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 | Reduced | 1,108,158 | 43,978 | 0.0% | 0.0% | 1 | -22,432 | -1.98% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 476,311 | 18,902 | 0.01% | 0.0% | 2 | +25,954 | 5.76% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | Added to | 407,816 | 16,184 | 4.11% | 2.71% | 3 | +156,826 | 62.48% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 319,248 | 12,669 | 0.12% | 0.17% | 4 | -142,993 | -30.93% | Q1 2026 | May 08, 2026 |
| Stewardship Advisors, LLC | History | Added to | 282,078 | 11,194 | 2.57% | 2.46% | 5 | +2,416 | 0.86% | Q1 2026 | Apr 17, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 272,900 | 10,830 | 0.72% | — | 6 | +272,900 | New | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 269,132 | 10,680 | 0.01% | 0.01% | 7 | +6,399 | 2.44% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | Reduced | 126,704 | 5,028 | 0.32% | 0.32% | 8 | -2,499 | -1.93% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 67,706 | 2,686 | 0.0% | 0.0% | 9 | +27,562 | 68.66% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,925 | 2,655 | 0.0% | 0.0% | 10 | +7,332 | 12.3% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 50,399 | 2,000 | 0.02% | 0.02% | 11 | +2,819 | 5.92% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 48,034 | 1,906 | 0.09% | 0.05% | 12 | +22,112 | 85.3% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,394 | 1,603 | 0.0% | 0.0% | 13 | +4,260 | 11.79% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 39,689 | 1,520 | 0.11% | 0.11% | 14 | -25 | -0.06% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 37,898 | 1,503 | 0.0% | 0.0% | 15 | -25,075 | -39.82% | Q1 2026 | May 14, 2026 |
| Columbus Macro, LLC | History | Added to | 37,210 | 1,476 | 0.16% | 0.14% | 16 | +3,294 | 9.71% | Q1 2026 | Apr 21, 2026 |
| Efficient Advisors, LLC | History | Added to | 35,208 | 1,397 | 0.1% | 0.08% | 17 | +388 | 1.11% | Q1 2026 | Apr 29, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 31,486 | 1,249 | 0.22% | 0.22% | 18 | +645 | 2.09% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,901 | 1,226 | 0.0% | 0.0% | 19 | +9,452 | 44.07% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 29,664 | 1,177 | 0.59% | 0.6% | 20 | +2,904 | 10.85% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,100 | 956 | 0.0% | 0.0% | 21 | +380 | 1.6% | Q1 2026 | Apr 24, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 23,120 | 917 | 0.14% | 0.14% | 22 | +508 | 2.25% | Q1 2026 | May 01, 2026 |
| Financial Enhancement Group LLC | History | New | 21,426 | 863 | 0.11% | — | 23 | +21,426 | New | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 20,311 | 806 | 0.0% | — | 24 | +20,311 | New | Q1 2026 | May 15, 2026 |
| Empirical Asset Management, LLC | History | Added to | 18,593 | 737 | 0.19% | 0.19% | 25 | +858 | 4.84% | Q1 2026 | May 11, 2026 |
| Advisor Resource Council | History | Added to | 18,516 | 734 | 0.24% | 0.21% | 26 | +3,040 | 19.64% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 18,155 | 720 | 0.0% | — | 27 | +18,155 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,104 | 718 | 0.01% | 0.01% | 28 | +3,175 | 21.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 18,175 | 714 | 0.0% | 0.0% | 29 | +478 | 2.7% | Q1 2026 | May 13, 2026 |
| Sequent Planning LLC | History | Added to | 17,707 | 702 | 0.17% | 0.17% | 30 | +335 | 1.93% | Q1 2026 | Apr 21, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 17,099 | 678 | 0.3% | 0.31% | 31 | -366 | -2.1% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,534 | 656 | 0.0% | 0.0% | 32 | +355 | 2.19% | Q1 2026 | May 12, 2026 |
| Axis Wealth Partners, LLC | History | Added to | 16,345 | 648 | 0.34% | 0.32% | 33 | +859 | 5.55% | Q1 2026 | Apr 24, 2026 |
| Cooper Financial Group | History | Reduced | 16,035 | 636 | 0.06% | 0.07% | 34 | -238 | -1.46% | Q1 2026 | Apr 07, 2026 |
| CSS LLC/IL | History | No change | 15,150 | 601 | 0.03% | 0.03% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,844 | 571 | 0.02% | 0.02% | 36 | +263 | 1.94% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 14,361 | 569 | 0.01% | 0.04% | 37 | -45,559 | -76.03% | Q1 2026 | May 18, 2026 |
| PAX Financial Group, LLC | History | Added to | 14,225 | 564 | 0.1% | 0.09% | 38 | +56 | 0.4% | Q1 2026 | Apr 27, 2026 |
| Bison Wealth, LLC | History | Reduced | 11,580 | 478 | 0.05% | 0.05% | 39 | -696 | -5.67% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 10,503 | 421 | 0.1% | 0.08% | 40 | -4,075 | -27.95% | Q1 2026 | Apr 14, 2026 |
