WisdomTree Trust - WTPI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 1,665,333 | 53,140 | 0.01% | 0.01% | 1 | +637,671 | 62.05% | Q1 2026 | May 06, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 1,203,749 | 38,411 | 8.17% | 2.11% | 2 | +938,255 | 353.4% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 673,104 | 21,478 | 0.0% | 0.0% | 3 | +16,573 | 2.52% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 327,587 | 10,453 | 0.26% | 0.25% | 4 | +24,629 | 8.13% | Q1 2026 | Apr 29, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 275,608 | 8,794 | 2.85% | 2.95% | 5 | +5,664 | 2.1% | Q1 2026 | May 01, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 244,805 | 7,811 | 0.44% | 0.19% | 6 | +156,481 | 177.17% | Q1 2026 | Apr 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 242,710 | 7,744 | 0.0% | 0.0% | 7 | +143,924 | 145.69% | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 196,992 | 6,286 | 9.45% | 9.33% | 8 | +10,026 | 5.36% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 187,979 | 5,998 | 0.01% | 0.01% | 9 | +21,091 | 12.64% | Q1 2026 | May 13, 2026 |
| Alpine Bank Wealth Management | History | New | 165,323 | 5,275 | 0.77% | — | 10 | +165,323 | New | Q1 2026 | Apr 21, 2026 |
| Compass Financial Services Inc | History | Added to | 158,923 | 5,071 | 2.2% | 2.1% | 11 | +11,085 | 7.5% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 140,084 | 4,470 | 0.02% | 0.0% | 12 | +118,387 | 545.64% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 124,544 | 3,974 | 0.08% | 0.08% | 13 | -741 | -0.59% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 116,111 | 3,705 | 0.0% | 0.0% | 14 | +105,444 | 988.51% | Q1 2026 | May 14, 2026 |
| Opes Wealth Management LLC | History | Added to | 115,731 | 3,692 | 0.61% | 0.61% | 15 | +2,951 | 2.62% | Q1 2026 | Apr 28, 2026 |
| Private Capital Management, LLC | History | Added to | 114,716 | 3,660 | 0.36% | 0.32% | 16 | +10,301 | 9.87% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 111,816 | 3,568 | 0.31% | 0.6% | 17 | -116,801 | -51.09% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Added to | 74,301 | 2,370 | 0.0% | 0.0% | 18 | +8,233 | 12.46% | Q1 2026 | May 05, 2026 |
| Avestar Capital, LLC | History | Reduced | 58,804 | 1,876 | 0.12% | 0.13% | 19 | -3,112 | -5.03% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 55,592 | 1,773 | 0.08% | 0.08% | 20 | +1,100 | 2.02% | Q1 2026 | Apr 27, 2026 |
| Tidemark, LLC | History | Added to | 54,631 | 1,743 | 0.44% | 0.49% | 21 | +2,269 | 4.33% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 52,391 | 1,671 | 0.0% | 0.0% | 22 | +24,151 | 85.52% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 51,408 | 1,640 | 0.0% | 0.0% | 23 | +15,234 | 42.11% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | New | 50,957 | 1,626 | 0.12% | — | 24 | +50,957 | New | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 50,086 | 1,598 | 0.0% | — | 25 | +50,086 | New | Q1 2026 | May 12, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 48,804 | 1,557 | 0.63% | 0.59% | 26 | +5,931 | 13.83% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 47,786 | 1,524 | 0.0% | 0.0% | 27 | -52,467 | -52.33% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,173 | 1,505 | 0.0% | 0.0% | 28 | +565 | 1.21% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 47,141 | 1,504 | 0.01% | 0.01% | 29 | +5,317 | 12.71% | Q1 2026 | Jun 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 43,787 | 1,397 | 0.01% | 0.01% | 30 | -903 | -2.02% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 40,560 | 1,294 | 0.06% | 0.06% | 31 | +3,181 | 8.51% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 36,130 | 1,152 | 0.02% | 0.02% | 32 | -2,474 | -6.41% | Q1 2026 | May 18, 2026 |
| Creative Planning | History | Added to | 34,375 | 1,096 | 0.0% | 0.0% | 33 | +10,230 | 42.37% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 33,984 | 1,084 | 0.28% | 0.26% | 34 | +4,705 | 16.07% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,408 | 1,070 | 0.0% | 0.0% | 35 | +10,900 | 46.37% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 32,611 | 1,040 | 0.0% | 0.0% | 36 | +1,117 | 3.55% | Q1 2026 | May 15, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 30,051 | 958 | 0.35% | 0.3% | 37 | +5,072 | 20.31% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 25,851 | 846 | 0.02% | — | 38 | +25,851 | New | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 23,728 | 757 | 0.0% | 0.0% | 39 | +9,862 | 71.12% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 22,148 | 706 | 0.0% | 0.0% | 40 | +746 | 3.49% | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 21,633 | 690 | 0.01% | — | 41 | +21,633 | New | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,096 | 641 | 0.03% | 0.03% | 42 | +1,210 | 6.41% | Q1 2026 | May 12, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 17,866 | 570 | 0.11% | 0.07% | 43 | +3,788 | 26.91% | Q1 2026 | Apr 29, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 17,846 | 569 | 0.02% | 0.02% | 44 | -2,615 | -12.78% | Q1 2026 | May 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 17,574 | 560 | 0.1% | — | 45 | +17,574 | New | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | New | 15,821 | 504 | 0.02% | — | 46 | +15,821 | New | Q1 2026 | May 19, 2026 |
