WisdomTree Trust - XC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OARSMAN CAPITAL, INC. | History | Added to | 382,488 | 12,125 | 1.28% | 1.37% | 1 | +27,698 | 7.81% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 297,246 | 9,422 | 0.47% | 0.55% | 2 | -24,437 | -7.6% | Q2 2026 | Jul 24, 2026 |
| tru Independence LLC | History | Added to | 218,648 | 6,931 | 3.03% | 3.17% | 3 | +13,356 | 6.51% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | Added to | 208,967 | 6,624 | 0.0% | 0.0% | 4 | +48,658 | 30.35% | Q2 2026 | Aug 07, 2026 |
| Sterling Manor Financial, LLC | History | No change | 209,878 | 6,548 | 4.1% | 4.1% | 5 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Noble Wealth Management PBC | History | Added to | 126,292 | 4,003 | 1.79% | 1.87% | 6 | +7,228 | 6.07% | Q2 2026 | Jul 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 108,701 | 3,445 | 0.0% | 0.0% | 7 | +3,330 | 3.16% | Q2 2026 | Sep 02, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 100,147 | 3,125 | 0.06% | 0.07% | 8 | +1,384 | 1.4% | Q2 2026 | Jul 29, 2026 |
| Viaable, LLC | History | New | 76,150 | 2,408 | 2.0% | — | 9 | +76,150 | New | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 55,044 | 1,744 | 0.03% | 0.05% | 10 | -42,980 | -43.85% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 32,520 | 1,030 | 0.0% | 0.0% | 11 | +9,667 | 42.3% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Added to | 27,125 | 859 | 0.0% | 0.0% | 12 | +127 | 0.47% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,375 | 709 | 0.0% | 0.0% | 13 | -1,263 | -5.34% | Q2 2026 | Jul 28, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 22,143 | 701 | 0.09% | 0.14% | 14 | -10,799 | -32.78% | Q2 2026 | Aug 05, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 13,300 | 422 | 0.28% | 0.3% | 15 | -1 | -0.01% | Q2 2026 | Aug 05, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 12,454 | 394 | 0.01% | 0.03% | 16 | -16,617 | -57.16% | Q2 2026 | Jul 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,931 | 378 | 0.0% | 0.0% | 17 | -1,076 | -8.27% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 8,148 | 258 | 0.0% | 0.0% | 18 | -1,589 | -16.32% | Q2 2026 | Jul 27, 2026 |
| SMI Advisory Services, LLC | History | New | 7,501 | 241 | 0.04% | — | 19 | +7,501 | New | Q2 2026 | Jul 09, 2026 |
| HRT FINANCIAL LP | History | Reduced | 6,468 | 205 | 0.0% | 0.0% | 20 | -12,055 | -65.08% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 3,415 | 108 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | New | 1,150 | 36 | 0.0% | — | 22 | +1,150 | New | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 981 | 31 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| JPMORGAN CHASE & CO | History | New | 600 | 19 | 0.0% | — | 24 | +600 | New | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | New | 600 | 19 | 0.0% | — | 25 | +600 | New | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 476 | 15 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 468 | 14 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 122 | 3 | 0.0% | 0.0% | 28 | -3 | -2.4% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 30 | -8 | -16.67% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1 | 0 | — | 0.0% | — | -421,347 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -224,509 | -100.0% | Q2 2026 | Aug 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,015 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,365 | -100.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,316 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -7,098 | -100.0% | Q2 2026 | Jul 21, 2026 |
| GHP Investment Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -637 | -100.0% | Q2 2026 | Jul 17, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q2 2026 | Aug 13, 2026 |