WISDOMTREE TR (GDE)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
71
Reporting holders
$232.0M
Reported value
0.4%
Held as options
+3
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 |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $100.1M | 1,638,956 | 7.41% | 5q | -17.6%-$21.4M |
| Alpine Bank Wealth Management | $37.6M | 615,018 | 4.82% | 5q | -0.9%-$338.9K |
| Wealthcare Advisory Partners LLC | $8.3M | 135,041 | 0.16% | 15q | +4.5%+$352.5K |
| McGrath & Associates, Inc. | $8.1M | 132,140 | 10.52% | 7q | +8.6%+$636.8K |
| STAPP WEALTH MANAGEMENT, PLLC | $7.6M | 123,616 | 9.87% | 5q | +2.2%+$163.7K |
| OneDigital Investment Advisors LLC | $7.0M | 113,875 | 0.06% | 2q | +1.5%+$100.8K |
| Kestra Advisory Services, LLC | $6.1M | 100,543 | 0.02% | 3q | +21.9%+$1.1M |
| Magnolia Private Wealth, LLC | $5.9M | 204,920 | 3.24% | 7q | -4.0%-$245.6K |
| Fermata Advisors, LLC | $5.3M | 87,185 | 1.08% | 7q | +12.6%+$594.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 56,608 | 0.00% | 2q | +90.9%+$1.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.2M | 52,002 | 0.05% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $2.4M | 39,512 | 0.00% | 14q | -25.2%-$814.3K |
| MORGAN STANLEY | $2.2M | 36,444 | 0.00% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $2.2M | 35,553 | 0.00% | 4q | -58.9%-$3.1M |
| Aspire Capital Advisors LLC | $2.1M | 34,885 | 0.42% | 4q | +30.6%+$499.3K |
| SFG Wealth Management, LLC. | $2.0M | 33,019 | 0.73% | 4q | -0.7%-$13.7K |
| OPTIMA CAPITAL LLC | $1.7M | 27,272 | 0.66% | 4q | -19.9%-$413.2K |
| Arkadios Wealth Advisors | $1.6M | 26,603 | 0.02% | 2q | +52.5%+$559.7K |
| JPMORGAN CHASE & CO | $1.5M | 25,437 | 0.00% | 4q | +55.2%+$549.4K |
| Spinnaker Investment Group, LLC | $1.5M | 24,597 | 0.24% | 4q | +10.0%+$136.8K |
| Elequin Capital, LP | $1.4M | 22,620 | 0.04% | new | NEW |
| Kingsview Wealth Management, LLC | $1.3M | 21,240 | 0.02% | 4q | +10.1%+$118.8K |
| SteelPeak Wealth, LLC | $1.2M | 20,096 | 0.03% | 3q | +9.4%+$105.6K |
| LWM Advisory Services, LLC | $1.2M | 20,000 | 2.18% | 4q | -1.0%-$11.7K |
| Modern Wealth Management, LLC | $1.2M | 20,000 | 0.01% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 19,871 | 0.00% | 6q | +11.9%+$129.3K |
| Sanctuary Advisors, LLC | $1.1M | 18,289 | 0.01% | 5q | -39.6%-$732.8K |
| Worth Asset Management, LLC | $1.0M | 16,923 | 0.33% | 9q | -7.5%-$84.3K |
| CITADEL ADVISORS LLC | $916.4K | options only | 0.00% | 4q | OPTIONS |
| BROWN ADVISORY INC | $781.5K | 12,792 | 0.00% | 6q | HELD |
| Lunt Capital Management, Inc. | $778.9K | 12,749 | 0.29% | 2q | -2.1%-$17.0K |
| M Wealth Management, LLC | $719.8K | 11,782 | 0.57% | 7q | +8.6%+$56.9K |
| Elm3 Financial Group, LLC | $642.9K | 10,523 | 0.44% | 6q | -6.8%-$47.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $545.5K | 8,928 | 0.00% | 2q | -34.7%-$289.9K |
| Corient Private Wealth LP | $538.1K | 8,808 | 0.00% | new | NEW |
| LPL Financial LLC | $537.8K | 8,803 | 0.00% | 6q | +130.8%+$304.8K |
| Triton Wealth Management, PLLC | $512.4K | 8,264 | 0.16% | 4q | -91.4%-$5.5M |
| XY Planning Network, Inc. | $483.1K | 7,908 | 0.06% | 3q | +0.9%+$4.2K |
| UBS Group AG | $482.0K | 7,889 | 0.00% | 4q | -1.4%-$6.6K |
| Redhawk Wealth Advisors, Inc. | $400.0K | 6,547 | 0.04% | 4q | -7.3%-$31.4K |
| HOWARD BAILEY SECURITIES, LLC | $369.1K | 6,042 | 0.14% | 4q | -22.0%-$104.2K |
| Optivise Advisory Services LLC | $367.8K | 6,020 | 0.19% | 4q | HELD |
| Kelman-Lazarov, Inc. | $366.8K | 6,004 | 0.05% | 4q | HELD |
| Atria Investments, Inc | $335.4K | 5,490 | 0.00% | 5q | -36.1%-$189.6K |
| J HAGAN CAPITAL, INC. | $313.8K | 5,137 | 0.15% | 2q | +23.6%+$59.9K |
| CreativeOne Wealth, LLC | $303.5K | 4,967 | 0.01% | 2q | HELD |
| Prospera Financial Services Inc | $300.8K | 4,924 | 0.00% | 4q | -21.7%-$83.4K |
| Quantinno Capital Management LP | $272.3K | 4,457 | 0.00% | 2q | -37.6%-$164.0K |
| Noble Wealth Management PBC | $251.4K | 4,115 | 0.11% | 4q | +37.9%+$69.0K |
| Regatta Research & Money Management | $250.9K | 4,107 | 0.24% | new | FIRST |
| J.W. COLE ADVISORS, INC. | $240.6K | 3,938 | 0.00% | 3q | -6.1%-$15.6K |
| NewEdge Advisors, LLC | $237.8K | 3,892 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $218.8K | 3,581 | 0.00% | 4q | -18.7%-$50.2K |
| Team Financial Group, LLC | $214.6K | 3,512 | 0.09% | 4q | +38.1%+$59.1K |
| Geneos Wealth Management Inc. | $210.5K | 3,445 | 0.00% | 4q | -10.0%-$23.5K |
| FIDUCIARY FINANCIAL ADVISORS | $198.8K | 3,261 | 0.02% | new | NEW |
| AE Wealth Management LLC | $175.1K | 2,867 | 0.00% | 4q | +50.5%+$58.8K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $129.4K | 2,102 | 0.01% | 2q | HELD |
| Ashton Thomas Private Wealth, LLC | $74.7K | 1,222 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $71.6K | 1,171 | 0.03% | new | NEW |
| Caitlin John, LLC | $61.1K | 1,000 | 0.03% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $56.3K | 921 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $24.2K | 396 | 0.00% | new | NEW |
| Triumph Capital Management | $20.0K | 328 | 0.00% | 3q | HELD |
| Allworth Financial LP | $18.3K | 300 | 0.00% | new | NEW |
| IFP Advisors, Inc | $17.5K | 287 | 0.00% | 4q | +36.0%+$4.6K |
| Federation des caisses Desjardins du Quebec | $11.0K | 181 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $7.6K | 125 | 0.00% | 3q | HELD |
| Cambridge Investment Research Advisors, Inc. | $7.0K | 114,364 | 0.01% | 5q | +95.9%+$3.4K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4K | 104 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $4.6K | 75 | 0.00% | 4q | HELD |
| BLAIR WILLIAM & CO/IL | $611 | 10 | 0.00% | 6q | HELD |
| HANTZ FINANCIAL SERVICES, INC. | $162 | 2,648 | 0.00% | 3q | 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 | 71 | $232.0M | 3,891,239 | 9 | 22 | 24 | 0.4% |
| Q1 2026 | 68 | $293.3M | 4,746,029 | 15 | 23 | 21 | 0.5% |
| Q4 2025 | 57 | $269.7M | 4,368,504 | 9 | 23 | 19 | 0.0% |
| Q3 2025 | 51 | $208.3M | 3,633,248 | 31 | 12 | 5 | 0.5% |
| Q2 2025 | 23 | $242.7M | 5,145,964 | 7 | 7 | 6 | 0.0% |
| Q1 2025 | 19 | $22.0M | 678,633 | 7 | 8 | 3 | 0.0% |
| Q4 2024 | 15 | $16.0M | 431,270 | 4 | 3 | 2 | 0.0% |
| Q3 2024 | 8 | $11.1M | 285,983 | 2 | 2 | 2 | 0.0% |
| Q2 2024 | 7 | $8.7M | 257,120 | 4 | 0 | 2 | 0.0% |
| Q1 2024 | 4 | $6.7M | 212,199 | 0 | 1 | 2 | 0.0% |
| Q4 2023 | 4 | $5.5M | 200,262 | 0 | 1 | 3 | 0.0% |
| Q3 2023 | 4 | $4.7M | 202,015 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $5.4M | 215,275 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $5.0M | 207,246 | 1 | 2 | 0 | 0.0% |
| Q4 2022 | 2 | $2.0M | 93,230 | 2 | 0 | 0 | 0.0% |
| Q2 2022 | 3 | $916.0K | 43,669 | 2 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $790.0K | 29,133 | 1 | 0 | 0 | 0.0% |