WISDOMTREE TR (USFR)
Institutional ownership reported to the SEC as of Q2 2026, across 27 quarters.
589
Reporting holders
$10.3B
Reported value
0.0%
Held as options
+11
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 |
|---|---|---|---|---|---|
| PeakShares LLC | $1.2B | 23,250 | 0.87% | new | NEW |
| MORGAN STANLEY | $863.9M | 17,156,947 | 0.05% | 18q | -1.6%-$14.3M |
| BANK OF AMERICA CORP /DE/ | $728.1M | 14,460,849 | 0.05% | 18q | -9.2%-$74.2M |
| LPL Financial LLC | $667.6M | 13,259,499 | 0.15% | 17q | +3.9%+$25.2M |
| Summit Trail Advisors, LLC | $568.2M | 11,284,922 | 7.15% | 17q | +13.7%+$68.3M |
| NewEdge Wealth, LLC | $558.9M | 11,099,477 | 5.59% | 3q | +45.4%+$174.6M |
| RAYMOND JAMES FINANCIAL INC | $343.6M | 6,825,052 | 0.09% | 7q | -3.1%-$10.8M |
| BIP Wealth, LLC | $278.0M | 5,521,691 | 7.89% | 14q | +8.3%+$21.2M |
| UBS Group AG | $270.1M | 5,364,589 | 0.03% | 18q | +5.4%+$13.8M |
| CAPTRUST FINANCIAL ADVISORS | $220.2M | 4,373,842 | 0.34% | 18q | -16.8%-$44.3M |
| AMERIPRISE FINANCIAL INC | $218.7M | 4,316,500 | 0.04% | 18q | -43.6%-$169.1M |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | $214.6M | 4,263,153 | 14.57% | 5q | +244.2%+$152.2M |
| WELLS FARGO & COMPANY/MN | $200.4M | 3,979,574 | 0.03% | 18q | -49.5%-$196.3M |
| ROYAL BANK OF CANADA | $147.1M | 2,921,694 | 0.02% | 18q | +3.8%+$5.4M |
| HighTower Advisors, LLC | $124.6M | 2,474,634 | 0.12% | 18q | +5.7%+$6.8M |
| Serenus Wealth Advisors, LLC | $122.1M | 2,424,914 | 21.31% | 7q | HELD |
| MISSION WEALTH MANAGEMENT, LP | $94.1M | 1,868,364 | 1.15% | 14q | +115.2%+$50.4M |
| Cetera Investment Advisers | $90.0M | 1,788,259 | 0.08% | 18q | +4.6%+$4.0M |
| OSAIC HOLDINGS, INC. | $88.4M | 1,755,340 | 0.10% | 18q | +2.7%+$2.3M |
| Morton Capital Management LLC/CA | $87.6M | 1,740,568 | 11.98% | 14q | +3.7%+$3.2M |
| Rockefeller Capital Management L.P. | $79.5M | 1,579,027 | 0.12% | 18q | +3.4%+$2.6M |
| Private Advisor Group, LLC | $78.9M | 1,567,010 | 0.36% | 17q | -32.3%-$37.7M |
| Kestra Advisory Services, LLC | $75.3M | 1,495,048 | 0.24% | 18q | -25.6%-$25.9M |
| Encompass More Asset Management | $74.2M | 1,473,313 | 10.79% | 8q | +58.3%+$27.3M |
| Cardinal Point Capital Management ULC | $72.3M | 1,436,227 | 4.10% | 15q | -2.6%-$1.9M |
| IHT Wealth Management, LLC | $68.9M | 1,368,150 | 1.47% | 17q | -23.2%-$20.8M |
| DAVENPORT & Co LLC | $65.9M | 1,307,935 | 0.32% | 18q | +3.3%+$2.1M |
| Bank of New York Mellon Corp | $65.7M | 1,304,803 | 0.01% | 18q | +11.4%+$6.7M |
| STIFEL FINANCIAL CORP | $62.2M | 1,235,653 | 0.05% | 18q | +11.6%+$6.5M |
| ENVESTNET ASSET MANAGEMENT INC | $58.3M | 1,157,916 | 0.01% | 18q | -8.2%-$5.2M |
| FOURPATH CAPITAL MANAGEMENT, LLC | $57.1M | 1,133,549 | 7.51% | 2q | -2.7%-$1.6M |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | $54.9M | 1,090,104 | 39.32% | 6q | -14.3%-$9.2M |
