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 | No change | 1,147,194 | 46,862 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 502,047 | 20,508 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidemark, LLC | History | No change | 432,433 | 17,664 | 3.98% | 3.98% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 315,199 | 12,875 | 0.11% | 0.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stewardship Advisors, LLC | History | Added to | 298,267 | 12,583 | 2.62% | 2.47% | 5 | +6,829 | 2.34% | Q3 2026 | Oct 20, 2026 |
| Cetera Investment Advisers | History | No change | 276,616 | 11,299 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 273,756 | 11,182 | 0.72% | 0.72% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stillwater Private Wealth, LLC | History | No change | 168,608 | 6,998 | 4.56% | 4.56% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 96,511 | 4,071 | 0.16% | 0.08% | 9 | +45,323 | 88.54% | Q3 2026 | Oct 23, 2026 |
| Avestar Capital, LLC | History | Reduced | 91,793 | 3,872 | 0.31% | 0.3% | 10 | -39,726 | -30.21% | Q3 2026 | Oct 28, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 76,053 | 3,106 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 71,809 | 2,933 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 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 | No change | 45,561 | 1,861 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,077 | 1,860 | 0.0% | 0.0% | 15 | +11,553 | 35.52% | Q3 2026 | Nov 02, 2026 |
| Columbus Macro, LLC | History | Added to | 43,302 | 1,826 | 0.18% | 0.17% | 16 | +1,633 | 3.92% | Q3 2026 | Oct 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 37,268 | 1,522 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 35,749 | 1,458 | 0.1% | 0.1% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 33,248 | 1,402 | 0.21% | 0.21% | 19 | -477 | -1.41% | Q3 2026 | Oct 20, 2026 |
| Comprehensive Wealth Management, LLC | History | Reduced | 31,092 | 1,311 | 0.59% | 0.59% | 20 | -414 | -1.31% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 28,748 | 1,212 | 0.0% | 0.0% | 21 | +2,271 | 8.58% | Q3 2026 | Nov 02, 2026 |
| ASSETMARK, INC | History | Reduced | 27,758 | 1,171 | 0.0% | 0.0% | 22 | -3,155 | -10.21% | Q3 2026 | Oct 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 26,963 | 1,101 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 25,539 | 1,043 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 25,508 | 1,042 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Added to | 24,174 | 1,019 | 0.14% | 0.13% | 26 | +949 | 4.09% | Q3 2026 | Nov 04, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 22,340 | 952 | 0.11% | 0.11% | 27 | -152 | -0.68% | Q3 2026 | Oct 08, 2026 |
| Advisor Resource Council | History | No change | 20,332 | 832 | 0.23% | 0.23% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 19,073 | 804 | 0.28% | 0.28% | 29 | +1,477 | 8.39% | Q3 2026 | Nov 03, 2026 |
| Empirical Asset Management, LLC | History | No change | 19,375 | 791 | 0.18% | 0.18% | 30 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,180 | 783 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sequent Planning LLC | History | No change | 18,763 | 766 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 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 |
| Centric Wealth Management | History | No change | 18,058 | 741 | 0.12% | 0.12% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 17,648 | 715 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Axis Wealth Partners, LLC | History | No change | 15,891 | 649 | 0.31% | 0.31% | 36 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cooper Financial Group | History | Added to | 15,286 | 644 | 0.05% | 0.05% | 37 | +176 | 1.16% | Q3 2026 | Oct 07, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 14,666 | 618 | 0.3% | 0.29% | 39 | +309 | 2.15% | Q3 2026 | Oct 14, 2026 |
| CSS LLC/IL | History | No change | 15,150 | 618 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 13,892 | 586 | 0.02% | 0.02% | 40 | +103 | 0.75% | Q3 2026 | Oct 27, 2026 |
| PAX Financial Group, LLC | History | No change | 14,150 | 578 | 0.09% | 0.09% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | No change | 13,916 | 568 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Great Diamond Partners, LLC | History | New | 11,809 | 498 | 0.08% | — | 43 | +11,809 | New | Q3 2026 | Oct 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 11,761 | 480 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Austin Wealth Management, LLC | History | No change | 10,267 | 419 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 9,921 | 405 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,468 | 399 | 0.01% | 0.01% | 47 | -51 | -0.54% | Q3 2026 | Oct 23, 2026 |
