WISDOMTREE TR (WAMA)
Institutional ownership reported to the SEC as of Q2 2026, across 2 quarters.
5
Reporting holders
$185.5M
Reported value
0.0%
Held as options
+3
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 |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $184.3M | 7,039,294 | 7.97% | 2q | +1.2%+$2.2M |
| CITADEL ADVISORS LLC | $636.0K | 24,294 | 0.00% | new | NEW |
| Alvarez & Marsal Private Wealth Partners, LLC | $390.4K | 14,915 | 0.05% | new | NEW |
| Kensington Investment Counsel, LLC | $208.1K | 7,951 | 0.09% | new | NEW |
| FMR LLC | $209 | 8 | 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 | 5 | $185.5M | 7,086,462 | 4 | 1 | 0 | 0.0% |
| Q1 2026 | 2 | $168.2M | 6,992,199 | 2 | 0 | 0 | 0.0% |