| Merit Financial Group, LLC | $54.1M | 1,075,228 | 0.17% | 18q | +182.3%+$35.0M |
| Steward Partners Investment Advisory, LLC | $53.4M | 1,059,710 | 0.27% | 18q | +10.2%+$4.9M |
| Uniplan Investment Counsel, Inc. | $52.7M | 1,365,779 | 2.47% | 9q | +110.2%+$27.6M |
| JPMORGAN CHASE & CO | $48.4M | 962,273 | 0.00% | 18q | +24.0%+$9.4M |
| Stenger Family Office, LLC | $47.9M | 950,591 | 7.60% | 2q | -5.8%-$2.9M |
| McGuire Investment Group, LLC | $47.7M | 947,852 | 4.18% | 18q | +5.9%+$2.7M |
| COMMONWEALTH EQUITY SERVICES, LLC | $47.0M | 933,611 | 0.06% | 18q | HELD |
| Lunt Capital Management, Inc. | $46.5M | 923,539 | 17.06% | 13q | +8.4%+$3.6M |
| Carmel Capital Partners, LLC | $44.0M | 874,714 | 14.52% | 15q | +51.6%+$15.0M |
| Mraz, Amerine & Associates, Inc. | $43.3M | 859,642 | 6.21% | 6q | +4.5%+$1.9M |
| BLAIR WILLIAM & CO/IL | $42.7M | 848,836 | 0.11% | 18q | -1.4%-$619.6K |
| NewEdge Advisors, LLC | $42.2M | 838,877 | 0.13% | new | NEW |
| Ausdal Financial Partners, Inc. | $41.7M | 828,455 | 1.63% | 15q | -26.1%-$14.7M |
| Disciplina Capital Management LLC | $41.2M | 817,373 | 4.25% | 17q | +22.8%+$7.6M |
| MERCER GLOBAL ADVISORS INC /ADV | $40.5M | 804,143 | 0.03% | 18q | +132.6%+$23.1M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $40.3M | 800,627 | 0.44% | 18q | -1.3%-$517.3K |
| Vertex Planning Partners, LLC | $39.0M | 774,263 | 5.79% | 15q | -13.4%-$6.0M |
| Global Retirement Partners, LLC | $38.3M | 761,225 | 0.59% | 16q | +46.3%+$12.1M |
| AlphaCore Capital LLC | $37.5M | 744,182 | 0.69% | 3q | -2.6%-$1.0M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $37.0M | 734,712 | 0.02% | 18q | +40.6%+$10.7M |
| Arkadios Wealth Advisors | $34.8M | 691,329 | 0.53% | 8q | -6.0%-$2.2M |
| Aprio Wealth Management, LLC | $34.1M | 676,658 | 1.68% | 4q | +3329.1%+$33.1M |
| Bluespring Wealth Management, LLC | $33.8M | 671,099 | 0.65% | new | NEW |
| LEVEL FOUR ADVISORY SERVICES, LLC | $33.1M | 656,655 | 0.93% | 17q | HELD |
| Farther Finance Advisors, LLC | $33.0M | 655,948 | 0.26% | 15q | -15.8%-$6.2M |
| Inspire Advisors, LLC | $32.7M | 649,557 | 2.27% | 17q | +10.0%+$3.0M |
| Wealthcare Capital Partners, LLC | $32.6M | 647,400 | 13.47% | 7q | -0.6%-$196.3K |
| FLAGSHIP HARBOR ADVISORS, LLC | $32.5M | 646,040 | 1.24% | 15q | +270.7%+$23.8M |
| Cresset Asset Management, LLC | $32.3M | 641,598 | 0.12% | 9q | -13.7%-$5.1M |
| INTEGRITY ALLIANCE, LLC. | $31.4M | 623,203 | 0.98% | 6q | +4.0%+$1.2M |
| Vestmark Advisory Solutions, Inc. | $30.6M | 607,410 | 0.29% | 4q | +15.1%+$4.0M |
| ELEVATION POINT WEALTH PARTNERS, LLC | $29.8M | 592,455 | 0.55% | 4q | +19.5%+$4.9M |
| ASSETMARK, INC | $29.7M | 589,017 | 0.05% | 14q | -5.5%-$1.7M |
