WISDOMTREE TR (WTAI)
Institutional ownership reported to the SEC as of Q2 2026, across 19 quarters.
157
Reporting holders
$286.9M
Reported value
0.3%
Held as options
+42
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $43.1M | 908,339 | 0.01% | 13q | +27.2%+$9.2M |
| Horizon Wealth Management, LLC | $17.0M | 358,681 | 2.17% | 3q | -34.8%-$9.1M |
| AMERIPRISE FINANCIAL INC | $15.6M | 328,108 | 0.00% | 7q | -41.8%-$11.2M |
| Kestra Advisory Services, LLC | $14.3M | 300,517 | 0.05% | 13q | +6.9%+$926.4K |
| Hancock Prospecting Pty Ltd | $13.0M | 274,505 | 0.23% | 4q | HELD |
| Advisory Services Network, LLC | $12.8M | 269,989 | 0.15% | 13q | -1.0%-$125.8K |
| Quattro Advisors LLC | $11.8M | 248,971 | 7.86% | 3q | -1.4%-$167.4K |
| ASSETMARK, INC | $11.4M | 240,093 | 0.02% | 5q | -40.0%-$7.6M |
| JPMORGAN CHASE & CO | $10.4M | 227,293 | 0.00% | 3q | -11.8%-$1.4M |
| JANE STREET GROUP, LLC | $9.7M | 204,190 | 0.00% | new | NEW |
| Advocacy Wealth Management, LLC | $9.4M | 198,529 | 0.34% | 4q | -12.6%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 181,413 | 0.00% | 7q | +50.8%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $6.7M | 141,218 | 0.00% | 12q | -11.4%-$864.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 120,269 | 0.01% | 11q | +1.7%+$97.5K |
| Prospera Financial Services Inc | $4.8M | 100,127 | 0.07% | 11q | +0.7%+$32.4K |
| OSAIC HOLDINGS, INC. | $4.7M | 99,557 | 0.01% | 13q | +5.8%+$260.5K |
| TRUIST FINANCIAL CORP | $4.5M | 95,226 | 0.01% | 12q | -8.3%-$407.6K |
| Perigon Wealth Management, LLC | $4.0M | 83,934 | 0.06% | 8q | +0.5%+$21.8K |
| Tradition Wealth Management, LLC | $3.7M | 78,525 | 0.23% | 4q | +9.2%+$315.3K |
| Berbice Capital Management LLC | $3.6M | 74,959 | 1.84% | 3q | +185.7%+$2.3M |
| Rockefeller Capital Management L.P. | $3.4M | 70,639 | 0.01% | 13q | -24.5%-$1.1M |
| AdvisorNet Financial, Inc | $3.3M | 70,345 | 0.15% | 13q | -0.7%-$23.5K |
| CLG LLC | $3.3M | 68,756 | 0.72% | new | NEW |
| STIFEL FINANCIAL CORP | $3.1M | 65,320 | 0.00% | 12q | HELD |
| Cetera Investment Advisers | $2.8M | 60,034 | 0.00% | 10q | +26.4%+$595.6K |
| Integrated Advisors Network LLC | $2.6M | 55,413 | 0.12% | 6q | +115.3%+$1.4M |
| WADDELL & ASSOCIATES, LLC | $2.6M | 54,099 | 0.13% | 13q | +1.6%+$41.7K |
| Private Advisor Group, LLC | $2.4M | 49,506 | 0.01% | 12q | -8.8%-$227.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.2M | 45,508 | 0.10% | 7q | +8.0%+$159.3K |
| GFS Advisors, LLC | $1.8M | 15,232 | 0.09% | new | NEW |
| Modern Wealth Management, LLC | $1.5M | 32,095 | 0.02% | new | NEW |
| MARSHALL WACE, LLP | $1.5M | 31,420 | 0.00% | new | NEW |
| NWAM LLC | $1.4M | 28,709 | 0.07% | 7q | +8.9%+$111.4K |
| MML INVESTORS SERVICES, LLC | $1.3M | 27,052 | 0.00% | 11q | +63.5%+$499.0K |
| Creative Planning | $1.2M | 24,260 | 0.00% | 10q | +0.7%+$8.5K |
| Belpointe Asset Management LLC | $1.1M | 23,499 | 0.04% | 6q | -6.0%-$71.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 22,602 | 0.02% | new | NEW |
