WISDOMTREE TR (GCC)
Institutional ownership reported to the SEC as of Q2 2026, across 29 quarters.
66
Reporting holders
$137.6M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.9M | 2,465,865 | 0.00% | 23q | +3.9%+$2.1M |
| WELLS FARGO & COMPANY/MN | $14.7M | 649,662 | 0.00% | 23q | -48.6%-$13.9M |
| ROYAL BANK OF CANADA | $13.9M | 615,559 | 0.00% | 23q | +1.7%+$227.7K |
| Warren Street Wealth Advisors, LLC | $13.1M | 579,283 | 2.93% | 19q | +3.4%+$426.4K |
| Wright Wealth LLC | $7.1M | 315,373 | 4.29% | 3q | +4.4%+$300.0K |
| Kestra Advisory Services, LLC | $5.6M | 249,283 | 0.02% | 8q | -2.6%-$151.2K |
| Team Financial Group, LLC | $3.0M | 130,413 | 1.25% | 12q | +4.1%+$116.7K |
| LPL Financial LLC | $2.5M | 108,511 | 0.00% | 23q | -51.3%-$2.6M |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 87,486 | 0.00% | 7q | +22.6%+$365.7K |
| MISSION WEALTH MANAGEMENT, LP | $1.7M | 75,842 | 0.02% | 2q | -15.7%-$319.5K |
| Cetera Investment Advisers | $1.6M | 72,126 | 0.00% | 10q | +31.7%+$393.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 52,430 | 0.01% | 22q | +23.4%+$225.5K |
| OSAIC HOLDINGS, INC. | $1.1M | 50,210 | 0.00% | 23q | +49.0%+$374.1K |
| &PARTNERS | $955.2K | 42,170 | 0.00% | 8q | +6.4%+$57.1K |
| Global Wealth Management Investment Advisory, Inc. | $917.9K | 40,523 | 0.13% | 3q | -1.1%-$10.7K |
| Private Advisor Group, LLC | $871.5K | 38,475 | 0.00% | 14q | +19.6%+$142.8K |
| OneAscent Financial Services LLC | $856.8K | 37,829 | 0.04% | 7q | +0.6%+$4.7K |
| ROMAN BUTLER FULLERTON & CO | $771.3K | 32,463 | 0.18% | 4q | +1.8%+$13.5K |
| Sigma Planning Corp | $682.7K | 30,140 | 0.02% | 10q | HELD |
| Empirical Asset Management, LLC | $682.2K | 30,118 | 0.15% | 19q | -0.7%-$4.9K |
| Gateway Wealth Partners, LLC | $648.6K | 28,636 | 0.04% | 2q | -39.6%-$425.9K |
| WealthBridge Capital Management, LLC | $521.5K | 23,026 | 0.10% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $489.6K | 21,615 | 0.00% | 23q | -42.7%-$364.1K |
| Cerity Partners LLC | $476.0K | 21,015 | 0.00% | 8q | HELD |
| STIFEL FINANCIAL CORP | $469.3K | 20,720 | 0.00% | 23q | -1.7%-$7.9K |
| Brookwood Investment Group LLC | $420.4K | 18,559 | 0.05% | 2q | +3.9%+$15.8K |
| Merit Financial Group, LLC | $417.6K | 18,438 | 0.00% | 5q | +91.3%+$199.3K |
| Steward Partners Investment Advisory, LLC | $408.3K | 18,027 | 0.00% | 7q | -16.0%-$77.6K |
| Covenant Asset Management, LLC | $407.2K | 17,978 | 0.07% | 22q | HELD |
| XY Planning Network, Inc. | $392.2K | 17,315 | 0.05% | 3q | HELD |
| Arkadios Wealth Advisors | $387.2K | 17,097 | 0.01% | 17q | HELD |
| Bison Wealth, LLC | $364.2K | 15,599 | 0.03% | 3q | -5.6%-$21.8K |
| Creekside Partners | $354.1K | 15,634 | 0.13% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $283.5K | 12,518 | 0.00% | 20q | +25.4%+$57.5K |
| Fermata Advisors, LLC | $259.9K | 11,475 | 0.05% | 13q | -7.5%-$21.1K |
| OPPENHEIMER & CO INC | $258.5K | 11,414 | 0.00% | 2q | +7.4%+$17.8K |
| REGIONS FINANCIAL CORP | $243.8K | 10,764 | 0.00% | 7q | HELD |
| REAP Financial Group, LLC | $241.2K | 10,650 | 0.04% | 11q | -30.8%-$107.3K |
| Caitlin John, LLC | $239.8K | 10,586 | 0.13% | 2q | HELD |
| JANE STREET GROUP, LLC | $230.3K | 10,168 | 0.00% | 2q | -68.3%-$495.1K |
| TD Waterhouse Canada Inc. | $160.3K | 7,107 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $123.9K | 5,471 | 0.00% | 2q | -2.4%-$3.0K |
| Ashton Thomas Private Wealth, LLC | $113.0K | 4,991 | 0.00% | 2q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $80.1K | 3,535 | 0.00% | new | NEW |