| Alteri Wealth LLC | History | No change | 9,501 | 388 | 0.11% | 0.11% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bison Wealth, LLC | History | Reduced | 8,953 | 382 | 0.03% | 0.04% | 49 | -1,183 | -11.67% | Q3 2026 | Oct 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 8,280 | 338 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centennial Wealth Advisory LLC | History | New | 7,624 | 321 | 0.07% | — | 52 | +7,624 | New | Q3 2026 | Oct 16, 2026 |
| INVENIO WEALTH PARTNERS LLC | History | No change | 7,621 | 321 | 0.11% | 0.11% | 51 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 7,518 | 317 | 0.03% | 0.03% | 53 | -184 | -2.39% | Q3 2026 | Oct 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,754 | 316 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 7,405 | 312 | 0.12% | 0.12% | 55 | -199 | -2.62% | Q3 2026 | Oct 27, 2026 |
| Trajan Wealth LLC | History | No change | 6,979 | 285 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,438 | 271 | 0.01% | 0.01% | 57 | +810 | 14.39% | Q3 2026 | Oct 23, 2026 |
| REAP Financial Group, LLC | History | Reduced | 6,397 | 269 | 0.04% | 0.05% | 58 | -448 | -6.54% | Q3 2026 | Nov 02, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 5,646 | 238 | 0.0% | 0.0% | 59 | +80 | 1.44% | Q3 2026 | Oct 28, 2026 |
| Community Bank & Trust, Waco, Texas | History | New | 5,182 | 219 | 0.04% | — | 60 | +5,182 | New | Q3 2026 | Oct 19, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 5,156 | 218 | 0.0% | — | 61 | +5,156 | New | Q3 2026 | Oct 26, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 5,006 | 211 | 0.01% | 0.01% | 62 | -19 | -0.38% | Q3 2026 | Oct 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,101 | 208 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,333 | 182 | 0.0% | 0.0% | 64 | -1,111 | -20.41% | Q3 2026 | Nov 05, 2026 |
| IFG Advisory, LLC | History | No change | 3,827 | 156 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Team Financial Group, LLC | History | New | 3,504 | 147 | 0.06% | — | 66 | +3,504 | New | Q3 2026 | Oct 30, 2026 |
| Heritage Family Offices, LLP | History | New | 3,244 | 136 | 0.04% | — | 67 | +3,244 | New | Q3 2026 | Nov 02, 2026 |
| AE Wealth Management LLC | History | No change | 3,240 | 132 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,172 | 130 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | New | 2,752 | 116 | 0.0% | — | 70 | +2,752 | New | Q3 2026 | Oct 26, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,538 | 107 | 0.0% | 0.0% | 71 | +35 | 1.4% | Q3 2026 | Nov 04, 2026 |
| TOUNJIAN ADVISORY PARTNERS, LLC | History | Reduced | 1,439 | 60 | 0.03% | 0.03% | 73 | -58 | -3.87% | Q3 2026 | Nov 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,491 | 60 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 1,375 | 58 | 0.01% | 0.01% | 74 | -748 | -35.23% | Q3 2026 | Nov 02, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,316 | 55 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,250 | 51 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BFC Planning, Inc. | History | No change | 1,255 | 51 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Highland Investment Advisors LLC | History | No change | 910 | 37 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. | History | No change | 867 | 35 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Oct 30, 2026 |
| Nova Financial LLC | History | New | 768 | 32 | 0.01% | — | 80 | +768 | New | Q3 2026 | Nov 04, 2026 |
| CX Institutional | History | Reduced | 695 | 29 | 0.0% | 0.0% | 81 | -23 | -3.2% | Q3 2026 | Oct 02, 2026 |
| UBS Group AG | History | No change | 666 | 27 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 545 | 22 | 0.0% | 0.0% | 83 | -237 | -30.31% | Q3 2026 | Nov 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 404 | 17 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 285 | 12 | 0.0% | 0.0% | 85 | +20 | 7.55% | Q3 2026 | Oct 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 250 | 10 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Concord Wealth Partners | History | No change | 251 | 10 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 229 | 9 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 127 | 5 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAFFA WEALTH MANAGEMENT, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Ascentis Independent Advisors | History | New | 22 | 0 | — | — | — | +22 | New | Q3 2026 | Nov 03, 2026 |
| EASTERN BANK | History | New | 15 | 0 | — | — | — | +15 | New | Q3 2026 | Oct 05, 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 |