WisdomTree Trust - XC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 1 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Legacy Financial Advisors, Inc. | History | Reduced | 631,874 | 20,501 | 2.84% | 3.02% | 1 | -1,715 | -0.27% | Q4 2025 | Feb 04, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 454,235 | 14,737 | 1.23% | 1.33% | 2 | +3,447 | 0.76% | Q4 2025 | Feb 09, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 296,644 | 9,624 | 0.55% | 0.91% | 3 | +33,159 | 12.58% | Q4 2025 | Jan 29, 2026 |
| tru Independence LLC | History | Added to | 177,948 | 5,773 | 1.46% | 1.4% | 4 | +22,299 | 14.33% | Q4 2025 | Jan 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 147,415 | 4,782 | 0.0% | 0.0% | 5 | +2,459 | 1.7% | Q4 2025 | Feb 17, 2026 |
| LPL Financial LLC | History | Reduced | 130,626 | 4,238 | 0.0% | 0.0% | 6 | -10,276 | -7.29% | Q4 2025 | Feb 11, 2026 |
| Noble Wealth Management PBC | History | Reduced | 114,373 | 3,710 | 1.86% | 2.38% | 7 | -14,567 | -11.3% | Q4 2025 | Jan 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 97,160 | 3,276 | 0.08% | 0.09% | 8 | +4,164 | 4.48% | Q4 2025 | Jan 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 28,714 | 931 | 0.03% | 0.03% | 9 | +1,515 | 5.57% | Q4 2025 | Jan 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,140 | 913 | 0.0% | 0.0% | 10 | +7,902 | 39.05% | Q4 2025 | Feb 05, 2026 |
| Creative Planning | History | Added to | 26,899 | 872 | 0.0% | 0.0% | 11 | +466 | 1.76% | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,333 | 789 | 0.0% | 0.0% | 12 | +3,203 | 15.16% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 19,893 | 645 | 0.0% | 0.0% | 13 | +891 | 4.69% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,728 | 510 | 0.0% | 0.09% | 14 | -456,843 | -96.67% | Q4 2025 | Jan 29, 2026 |
| Goldenstone Wealth Management LLC | History | New | 13,293 | 431 | 0.32% | — | 15 | +13,293 | New | Q4 2025 | Feb 06, 2026 |
| Balance Wealth, LLC | History | Reduced | 11,588 | 375 | 0.12% | 0.1% | 16 | -33 | -0.28% | Q4 2025 | Jan 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 11,080 | 359 | 0.0% | — | 17 | +11,080 | New | Q4 2025 | Mar 25, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,035 | 325 | 0.0% | 0.0% | 18 | -6,270 | -38.45% | Q4 2025 | Feb 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,003 | 324 | 0.0% | 0.0% | 19 | +329 | 3.4% | Q4 2025 | Feb 17, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 6,768 | 219 | 0.03% | 0.03% | 20 | +689 | 11.33% | Q4 2025 | Feb 13, 2026 |
| BlackRock, Inc. | History | No change | 3,320 | 107 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,324 | 42 | 0.0% | 0.0% | 22 | +789 | 147.48% | Q4 2025 | Feb 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,210 | 39 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 476 | 15 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AE Wealth Management LLC | History | No change | 370 | 12 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Farther Finance Advisors, LLC | History | No change | 210 | 6 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 164 | 5 | 0.0% | — | 27 | +163 | 16300.0% | Q4 2025 | Feb 11, 2026 |
| FMR LLC | History | Added to | 140 | 4 | 0.0% | 0.0% | 28 | +85 | 154.55% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 108 | 3 | 0.0% | 0.0% | 29 | -1,234 | -91.95% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -33,424 | -100.0% | Q3 2025 | Nov 14, 2025 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -29,259 | -100.0% | Q3 2025 | Nov 14, 2025 |