WISDOMTREE TR (CEW)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
13
Reporting holders
$1.8M
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $729.1K | 37,750 | 0.00% | 17q | +154.4%+$442.6K |
| 3EDGE Asset Management, LP | $499.2K | 25,844 | 0.02% | 2q | HELD |
| 17 CAPITAL PARTNERS, LLC | $453.7K | 23,492 | 0.20% | 3q | +19.6%+$74.3K |
| Key Financial Inc | $106.6K | 5,518 | 0.02% | 21q | -5.2%-$5.9K |
| Blue Trust, Inc. | $19.3K | 1,000 | 0.00% | 12q | HELD |
| Parallel Advisors, LLC | $15.5K | 800 | 0.00% | 28q | HELD |
| MORGAN STANLEY | $4.9K | 251 | 0.00% | 8q | -89.7%-$42.1K |
| Steward Partners Investment Advisory, LLC | $3.9K | 200 | 0.00% | 3q | -27.3%-$1.4K |
| OSAIC HOLDINGS, INC. | $3.9K | 200 | 0.00% | 15q | -58.1%-$5.3K |
| UBS Group AG | $792 | 41 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $483 | 25 | 0.00% | 2q | -98.2%-$26.6K |
| Transamerica Financial Advisors, LLC | $402 | 20 | 0.00% | 17q | HELD |
| WELLS FARGO & COMPANY/MN | $6 | 0 | 0.00% | 15q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 13 | $1.8M | 95,141 | 1 | 2 | 5 | 0.0% |
| Q1 2026 | 14 | $1.4M | 73,020 | 3 | 1 | 4 | 0.0% |
| Q4 2025 | 14 | $2.2M | 114,970 | 5 | 1 | 3 | 0.0% |
| Q3 2025 | 9 | $1.5M | 81,370 | 1 | 3 | 0 | 0.0% |
| Q2 2025 | 9 | $3.6M | 191,601 | 1 | 2 | 2 | 0.0% |
| Q1 2025 | 8 | $1.7M | 84,815 | 0 | 1 | 3 | 0.0% |
| Q4 2024 | 9 | $1.8M | 106,560 | 0 | 2 | 1 | 0.0% |
| Q3 2024 | 11 | $1.9M | 101,839 | 2 | 2 | 1 | 0.0% |
| Q2 2024 | 10 | $1.8M | 102,040 | 0 | 2 | 2 | 0.0% |
| Q1 2024 | 10 | $2.1M | 115,913 | 1 | 1 | 3 | 0.0% |
| Q4 2023 | 10 | $15.4M | 837,748 | 2 | 2 | 2 | 2.3% |
| Q3 2023 | 10 | $3.1M | 177,986 | 2 | 2 | 2 | 0.0% |
| Q2 2023 | 11 | $2.7M | 155,814 | 2 | 3 | 2 | 0.0% |
| Q1 2023 | 13 | $3.0M | 171,508 | 3 | 2 | 4 | 0.0% |
| Q4 2022 | 9 | $2.4M | 141,411 | 2 | 3 | 2 | 0.0% |
| Q3 2022 | 11 | $2.2M | 139,987 | 1 | 3 | 1 | 0.0% |
| Q2 2022 | 10 | $1.5M | 93,028 | 2 | 4 | 0 | 0.0% |
| Q1 2022 | 8 | $757.6K | 42,686 | 1 | 1 | 2 | 0.0% |
| Q4 2021 | 12 | $5.4M | 312,281 | 2 | 2 | 1 | 0.0% |
| Q3 2021 | 9 | $4.0M | 223,642 | 2 | 3 | 0 | 0.0% |
| Q2 2021 | 9 | $6.6M | 362,121 | 1 | 4 | 1 | 0.0% |
| Q1 2021 | 11 | $7.0M | 391,666 | 3 | 3 | 1 | 0.0% |
| Q4 2020 | 9 | $4.4M | 239,521 | 1 | 2 | 1 | 0.0% |
| Q3 2020 | 11 | $1.0M | 59,220 | 1 | 1 | 4 | 0.0% |
| Q2 2020 | 16 | $1.5M | 84,593 | 2 | 0 | 5 | 0.0% |
| Q1 2020 | 16 | $3.2M | 192,449 | 1 | 3 | 5 | 0.0% |
| Q4 2019 | 17 | $2.1M | 112,412 | 0 | 6 | 5 | 0.0% |
| Q3 2019 | 17 | $3.8M | 205,262 | 2 | 1 | 6 | 0.0% |
| Q2 2019 | 16 | $3.5M | 184,734 | 1 | 1 | 5 | 0.0% |
| Q1 2019 | 20 | $5.8M | 317,608 | 4 | 3 | 3 | 0.0% |
| Q4 2018 | 17 | $4.5M | 248,107 | 0 | 0 | 2 | 0.0% |