| Wealthspire Advisors, LLC | $29.2M | 580,812 | 0.16% | 10q | -28.3%-$11.5M |
| &PARTNERS | $26.6M | 527,440 | 0.11% | 7q | +5.0%+$1.3M |
| HOLLENCREST CAPITAL MANAGEMENT | $25.8M | 511,767 | 1.68% | 12q | -6.4%-$1.8M |
| UPTICK PARTNERS, LLC | $25.7M | 510,939 | 4.00% | 11q | +7.4%+$1.8M |
| Haven Private, LLC | $25.7M | 509,989 | 9.76% | 6q | +150.2%+$15.4M |
| Gladstone Institutional Advisory LLC | $24.8M | 492,844 | 0.78% | 18q | -8.5%-$2.3M |
| United Asset Strategies, Inc. | $24.8M | 491,959 | 1.75% | 17q | +1.9%+$465.6K |
| Stonebridge Wealth Management, LLC | $24.3M | 482,720 | 21.76% | 5q | +4.3%+$992.9K |
| Client First Capital LLC | $23.1M | 458,302 | 9.19% | 6q | -2.2%-$517.6K |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $22.9M | 453,801 | 0.07% | 18q | +1.9%+$433.9K |
| Stonebridge Financial Group, LLC | $22.8M | 453,821 | 1.73% | 7q | -13.5%-$3.6M |
| Global View Capital Management LLC | $22.8M | 453,517 | 4.71% | 7q | -67.1%-$46.5M |
| WEBSTER BANK, N. A. | $22.3M | 442,556 | 1.93% | 17q | +5.7%+$1.2M |
| Bonfire Financial | $22.1M | 438,875 | 14.20% | 7q | +16.9%+$3.2M |
| New Perspectives, Inc | $22.1M | 438,385 | 6.77% | 14q | +5.3%+$1.1M |
| Sharper & Granite LLC | $21.3M | 423,807 | 6.61% | 15q | +43.8%+$6.5M |
| JONES FINANCIAL COMPANIES LLLP | $21.3M | 422,438 | 0.01% | 10q | +7.8%+$1.5M |
| UHLMANN PRICE SECURITIES, LLC | $20.9M | 415,230 | 0.78% | 8q | -5.3%-$1.2M |
| Warner Group LLC | $20.8M | 412,508 | 5.12% | 4q | +125.0%+$11.5M |
| Sanctuary Advisors, LLC | $20.2M | 400,364 | 0.09% | 9q | -8.0%-$1.8M |
| Leibman Financial Services, Inc. | $19.9M | 394,250 | 13.20% | 11q | +61.2%+$7.5M |
| Aptus Capital Advisors, LLC | $19.8M | 393,773 | 0.14% | 10q | HELD |
| Concurrent Investment Advisors, LLC | $19.6M | 388,536 | 0.17% | 11q | HELD |
| BANK OF NOVA SCOTIA | $19.5M | 383,932 | 0.03% | new | NEW |
| Team Financial Group, LLC | $19.5M | 386,358 | 8.26% | 12q | -2.8%-$550.9K |
| SYKON CAPITAL LLC | $19.4M | 384,381 | 5.96% | 13q | -31.6%-$8.9M |
| Alpine Bank Wealth Management | $19.2M | 381,503 | 2.46% | 7q | +44.1%+$5.9M |
| Exit Wealth Advisors, LLC. | $18.9M | 376,007 | 8.62% | 4q | -54.8%-$23.0M |
| WCG Wealth Advisors LLC | $18.3M | 363,513 | 0.43% | 14q | -41.0%-$12.7M |
| Wealthcare Advisory Partners LLC | $18.1M | 359,365 | 0.34% | 15q | HELD |
| MML INVESTORS SERVICES, LLC | $18.1M | 359,103 | 0.04% | 18q | +14.8%+$2.3M |
| Mariner, LLC | $18.1M | 358,522 | 0.02% | 15q | -42.8%-$13.5M |
| Broussard Financial Group LLC | $17.9M | 354,696 | 14.30% | 3q | -4.9%-$919.2K |
| Clear Creek Financial Management, LLC | $16.9M | 335,303 | 1.09% | 3q | -56.6%-$22.0M |
| Howard Capital Management, LLC | $16.8M | 2,083,671 | 0.20% | 14q | +1.2%+$196.6K |
Showing the largest 100 of 609 reported holders.
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 | 589 | $10.3B | 206,211,402 | 53 | 215 | 230 | 0.0% |
| Q1 2026 | 578 | $10.3B | 205,895,723 | 55 | 222 | 211 | 0.0% |
| Q4 2025 | 560 | $9.4B | 188,053,957 | 47 | 198 | 206 | 0.0% |
| Q3 2025 | 536 | $11.9B | 252,292,867 | 42 | 187 | 227 | 0.0% |
| Q2 2025 | 543 | $11.6B | 231,932,256 | 50 | 208 | 209 | 0.0% |
| Q1 2025 | 546 | $11.5B | 227,952,467 | 57 | 238 | 175 | 0.0% |
| Q4 2024 | 535 | $10.2B | 205,343,661 | 41 | 198 | 178 | 0.0% |
| Q3 2024 | 476 | $11.0B | 219,952,853 | 43 | 179 | 193 | 0.0% |
| Q2 2024 | 473 | $11.8B | 235,155,334 | 53 | 180 | 180 | 0.0% |
| Q1 2024 | 448 | $13.8B | 274,201,078 | 43 | 161 | 197 | 0.0% |
| Q4 2023 | 465 | $12.4B | 246,192,179 | 52 | 156 | 177 | 0.0% |
| Q3 2023 | 432 | $11.9B | 236,339,314 | 66 | 198 | 128 | 0.0% |
| Q2 2023 | 396 | $11.9B | 236,095,593 | 55 | 155 | 147 | 0.0% |
| Q1 2023 | 342 | $10.6B | 211,176,872 | 62 | 147 | 106 | 0.0% |
| Q4 2022 | 290 | $9.0B | 179,271,158 | 63 | 115 | 70 | 0.0% |
| Q3 2022 | 284 | $7.2B | 142,692,655 | 58 | 127 | 69 | 0.0% |
| Q2 2022 | 262 | $5.4B | 108,167,527 | 120 | 88 | 26 | 0.0% |
| Q1 2022 | 148 | $2.1B | 42,649,834 | 146 | 0 | 1 | 0.0% |
| Q4 2021 | 2 | $3.5M | 69,981 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $1.0M | 40,640 | 0 | 0 | 1 | 0.0% |
| Q2 2021 | 1 | $1.0M | 41,635 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 1 | $1.1M | 42,235 | 1 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $2.8M | 113,238 | 1 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $1.7M | 68,599 | 0 | 0 | 1 | 0.0% |
| Q4 2019 | 1 | $2.6M | 102,297 | 0 | 1 | 0 | 0.0% |
| Q3 2019 | 1 | $1.5M | 58,938 | 0 | 1 | 0 | 0.0% |
| Q2 2019 | 1 | $1.3M | 50,258 | 1 | 0 | 0 | 0.0% |