WISDOMTREE TR (QSIG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
26
Reporting holders
$43.8M
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 |
|---|---|---|---|---|---|
| Prime Capital Investment Advisors, LLC | $17.3M | 357,636 | 0.17% | 13q | HELD |
| LPL Financial LLC | $6.8M | 140,532 | 0.00% | 27q | -5.5%-$394.5K |
| JPMORGAN CHASE & CO | $3.8M | 79,080 | 0.00% | 6q | -8.8%-$371.3K |
| INVENIO WEALTH PARTNERS LLC | $3.6M | 73,862 | 1.28% | 12q | -1.5%-$53.2K |
| WT Wealth Management | $2.1M | 44,131 | 0.59% | 11q | +12.4%+$235.6K |
| Smartleaf Asset Management LLC | $2.0M | 41,304 | 0.06% | 11q | HELD |
| JT Stratford LLC | $1.9M | 40,112 | 0.21% | 12q | +4.0%+$74.9K |
| JANE STREET GROUP, LLC | $1.3M | 26,827 | 0.00% | 3q | -71.7%-$3.3M |
| OSAIC HOLDINGS, INC. | $1.3M | 26,230 | 0.00% | 26q | -72.4%-$3.3M |
| WealthPoint Financial, LLC | $732.2K | 15,152 | 0.53% | 3q | +13.8%+$88.8K |
| NewSquare Capital LLC | $713.7K | 14,768 | 0.05% | 20q | +1.8%+$12.8K |
| Concurrent Investment Advisors, LLC | $432.3K | 8,946 | 0.00% | 6q | -13.3%-$66.1K |
| W.H. Cornerstone Investments Inc. | $403.0K | 8,340 | 0.23% | new | NEW |
| RFG Advisory, LLC | $304.4K | 6,299 | 0.00% | 21q | HELD |
| Team Financial Group, LLC | $299.4K | 6,195 | 0.13% | 5q | -8.7%-$28.4K |
| Bank of New York Mellon Corp | $257.4K | 5,326 | 0.00% | 11q | +11.1%+$25.7K |
| Beacon Financial Advisory LLC | $256.9K | 5,316 | 0.05% | 6q | HELD |
| HARBOUR INVESTMENTS, INC. | $152.2K | 3,149 | 0.00% | 11q | +5.5%+$8.0K |
| Global Retirement Partners, LLC | $101.2K | 2,094 | 0.00% | 16q | -32.1%-$47.9K |
| CoreCap Advisors, LLC | $36.7K | 760 | 0.00% | 10q | HELD |
| LANARK FINANCIAL, INC. | $24.7K | 512 | 0.00% | 6q | HELD |
| Institute for Wealth Management, LLC. | $4.8K | 100 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.2K | 86 | 0.00% | 6q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.3K | 27 | 0.00% | new | NEW |
| FLOW TRADERS U.S. LLC | $310 | 6,414 | 0.01% | new | NEW |
| FMR LLC | $48 | 1 | 0.00% | new | NEW |
| Smallwood Wealth Investment Management, LLC | $26 | 0 | 0.00% | 6q | HELD |
| Covestor Ltd | $13 | 279 | 0.01% | 19q | +3.7% |
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 | 26 | $43.8M | 906,785 | 4 | 6 | 8 | 0.0% |
| Q1 2026 | 24 | $54.0M | 1,112,184 | 1 | 15 | 3 | 0.0% |
| Q4 2025 | 25 | $41.7M | 851,542 | 2 | 14 | 4 | 0.0% |
| Q3 2025 | 24 | $39.2M | 800,601 | 2 | 13 | 6 | 0.0% |
| Q2 2025 | 22 | $41.4M | 849,522 | 1 | 9 | 7 | 0.0% |
| Q1 2025 | 26 | $43.3M | 893,105 | 7 | 12 | 5 | 0.0% |
| Q4 2024 | 22 | $32.7M | 680,926 | 1 | 10 | 6 | 0.0% |
| Q3 2024 | 21 | $36.5M | 746,776 | 1 | 11 | 5 | 0.0% |
| Q2 2024 | 21 | $37.6M | 790,787 | 2 | 8 | 10 | 0.0% |
| Q1 2024 | 21 | $44.9M | 941,230 | 4 | 9 | 8 | 0.0% |
| Q4 2023 | 23 | $46.3M | 965,086 | 8 | 8 | 4 | 0.0% |
| Q3 2023 | 18 | $31.9M | 686,805 | 5 | 3 | 9 | 0.0% |
| Q2 2023 | 14 | $33.4M | 713,298 | 1 | 5 | 6 | 0.0% |
| Q1 2023 | 14 | $17.2M | 365,376 | 3 | 5 | 5 | 0.0% |
| Q4 2022 | 13 | $16.6M | 355,238 | 2 | 6 | 2 | 0.0% |
| Q3 2022 | 15 | $13.4M | 289,421 | 0 | 8 | 4 | 0.0% |
| Q2 2022 | 21 | $20.3M | 427,103 | 4 | 4 | 10 | 0.0% |
| Q1 2022 | 17 | $14.5M | 297,619 | 2 | 8 | 5 | 0.0% |
| Q4 2021 | 17 | $15.4M | 304,845 | 1 | 5 | 6 | 0.0% |
| Q3 2021 | 17 | $18.6M | 363,465 | 3 | 7 | 4 | 0.0% |
| Q2 2021 | 19 | $17.4M | 337,651 | 2 | 5 | 8 | 0.0% |
| Q1 2021 | 22 | $20.6M | 401,252 | 9 | 6 | 5 | 0.0% |
| Q4 2020 | 16 | $17.9M | 344,647 | 2 | 7 | 4 | 0.0% |
| Q3 2020 | 15 | $15.1M | 292,237 | 1 | 5 | 5 | 0.0% |
| Q2 2020 | 16 | $14.1M | 272,737 | 6 | 3 | 5 | 0.0% |
| Q1 2020 | 11 | $10.3M | 207,605 | 1 | 5 | 3 | 0.0% |
| Q4 2019 | 11 | $5.5M | 107,983 | 4 | 2 | 3 | 0.0% |
| Q3 2019 | 8 | $5.4M | 106,248 | 5 | 1 | 1 | 0.0% |
| Q2 2019 | 3 | $581.0K | 11,508 | 0 | 1 | 1 | 0.0% |
| Q1 2019 | 3 | $729.0K | 14,584 | 1 | 0 | 2 | 0.0% |
| Q4 2018 | 3 | $1.7M | 33,774 | 0 | 0 | 0 | 0.0% |