| Frazier Financial Advisors, LLC | $80.0K | 3,530 | 0.04% | 11q | HELD |
| GoalVest Advisory LLC | $50.7K | 2,238 | 0.01% | 13q | HELD |
| Farther Finance Advisors, LLC | $38.8K | 1,715 | 0.00% | 2q | -94.3%-$636.8K |
| Aptus Capital Advisors, LLC | $35.9K | 1,587 | 0.00% | 3q | HELD |
| Integrated Wealth Concepts LLC | $35.9K | 1,587 | 0.00% | new | NEW |
| Main Street Group, LTD | $19.5K | 862 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $17.8K | 787 | 0.00% | 2q | HELD |
| Smartleaf Asset Management LLC | $15.7K | 700 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3K | 588 | 0.00% | 19q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $13.3K | 587 | 0.01% | 4q | HELD |
| Allworth Financial LP | $13.1K | 580 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $13.0K | 575 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $11.5K | 509 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $9.1K | 400 | 0.00% | 3q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $8.7K | 385 | 0.00% | 10q | +51.0%+$2.9K |
| IFP Advisors, Inc | $6.8K | 300 | 0.00% | 7q | HELD |
| Abound Wealth Management | $4.8K | 210 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $4.6K | 202 | 0.00% | 23q | HELD |
| Wayfinding Financial, LLC | $2.8K | 121,737 | 1.04% | 19q | +12.1% |
| Cambridge Investment Research Advisors, Inc. | $2.6K | 114,054 | 0.00% | 21q | +29.8% |
| SIMPLEX TRADING, LLC | $2.4K | 104 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $1.8K | 80 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $997 | 44 | 0.00% | 4q | HELD |
| HRT FINANCIAL LP | $205 | 9,071 | 0.00% | new | NEW |
| Smithfield Trust Co | $81 | 3,583 | 0.00% | 23q | HELD |
| Blue Trust, Inc. | $54 | 2 | 0.00% | 10q | HELD |
| Covestor Ltd | $4 | 181 | 0.00% | 19q | +11.7% |
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 | 66 | $137.6M | 6,073,671 | 8 | 18 | 16 | 0.0% |
| Q1 2026 | 65 | $171.5M | 7,162,970 | 14 | 16 | 15 | 0.0% |
| Q4 2025 | 55 | $98.9M | 4,669,198 | 8 | 27 | 6 | 0.0% |
| Q3 2025 | 48 | $80.4M | 3,763,944 | 5 | 12 | 14 | 0.0% |
| Q2 2025 | 45 | $84.8M | 4,261,017 | 2 | 14 | 12 | 0.0% |
| Q1 2025 | 49 | $98.7M | 5,035,639 | 4 | 18 | 12 | 0.0% |
| Q4 2024 | 52 | $83.7M | 4,445,579 | 8 | 17 | 11 | 0.0% |
| Q3 2024 | 41 | $75.7M | 3,965,908 | 4 | 13 | 11 | 0.0% |
| Q2 2024 | 46 | $67.5M | 3,571,842 | 8 | 10 | 13 | 0.0% |
| Q1 2024 | 40 | $80.0M | 4,336,316 | 8 | 8 | 16 | 0.0% |
| Q4 2023 | 43 | $78.3M | 4,610,951 | 6 | 15 | 13 | 0.0% |
| Q3 2023 | 44 | $86.8M | 4,820,071 | 3 | 12 | 15 | 0.0% |
| Q2 2023 | 48 | $84.1M | 4,924,621 | 7 | 14 | 18 | 0.0% |
| Q1 2023 | 50 | $92.1M | 5,154,630 | 7 | 10 | 23 | 0.0% |
| Q4 2022 | 55 | $97.5M | 5,349,905 | 6 | 20 | 20 | 0.0% |
| Q3 2022 | 83 | $159.0M | 7,417,875 | 6 | 23 | 31 | 0.6% |
| Q2 2022 | 88 | $172.2M | 7,343,467 | 15 | 22 | 32 | 0.0% |
| Q1 2022 | 81 | $193.4M | 7,655,103 | 19 | 28 | 19 | 0.0% |
| Q4 2021 | 66 | $104.2M | 4,996,936 | 12 | 19 | 11 | 0.0% |
| Q3 2021 | 56 | $99.7M | 3,886,653 | 9 | 20 | 9 | 0.0% |
| Q2 2021 | 55 | $72.9M | 3,289,120 | 12 | 19 | 9 | 0.0% |
| Q1 2021 | 50 | $53.6M | 2,666,754 | 17 | 10 | 9 | 0.0% |
| Q4 2020 | 39 | $36.3M | 1,903,812 | 35 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.9K | 131 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $2.5K | 131 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $2.3K | 131 | 0 | 0 | 1 | 0.0% |
| Q2 2019 | 1 | $4.6K | 258 | 0 | 0 | 1 | 0.0% |
| Q1 2019 | 1 | $4.8K | 269 | 0 | 0 | 1 | 0.0% |
| Q4 2018 | 1 | $5.6K | 318 | 0 | 1 | 0 | 0.0% |