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 | No change | 382,488 | 12,125 | 1.28% | 1.28% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Manor Financial, LLC | History | New | 235,789 | 7,200 | 4.17% | — | 2 | +235,789 | New | Q3 2026 | Oct 21, 2026 |
| tru Independence LLC | History | Added to | 232,439 | 7,097 | 3.03% | 3.03% | 3 | +13,791 | 6.31% | Q3 2026 | Oct 19, 2026 |
| LPL Financial LLC | History | No change | 208,967 | 6,624 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 164,647 | 5,027 | 0.23% | 0.47% | 5 | -132,599 | -44.61% | Q3 2026 | Oct 28, 2026 |
| Noble Wealth Management PBC | History | Added to | 129,568 | 3,956 | 1.77% | 1.79% | 6 | +3,276 | 2.59% | Q3 2026 | Oct 01, 2026 |
| CITADEL ADVISORS LLC | History | No change | 108,701 | 3,445 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 99,037 | 3,044 | 0.06% | 0.06% | 8 | -1,110 | -1.11% | Q3 2026 | Oct 26, 2026 |
| Viaable, LLC | History | No change | 76,150 | 2,408 | 2.0% | 2.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 55,044 | 1,744 | 0.03% | 0.03% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 32,520 | 1,030 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | Reduced | 24,182 | 738 | 0.0% | 0.0% | 12 | -2,943 | -10.85% | Q3 2026 | Nov 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,310 | 711 | 0.0% | 0.0% | 13 | +935 | 4.18% | Q3 2026 | Nov 02, 2026 |
| Legacy Financial Advisors, Inc. | History | No change | 22,143 | 701 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 11,931 | 378 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 11,370 | 347 | 0.01% | 0.01% | 16 | -1,084 | -8.7% | Q3 2026 | Oct 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 10,235 | 316 | 0.05% | 0.04% | 17 | +2,734 | 36.45% | Q3 2026 | Oct 13, 2026 |
| Goldenstone Wealth Management LLC | History | Reduced | 10,099 | 309 | 0.19% | 0.28% | 18 | -3,201 | -24.07% | Q3 2026 | Nov 04, 2026 |
| Private Advisor Group, LLC | History | No change | 8,148 | 258 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 6,468 | 205 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balance Wealth Partners LLC | History | New | 2,188 | 66 | 0.02% | — | 21 | +2,188 | New | Q3 2026 | Oct 27, 2026 |
| James T. Borello RIA | History | No change | 1,596 | 48 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,150 | 36 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 981 | 29 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 600 | 19 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 600 | 19 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 476 | 15 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 468 | 14 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 210 | 6 | 0.0% | 0.0% | 29 | -3,205 | -93.85% | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 122 | 3 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 72 | 2 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |