# WISDOMTREE TR (WTMF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/WTMF/

- Reporting holders: 5
- Reported value: $1.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Financial Enhancement Group LLC](https://holderbook.com/funds/1641438-financial-enhancement-group-llc/) | $952.1K | 22,340 | 0.1% | 3 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $644.9K | 15,286 | 0.1% | 17 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $211.2K | 5,006 | 0.0% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $12.0K | 285 | 0.0% | 11 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $633 | 15 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $29 | 695 | 0.0% | 7 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 5 | $1.8M |
| Q2 2026 | 85 | $194.7M |
| Q1 2026 | 84 | $173.2M |
| Q4 2025 | 79 | $160.6M |
| Q3 2025 | 72 | $143.2M |
| Q2 2025 | 75 | $135.8M |
| Q1 2025 | 69 | $130.1M |
| Q4 2024 | 74 | $148.1M |
| Q3 2024 | 66 | $176.6M |
| Q2 2024 | 52 | $164.7M |
| Q1 2024 | 58 | $255.3M |
| Q4 2023 | 55 | $219.2M |