WISDOMTREE TR (WBAT)
Institutional ownership reported to the SEC as of Q1 2025, across 13 quarters.
12
Reporting holders
$904.0K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | $725.4K | 27,809 | 0.00% | 12q | +39.3%+$204.6K |
| Farther Finance Advisors, LLC | $86.0K | 3,288 | 0.00% | new | NEW |
| OSAIC HOLDINGS, INC. | $52.2K | 2,000 | 0.00% | 8q | +100.0%+$26.1K |
| MAI Capital Management | $21.3K | 815 | 0.00% | 2q | HELD |
| Cherry Tree Wealth Management, LLC | $7.5K | 286 | 0.00% | 8q | HELD |
| Founders Financial Alliance, LLC | $3.4K | 130 | 0.00% | 4q | HELD |
| Steward Partners Investment Advisory, LLC | $2.6K | 100 | 0.00% | 3q | HELD |
| Glen Eagle Advisors, LLC | $2.2K | 85 | 0.00% | 11q | HELD |
| HARBOUR INVESTMENTS, INC. | $1.5K | 56 | 0.00% | 10q | HELD |
| UBS Group AG | $1.2K | 46 | 0.00% | 5q | -90.3%-$11.2K |
| Rise Advisors, LLC | $801 | 31 | 0.00% | 9q | HELD |
| MORGAN STANLEY | $32 | 1 | 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 |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 12 | $904.0K | 34,647 | 2 | 2 | 1 | 0.0% |
| Q4 2024 | 12 | $613.6K | 23,144 | 2 | 3 | 1 | 0.0% |
| Q3 2024 | 10 | $1.4M | 51,396 | 1 | 1 | 1 | 0.0% |
| Q2 2024 | 10 | $1.7M | 65,963 | 1 | 3 | 1 | 0.0% |
| Q1 2024 | 9 | $1.6M | 57,566 | 1 | 1 | 2 | 0.0% |
| Q4 2023 | 9 | $2.1M | 68,929 | 1 | 3 | 0 | 0.0% |
| Q3 2023 | 9 | $1.5M | 51,047 | 0 | 2 | 2 | 0.0% |
| Q2 2023 | 9 | $1.8M | 51,064 | 2 | 1 | 1 | 0.0% |
| Q1 2023 | 6 | $1.5M | 42,605 | 2 | 0 | 2 | 0.0% |
| Q4 2022 | 5 | $1.7M | 53,415 | 1 | 2 | 0 | 0.0% |
| Q3 2022 | 6 | $2.6M | 84,312 | 3 | 0 | 3 | 0.0% |
| Q2 2022 | 6 | $1.0M | 29,429 | 3 | 1 | 1 | 0.0% |
| Q1 2022 | 3 | $1.5M | 38,090 | 3 | 0 | 0 | 0.0% |