, LLC | History | Reduced | 11,332 | 430 | 0.09% | 0.1% | 41 | -246 | -2.12% | Q4 2025 | Feb 10, 2026 |
| &PARTNERS | History | Added to | 11,336 | 424 | 0.0% | 0.0% | 42 | +557 | 5.17% | Q4 2025 | Feb 17, 2026 |
| Entelevest, LLC | History | New | 9,798 | 372 | 0.37% | — | 43 | +9,798 | New | Q4 2025 | Feb 11, 2026 |
| Centric Wealth Management | History | Reduced | 9,553 | 368 | 0.08% | 0.09% | 44 | -1,383 | -12.65% | Q4 2025 | Feb 04, 2026 |
| Alteri Wealth LLC | History | Added to | 9,481 | 360 | 0.12% | 0.11% | 45 | +817 | 9.43% | Q4 2025 | Feb 11, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,210 | 350 | 0.14% | 1.13% | 46 | -95,151 | -91.17% | Q4 2025 | Feb 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 7,781 | 295 | 0.01% | 0.01% | 47 | +1,245 | 19.05% | Q4 2025 | Jan 21, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,621 | 289 | 0.11% | 0.1% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Betterment LLC | History | Reduced | 7,553 | 287 | 0.0% | 0.0% | 49 | -206 | -2.65% | Q4 2025 | Feb 12, 2026 |
| Trajan Wealth LLC | History | Reduced | 7,436 | 282 | 0.01% | 0.01% | 50 | -1,013 | -11.99% | Q4 2025 | Feb 06, 2026 |
| Merit Financial Group, LLC | History | New | 6,712 | 255 | 0.0% | — | 51 | +6,712 | New | Q4 2025 | Jan 26, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 5,880 | 223 | 0.01% | 0.01% | 52 | -185 | -3.05% | Q4 2025 | Feb 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,530 | 210 | 0.0% | 0.0% | 53 | -28,793 | -83.89% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | New | 5,270 | 200 | 0.01% | — | 54 | +5,270 | New | Q4 2025 | Feb 10, 2026 |
| Team Financial Group, LLC | History | Added to | 4,078 | 155 | 0.07% | 0.07% | 55 | +300 | 7.94% | Q4 2025 | Jan 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 3,479 | 132 | 0.01% | 0.02% | 56 | -1,382 | -28.43% | Q4 2025 | Feb 13, 2026 |
| Litman Gregory Wealth Management LLC | History | New | 3,470 | 131 | 0.01% | — | 57 | +3,470 | New | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Added to | 3,361 | 127 | 0.0% | 0.0% | 58 | +1,109 | 49.25% | Q4 2025 | Jan 26, 2026 |
| COMERICA BANK | History | Added to | 3,293 | 125 | 0.0% | 0.0% | 59 | +2,645 | 408.18% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,123 | 119 | 0.0% | — | 60 | +3,123 | New | Q4 2025 | Feb 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 2,942 | 111 | 0.04% | 0.05% | 61 | -1,089 | -27.02% | Q4 2025 | Jan 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,432 | 92 | 0.01% | 0.01% | 62 | +7 | 0.29% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | New | 1,491 | 56 | 0.0% | — | 63 | +1,491 | New | Q4 2025 | Feb 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 941 | 35 | 0.0% | 0.0% | 64 | -316 | -25.14% | Q4 2025 | Jan 13, 2026 |
| CX Institutional | History | Reduced | 800 | 30 | 0.0% | 0.0% | 65 | -31 | -3.73% | Q4 2025 | Feb 02, 2026 |
| Concord Wealth Partners | History | No change | 466 | 17 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Added to | 405 | 15 | 0.01% | 0.0% | 67 | +343 | 553.23% | Q4 2025 | Feb 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Clearstead Advisors, LLC | History | New | 100 | 3 | 0.0% | — | 69 | +100 | New | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 103 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -16,345 | -100.0% | Q3 2025 | Nov 14, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,357 | -100.0% | Q3 2025 | Oct 22, 2025 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,600 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Cardinal Point Capital Management ULC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,530 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -222 | -100.0% | Q3 2025 | Oct 14, 2025 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q3 2025 | Nov 14, 2025 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SHP Wealth Management | History | New | 12 | 0 | — | — | — | +12 | New | Q4 2025 | Mar 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Solstein Capital, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Strategic Advocates LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |