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 | No change | 1,883,263 | 61,752 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 1,259,604 | 41,302 | 3.8% | 3.8% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 853,355 | 27,981 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 375,150 | 12,308 | 0.04% | 0.02% | 4 | +217,816 | 138.44% | Q3 2026 | Nov 02, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 356,743 | 11,697 | 0.26% | 0.26% | 5 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 298,239 | 9,779 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 284,265 | 9,321 | 2.76% | 2.76% | 7 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 279,136 | 9,158 | 0.44% | 0.39% | 8 | +36,784 | 15.18% | Q3 2026 | Oct 15, 2026 |
| Solutions 4 Wealth, Ltd | History | Added to | 276,646 | 9,076 | 10.9% | 10.18% | 9 | +36,128 | 15.02% | Q3 2026 | Nov 03, 2026 |
| Cetera Investment Advisers | History | No change | 221,580 | 7,265 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 202,105 | 6,627 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | No change | 175,132 | 5,742 | 2.15% | 2.15% | 12 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTRAL TRUST Co | History | No change | 174,550 | 5,723 | 0.1% | 0.1% | 13 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Capital Management, LLC | History | No change | 123,547 | 4,051 | 0.36% | 0.36% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 122,881 | 4,029 | 0.02% | 0.02% | 15 | 0 | 0.0% | 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 |
| JPMORGAN CHASE & CO | History | No change | 96,737 | 3,153 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 95,620 | 3,135 | 0.63% | 0.63% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 80,893 | 2,654 | 0.02% | — | 19 | +80,893 | New | Q3 2026 | Oct 26, 2026 |
| UBS Group AG | History | No change | 74,645 | 2,447 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 69,189 | 2,270 | 0.15% | 0.14% | 21 | +5,868 | 9.27% | Q3 2026 | Oct 26, 2026 |
| RESOLUTE CAPITAL, LLC | History | No change | 64,023 | 2,099 | 0.72% | 0.72% | 22 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avestar Capital, LLC | History | Reduced | 62,076 | 2,036 | 0.16% | 0.12% | 23 | -1,688 | -2.65% | Q3 2026 | Oct 28, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 57,526 | 1,886 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 55,442 | 1,817 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROYAL BANK OF CANADA | History | No change | 53,911 | 1,767 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Added to | 48,914 | 1,604 | 0.06% | 0.06% | 27 | +1,723 | 3.65% | Q3 2026 | Nov 04, 2026 |
| Tidemark, LLC | History | No change | 46,978 | 1,540 | 0.35% | 0.35% | 28 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 44,481 | 1,458 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 40,600 | 1,331 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 40,490 | 1,328 | 0.0% | 0.0% | 31 | +2,056 | 5.35% | Q3 2026 | Nov 02, 2026 |
| Arkadios Wealth Advisors | History | No change | 39,632 | 1,299 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cresset Asset Management, LLC | History | No change | 36,261 | 1,188 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alpine Bank Wealth Management | History | Added to | 35,422 | 1,162 | 0.15% | 0.15% | 34 | +46 | 0.13% | Q3 2026 | Oct 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 34,752 | 1,139 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 33,982 | 1,114 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Prosperity Financial Group, Inc. | History | Reduced | 30,228 | 991 | 0.29% | 0.31% | 37 | -244 | -0.8% | Q3 2026 | Oct 29, 2026 |
| WealthPLAN Partners, LLC | History | Added to | 29,811 | 978 | 0.18% | 0.15% | 38 | +5,267 | 21.46% | Q3 2026 | Oct 15, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 27,705 | 908 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 26,906 | 882 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 24,521 | 804 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 22,377 | 733 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kovack Advisors, Inc. | History | No change | 19,669 | 645 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 19,499 | 639 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 18,499 | 614 | 0.01% | 0.01% | 45 | -1,037 | -5.31% | Q3 2026 | Oct 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 18,499 | 614 | 0.01% | 0.01% | 46 | -1,037 | -5.31% | Q3 2026 | Oct 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 17,764 | 582 | 0.0% | 0.0% | 47 | +6,018 | 51.23% | Q3 2026 | Nov 02, 2026 |
| PFG Advisors | History | New | 16,154 | 529 | 0.03% | — | 48 | +16,154 | New | Q3 2026 | Oct 15, 2026 |
| Aurora Private Wealth, Inc. | History | New | 15,456 | 507 | 0.32% | — | 49 | +15,456 | New | Q3 2026 | Oct 20, 2026 |
| Avory & Company, LLC | History | No change | 15,267 | 500 | 0.63% | 0.62% | 50 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Tactive Advisors, LLC | History | Added to | 14,935 | 490 | 0.12% | 0.1% | 51 | +2,503 | 20.13% | Q3 2026 | Oct 08, 2026 |
| Maridea Wealth Management LLC | History | No change | 14,094 | 462 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 13,977 | 458 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 12,830 | 420 | 0.03% | 0.03% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WCG Wealth Advisors LLC | History | No change | 12,012 | 393 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,221 | 368 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Merit Financial Group, LLC | History | No change | 10,403 | 341 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 9,817 | 321 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trust Point Inc. | History | Reduced | 9,205 | 302 | 0.02% | 0.24% | 59 | -76,617 | -89.27% | Q3 2026 | Oct 27, 2026 |
| Synergy Investment Management, LLC | History | No change | 8,600 | 281 | 0.07% | 0.07% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 7,856 | 257 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 7,333 | 240 | 0.0% | 0.0% | 62 | +5 | 0.07% | Q3 2026 | Oct 30, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 7,206 | 236 | 0.17% | 0.15% | 63 | +600 | 9.08% | Q3 2026 | Oct 30, 2026 |
| White & Co Financial Planning Inc | History | Added to | 6,918 | 220 | 0.15% | 0.13% | 64 | +280 | 4.22% | Q3 2026 | Oct 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | New | 6,410 | 211 | 0.03% | — | 65 | +6,410 | New | Q3 2026 | Oct 08, 2026 |
| Cerity Partners LLC | History | No change | 6,207 | 203 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 5,206 | 170 | 0.0% | — | 67 | +5,206 | New | Q3 2026 | Oct 28, 2026 |
| KFG LLC | History | New | 4,546 | 149 | 0.1% | — | 68 | +4,546 | New | Q3 2026 | Nov 02, 2026 |
| Heritage Family Offices, LLP | History | New | 3,562 | 116 | 0.04% | — | 69 | +3,562 | New | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 2,150 | 70 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 1,525 | 48 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| REAP Financial Group, LLC | History | Reduced | 1,416 | 46 | 0.01% | 0.01% | 72 | -281 | -16.56% | Q3 2026 | Nov 02, 2026 |
| Triumph Capital Management | History | No change | 1,400 | 45 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,225 | 40 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,233 | 40 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,192 | 39 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SWAN Capital LLC | History | No change | 1,151 | 37 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1,030 | 34 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Highland Investment Advisors LLC | History | No change | 783 | 25 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 748 | 24 | 0.0% | 0.0% | 80 | -450 | -37.56% | Q3 2026 | Oct 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 661 | 21 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 500 | 16 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 425 | 13 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 320 | 10 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 325 | 10 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 224 | 7 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 40 | 1 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Roan Capital Partners | History | Closed out | 0 | 0 | — | 0.2% | — | -7,227 | -100.0% | Q3 2026 | Oct 09, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,494 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 27, 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% | Q3 2026 | Oct 23, 2026 |