HolderBook

WISDOMTREE TR (WQTM)

Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.

57
Reporting holders
$44.1M
Reported value
0.0%
Held as options
+40
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

FilerValueShares Their book Held Change
Members Advisory Group LLC$6.4M170,5071.80%newNEW
JANE STREET GROUP, LLC$5.7M150,9260.00%2q+342.8%+$4.4M
Heck Capital Advisors, LLC$5.5M146,4360.33%newNEW
GTS SECURITIES LLC$5.3M139,7140.11%newNEW
STIFEL FINANCIAL CORP$4.1M108,7380.00%newNEW
HighTower Advisors, LLC$2.2M57,6980.00%3q+6.2%+$127.3K
Waverly Advisors, LLC$2.1M56,3990.01%newNEW
StoneX Group Inc.$2.0M51,7350.08%3q+4.8%+$88.9K
JPMORGAN CHASE & CO$1.7M45,4760.00%2q+11471.5%+$1.7M
LPL Financial LLC$1.4M36,1550.00%newNEW
Cetera Investment Advisers$920.6K24,3470.00%2q+152.9%+$556.6K
Comprehensive Financial Planning, Inc./PA$777.0K20,5510.41%newNEW
OLD MISSION CAPITAL LLC$654.4K17,3070.01%newNEW
Ankerstar Wealth, LLC$581.6K15,3820.49%newNEW
Sanctuary Advisors, LLC$558.5K14,7720.00%newNEW
OPPENHEIMER & CO INC$468.7K12,3970.01%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$408.1K10,7940.00%newNEW
Kestra Advisory Services, LLC$401.3K10,6140.00%newNEW
Wealthcare Advisory Partners LLC$361.0K9,5490.01%newNEW
KICKSTAND VENTURES, LLC.$323.7K8,5610.06%3q-65.6%-$618.4K
Beaumont Asset Management, L.L.C.$295.1K7,8060.11%newNEW
SILVER OAK SECURITIES, INCORPORATED$267.1K7,0640.02%newNEW
Farther Finance Advisors, LLC$247.3K6,5390.00%newNEW
Mesirow Financial Investment Management, Inc.$218.7K5,7850.00%newNEW
AlTi Global, Inc.$207.8K5,5000.00%newNEW
OSAIC HOLDINGS, INC.$114.4K3,0250.00%newNEW
Plante Moran Financial Advisors, LLC$112.3K2,9700.01%newNEW
Innovative Asset Advisors Group, LLC$91.7K2,4250.04%newNEW
Global Retirement Partners, LLC$88.2K2,3340.00%newNEW
ROYAL BANK OF CANADA$74.0K1,9600.00%newNEW
AE Wealth Management LLC$64.2K1,6970.00%2q+61.2%+$24.3K
PNC Financial Services Group, Inc.$63.9K1,6900.00%2q+356.8%+$49.9K
Arax Advisory Partners$56.7K1,5000.00%newNEW
HARBOUR INVESTMENTS, INC.$47.3K1,2510.00%2q+91.0%+$22.5K
BANK OF MONTREAL /CAN/$41.2K1,0900.00%2q+186.8%+$26.8K
TD Waterhouse Canada Inc.$39.7K1,0500.00%newNEW
Steward Partners Investment Advisory, LLC$33.3K8820.00%newNEW
NewEdge Advisors, LLC$30.6K8080.00%newNEW
MORGAN STANLEY$27.1K7180.00%2q+618.0%+$23.4K
Federation des caisses Desjardins du Quebec$18.3K4850.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.7K4000.00%newNEW
Security National Bank$12.2K3230.00%newNEW
Ameritas Advisory Services, LLC$11.5K3030.00%newNEW
MERCER GLOBAL ADVISORS INC /ADV$7.8K2070.00%newNEW
Founders Financial Alliance, LLC$7.6K2000.00%2qHELD
EVOLUTION WEALTH MANAGEMENT INC.$5.7K1520.00%newNEW
Minot DeBlois Advisors LLC$5.7K1500.00%3qHELD
IFP Advisors, Inc$4.8K1270.00%newNEW
Allworth Financial LP$4.6K1220.00%newNEW
NATIONAL BANK OF CANADA /FI/$2.8K750.00%newNEW
Investors Research Corp$2.0K520.00%newNEW
Planning Strategies Inc.$2.0K520.00%newFIRST
US BANCORP \DE\$1.9K510.00%newNEW
FIDUCIARY FINANCIAL ADVISORS$1.9K500.00%newNEW
Janney Montgomery Scott LLC$1.1K30,1520.00%newNEW
Aptus Capital Advisors, LLC$983260.00%newNEW
Cambridge Investment Research Advisors, Inc.$76620,2440.00%newNEW
Strategic Wealth Partners, Ltd.$605160.00%newNEW
HRT FINANCIAL LP$53714,2150.00%newNEW
Integrated Wealth Concepts LLC$378100.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202657$44.1M1,166,953431010.0%
Q1 202617$6.6M267,87411500.0%
Q4 20255$2.2M84,2455000.0%