# WISDOMTREE TR (WAMA)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WAMA/

- Reporting holders: 5
- Reported value: $186.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [HALBERT HARGROVE GLOBAL ADVISORS, LLC](https://holderbook.com/funds/1484205-halbert-hargrove-global-advisors-llc/) | $184.3M | 7,039,294 | 8.0% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $1.3M | 48,588 | 0.0% | 1 |
| [Alvarez & Marsal Private Wealth Partners, LLC](https://holderbook.com/funds/2109121-alvarez-marsal-private-wealth-partners-llc/) | $390.4K | 14,915 | 0.1% | 1 |
| [Kensington Investment Counsel, LLC](https://holderbook.com/funds/1845536-kensington-investment-counsel-llc/) | $208.1K | 7,951 | 0.1% | 1 |
| [FMR LLC](https://holderbook.com/funds/315066-fmr-llc/) | $209 | 8 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 5 | $186.1M |
| Q1 2026 | 2 | $168.2M |