| Clearstead Advisors, LLC | $1.0M | 22,050 | 0.01% | 2q | +28.6%+$232.6K |
| WMG Financial Advisors, LLC | $965.3K | 20,335 | 0.36% | 4q | +26.0%+$199.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $963.6K | options only | 0.00% | 9q | OPTIONS |
| Kovack Advisors, Inc. | $956.9K | 20,597 | 0.05% | 3q | +154.9%+$581.6K |
| Ausdal Financial Partners, Inc. | $942.0K | 19,845 | 0.04% | 5q | +1.2%+$11.5K |
| Bison Wealth, LLC | $936.0K | 21,350 | 0.09% | 3q | -6.6%-$66.3K |
| Solstein Capital, LLC | $891.5K | 18,781 | 0.31% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $874.9K | 18,431 | 0.00% | 7q | +38.3%+$242.5K |
| Focus Partners Wealth | $826.0K | 17,400 | 0.00% | 3q | +0.8%+$6.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $796.7K | 16,784 | 0.01% | 9q | +1.8%+$14.1K |
| INTEGRITY ALLIANCE, LLC. | $761.4K | 16,039 | 0.02% | 6q | +4.6%+$33.2K |
| Mariner, LLC | $759.6K | 16,002 | 0.00% | 3q | +6.7%+$47.5K |
| Waldron Private Wealth LLC | $741.5K | 15,621 | 0.03% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $737.9K | 15,545 | 0.00% | 12q | HELD |
| SWEENEY & MICHEL, LLC | $692.9K | 16,834 | 0.18% | 10q | -0.6%-$4.3K |
| Bryn Mawr Trust Advisors, LLC | $598.4K | 12,605 | 0.03% | 8q | -3.2%-$19.7K |
| Arete Wealth Advisors, LLC | $584.5K | 12,313 | 0.01% | new | NEW |
| Gateway Wealth Partners, LLC | $539.3K | 11,362 | 0.03% | 3q | -50.8%-$557.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $467.8K | 9,854 | 0.02% | 4q | HELD |
| Western Wealth Management, LLC | $466.5K | 9,828 | 0.02% | 5q | -3.5%-$17.0K |
| Tulsa Wealth Advisors, INC | $466.5K | 9,827 | 0.07% | 2q | +2.4%+$10.9K |
| Evanson Financial, LLC | $454.1K | 9,565 | 0.02% | new | FIRST |
| Acorn Wealth Advisors, LLC | $433.5K | 9,132 | 0.11% | new | NEW |
| HighPoint Advisor Group LLC | $433.4K | 9,130 | 0.02% | 3q | +1.4%+$6.1K |
| COFG Advisors, LLC | $429.4K | 9,045 | 0.07% | 3q | -2.6%-$11.4K |
| Wealthcare Advisory Partners LLC | $426.3K | 8,980 | 0.01% | 5q | HELD |
| HighTower Advisors, LLC | $424.1K | 8,934 | 0.00% | 4q | -4.7%-$20.7K |
| MORGAN STANLEY | $420.1K | 8,850 | 0.00% | 11q | +4.5%+$18.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $404.4K | 8,985 | 0.02% | 3q | +261.6%+$292.6K |
| Procyon Advisors, LLC | $404.2K | 8,515 | 0.02% | new | NEW |
| Key Financial Inc | $402.5K | 8,479 | 0.07% | 13q | -9.5%-$42.3K |
| W.H. Cornerstone Investments Inc. | $397.8K | 8,381 | 0.22% | 4q | HELD |
| Geneos Wealth Management Inc. | $385.7K | 8,125 | 0.01% | 13q | HELD |
| Cerity Partners LLC | $376.6K | 7,934 | 0.00% | 4q | HELD |
| Clearwater Capital Advisors, LLC | $375.7K | 7,914 | 0.03% | 4q | HELD |
| Strategic Blueprint, LLC | $367.5K | 7,741 | 0.02% | new | NEW |
| Sherman Asset Management, Inc. | $340.2K | 7,166 | 0.26% | 7q | +327.8%+$260.7K |
| Arkadios Wealth Advisors | $332.0K | 6,994 | 0.01% | new | NEW |
| GWN SECURITIES INC. | $330.6K | 6,964 | 0.06% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $329.4K | 6,939 | 0.01% | new | NEW |
