WISDOMTREE TR (WCBR)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
51
Reporting holders
$20.4M
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 |
|---|---|---|---|---|---|
| Procyon Advisors, LLC | $3.1M | 85,708 | 0.13% | 17q | -1.2%-$37.5K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 62,258 | 0.00% | 15q | -34.4%-$1.2M |
| LPL Financial LLC | $2.2M | 60,753 | 0.00% | 15q | -20.2%-$555.3K |
| GTS SECURITIES LLC | $1.9M | 51,402 | 0.04% | 2q | +124.2%+$1.0M |
| CITADEL ADVISORS LLC | $1.3M | 35,301 | 0.00% | 5q | -16.1%-$245.2K |
| HighTower Advisors, LLC | $1.2M | 33,533 | 0.00% | 5q | -31.2%-$551.2K |
| Bison Wealth, LLC | $764.5K | 19,845 | 0.07% | 3q | -2.8%-$21.7K |
| Quadrature Capital Ltd | $733.5K | 20,251 | 0.01% | 2q | +37.6%+$200.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $703.0K | 19,410 | 0.03% | 6q | +18.8%+$111.1K |
| Cetera Investment Advisers | $672.8K | 18,576 | 0.00% | 6q | +16.9%+$97.4K |
| ENVESTNET ASSET MANAGEMENT INC | $638.7K | 17,634 | 0.00% | 11q | +5.6%+$34.2K |
| RAYMOND JAMES FINANCIAL INC | $560.6K | 15,479 | 0.00% | 3q | +6.4%+$33.7K |
| Summit Financial, LLC | $468.4K | 12,931 | 0.01% | 4q | -0.6%-$2.7K |
| Elevate Capital Advisors, LLC | $400.4K | 11,055 | 0.22% | new | NEW |
| Creative Planning | $369.0K | 10,187 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $352.5K | 9,733 | 0.00% | 3q | -45.7%-$297.2K |
| Regal Investment Advisors LLC | $339.0K | 9,359 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $334.2K | 9,226 | 0.00% | 4q | +12.5%+$37.1K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $311.8K | 8,610 | 0.01% | 15q | HELD |
| Kuhn & Co Investment Counsel | $251.8K | 6,952 | 0.15% | new | NEW |
| Meridian Financial Advisors, LLC | $241.6K | 6,670 | 0.12% | new | NEW |
| Atria Investments, Inc | $233.9K | 6,459 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $225.0K | 6,393 | 0.01% | 11q | HELD |
| Oxinas Partners, LLC | $223.4K | 6,168 | 0.09% | new | NEW |
| OSAIC HOLDINGS, INC. | $210.3K | 5,807 | 0.00% | 22q | HELD |
| SIGNATUREFD, LLC | $97.8K | 2,700 | 0.00% | 21q | HELD |
| PNC Financial Services Group, Inc. | $65.2K | 1,800 | 0.00% | 21q | HELD |
| IFP Advisors, Inc | $59.9K | 1,654 | 0.00% | 6q | HELD |
| BOKF, NA | $36.2K | 1,000 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $35.9K | 991 | 0.00% | 10q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $29.0K | 800 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $21.7K | 600 | 0.00% | new | NEW |
| Cedar Mountain Advisors, LLC | $18.1K | 500 | 0.00% | 10q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.5K | 400 | 0.00% | 18q | HELD |
| Ares Financial Consulting, LLC | $13.7K | 379 | 0.01% | 3q | +24.7%+$2.7K |
| HARBOUR INVESTMENTS, INC. | $13.4K | 370 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $11.3K | 313 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $10.9K | 301 | 0.00% | 2q | +14950.0%+$10.8K |
| FMR LLC | $10.7K | 295 | 0.00% | 10q | +37.9%+$2.9K |
| Farther Finance Advisors, LLC | $10.7K | 294 | 0.00% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $10.3K | 285 | 0.00% | 15q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $7.3K | 202 | 0.00% | 5q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $7.2K | 200 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $6.7K | 190 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.6K | 100 | 0.00% | 11q | -1.0% |
| Steward Partners Investment Advisory, LLC | $3.6K | 100 | 0.00% | 11q | HELD |
| Aventura Private Wealth, LLC | $3.6K | 100 | 0.00% | 7q | HELD |
| Concord Wealth Partners | $1.8K | 50 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $1.8K | 50 | 0.00% | 10q | HELD |
| BANK OF MONTREAL /CAN/ | $1.7K | 47 | 0.00% | 15q | HELD |
| Strategic Wealth Partners, Ltd. | $724 | 20 | 0.00% | 3q | +400.0% |
| FLOW TRADERS U.S. LLC | $251 | 6,917 | 0.01% | 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 | 51 | $20.4M | 563,441 | 11 | 11 | 9 | 0.0% |
| Q1 2026 | 48 | $17.8M | 709,962 | 7 | 11 | 10 | 0.0% |
| Q4 2025 | 49 | $51.2M | 1,840,048 | 8 | 9 | 7 | 0.0% |
| Q3 2025 | 47 | $55.4M | 1,765,066 | 7 | 13 | 6 | 0.0% |
| Q2 2025 | 47 | $70.4M | 2,206,389 | 6 | 7 | 12 | 0.0% |
| Q1 2025 | 43 | $48.7M | 1,797,695 | 7 | 10 | 10 | 0.0% |
| Q4 2024 | 38 | $36.1M | 1,277,878 | 2 | 5 | 12 | 0.0% |
| Q3 2024 | 41 | $37.7M | 1,480,626 | 3 | 11 | 7 | 0.0% |
| Q2 2024 | 47 | $22.2M | 862,581 | 4 | 10 | 13 | 2.3% |
| Q1 2024 | 48 | $22.0M | 859,350 | 19 | 10 | 7 | 0.0% |
| Q4 2023 | 33 | $10.5M | 411,741 | 6 | 7 | 7 | 0.0% |
| Q3 2023 | 26 | $6.4M | 309,208 | 3 | 5 | 3 | 0.0% |
| Q2 2023 | 28 | $5.5M | 282,491 | 5 | 5 | 6 | 0.0% |
| Q1 2023 | 24 | $3.3M | 179,041 | 1 | 6 | 5 | 0.0% |
| Q4 2022 | 27 | $3.7M | 245,030 | 8 | 5 | 5 | 0.0% |
| Q3 2022 | 28 | $5.5M | 322,134 | 3 | 6 | 6 | 0.0% |
| Q2 2022 | 28 | $7.5M | 419,132 | 5 | 6 | 4 | 0.0% |
| Q1 2022 | 28 | $10.6M | 427,871 | 11 | 5 | 3 | 0.0% |
| Q4 2021 | 22 | $6.0M | 229,060 | 5 | 5 | 1 | 0.0% |
| Q3 2021 | 15 | $2.1M | 83,393 | 3 | 2 | 3 | 0.0% |
| Q2 2021 | 13 | $1.9M | 75,803 | 7 | 2 | 0 | 0.0% |
| Q1 2021 | 7 | $920.0K | 42,798 | 6 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $88.0K | 3,577 | 1 | 0 | 0 | 0.0% |