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 | 1,883,263 | 61,752 | 0.01% | 0.01% | 1 | +217,930 | 13.09% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | Added to | 1,259,604 | 41,302 | 3.8% | 8.17% | 2 | +55,855 | 4.64% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 853,355 | 27,981 | 0.0% | 0.0% | 3 | +180,251 | 26.78% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 356,743 | 11,697 | 0.26% | 0.26% | 4 | +29,156 | 8.9% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 298,239 | 9,779 | 0.0% | 0.0% | 5 | +55,529 | 22.88% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | Added to | 284,265 | 9,321 | 2.76% | 2.85% | 6 | +8,657 | 3.14% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 242,352 | 7,946 | 0.39% | 0.44% | 7 | -2,453 | -1.0% | Q2 2026 | Jul 28, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 240,518 | 7,886 | 10.18% | 9.45% | 8 | +43,526 | 22.1% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | Added to | 221,580 | 7,265 | 0.01% | 0.01% | 9 | +33,601 | 17.87% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 202,105 | 6,627 | 0.05% | — | 10 | +202,105 | New | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | Added to | 175,132 | 5,742 | 2.15% | 2.2% | 11 | +16,209 | 10.2% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | Added to | 174,550 | 5,723 | 0.1% | 0.08% | 12 | +50,006 | 40.15% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 157,334 | 5,158 | 0.02% | 0.02% | 13 | +17,250 | 12.31% | Q2 2026 | Jul 28, 2026 |
| Private Capital Management, LLC | History | Added to | 123,547 | 4,051 | 0.36% | 0.36% | 14 | +8,831 | 7.7% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 122,881 | 4,029 | 0.02% | — | 15 | +122,881 | New | Q2 2026 | Aug 11, 2026 |
| US BANCORP \DE\ | History | No change | 116,111 | 3,807 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Opes Wealth Management LLC | History | No change | 115,731 | 3,692 | 0.61% | 0.61% | 17 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 96,737 | 3,153 | 0.0% | 0.0% | 18 | +62,329 | 181.15% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 95,620 | 3,135 | 0.63% | 0.28% | 19 | +61,636 | 181.37% | Q2 2026 | Jul 17, 2026 |
| Trust Point Inc. | History | Reduced | 85,822 | 2,814 | 0.24% | 0.31% | 20 | -25,994 | -23.25% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | Added to | 74,645 | 2,447 | 0.0% | 0.0% | 21 | +344 | 0.46% | Q2 2026 | Aug 13, 2026 |
| RESOLUTE CAPITAL, LLC | History | Added to | 64,023 | 2,099 | 0.72% | 0.63% | 22 | +15,219 | 31.18% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | Added to | 63,764 | 2,090 | 0.12% | 0.12% | 23 | +4,960 | 8.43% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 63,321 | 2,076 | 0.14% | 0.12% | 24 | +12,364 | 24.26% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 57,526 | 1,886 | 0.0% | 0.0% | 25 | +6,118 | 11.9% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Reduced | 55,442 | 1,817 | 0.07% | 0.08% | 26 | -150 | -0.27% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 53,911 | 1,767 | 0.0% | 0.0% | 27 | +6,738 | 14.28% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 52,391 | 1,671 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 47,191 | 1,547 | 0.06% | 0.06% | 29 | +6,631 | 16.35% | Q2 2026 | Aug 13, 2026 |
| Tidemark, LLC | History | Reduced | 46,978 | 1,540 | 0.35% | 0.44% | 30 | -7,653 | -14.01% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,481 | 1,458 | 0.01% | 0.01% | 31 | +694 | 1.58% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 40,600 | 1,331 | 0.0% | 0.01% | 32 | -6,541 | -13.88% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 39,632 | 1,299 | 0.02% | 0.02% | 33 | +3,502 | 9.69% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | Added to | 38,434 | 1,260 | 0.0% | 0.0% | 34 | +4,059 | 11.81% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 36,261 | 1,188 | 0.0% | 0.0% | 35 | +3,650 | 11.19% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 35,376 | 1,159 | 0.15% | 0.77% | 36 | -129,947 | -78.6% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 34,752 | 1,139 | 0.0% | — | 37 | +34,752 | New | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 33,982 | 1,114 | 0.0% | 0.0% | 38 | -13,804 | -28.89% | Q2 2026 | Aug 03, 2026 |
| Prosperity Financial Group, Inc. | History | Added to | 30,472 | 999 | 0.31% | 0.35% | 39 | +421 | 1.4% | Q2 2026 | Jul 28, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 27,705 | 908 | 0.01% | — | 40 | +27,705 | New | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 26,906 | 882 | 0.0% | 0.0% | 41 | -23,180 | -46.28% | Q2 2026 | Aug 14, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 24,544 | 804 | 0.15% | 0.11% | 43 | +6,678 | 37.38% | Q2 2026 | Jul 28, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,521 | 804 | 0.0% | 0.0% | 42 | +2,373 | 10.71% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 22,377 | 733 | 0.01% | 0.01% | 44 | +744 | 3.44% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 19,669 | 645 | 0.03% | 0.03% | 45 | -427 | -2.12% | Q2 2026 | Jul 28, 2026 |
| Diversify Advisory Services, LLC | History | New | 19,536 | 641 | 0.01% | — | 47 | +19,536 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 19,536 | 641 | 0.01% | 0.02% | 46 | -6,315 | -24.43% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 19,499 | 639 | 0.0% | 0.0% | 48 | -4,229 | -17.82% | Q2 2026 | Aug 07, 2026 |
| Avory & Company, LLC | History | Added to | 15,267 | 500 | 0.62% | 0.62% | 49 | +100 | 0.66% | Q2 2026 | Jul 23, 2026 |
| Maridea Wealth Management LLC | History | Reduced | 14,094 | 462 | 0.05% | 0.07% | 50 | -1,410 | -9.09% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | New | 13,977 | 458 | 0.0% | — | 51 | +13,977 | New | Q2 2026 | Aug 10, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 14,132 | 450 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 12,830 | 420 | 0.03% | 0.03% | 53 | +2,163 | 20.28% | Q2 2026 | Aug 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 12,432 | 407 | 0.1% | 0.09% | 54 | +2,930 | 30.84% | Q2 2026 | Jul 08, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,012 | 393 | 0.01% | 0.02% | 55 | -5,834 | -32.69% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,746 | 385 | 0.0% | 0.0% | 56 | -318 | -2.64% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,221 | 367 | 0.0% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Merit Financial Group, LLC | History | No change | 10,403 | 341 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | New | 9,817 | 321 | 0.01% | — | 59 | +9,817 | New | Q2 2026 | Aug 14, 2026 |
| Synergy Investment Management, LLC | History | Added to | 8,600 | 281 | 0.07% | 0.09% | 60 | +254 | 3.04% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 7,856 | 257 | 0.0% | 0.0% | 61 | +14 | 0.18% | Q2 2026 | Sep 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,328 | 240 | 0.0% | 0.0% | 62 | +375 | 5.39% | Q2 2026 | Jul 28, 2026 |
| Roan Capital Partners | History | Reduced | 7,227 | 236 | 0.2% | 0.23% | 63 | -536 | -6.9% | Q2 2026 | Jul 08, 2026 |
| White & Co Financial Planning Inc | History | Added to | 6,638 | 217 | 0.13% | 0.14% | 64 | +347 | 5.52% | Q2 2026 | Jul 15, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 6,606 | 216 | 0.15% | 0.18% | 65 | +150 | 2.32% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | Reduced | 6,207 | 203 | 0.0% | 0.0% | 66 | -366 | -5.57% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | Added to | 2,150 | 70 | 0.0% | 0.0% | 67 | +1,100 | 104.76% | Q2 2026 | Aug 11, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,697 | 55 | 0.01% | 0.01% | 68 | -610 | -26.44% | Q2 2026 | Aug 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,494 | 49 | 0.0% | 0.0% | 69 | +250 | 20.1% | Q2 2026 | Jul 22, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,525 | 48 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| Triumph Capital Management | History | No change | 1,400 | 45 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,225 | 40 | 0.0% | 0.0% | 72 | +667 | 119.53% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,233 | 40 | 0.01% | 0.01% | 73 | -200 | -13.96% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 1,192 | 39 | 0.0% | 0.0% | 74 | -1,024 | -46.21% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,198 | 39 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SWAN Capital LLC | History | Added to | 1,151 | 37 | 0.01% | 0.01% | 76 | +685 | 147.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | New | 1,030 | 34 | 0.02% | — | 77 | +1,030 | New | Q2 2026 | Aug 18, 2026 |
| Highland Investment Advisors LLC | History | New | 783 | 25 | 0.01% | — | 78 | +783 | New | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 661 | 21 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 425 | 13 | 0.0% | — | 81 | +425 | New | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 320 | 10 | 0.0% | — | 82 | +319 | 31900.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 325 | 10 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | Reduced | 224 | 7 | 0.0% | 0.0% | 84 | -124 | -35.63% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 40 | 1 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,574 | -100.0% | Q2 2026 | Jul 15, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,821 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -8,793 | -100.0% | Q2 2026 | Aug 11, 2026 |
| HB Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,259 | -100.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,711 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q2 2026 | Aug 04, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q2 2026 | Jul 01, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q2 2026 | Aug 13, 2026 |
| STANCE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Jul 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SHP Wealth Management | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |