WISDOMTREE TR (OPPJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
74
Reporting holders
$119.3M
Reported value
0.0%
Held as options
+13
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 | $19.9M | 345,945 | 0.00% | 35q | +285.2%+$14.8M |
| LPL Financial LLC | $17.7M | 306,663 | 0.00% | 5q | +8.6%+$1.4M |
| Berkeley, Inc | $13.1M | 227,790 | 4.12% | 12q | +2.2%+$285.0K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 76,832 | 0.00% | 31q | +134.5%+$2.5M |
| CHANNEL WEALTH LLC | $4.4M | 75,888 | 0.98% | 3q | -25.9%-$1.5M |
| Signal Advisors Wealth, LLC | $4.3M | 74,018 | 0.22% | 4q | +13.2%+$497.4K |
| TAGStone Capital, Inc. | $4.1M | 70,411 | 1.29% | 5q | +1.1%+$43.1K |
| D.A. DAVIDSON & CO. | $3.0M | 52,086 | 0.02% | 12q | -20.2%-$758.0K |
| Corient Private Wealth LP | $2.9M | 50,981 | 0.00% | 12q | +98.8%+$1.5M |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 47,403 | 0.00% | 9q | +51.3%+$924.3K |
| Steward Partners Investment Advisory, LLC | $2.4M | 41,861 | 0.01% | 10q | +4.4%+$101.8K |
| OneAscent Financial Services LLC | $2.4M | 40,898 | 0.11% | new | NEW |
| CITADEL ADVISORS LLC | $2.2M | 37,302 | 0.00% | 3q | +8.3%+$164.9K |
| CIBC WORLD MARKET INC. | $2.1M | 37,195 | 0.00% | 12q | +263.1%+$1.6M |
| INTEGRITY ALLIANCE, LLC. | $2.1M | 37,166 | 0.07% | 2q | +2.8%+$58.1K |
| Security National Bank | $2.1M | 36,762 | 0.25% | 2q | +137.3%+$1.2M |
| Sanctuary Advisors, LLC | $1.9M | 33,550 | 0.01% | 2q | HELD |
| WJ Wealth Management, LLC | $1.9M | 32,745 | 0.75% | 2q | HELD |
| Quadrature Capital Ltd | $1.8M | 31,489 | 0.02% | 2q | -55.3%-$2.2M |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 31,057 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.6M | 27,999 | 0.01% | 4q | +355.3%+$1.3M |
| BEARING POINT CAPITAL, LLC | $1.5M | 26,261 | 0.20% | 7q | +4.4%+$63.4K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 25,467 | 0.00% | 4q | HELD |
| Maridea Wealth Management LLC | $1.4M | 24,686 | 0.15% | 4q | +10.7%+$137.8K |
| Eldridge Investment Advisors, Inc. | $1.4M | 23,693 | 0.27% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.3M | 23,293 | 0.00% | 8q | +2886.3%+$1.3M |
| E&G Advisors, LLC | $1.3M | 22,865 | 0.25% | 3q | +14.4%+$165.6K |
| Prospera Financial Services Inc | $1.1M | 19,824 | 0.02% | new | NEW |
| KPP Advisory Services LLC | $1.1M | 19,018 | 0.14% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 17,768 | 0.00% | 5q | -74.3%-$3.0M |
| OSAIC HOLDINGS, INC. | $803.4K | 13,931 | 0.00% | 26q | +4482.6%+$785.9K |
| Spire Wealth Management | $777.1K | 13,476 | 0.02% | 2q | +87.3%+$362.2K |
| Spinnaker Investment Group, LLC | $748.7K | 12,984 | 0.12% | new | NEW |
| Cetera Investment Advisers | $592.0K | 10,267 | 0.00% | 2q | +100.6%+$297.0K |
| WBI INVESTMENTS, LLC | $517.9K | 8,981 | 0.13% | 4q | -4.1%-$22.2K |
| SCOTIA CAPITAL INC. | $505.7K | 8,769 | 0.00% | 2q | -7.1%-$38.4K |
| Essential Partners LLC | $440.6K | 7,641 | 0.20% | 5q | HELD |
| SFG Wealth Management, LLC. | $427.1K | 7,406 | 0.15% | new | NEW |
| Arkadios Wealth Advisors | $336.8K | 5,840 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $305.7K | 5,300 | 0.01% | 29q | HELD |
| Stelac Advisory Services LLC | $304.1K | 5,273 | 0.06% | new | NEW |
| PFG Investments, LLC | $267.0K | 4,630 | 0.01% | 4q | -1.4%-$3.7K |
| VERUS CAPITAL PARTNERS, LLC | $247.9K | 4,299 | 0.01% | new | NEW |
| ROBERTS GLORE & CO INC /IL/ | $244.3K | 4,236 | 0.06% | 3q | -2.3%-$5.8K |
| World Investment Advisors | $239.2K | 4,400 | 0.00% | 3q | HELD |
| NewEdge Advisors, LLC | $226.8K | 3,933 | 0.00% | 2q | +0.6%+$1.4K |
| Belpointe Asset Management LLC | $213.7K | 3,705 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $203.9K | 3,535 | 0.00% | new | NEW |
| Alteri Wealth LLC | $201.4K | 3,493 | 0.06% | new | NEW |
| ROYAL BANK OF CANADA | $166.0K | 2,875 | 0.00% | 2q | -15.2%-$29.7K |
| Global Retirement Partners, LLC | $141.4K | 2,452 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $103.3K | 1,791 | 0.00% | 4q | +355.7%+$80.6K |
| AdvisorNet Financial, Inc | $103.0K | 1,786 | 0.00% | 9q | HELD |
| Qube Research & Technologies Ltd | $94.1K | 1,631 | 0.00% | new | NEW |
| FMR LLC | $68.0K | 1,179 | 0.00% | 9q | +925.2%+$61.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $64.0K | 1,109 | 0.00% | new | NEW |
| FIDUCIARY FINANCIAL ADVISORS | $43.4K | 753 | 0.00% | new | NEW |
| Integrated Wealth Concepts LLC | $35.5K | 616 | 0.00% | new | NEW |
| Main Street Group, LTD | $30.7K | 532 | 0.01% | 2q | HELD |
| Your Advocates Ltd., LLP | $25.6K | 444 | 0.01% | 16q | HELD |
| UBS Group AG | $24.3K | 422 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $20.0K | 346 | 0.00% | 7q | -35.4%-$11.0K |
| Smartleaf Asset Management LLC | $16.3K | 284 | 0.00% | 4q | HELD |
| Allworth Financial LP | $15.0K | 260 | 0.00% | 4q | -11.0%-$1.8K |
| PRIVATE TRUST CO NA | $14.1K | 244 | 0.00% | 2q | -73.5%-$39.0K |
| Grove Bank & Trust | $11.5K | 200 | 0.00% | 4q | HELD |
| IFG Advisory, LLC | $9.3K | 161 | 0.00% | new | NEW |
| NVWM, LLC | $8.7K | 150 | 0.00% | 2q | HELD |
| Greykasell Wealth Strategies, Inc. | $7.7K | 133 | 0.00% | 3q | HELD |
| Investment Research & Advisory Group, Inc. | $7.3K | 126 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $3.1K | 54 | 0.00% | new | NEW |
| Cambridge Investment Research Advisors, Inc. | $1.2K | 21,050 | 0.00% | 16q | +64.5% |
| Ameritas Advisory Services, LLC | $1.0K | 18 | 0.00% | new | NEW |
| FARMERS & MERCHANTS INVESTMENTS INC | $577 | 10 | 0.00% | 2q | HELD |
| Greenwich Wealth Management LLC | $254 | 4,398 | 0.01% | 2q | -12.6% |
| Janney Montgomery Scott LLC | $231 | 4,000 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $59 | 1 | 0.00% | 31q | -50.0% |
| Capital Analysts, LLC | $9 | 151 | 0.00% | 2q | +0.7% |
| Farmers & Merchants Trust Co of Chambersburg PA | $6 | 105 | 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 | 74 | $119.3M | 2,068,592 | 22 | 24 | 13 | 0.0% |
| Q1 2026 | 61 | $105.4M | 1,940,244 | 18 | 20 | 10 | 0.0% |
| Q4 2025 | 43 | $51.3M | 1,105,900 | 8 | 16 | 9 | 0.0% |
| Q3 2025 | 38 | $31.2M | 748,645 | 15 | 6 | 11 | 0.0% |
| Q2 2025 | 28 | $31.0M | 846,513 | 6 | 10 | 6 | 0.0% |
| Q1 2025 | 27 | $28.7M | 819,467 | 4 | 9 | 9 | 0.0% |
| Q4 2024 | 29 | $27.8M | 805,127 | 2 | 9 | 8 | 0.0% |
| Q3 2024 | 30 | $34.7M | 1,022,872 | 4 | 10 | 8 | 0.0% |
| Q2 2024 | 36 | $29.9M | 855,682 | 6 | 11 | 7 | 0.0% |
| Q1 2024 | 32 | $37.5M | 1,120,183 | 8 | 9 | 9 | 0.0% |
| Q4 2023 | 31 | $28.1M | 941,627 | 6 | 10 | 8 | 0.0% |
| Q3 2023 | 29 | $24.6M | 856,628 | 13 | 14 | 2 | 0.0% |
| Q2 2023 | 21 | $20.2M | 378,784 | 6 | 7 | 2 | 0.0% |
| Q1 2023 | 16 | $10.6M | 217,401 | 1 | 4 | 6 | 0.0% |
| Q4 2022 | 18 | $7.9M | 178,335 | 3 | 4 | 3 | 0.0% |
| Q3 2022 | 18 | $7.8M | 177,611 | 4 | 3 | 7 | 0.0% |
| Q2 2022 | 15 | $12.3M | 288,486 | 0 | 3 | 4 | 0.0% |
| Q1 2022 | 18 | $10.2M | 243,827 | 1 | 3 | 7 | 0.0% |
| Q4 2021 | 18 | $14.1M | 324,657 | 1 | 7 | 2 | 0.0% |
| Q3 2021 | 19 | $10.3M | 227,478 | 1 | 0 | 10 | 0.0% |
| Q2 2021 | 21 | $14.3M | 328,702 | 3 | 2 | 7 | 0.0% |
| Q1 2021 | 21 | $13.3M | 296,584 | 3 | 3 | 6 | 0.0% |
| Q4 2020 | 18 | $17.8M | 445,422 | 0 | 4 | 6 | 0.0% |
| Q3 2020 | 19 | $13.1M | 332,686 | 0 | 5 | 6 | 0.0% |
| Q2 2020 | 24 | $14.6M | 397,915 | 2 | 2 | 11 | 0.0% |
| Q1 2020 | 25 | $24.0M | 710,645 | 1 | 8 | 9 | 0.0% |
| Q4 2019 | 29 | $19.0M | 445,534 | 3 | 1 | 13 | 0.0% |
| Q3 2019 | 27 | $22.0M | 559,650 | 1 | 5 | 13 | 0.0% |
| Q2 2019 | 28 | $24.3M | 647,564 | 3 | 4 | 10 | 0.0% |
| Q1 2019 | 25 | $31.8M | 798,383 | 3 | 3 | 13 | 0.0% |
| Q4 2018 | 29 | $39.9M | 1,082,382 | 1 | 0 | 2 | 0.0% |