| Capital Investment Counsel, LLC | $329.2K | 6,935 | 0.04% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $328.6K | 6,922 | 0.01% | 7q | HELD |
| Valmark Advisers, Inc. | $328.1K | 6,911 | 0.00% | 5q | -70.1%-$769.5K |
| Fox Hill Wealth Management | $327.5K | 6,899 | 0.13% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $326.8K | 6,883 | 0.01% | 4q | -9.4%-$33.9K |
| Atria Investments, Inc | $323.8K | 6,822 | 0.00% | new | NEW |
| Oxinas Partners, LLC | $318.8K | 6,716 | 0.13% | new | NEW |
| Provident Wealth Management, LLC | $318.8K | 6,715 | 0.08% | 5q | -5.9%-$19.9K |
| MRA Advisory Group | $318.5K | 6,709 | 0.12% | new | NEW |
| Garrett Wealth Advisory Group, LLC | $318.0K | 6,698 | 0.05% | new | NEW |
| NewEdge Advisors, LLC | $315.4K | 6,644 | 0.00% | new | NEW |
| PEDDOCK CAPITAL ADVISORS, LLC | $296.9K | 6,255 | 0.06% | new | NEW |
| Argent Trust Co | $288.9K | 6,087 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $274.9K | 5,791 | 0.00% | new | NEW |
| MidFirst Bank | $273.6K | 5,764 | 0.02% | 3q | HELD |
| Cascade Financial Partners, LLC | $270.2K | 5,691 | 0.02% | new | NEW |
| Barry Investment Advisors, LLC | $265.9K | 5,601 | 0.06% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $262.4K | 5,528 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $261.8K | 5,515 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $261.8K | 5,515 | 0.01% | new | NEW |
| TRANSCEND CAPITAL ADVISORS, LLC | $260.1K | 5,479 | 0.02% | new | NEW |
| Smartleaf Asset Management LLC | $258.6K | 5,648 | 0.01% | 11q | HELD |
| Lido Advisors, LLC | $252.2K | 5,312 | 0.00% | new | NEW |
Showing the largest 100 of 162 reported holders.
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 | 157 | $286.9M | 6,014,262 | 51 | 39 | 29 | 0.3% |
| Q1 2026 | 115 | $166.0M | 5,880,335 | 12 | 42 | 28 | 0.0% |
| Q4 2025 | 118 | $140.8M | 4,816,008 | 21 | 46 | 18 | 0.3% |
| Q3 2025 | 100 | $101.2M | 3,532,945 | 19 | 31 | 17 | 0.3% |
| Q2 2025 | 90 | $63.2M | 2,549,157 | 15 | 26 | 21 | 0.4% |
| Q1 2025 | 85 | $50.9M | 2,651,390 | 11 | 25 | 20 | 0.2% |
| Q4 2024 | 83 | $70.5M | 3,201,188 | 13 | 16 | 17 | 0.0% |
| Q3 2024 | 78 | $67.5M | 3,369,187 | 13 | 18 | 21 | 0.0% |
| Q2 2024 | 83 | $101.9M | 4,877,280 | 21 | 26 | 19 | 0.0% |
| Q1 2024 | 72 | $80.5M | 3,857,941 | 21 | 23 | 8 | 0.0% |
| Q4 2023 | 60 | $67.0M | 3,238,182 | 15 | 20 | 8 | 0.0% |
| Q3 2023 | 50 | $60.5M | 3,473,298 | 24 | 13 | 7 | 0.0% |
| Q2 2023 | 32 | $51.9M | 2,723,009 | 29 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $1.3M | 75,625 | 4 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $14 | 1 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $174.0K | 12,318 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $300.0K | 19,898 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 2 | $386.0K | 19,190 | 2 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.8M | 73,318 | 1 | 0 | 0 | 0.0% |