WISDOMTREE TR (CXSE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
34
Reporting holders
$16.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | $2.9M | 73,854 | 0.05% | new | NEW |
| MORGAN STANLEY | $2.8M | 72,202 | 0.00% | 35q | -1.6%-$45.5K |
| Cerity Partners LLC | $1.6M | 41,482 | 0.00% | 2q | +0.5%+$8.7K |
| Avestar Capital, LLC | $1.2M | 31,870 | 0.07% | 7q | +3.2%+$38.9K |
| UBS Group AG | $1.2M | 31,472 | 0.00% | 31q | -5.5%-$71.0K |
| ROYAL BANK OF CANADA | $1.2M | 31,240 | 0.00% | 31q | +579.7%+$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 29,913 | 0.00% | 13q | -63.5%-$2.0M |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $939.2K | 24,155 | 0.47% | 11q | HELD |
| LPL Financial LLC | $666.2K | 17,134 | 0.00% | 31q | -5.4%-$38.3K |
| SBI Securities Co., Ltd. | $586.1K | 15,075 | 0.01% | 7q | -7.0%-$44.0K |
| CITADEL ADVISORS LLC | $523.9K | 13,474 | 0.00% | new | NEW |
| Corient Private Wealth LP | $514.3K | 13,226 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $346.6K | 8,915 | 0.00% | 31q | -0.7%-$2.6K |
| Rockefeller Capital Management L.P. | $304.0K | 7,819 | 0.00% | 4q | +329.9%+$233.3K |
| GRANVILLE CAPITAL, INC. | $245.5K | 6,313 | 0.11% | 3q | HELD |
| Summit Investment Advisory Services, LLC | $207.9K | 5,347 | 0.05% | 2q | HELD |
| Cassaday & Co Wealth Management LLC | $137.5K | 3,537 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.7K | 1,176 | 0.00% | 3q | HELD |
| Dunhill Financial, LLC | $38.9K | 1,000 | 0.01% | 2q | +25.0%+$7.8K |
| WHITTIER TRUST CO OF NEVADA INC | $37.2K | 980 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $27.2K | 700 | 0.00% | 26q | HELD |
| NewEdge Advisors, LLC | $25.5K | 656 | 0.00% | new | NEW |
| BANK OF MONTREAL /CAN/ | $24.0K | 616 | 0.00% | 11q | HELD |
| Ankerstar Wealth, LLC | $21.3K | 549 | 0.02% | 3q | -60.9%-$33.3K |
| WELLS FARGO & COMPANY/MN | $17.6K | 453 | 0.00% | 26q | -97.1%-$585.7K |
| Arax Advisory Partners | $15.6K | 400 | 0.00% | new | NEW |
| FMR LLC | $12.9K | 331 | 0.00% | 11q | -47.5%-$11.7K |
| Triumph Capital Management | $8.7K | 225 | 0.00% | 3q | HELD |
| TD Waterhouse Canada Inc. | $8.7K | 224 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $8.5K | 219 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $6.0K | 155 | 0.00% | 11q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.5K | 64,916 | 0.00% | 10q | +85.9%+$1.2K |
| PNC Financial Services Group, Inc. | $1.9K | 50 | 0.00% | 21q | HELD |
| JPMORGAN CHASE & CO | $345 | 9 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $312 | 8 | 0.00% | new | NEW |
| HRT FINANCIAL LP | $262 | 6,763 | 0.00% | new | NEW |
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 | 34 | $16.9M | 434,779 | 9 | 5 | 9 | 0.0% |
| Q1 2026 | 32 | $33.0M | 873,320 | 8 | 5 | 9 | 0.0% |
| Q4 2025 | 29 | $24.9M | 621,310 | 6 | 8 | 6 | 0.0% |
| Q3 2025 | 25 | $23.6M | 528,719 | 3 | 7 | 10 | 0.0% |
| Q2 2025 | 26 | $23.1M | 662,582 | 3 | 7 | 8 | 0.0% |
| Q1 2025 | 27 | $26.6M | 779,055 | 2 | 7 | 8 | 0.2% |
| Q4 2024 | 34 | $30.0M | 1,000,616 | 8 | 9 | 10 | 0.3% |
| Q3 2024 | 28 | $20.1M | 608,120 | 3 | 6 | 9 | 0.0% |
| Q2 2024 | 30 | $19.6M | 737,060 | 2 | 5 | 11 | 0.0% |
| Q1 2024 | 31 | $34.8M | 1,317,369 | 1 | 8 | 9 | 0.0% |
| Q4 2023 | 36 | $51.8M | 1,854,092 | 6 | 4 | 14 | 0.0% |
| Q3 2023 | 32 | $37.0M | 1,250,672 | 4 | 4 | 14 | 0.0% |
| Q2 2023 | 37 | $58.3M | 1,901,498 | 5 | 10 | 12 | 0.0% |
| Q1 2023 | 42 | $89.9M | 2,586,950 | 7 | 10 | 13 | 0.0% |
| Q4 2022 | 39 | $94.6M | 2,722,871 | 4 | 13 | 11 | 0.0% |
| Q3 2022 | 54 | $142.2M | 4,501,069 | 9 | 13 | 13 | 0.0% |
| Q2 2022 | 53 | $122.3M | 2,866,973 | 6 | 14 | 16 | 0.0% |
| Q1 2022 | 62 | $118.9M | 2,899,874 | 12 | 13 | 20 | 0.0% |
| Q4 2021 | 64 | $163.7M | 3,275,294 | 8 | 15 | 23 | 0.0% |
| Q3 2021 | 71 | $182.5M | 3,413,639 | 7 | 22 | 25 | 0.0% |
| Q2 2021 | 89 | $315.4M | 4,685,123 | 17 | 30 | 20 | 0.0% |
| Q1 2021 | 86 | $330.1M | 5,094,138 | 32 | 29 | 15 | 0.0% |
| Q4 2020 | 63 | $270.8M | 4,113,444 | 18 | 36 | 2 | 0.0% |
| Q3 2020 | 45 | $195.7M | 1,764,566 | 9 | 12 | 13 | 0.0% |
| Q2 2020 | 39 | $133.2M | 1,385,245 | 11 | 10 | 10 | 0.0% |
| Q1 2020 | 33 | $110.9M | 1,446,827 | 10 | 4 | 12 | 0.0% |
| Q4 2019 | 28 | $83.7M | 1,007,330 | 4 | 8 | 5 | 0.0% |
| Q3 2019 | 29 | $49.5M | 692,220 | 5 | 3 | 12 | 0.0% |
| Q2 2019 | 25 | $54.7M | 739,008 | 5 | 11 | 3 | 0.0% |
| Q1 2019 | 22 | $50.6M | 649,147 | 6 | 7 | 3 | 0.0% |
| Q4 2018 | 19 | $21.8M | 358,857 | 0 | 1 | 1 | 0.0% |