WISDOMTREE TR (QHY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
71
Reporting holders
$131.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $54.7M | 1,192,991 | 0.00% | 24q | +2.3%+$1.2M |
| WealthPlan Investment Management, LLC | $11.4M | 248,058 | 0.56% | 3q | +8.2%+$858.9K |
| Cetera Investment Advisers | $9.3M | 203,626 | 0.01% | 10q | HELD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $6.8M | 149,153 | 3.09% | 2q | HELD |
| LPL Financial LLC | $6.0M | 129,939 | 0.00% | 25q | +10.8%+$581.5K |
| MORGAN STANLEY | $4.6M | 99,749 | 0.00% | 16q | +12.7%+$515.2K |
| Goldstone Financial Group, LLC | $2.7M | 59,327 | 0.25% | 14q | -1.0%-$28.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 54,686 | 0.00% | 4q | -1.1%-$27.8K |
| JANE STREET GROUP, LLC | $1.9M | 40,553 | 0.00% | 2q | +149.5%+$1.1M |
| Smartleaf Asset Management LLC | $1.9M | 40,485 | 0.06% | 11q | HELD |
| Atria Investments, Inc | $1.8M | 40,121 | 0.02% | 13q | -25.1%-$615.0K |
| Vestmark Advisory Solutions, Inc. | $1.7M | 37,278 | 0.02% | 6q | HELD |
| JPMORGAN CHASE & CO | $1.7M | 37,148 | 0.00% | 12q | +40.6%+$492.0K |
| Millington Financial Advisors, LLC | $1.7M | 36,377 | 0.66% | 15q | +10.0%+$151.6K |
| Barnes Wealth Management Group, Inc | $1.5M | 33,769 | 0.72% | 7q | +1.2%+$17.7K |
| Private Advisor Group, LLC | $1.4M | 31,192 | 0.01% | 23q | -58.7%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 27,961 | 0.00% | 22q | +1.1%+$14.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 26,706 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.2M | 25,339 | 0.00% | 26q | +27.8%+$252.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.1M | 23,564 | 0.00% | new | NEW |
| Vines Capital Management, LLC | $1.1M | 23,020 | 0.43% | 3q | +99.9%+$527.0K |
| Oxinas Partners, LLC | $1.0M | 22,394 | 0.40% | 13q | +4.5%+$43.7K |
| Vericrest Private Wealth | $1.0M | 22,141 | 0.90% | 3q | +20.0%+$168.8K |
| WealthPLAN Partners, LLC | $987.6K | 21,559 | 0.19% | 3q | +58.7%+$365.4K |
| Kestra Advisory Services, LLC | $954.8K | 20,842 | 0.00% | 23q | -50.9%-$988.8K |
| RAYMOND JAMES FINANCIAL INC | $799.2K | 17,446 | 0.00% | 7q | +8.3%+$61.3K |
| Mariner, LLC | $766.5K | 16,732 | 0.00% | 3q | -45.7%-$645.1K |
| LANARK FINANCIAL, INC. | $756.3K | 16,508 | 0.05% | 12q | -14.6%-$128.8K |
| NewSquare Capital LLC | $756.0K | 16,502 | 0.06% | 25q | +1.3%+$9.4K |
| RFG Advisory, LLC | $562.4K | 12,278 | 0.01% | 10q | +1.7%+$9.5K |
| Insight Advisors, LLC/ PA | $537.0K | 11,722 | 0.09% | 10q | -1.2%-$6.6K |
| WealthPoint Financial, LLC | $514.5K | 11,231 | 0.38% | 3q | +14.5%+$65.1K |
| Bison Wealth, LLC | $459.2K | 9,992 | 0.04% | 3q | -7.1%-$35.0K |
| Team Financial Group, LLC | $430.7K | 9,402 | 0.18% | 12q | -5.3%-$24.2K |
| HARBOUR INVESTMENTS, INC. | $390.4K | 8,523 | 0.01% | 11q | +3.3%+$12.5K |
| AQR CAPITAL MANAGEMENT LLC | $376.6K | 8,220 | 0.00% | 4q | +7.1%+$24.8K |
| Collaborative Wealth Managment Inc. | $358.2K | 7,818 | 0.15% | 19q | -13.1%-$53.9K |
| 5T Wealth, LLC | $355.9K | 7,768 | 0.13% | 7q | -1.7%-$6.1K |
| Geneos Wealth Management Inc. | $351.8K | 7,680 | 0.01% | 26q | +2.0%+$6.9K |
| Gateway Wealth Partners, LLC | $285.8K | 6,240 | 0.02% | 2q | -21.9%-$80.2K |
| Concurrent Investment Advisors, LLC | $283.0K | 6,178 | 0.00% | 6q | -13.5%-$44.1K |
| Composition Wealth, LLC | $271.5K | 5,927 | 0.00% | 7q | -21.8%-$75.8K |
| W.H. Cornerstone Investments Inc. | $268.5K | 5,861 | 0.15% | new | NEW |
| Equitable Holdings, Inc. | $236.9K | 5,172 | 0.00% | new | NEW |
| Mach-1 Financial Group, LLC | $227.0K | 4,956 | 0.09% | 3q | -13.9%-$36.5K |
| HOWARD BAILEY SECURITIES, LLC | $225.2K | 4,916 | 0.08% | 8q | -9.6%-$24.0K |
| ROYAL BANK OF CANADA | $208.0K | 4,541 | 0.00% | 25q | HELD |
| Integrated Wealth Concepts LLC | $200.6K | 4,379 | 0.00% | new | NEW |
| AE Wealth Management LLC | $144.9K | 3,163 | 0.00% | 7q | +21.0%+$25.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $140.2K | 3,062 | 0.01% | 18q | +65.9%+$55.7K |
| Farther Finance Advisors, LLC | $129.5K | 2,826 | 0.00% | 11q | -10.8%-$15.7K |
| REAP Financial Group, LLC | $88.6K | 1,935 | 0.02% | 11q | -28.2%-$34.8K |
| SHP Wealth Management | $81.8K | 1,785 | 0.01% | 3q | -24.7%-$26.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $71.6K | 1,564 | 0.04% | 5q | -6.8%-$5.2K |
| Frazier Financial Advisors, LLC | $70.2K | 1,533 | 0.04% | 11q | HELD |
| CoreCap Advisors, LLC | $61.3K | 1,339 | 0.00% | 10q | -8.7%-$5.8K |
| UBS Group AG | $54.6K | 1,192 | 0.00% | 3q | +148.3%+$32.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $41.9K | 915 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $32.3K | 705 | 0.00% | 3q | HELD |
| FIFTH THIRD BANCORP | $21.1K | 460 | 0.00% | 2q | +1.3% |
| Caldwell Trust Co | $12.3K | 269 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $9.8K | 213 | 0.00% | 28q | HELD |
| MCDONALD PARTNERS LLC | $8.3K | 181 | 0.00% | new | NEW |
| FMR LLC | $4.2K | 92 | 0.00% | 6q | +4.5% |
| Key Financial Inc | $3.8K | 84 | 0.00% | 22q | HELD |
| Planning Strategies Inc. | $962 | 21 | 0.00% | new | FIRST |
| Global Retirement Partners, LLC | $916 | 20 | 0.00% | 9q | HELD |
| NBT BANK, N.A. | $779 | 17 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $366 | 8 | 0.00% | new | NEW |
| PARK AVENUE SECURITIES LLC | $306 | 6,688 | 0.00% | 2q | +7.0% |
| EverSource Wealth Advisors, LLC | $137 | 3 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $66 | 1 | 0.00% | 14q | -99.3%-$9.6K |
| Covestor Ltd | $14 | 298 | 0.01% | 19q | -3.6% |
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 | $131.9M | 2,879,358 | 7 | 26 | 23 | 0.0% |
| Q1 2026 | 69 | $205.5M | 4,513,144 | 7 | 30 | 18 | 0.0% |
| Q4 2025 | 70 | $93.6M | 2,016,251 | 13 | 19 | 19 | 0.0% |
| Q3 2025 | 58 | $91.4M | 1,962,365 | 5 | 26 | 17 | 0.0% |
| Q2 2025 | 59 | $87.1M | 1,888,816 | 6 | 23 | 20 | 0.0% |
| Q1 2025 | 60 | $95.9M | 2,127,882 | 9 | 18 | 24 | 0.0% |
| Q4 2024 | 57 | $99.5M | 2,204,132 | 5 | 20 | 16 | 0.0% |
| Q3 2024 | 51 | $106.1M | 2,297,820 | 8 | 19 | 14 | 0.0% |
| Q2 2024 | 48 | $106.4M | 2,386,229 | 5 | 19 | 13 | 0.0% |
| Q1 2024 | 51 | $117.7M | 2,598,283 | 6 | 21 | 15 | 0.0% |
| Q4 2023 | 54 | $124.0M | 2,730,018 | 9 | 21 | 13 | 0.0% |
| Q3 2023 | 48 | $100.6M | 2,329,645 | 5 | 18 | 17 | 0.0% |
| Q2 2023 | 45 | $95.8M | 2,167,409 | 6 | 23 | 9 | 0.0% |
| Q1 2023 | 46 | $92.0M | 2,055,159 | 7 | 18 | 11 | 0.0% |
| Q4 2022 | 38 | $68.5M | 1,557,078 | 9 | 14 | 8 | 0.0% |
| Q3 2022 | 40 | $104.7M | 2,447,388 | 4 | 14 | 14 | 0.0% |
| Q2 2022 | 43 | $137.0M | 3,105,835 | 5 | 16 | 11 | 0.0% |
| Q1 2022 | 43 | $134.6M | 2,729,485 | 3 | 16 | 16 | 0.0% |
| Q4 2021 | 44 | $134.2M | 2,557,518 | 2 | 16 | 10 | 0.0% |
| Q3 2021 | 38 | $107.0M | 2,032,811 | 5 | 21 | 7 | 0.0% |
| Q2 2021 | 36 | $114.0M | 2,159,739 | 3 | 17 | 4 | 0.0% |
| Q1 2021 | 44 | $111.7M | 2,143,913 | 13 | 19 | 7 | 0.0% |
| Q4 2020 | 32 | $126.0M | 2,397,260 | 6 | 16 | 6 | 0.0% |
| Q3 2020 | 26 | $98.4M | 1,934,152 | 3 | 13 | 6 | 0.0% |
| Q2 2020 | 24 | $91.4M | 1,829,145 | 10 | 10 | 2 | 0.0% |
| Q1 2020 | 18 | $55.7M | 1,144,687 | 2 | 9 | 4 | 0.0% |
| Q4 2019 | 18 | $57.2M | 1,090,834 | 3 | 9 | 2 | 0.0% |
| Q3 2019 | 15 | $47.5M | 908,192 | 8 | 2 | 4 | 0.0% |
| Q2 2019 | 9 | $34.1M | 649,235 | 3 | 2 | 2 | 0.0% |
| Q1 2019 | 9 | $34.2M | 650,745 | 3 | 1 | 1 | 0.0% |
| Q4 2018 | 7 | $4.7M | 97,889 | 0 | 0 | 0 | 0.0% |