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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | New | 421,348 | 13,146 | 0.0% | — | 1 | +421,348 | New | Q1 2026 | May 15, 2026 |
| OARSMAN CAPITAL, INC. | History | Added to | 354,790 | 11,069 | 1.37% | 0.03% | 2 | +348,022 | 5142.17% | Q1 2026 | Apr 27, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 321,683 | 10,036 | 0.55% | 0.55% | 3 | +25,039 | 8.44% | Q1 2026 | May 11, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 224,509 | 7,004 | 0.57% | 1.23% | 4 | -229,726 | -50.57% | Q1 2026 | May 13, 2026 |
| Sterling Manor Financial, LLC | History | New | 209,878 | 6,548 | 4.1% | — | 5 | +209,878 | New | Q1 2026 | Apr 10, 2026 |
| tru Independence LLC | History | Added to | 205,292 | 6,405 | 3.17% | 1.46% | 6 | +27,344 | 15.37% | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 160,309 | 5,001 | 0.0% | 0.0% | 7 | +29,683 | 22.72% | Q1 2026 | May 06, 2026 |
| Noble Wealth Management PBC | History | Added to | 119,064 | 3,714 | 1.87% | 1.86% | 8 | +4,691 | 4.1% | Q1 2026 | Apr 02, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 105,371 | 3,287 | 0.0% | 0.0% | 9 | -42,044 | -28.52% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 98,763 | 3,243 | 0.07% | 0.08% | 10 | +1,603 | 1.65% | Q1 2026 | May 04, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 98,024 | 3,058 | 0.05% | — | 11 | +98,024 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,015 | 1,248 | 0.0% | 0.0% | 12 | +28,935 | 261.15% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 34,365 | 1,072 | 0.0% | 0.0% | 13 | +6,225 | 22.12% | Q1 2026 | Apr 30, 2026 |
| Legacy Financial Advisors, Inc. | History | Reduced | 32,942 | 1,027 | 0.14% | 2.84% | 14 | -598,932 | -94.79% | Q1 2026 | Apr 30, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 29,071 | 907 | 0.03% | 0.03% | 15 | +357 | 1.24% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 26,998 | 842 | 0.0% | 0.0% | 16 | +99 | 0.37% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,638 | 737 | 0.0% | 0.0% | 17 | -695 | -2.86% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 22,853 | 713 | 0.0% | 0.0% | 18 | +2,960 | 14.88% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 18,523 | 577 | 0.0% | — | 19 | +18,523 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 15,316 | 477 | 0.0% | 0.0% | 20 | +5,281 | 52.63% | Q1 2026 | May 12, 2026 |
| Goldenstone Wealth Management LLC | History | Added to | 13,301 | 415 | 0.3% | 0.32% | 21 | +8 | 0.06% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,007 | 405 | 0.0% | 0.0% | 22 | -2,721 | -17.3% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,737 | 303 | 0.0% | 0.0% | 23 | -266 | -2.66% | Q1 2026 | Apr 24, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,098 | 221 | 0.07% | 0.12% | 24 | -4,490 | -38.75% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,415 | 107 | 0.0% | 0.0% | 25 | +3,205 | 1526.19% | Q1 2026 | Apr 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | Reduced | 981 | 30 | 0.01% | 0.01% | 26 | -229 | -18.93% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | New | 637 | 19 | 0.0% | — | 27 | +637 | New | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 468 | 14 | 0.0% | — | 29 | +468 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 476 | 14 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 143 | 4 | 0.0% | 0.0% | 30 | -21 | -12.8% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 125 | 3 | 0.0% | 0.0% | 31 | -1,199 | -90.56% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 48 | 1 | 0.0% | 0.0% | 33 | -92 | -65.71% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,320 | -100.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -370 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 9 | 0 | — | 0.0% | — | -99 | -91.67% | Q1 2026 | May 05, 2026 |