WisdomTree Trust - WTMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,147,194 | 46,862 | 0.0% | 0.0% | 1 | +39,036 | 3.52% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 502,047 | 20,508 | 0.0% | 0.01% | 2 | +25,736 | 5.4% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | Added to | 432,433 | 17,664 | 3.98% | 4.11% | 3 | +24,617 | 6.04% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 315,199 | 12,875 | 0.11% | 0.12% | 4 | -4,049 | -1.27% | Q2 2026 | Aug 06, 2026 |
| Stewardship Advisors, LLC | History | Added to | 291,438 | 11,905 | 2.47% | 2.57% | 5 | +9,360 | 3.32% | Q2 2026 | Jul 20, 2026 |
| Cetera Investment Advisers | History | Added to | 276,616 | 11,299 | 0.01% | 0.01% | 6 | +7,484 | 2.78% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 273,756 | 11,182 | 0.72% | 0.72% | 7 | +856 | 0.31% | Q2 2026 | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | History | New | 168,608 | 6,998 | 4.56% | — | 8 | +168,608 | New | Q2 2026 | Aug 13, 2026 |
| Avestar Capital, LLC | History | Added to | 131,519 | 5,372 | 0.3% | 0.32% | 9 | +4,815 | 3.8% | Q2 2026 | Jul 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 76,053 | 3,106 | 0.0% | 0.0% | 10 | +9,128 | 13.64% | Q2 2026 | Aug 03, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 71,809 | 2,933 | 0.0% | 0.0% | 11 | +4,103 | 6.06% | Q2 2026 | Aug 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 51,188 | 2,091 | 0.08% | 0.09% | 12 | +3,154 | 6.57% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 50,399 | 2,058 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 45,561 | 1,861 | 0.0% | 0.0% | 14 | +25,250 | 124.32% | Q2 2026 | Aug 14, 2026 |
| Columbus Macro, LLC | History | Added to | 41,669 | 1,702 | 0.17% | 0.16% | 15 | +4,459 | 11.98% | Q2 2026 | Jul 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 37,268 | 1,522 | 0.0% | 0.0% | 16 | -630 | -1.66% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 35,749 | 1,458 | 0.1% | 0.11% | 17 | -3,940 | -9.93% | Q2 2026 | Aug 07, 2026 |
| Efficient Advisors, LLC | History | No change | 35,208 | 1,397 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 33,725 | 1,377 | 0.21% | 0.22% | 19 | +2,239 | 7.11% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 32,524 | 1,329 | 0.0% | 0.0% | 20 | +1,623 | 5.25% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 31,506 | 1,287 | 0.59% | 0.59% | 21 | +1,842 | 6.21% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | Added to | 30,913 | 1,262 | 0.0% | 0.0% | 22 | +30,810 | 29912.62% | Q2 2026 | Jul 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,963 | 1,101 | 0.0% | 0.0% | 23 | -13,431 | -33.25% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | New | 26,477 | 1,081 | 0.0% | — | 24 | +26,477 | New | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 25,539 | 1,043 | 0.0% | 0.0% | 25 | +9,005 | 54.46% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 25,508 | 1,042 | 0.0% | 0.0% | 26 | +1,408 | 5.84% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 23,225 | 948 | 0.13% | 0.14% | 27 | +105 | 0.45% | Q2 2026 | Jul 29, 2026 |
| Financial Enhancement Group LLC | History | Added to | 22,492 | 918 | 0.11% | 0.11% | 28 | +1,066 | 4.98% | Q2 2026 | Jul 07, 2026 |
| Advisor Resource Council | History | Added to | 20,332 | 832 | 0.23% | 0.24% | 29 | +1,816 | 9.81% | Q2 2026 | Jul 28, 2026 |
| Empirical Asset Management, LLC | History | Added to | 19,375 | 791 | 0.18% | 0.19% | 30 | +782 | 4.21% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 19,180 | 783 | 0.01% | 0.01% | 31 | +1,076 | 5.94% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | Added to | 18,763 | 766 | 0.16% | 0.17% | 32 | +1,056 | 5.96% | Q2 2026 | Aug 14, 2026 |
| Centric Wealth Management | History | Added to | 18,058 | 741 | 0.12% | 0.07% | 34 | +9,010 | 99.58% | Q2 2026 | Aug 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 18,155 | 741 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 17,596 | 718 | 0.28% | 0.3% | 35 | +497 | 2.91% | Q2 2026 | Aug 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,648 | 715 | 0.0% | 0.0% | 36 | -527 | -2.9% | Q2 2026 | Aug 12, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 15,891 | 649 | 0.31% | 0.34% | 37 | -454 | -2.78% | Q2 2026 | Jul 28, 2026 |
| CSS LLC/IL | History | No change | 15,150 | 618 | 0.02% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | Reduced | 15,110 | 617 | 0.05% | 0.06% | 39 | -925 | -5.77% | Q2 2026 | Jul 08, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 14,357 | 586 | 0.29% | 0.19% | 40 | +4,694 | 48.58% | Q2 2026 | Jul 16, 2026 |