| Maridea Wealth Management LLC | History | New | 15,504 | 494 | 0.07% | — | 47 | +15,504 | New | Q1 2026 | Apr 21, 2026 |
| Avory & Company, LLC | History | No change | 15,167 | 483 | 0.62% | 0.32% | 48 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 14,132 | 450 | 0.01% | 0.01% | 49 | +2,310 | 19.54% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,064 | 384 | 0.0% | 0.0% | 50 | +2,308 | 23.66% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,221 | 358 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | New | 10,667 | 340 | 0.03% | — | 52 | +10,667 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | No change | 10,403 | 331 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Added to | 9,502 | 303 | 0.09% | 0.08% | 54 | +1,645 | 20.94% | Q1 2026 | Apr 16, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 8,793 | 280 | 0.18% | 0.19% | 55 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,346 | 266 | 0.09% | 0.1% | 56 | +147 | 1.79% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,259 | 263 | 0.0% | 0.0% | 57 | +65 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,842 | 250 | 0.0% | — | 58 | +7,842 | New | Q1 2026 | May 15, 2026 |
| Roan Capital Partners | History | New | 7,763 | 247 | 0.23% | — | 59 | +7,763 | New | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 6,953 | 221 | 0.0% | — | 60 | +6,953 | New | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | New | 6,573 | 209 | 0.0% | — | 61 | +6,573 | New | Q1 2026 | May 15, 2026 |
| Alessandra Capital Management, LLC | History | New | 6,456 | 206 | 0.18% | — | 62 | +6,456 | New | Q1 2026 | Apr 30, 2026 |
| White & Co Financial Planning Inc | History | Reduced | 6,291 | 200 | 0.14% | 0.16% | 63 | -399 | -5.96% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 5,711 | 182 | 0.0% | — | 64 | +5,711 | New | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 2,274 | 75 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REAP Financial Group, LLC | History | Reduced | 2,307 | 73 | 0.01% | 0.02% | 66 | -307 | -11.74% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,216 | 70 | 0.0% | — | 67 | +2,216 | New | Q1 2026 | May 01, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,433 | 45 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | No change | 1,400 | 44 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,244 | 39 | 0.0% | 0.0% | 70 | +6 | 0.48% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,198 | 38 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 1,050 | 33 | 0.0% | 0.0% | 72 | +150 | 16.67% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 661 | 21 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 642 | 20 | 0.0% | 0.0% | 74 | -2,663 | -80.57% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 558 | 17 | 0.0% | 0.0% | 75 | +10 | 1.82% | Q1 2026 | May 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 500 | 15 | 0.0% | — | 78 | +500 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | No change | 499 | 15 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SWAN Capital LLC | History | New | 466 | 14 | 0.01% | — | 79 | +466 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 348 | 11 | 0.0% | 0.0% | 80 | +312 | 866.67% | Q1 2026 | May 15, 2026 |
| Operose Advisors LLC | History | New | 328 | 10 | 0.0% | — | 82 | +328 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | No change | 325 | 10 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STANCE CAPITAL LLC | History | New | 233 | 7 | 0.0% | — | 83 | +233 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | No change | 40 | 1 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -34,568 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,795 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -26,328 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,568 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,234 | -100.0% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,199 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,805 | -100.0% | Q1 2026 | May 06, 2026 |
| Collaborative Wealth Managment Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -9,610 | -100.0% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,737 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -6,643 | -100.0% | Q1 2026 | May 15, 2026 |
| Cascades Capital Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,100 | -100.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 08, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Team Financial Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |