WisdomTree Trust - WTRE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 28,245 | 707 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 18,314 | 458 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 20,130 | 448 | 0.0% | 0.0% | 3 | -17,286 | -46.2% | Q3 2026 | Nov 06, 2026 |
| AE Wealth Management LLC | History | No change | 14,650 | 366 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 13,935 | 349 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtu Financial LLC | History | No change | 9,660 | 242 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 5,800 | 129 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| MORGAN STANLEY | History | No change | 2,724 | 68 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,200 | 55 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,081 | 24 | 0.01% | 0.02% | 10 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| BFC Planning, Inc. | History | No change | 973 | 24 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Oct 29, 2026 |
| Farther Finance Advisors, LLC | History | No change | 598 | 13 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| UBS Group AG | History | New | 173 | 3 | 0.0% | — | 13 | +173 | New | Q3 2026 | Nov 10, 2026 |
| Three Bridge Wealth Advisors, LLC | History | New | 150 | 3 | 0.0% | — | 14 | +150 | New | Q3 2026 | Nov 05, 2026 |
| Geneos Wealth Management Inc. | History | No change | 102 | 2 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q3 2026 | Nov 09, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Nov 10, 2026 |