| PAX Financial Group, LLC | History | Reduced | 14,150 | 578 | 0.09% | 0.1% | 41 | -75 | -0.53% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 13,916 | 568 | 0.01% | 0.01% | 42 | -445 | -3.1% | Q2 2026 | Aug 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 13,789 | 563 | 0.02% | 0.02% | 43 | -55 | -0.4% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,761 | 480 | 0.0% | 0.0% | 44 | +2,578 | 28.07% | Q2 2026 | Aug 18, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 10,267 | 419 | 0.09% | 0.1% | 45 | -236 | -2.25% | Q2 2026 | Jul 22, 2026 |
| Bison Wealth, LLC | History | Reduced | 10,136 | 415 | 0.04% | 0.05% | 46 | -1,444 | -12.47% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | Reduced | 9,921 | 405 | 0.0% | 0.0% | 47 | -343 | -3.34% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,519 | 388 | 0.01% | 0.01% | 48 | -51 | -0.53% | Q2 2026 | Jul 17, 2026 |
| Alteri Wealth LLC | History | Added to | 9,501 | 388 | 0.11% | 0.12% | 49 | +20 | 0.21% | Q2 2026 | Jul 29, 2026 |
| Sanctuary Advisors, LLC | History | New | 8,280 | 338 | 0.0% | — | 50 | +8,280 | New | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 7,754 | 316 | 0.0% | 0.0% | 51 | +1,596 | 25.92% | Q2 2026 | Aug 07, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 7,702 | 314 | 0.03% | 0.03% | 52 | -550 | -6.67% | Q2 2026 | Jul 21, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,621 | 311 | 0.11% | 0.12% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,604 | 310 | 0.12% | 0.15% | 54 | -1,447 | -15.99% | Q2 2026 | Aug 10, 2026 |
| Trajan Wealth LLC | History | Reduced | 6,979 | 285 | 0.01% | 0.01% | 55 | -303 | -4.16% | Q2 2026 | Aug 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 6,845 | 279 | 0.05% | 0.08% | 56 | -2,875 | -29.58% | Q2 2026 | Aug 04, 2026 |
| Simplicity Wealth,LLC | History | New | 5,628 | 229 | 0.01% | — | 57 | +5,628 | New | Q2 2026 | Aug 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 5,566 | 227 | 0.0% | 0.0% | 58 | -28 | -0.5% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 5,444 | 222 | 0.0% | 0.0% | 59 | -103 | -1.86% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,101 | 208 | 0.0% | — | 60 | +5,101 | New | Q2 2026 | Aug 19, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 5,025 | 205 | 0.01% | 0.01% | 61 | -142 | -2.75% | Q2 2026 | Jul 08, 2026 |
| IFG Advisory, LLC | History | New | 3,827 | 156 | 0.01% | — | 62 | +3,827 | New | Q2 2026 | Aug 13, 2026 |
| AE Wealth Management LLC | History | Added to | 3,240 | 132 | 0.0% | 0.0% | 63 | +1,049 | 47.88% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,172 | 130 | 0.0% | 0.0% | 64 | -26 | -0.81% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 2,503 | 102 | 0.0% | 0.01% | 65 | -15 | -0.6% | Q2 2026 | Jul 28, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,123 | 86 | 0.01% | 0.01% | 66 | -309 | -12.71% | Q2 2026 | Jul 22, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | New | 1,497 | 61 | 0.03% | — | 67 | +1,497 | New | Q2 2026 | Aug 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,491 | 60 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,316 | 53 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,250 | 51 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Highland Investment Advisors LLC | History | New | 910 | 37 | 0.02% | — | 71 | +910 | New | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 782 | 31 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CX Institutional | History | Reduced | 718 | 29 | 0.0% | 0.0% | 73 | -37 | -4.9% | Q2 2026 | Jul 01, 2026 |
| UBS Group AG | History | Added to | 666 | 27 | 0.0% | 0.0% | 74 | +243 | 57.45% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 404 | 16 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Concord Wealth Partners | History | New | 251 | 10 | 0.0% | — | 78 | +251 | New | Q2 2026 | Jul 27, 2026 |
| Global Retirement Partners, LLC | History | New | 250 | 10 | 0.0% | — | 77 | +250 | New | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 265 | 10 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 229 | 9 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Financial Connections Group, Inc. | History | No change | 229 | 9 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 127 | 5 | 0.0% | 0.0% | 81 | -30 | -19.11% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Solstein Capital, LLC | History | No change | 25 | 1 | 0.0% | — | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gateway Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,380 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,306 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,251 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -7,220 | -100.0% | Q2 2026 | Aug 05, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,078 | -100.0% | Q2 2026 | Jul 10, 2026 |
| PROTECTIVE LIFE CORP | History | Closed out | 0 | 0 | — | 0.02% | — | -172 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |