WISDOMTREE TR (WTBN)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
10
Reporting holders
$38.2M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $10.7M | 425,551 | 0.00% | 2q | +1252.0%+$9.9M |
| &PARTNERS | $7.9M | 314,141 | 0.03% | 8q | +5.6%+$418.2K |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 308,952 | 0.00% | 8q | +6.0%+$438.5K |
| Park Edge Advisors, LLC | $5.9M | 233,609 | 1.24% | 8q | +2.7%+$152.4K |
| Lionsbridge Wealth Management LLC | $2.1M | 81,542 | 2.01% | 8q | -4.5%-$96.7K |
| Steward Partners Investment Advisory, LLC | $1.5M | 60,488 | 0.01% | 11q | -17.0%-$311.0K |
| ROYAL BANK OF CANADA | $1.1M | 45,228 | 0.00% | 3q | HELD |
| Hilltop National Bank | $581.0K | 23,103 | 0.12% | 3q | HELD |
| RAYMOND JAMES FINANCIAL INC | $340.3K | 13,531 | 0.00% | 4q | HELD |
| ForthRight Wealth Management, LLC | $330.5K | 13,142 | 0.08% | new | NEW |
| Thrivent Financial for Lutherans | $56.8K | 2,256,946 | 0.10% | 4q | +6.3%+$3.4K |
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 | 10 | $38.2M | 1,519,287 | 1 | 4 | 2 | 0.0% |
| Q1 2026 | 13 | $38.2M | 1,511,200 | 2 | 7 | 2 | 0.0% |
| Q4 2025 | 12 | $32.8M | 1,289,263 | 4 | 5 | 0 | 0.0% |
| Q3 2025 | 9 | $20.1M | 782,184 | 2 | 5 | 1 | 0.0% |
| Q2 2025 | 7 | $17.9M | 703,353 | 1 | 5 | 0 | 0.0% |
| Q1 2025 | 7 | $10.3M | 408,550 | 1 | 3 | 1 | 0.0% |
| Q4 2024 | 9 | $8.9M | 355,003 | 3 | 3 | 1 | 0.0% |
| Q3 2024 | 8 | $6.7M | 260,629 | 4 | 1 | 1 | 0.0% |
| Q2 2024 | 5 | $573.4K | 23,223 | 1 | 1 | 1 | 0.0% |
| Q1 2024 | 4 | $626.9K | 25,306 | 3 | 0 | 1 | 0.0% |
| Q4 2023 | 2 | $618.3K | 24,612 | 2 | 0 | 0 | 0.0% |