WISDOMTREE TR (GDMN)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
43
Reporting holders
$30.7M
Reported value
0.0%
Held as options
-6
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 |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | $5.5M | 76,613 | 0.12% | new | NEW |
| Prospera Financial Services Inc | $3.6M | 50,071 | 0.05% | 3q | +39.3%+$1.0M |
| JANE STREET GROUP, LLC | $3.5M | 48,197 | 0.00% | 2q | -3.6%-$130.6K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 37,357 | 0.00% | 4q | +1325.8%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 34,371 | 0.00% | 3q | +193.2%+$1.6M |
| Fermata Advisors, LLC | $1.7M | 23,051 | 0.34% | 13q | +7.0%+$109.6K |
| Elequin Capital, LP | $1.1M | 14,585 | 0.03% | 2q | -39.5%-$690.6K |
| D. E. Shaw & Co., Inc. | $1.1M | 14,569 | 0.00% | new | NEW |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.0M | 13,956 | 0.59% | new | NEW |
| UBS Group AG | $670.2K | 9,256 | 0.00% | 2q | +560.2%+$568.7K |
| Cetera Investment Advisers | $624.7K | 8,628 | 0.00% | 4q | -53.9%-$730.2K |
| Astoria Portfolio Advisors LLC. | $617.0K | 8,520 | 0.10% | 4q | +15.1%+$81.1K |
| Kestra Advisory Services, LLC | $603.5K | 8,335 | 0.00% | 18q | -8.3%-$54.7K |
| CMC Financial Group | $572.1K | 7,901 | 1.11% | 4q | +21.1%+$99.6K |
| Bluesphere Advisors LLC | $507.4K | 7,008 | 0.16% | 4q | -18.7%-$116.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $493.0K | 6,809 | 0.00% | 6q | +7.1%+$32.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $454.6K | 6,278 | 0.02% | 4q | -4.8%-$23.0K |
| Advyzon Investment Management, LLC | $418.5K | 5,780 | 0.03% | 3q | +13.9%+$51.2K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $416.9K | 5,758 | 0.05% | 6q | +103.7%+$212.2K |
| Summit Financial, LLC | $344.5K | 4,758 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $344.5K | 4,757 | 0.00% | 4q | +2.2%+$7.5K |
| LPL Financial LLC | $322.2K | 4,449 | 0.00% | 4q | -5.7%-$19.6K |
| StoneX Group Inc. | $316.8K | 3,539 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $314.0K | 4,337 | 0.01% | new | NEW |
| Integrated Advisors Network LLC | $247.7K | 3,421 | 0.01% | 2q | +66.7%+$99.1K |
| ROYAL BANK OF CANADA | $210.0K | 2,904 | 0.00% | 5q | HELD |
| Allied Private Wealth LLC | $186.7K | 2,604 | 0.12% | new | FIRST |
| Farther Finance Advisors, LLC | $89.5K | 1,236 | 0.00% | 5q | +22.9%+$16.7K |
| OSAIC HOLDINGS, INC. | $76.2K | 1,052 | 0.00% | 13q | -74.7%-$225.3K |
| Larson Financial Group LLC | $68.8K | 950 | 0.00% | 5q | HELD |
| Qube Research & Technologies Ltd | $57.6K | 796 | 0.00% | 2q | +165.3%+$35.9K |
| HM PAYSON & CO | $47.4K | 655 | 0.00% | 4q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $35.7K | 474 | 0.00% | new | FIRST |
| Markowski Investments | $23.0K | 318 | 0.01% | new | FIRST |
| Blue Trust, Inc. | $16.8K | 232 | 0.00% | 3q | HELD |
| JNBA Financial Advisors | $6.1K | 84 | 0.00% | 3q | +23.5%+$1.2K |
| SIGNATUREFD, LLC | $3.6K | 50 | 0.00% | 3q | HELD |
| Spire Wealth Management | $3.6K | 50 | 0.00% | 2q | HELD |
| Cambridge Investment Research Advisors, Inc. | $2.3K | 31,846 | 0.00% | 7q | +105.4%+$1.2K |
| Global Retirement Partners, LLC | $2.1K | 29 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $941 | 13 | 0.00% | 6q | HELD |
| Abound Wealth Management | $652 | 9 | 0.00% | new | NEW |
| MORGAN STANLEY | $158 | 2 | 0.00% | 7q | +100.0% |
| Allworth Financial LP | $68 | 1 | 0.00% | 2q | -99.1%-$7.5K |
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 | 43 | $30.7M | 423,763 | 7 | 16 | 9 | 0.0% |
| Q1 2026 | 49 | $30.8M | 308,045 | 18 | 11 | 14 | 0.0% |
| Q4 2025 | 39 | $22.5M | 239,517 | 15 | 13 | 6 | 0.0% |
| Q3 2025 | 26 | $44.1M | 558,236 | 15 | 4 | 5 | 0.0% |
| Q2 2025 | 15 | $8.1M | 160,120 | 6 | 3 | 3 | 0.0% |
| Q1 2025 | 11 | $7.2M | 164,630 | 5 | 2 | 2 | 0.0% |
| Q4 2024 | 10 | $3.9M | 135,802 | 5 | 3 | 0 | 0.0% |
| Q3 2024 | 5 | $2.8M | 79,529 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 5 | $4.0M | 143,169 | 0 | 1 | 4 | 0.0% |
| Q1 2024 | 7 | $3.5M | 137,893 | 0 | 1 | 5 | 0.0% |
| Q4 2023 | 8 | $3.2M | 133,918 | 2 | 4 | 1 | 0.0% |
| Q3 2023 | 7 | $2.9M | 140,538 | 1 | 4 | 2 | 0.0% |
| Q2 2023 | 7 | $2.8M | 116,458 | 4 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $2.1M | 80,767 | 0 | 3 | 1 | 0.0% |
| Q4 2022 | 6 | $2.1M | 89,820 | 2 | 3 | 1 | 0.0% |
| Q3 2022 | 7 | $3.5M | 166,538 | 0 | 3 | 3 | 0.0% |
| Q2 2022 | 8 | $4.9M | 204,788 | 3 | 4 | 1 | 0.0% |
| Q1 2022 | 5 | $2.6M | 93,647 | 4 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $2.2M | 81,830 | 1 | 0 | 0 | 0.0% |