| &PARTNERS | History | Reduced | 10,264 | 407 | 0.0% | 0.0% | 41 | -1,072 | -9.46% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Reduced | 9,720 | 385 | 0.08% | 0.09% | 42 | -1,612 | -14.23% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | New | 9,663 | 383 | 0.19% | — | 43 | +9,663 | New | Q1 2026 | May 04, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,570 | 379 | 0.01% | 0.01% | 44 | +1,789 | 22.99% | Q1 2026 | Apr 20, 2026 |
| Alteri Wealth LLC | History | No change | 9,481 | 376 | 0.12% | 0.12% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Centric Wealth Management | History | Reduced | 9,048 | 369 | 0.07% | 0.08% | 46 | -505 | -5.29% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 9,183 | 364 | 0.0% | — | 47 | +9,183 | New | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 9,051 | 359 | 0.15% | 0.14% | 48 | -159 | -1.73% | Q1 2026 | Apr 23, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 8,252 | 327 | 0.03% | 0.08% | 49 | -3,662 | -30.74% | Q1 2026 | Apr 17, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,621 | 302 | 0.12% | 0.11% | 50 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,380 | 292 | 0.01% | — | 51 | +7,380 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,306 | 289 | 0.0% | 0.0% | 52 | +594 | 8.85% | Q1 2026 | Apr 15, 2026 |
| Betterment LLC | History | Reduced | 7,251 | 288 | 0.0% | 0.0% | 53 | -302 | -4.0% | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Reduced | 7,282 | 288 | 0.01% | 0.01% | 54 | -154 | -2.07% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 7,220 | 286 | 0.02% | 0.03% | 55 | -5,761 | -44.38% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,158 | 244 | 0.0% | 0.0% | 56 | +628 | 11.36% | Q1 2026 | May 04, 2026 |
| MGO ONE SEVEN LLC | History | New | 5,594 | 222 | 0.0% | — | 57 | +5,594 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,547 | 220 | 0.0% | — | 58 | +5,547 | New | Q1 2026 | May 01, 2026 |
| ROCKLAND TRUST CO | History | New | 5,167 | 205 | 0.01% | — | 59 | +5,167 | New | Q1 2026 | Apr 16, 2026 |
| Team Financial Group, LLC | History | No change | 4,078 | 161 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 3,470 | 131 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,198 | 127 | 0.0% | 0.0% | 62 | +75 | 2.4% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 3,293 | 125 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,518 | 99 | 0.01% | 0.01% | 64 | +86 | 3.54% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 2,432 | 96 | 0.01% | 0.01% | 65 | -1,047 | -30.09% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,191 | 86 | 0.0% | 0.0% | 66 | -1,170 | -34.81% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,491 | 59 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 1,316 | 52 | 0.02% | 0.04% | 68 | -1,626 | -55.27% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,250 | 49 | 0.0% | — | 69 | +1,250 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 782 | 31 | 0.0% | — | 70 | +782 | New | Q1 2026 | Jun 02, 2026 |
| CX Institutional | History | Reduced | 755 | 30 | 0.0% | 0.0% | 71 | -45 | -5.63% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 444 | 17 | 0.0% | — | 72 | +444 | New | Q1 2026 | May 19, 2026 |
| UBS Group AG | History | New | 423 | 16 | 0.0% | — | 74 | +423 | New | Q1 2026 | May 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Reduced | 404 | 16 | 0.01% | 0.01% | 73 | -1 | -0.25% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 265 | 10 | 0.0% | 0.0% | 75 | -676 | -71.84% | Q1 2026 | Apr 07, 2026 |
| Financial Connections Group, Inc. | History | New | 229 | 9 | 0.0% | — | 78 | +229 | New | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 229 | 9 | 0.0% | 0.0% | 76 | +9 | 4.09% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PROTECTIVE LIFE CORP | History | New | 172 | 6 | 0.02% | — | 80 | +172 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 157 | 6 | 0.0% | 0.0% | 79 | +57 | 57.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 106 | 4 | 0.0% | — | 82 | +106 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 103 | 4 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,053 | -100.0% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,916 | -100.0% | Q1 2026 | May 12, 2026 |
| Entelevest, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -9,798 | -100.0% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,880 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,270 | -100.0% | Q1 2026 | May 12, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -466 | -100.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Solstein Capital, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |