WISDOMTREE TR (OPPE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
55
Reporting holders
$98.4M
Reported value
0.0%
Held as options
+4
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $20.6M | 368,670 | 0.00% | 5q | +6.2%+$1.2M |
| STEPHENS INC /AR/ | $13.8M | 247,029 | 0.15% | 4q | +2.7%+$366.0K |
| Sonoma Allocations LLC | $13.6M | 243,924 | 4.22% | 4q | +16.9%+$2.0M |
| CATHY PARETO & ASSOCIATES, INC | $9.1M | 162,891 | 5.33% | 7q | +9.3%+$771.8K |
| Corient Private Wealth LP | $4.7M | 83,356 | 0.00% | 12q | +103.5%+$2.4M |
| WESCAP Management Group, Inc. | $4.0M | 71,888 | 0.75% | 31q | HELD |
| GC Wealth Management RIA, LLC | $2.5M | 44,973 | 0.14% | 5q | -47.6%-$2.3M |
| Spinnaker Investment Group, LLC | $2.5M | 44,722 | 0.40% | 4q | +14.0%+$306.2K |
| Sowell Financial Services LLC | $2.4M | 43,868 | 0.08% | 2q | +10.0%+$222.9K |
| D.A. DAVIDSON & CO. | $2.4M | 43,426 | 0.01% | 4q | +2.8%+$66.3K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.8M | 32,662 | 0.07% | 2q | +11.2%+$183.6K |
| UBS Group AG | $1.8M | 32,387 | 0.00% | 31q | +26.8%+$382.2K |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 27,100 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.5M | 26,305 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.4M | 25,705 | 0.00% | 2q | -45.6%-$1.2M |
| Quantinno Capital Management LP | $1.2M | 21,277 | 0.00% | 5q | -10.3%-$136.1K |
| MML INVESTORS SERVICES, LLC | $1.0M | 18,236 | 0.00% | 4q | +50.6%+$342.0K |
| NewEdge Advisors, LLC | $1.0M | 18,198 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $954.4K | 17,101 | 0.01% | 3q | +2.1%+$19.9K |
| Sanctuary Advisors, LLC | $891.6K | 15,975 | 0.00% | 4q | +3.8%+$32.3K |
| E&G Advisors, LLC | $883.9K | 15,837 | 0.17% | 3q | +1.6%+$13.7K |
| JONES FINANCIAL COMPANIES LLLP | $874.5K | 15,834 | 0.00% | 9q | -0.7%-$6.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $718.4K | 12,872 | 0.02% | 7q | -1.5%-$11.1K |
| RAYMOND JAMES FINANCIAL INC | $672.0K | 12,041 | 0.00% | 3q | -1.5%-$9.9K |
| Cetera Investment Advisers | $654.5K | 11,728 | 0.00% | 2q | +24.5%+$128.9K |
| AMERIFLEX GROUP, INC. | $628.1K | 11,255 | 0.26% | 2q | -26.5%-$226.1K |
| JANE STREET GROUP, LLC | $543.6K | 9,740 | 0.00% | 6q | -92.7%-$7.0M |
| Kestra Advisory Services, LLC | $469.6K | 8,415 | 0.00% | 3q | +46.6%+$149.2K |
| ENVESTNET ASSET MANAGEMENT INC | $450.4K | 8,070 | 0.00% | 2q | +68.1%+$182.4K |
| Berkeley, Inc | $445.2K | 7,978 | 0.14% | 12q | +0.7%+$3.1K |
| SFG Wealth Management, LLC. | $431.5K | 7,731 | 0.16% | new | NEW |
| FLAGSTAR SECURITIES, INC | $399.8K | 7,163 | 0.12% | 2q | +35.5%+$104.7K |
| WHITTIER TRUST CO | $394.2K | 6,885 | 0.00% | 7q | HELD |
| Atria Investments, Inc | $322.1K | 5,771 | 0.00% | 3q | +6.1%+$18.5K |
| OSAIC HOLDINGS, INC. | $285.1K | 5,107 | 0.00% | 10q | +20.7%+$48.9K |
| BridgePort Financial Solutions, LLC | $235.6K | 4,221 | 0.06% | 4q | HELD |
| ROYAL BANK OF CANADA | $222.0K | 3,973 | 0.00% | 31q | +2.0%+$4.4K |
| PRIVATE TRUST CO NA | $167.5K | 3,002 | 0.01% | 4q | +2.9%+$4.7K |
| MORGAN STANLEY | $158.2K | 2,834 | 0.00% | 35q | HELD |
| EP Wealth Advisors, LLC | $144.7K | 2,593 | 0.00% | 4q | -37.5%-$86.8K |
| FMR LLC | $121.4K | 2,176 | 0.00% | 4q | +6.2%+$7.1K |
| BLAIR WILLIAM & CO/IL | $111.6K | 2,000 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $81.2K | 1,455 | 0.00% | 2q | +347.7%+$63.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $73.1K | 1,309 | 0.00% | new | NEW |
| Main Street Group, LTD | $65.0K | 1,164 | 0.02% | 2q | +1.1% |
| AE Wealth Management LLC | $64.6K | 1,158 | 0.00% | 7q | +2.1%+$1.3K |
| FIFTH THIRD BANCORP | $47.8K | 856 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $29.2K | 523 | 0.00% | 29q | -19.0%-$6.9K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $24.9K | 447 | 0.06% | new | NEW |
| BANK OF MONTREAL /CAN/ | $22.3K | 400 | 0.00% | new | NEW |
| NBT BANK, N.A. | $9.9K | 178 | 0.00% | 8q | HELD |
| Peck Wealth Management, LLC | $6.9K | 124 | 0.01% | 4q | -89.0%-$55.9K |
| City State Bank | $6.6K | 119 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $1.2K | 21,822 | 0.05% | new | NEW |
| Janney Montgomery Scott LLC | $1.1K | 19,369 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $949 | 17 | 0.00% | 7q | HELD |
| Cambridge Investment Research Advisors, Inc. | $522 | 9,366 | 0.00% | new | NEW |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $279 | 5 | 0.00% | 17q | HELD |
| Greenwich Wealth Management LLC | $262 | 4,695 | 0.01% | 4q | -21.4% |
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 | 55 | $98.4M | 1,764,674 | 7 | 27 | 11 | 0.0% |
| Q1 2026 | 51 | $94.3M | 1,752,722 | 12 | 17 | 11 | 0.0% |
| Q4 2025 | 43 | $69.7M | 1,345,955 | 6 | 17 | 10 | 0.0% |
| Q3 2025 | 40 | $57.2M | 1,169,370 | 11 | 10 | 6 | 0.0% |
| Q2 2025 | 29 | $26.1M | 559,517 | 5 | 11 | 5 | 0.0% |
| Q1 2025 | 26 | $17.1M | 402,830 | 3 | 8 | 5 | 0.0% |
| Q4 2024 | 23 | $13.4M | 350,064 | 3 | 4 | 7 | 0.0% |
| Q3 2024 | 22 | $11.7M | 299,767 | 4 | 6 | 5 | 0.0% |
| Q2 2024 | 19 | $9.4M | 250,670 | 2 | 3 | 5 | 0.0% |
| Q1 2024 | 21 | $11.3M | 293,456 | 4 | 4 | 4 | 0.0% |
| Q4 2023 | 18 | $10.4M | 288,229 | 1 | 2 | 6 | 0.0% |
| Q3 2023 | 22 | $31.1M | 939,989 | 4 | 4 | 6 | 0.0% |
| Q2 2023 | 20 | $30.1M | 895,364 | 3 | 1 | 8 | 0.0% |
| Q1 2023 | 22 | $28.3M | 836,738 | 5 | 3 | 6 | 0.0% |
| Q4 2022 | 19 | $14.1M | 450,202 | 1 | 3 | 8 | 0.0% |
| Q3 2022 | 22 | $9.3M | 340,670 | 4 | 2 | 7 | 0.0% |
| Q2 2022 | 23 | $34.0M | 1,103,533 | 2 | 4 | 7 | 0.0% |
| Q1 2022 | 22 | $37.4M | 1,079,391 | 0 | 7 | 6 | 0.0% |
| Q4 2021 | 26 | $37.2M | 1,004,285 | 4 | 5 | 8 | 0.0% |
| Q3 2021 | 22 | $30.5M | 859,387 | 0 | 3 | 5 | 0.0% |
| Q2 2021 | 28 | $15.9M | 455,713 | 1 | 6 | 10 | 0.0% |
| Q1 2021 | 28 | $15.7M | 462,539 | 3 | 7 | 6 | 0.0% |
| Q4 2020 | 26 | $14.5M | 473,619 | 1 | 2 | 12 | 0.0% |
| Q3 2020 | 26 | $14.3M | 513,113 | 3 | 4 | 10 | 0.0% |
| Q2 2020 | 27 | $18.1M | 673,793 | 6 | 2 | 10 | 0.0% |
| Q1 2020 | 25 | $24.0M | 1,012,753 | 1 | 4 | 11 | 0.0% |
| Q4 2019 | 28 | $38.3M | 1,163,966 | 0 | 4 | 13 | 0.0% |
| Q3 2019 | 30 | $40.4M | 1,330,843 | 1 | 4 | 13 | 0.0% |
| Q2 2019 | 33 | $74.0M | 2,455,461 | 3 | 8 | 14 | 0.0% |
| Q1 2019 | 31 | $70.5M | 2,337,523 | 0 | 5 | 16 | 0.0% |
| Q4 2018 | 31 | $67.1M | 2,538,400 | 1 | 0 | 2 | 0.0% |