WISDOMTREE TR (WTMF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
82
Reporting holders
$181.9M
Reported value
0.0%
Held as options
+2
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $46.9M | 1,147,194 | 0.00% | 35q | +3.5%+$1.6M |
| LPL Financial LLC | $20.5M | 502,047 | 0.00% | 22q | +5.4%+$1.1M |
| Tidemark, LLC | $17.7M | 432,433 | 3.98% | 3q | +6.0%+$1.0M |
| OneDigital Investment Advisors LLC | $12.9M | 315,199 | 0.11% | 11q | -1.3%-$165.4K |
| Stewardship Advisors, LLC | $11.9M | 291,438 | 2.47% | 8q | +3.3%+$382.4K |
| Cetera Investment Advisers | $11.3M | 276,616 | 0.01% | 11q | +2.8%+$305.7K |
| EARNED WEALTH ADVISORS, LLC | $11.2M | 273,756 | 0.72% | 3q | HELD |
| Avestar Capital, LLC | $5.4M | 131,519 | 0.30% | 13q | +3.8%+$196.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 76,053 | 0.00% | 17q | +13.6%+$372.9K |
| WELLS FARGO & COMPANY/MN | $2.9M | 71,809 | 0.00% | 31q | -47.0%-$2.6M |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 51,188 | 0.08% | 5q | +6.6%+$128.8K |
| Vestmark Advisory Solutions, Inc. | $2.1M | 50,399 | 0.02% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 45,561 | 0.00% | 2q | +124.3%+$1.0M |
| Columbus Macro, LLC | $1.7M | 41,669 | 0.17% | 6q | +12.0%+$182.1K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 37,268 | 0.00% | 7q | -1.7%-$25.7K |
| Ethos Financial Group, LLC | $1.5M | 35,749 | 0.10% | 11q | -9.9%-$160.8K |
| Asset Allocation Strategies LLC | $1.4M | 33,725 | 0.21% | 8q | +7.1%+$91.5K |
| Comprehensive Wealth Management, LLC | $1.3M | 31,506 | 0.59% | 5q | +6.2%+$75.2K |
| ASSETMARK, INC | $1.3M | 30,913 | 0.00% | 6q | +29912.6%+$1.3M |
| OSAIC HOLDINGS, INC. | $1.1M | 26,963 | 0.00% | 26q | -33.2%-$548.7K |
| Kestra Advisory Services, LLC | $1.1M | 26,477 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $1.0M | 25,539 | 0.00% | 3q | +54.5%+$367.9K |
| Private Advisor Group, LLC | $1.0M | 25,508 | 0.00% | 14q | +5.8%+$57.5K |
| Global Wealth Management Investment Advisory, Inc. | $948.8K | 23,225 | 0.14% | 3q | HELD |
| Financial Enhancement Group LLC | $918.8K | 22,492 | 0.11% | 2q | +5.0%+$43.5K |
| Advisor Resource Council | $832.6K | 20,332 | 0.23% | 3q | +9.8%+$74.4K |
| Empirical Asset Management, LLC | $791.5K | 19,375 | 0.18% | 19q | +4.2%+$31.9K |
| HARBOUR INVESTMENTS, INC. | $783.5K | 19,180 | 0.01% | 11q | +5.9%+$44.0K |
| Sequent Planning LLC | $766.5K | 18,763 | 0.16% | 8q | +6.0%+$43.1K |
| Centric Wealth Management | $741.6K | 18,058 | 0.12% | 11q | +99.6%+$370.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $741.6K | 18,155 | 0.00% | 2q | HELD |
| Endowment Wealth Management, Inc. | $718.8K | 17,596 | 0.28% | 19q | +2.9%+$20.3K |
| JPMORGAN CHASE & CO | $715.1K | 17,648 | 0.00% | 15q | -2.9%-$21.4K |
| Axis Wealth Partners, LLC | $649.1K | 15,891 | 0.31% | 7q | -2.8%-$18.5K |
| CSS LLC/IL | $618.9K | 15,150 | 0.02% | 7q | HELD |
| Cooper Financial Group | $617.2K | 15,110 | 0.05% | 16q | -5.8%-$37.8K |
| Clarity Asset Management, Inc. | $586.5K | 14,357 | 0.29% | 2q | +48.6%+$191.7K |
| PAX Financial Group, LLC | $578.0K | 14,150 | 0.09% | 8q | -0.5%-$3.1K |
| Arkadios Wealth Advisors | $568.5K | 13,916 | 0.01% | 3q | -3.1%-$18.2K |
| VestGen Advisors, LLC | $563.3K | 13,789 | 0.02% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $480.4K | 11,761 | 0.00% | 2q | +28.1%+$105.3K |
| Austin Wealth Management, LLC | $419.2K | 10,267 | 0.09% | 12q | -2.2%-$9.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $416.7K | 10,202 | 0.00% | new | NEW |
| Bison Wealth, LLC | $415.1K | 10,136 | 0.04% | 3q | -12.5%-$59.1K |
| &PARTNERS | $405.3K | 9,921 | 0.00% | 10q | -3.3%-$14.0K |
| Sowell Financial Services LLC | $388.9K | 9,519 | 0.01% | 5q | -0.5%-$2.1K |
| Alteri Wealth LLC | $388.1K | 9,501 | 0.11% | 6q | HELD |
| Sanctuary Advisors, LLC | $338.3K | 8,280 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $316.8K | 7,754 | 0.00% | 6q | +25.9%+$65.2K |
| Discipline Wealth Solutions, LLC | $314.6K | 7,702 | 0.03% | 5q | -6.7%-$22.5K |
| INVENIO WEALTH PARTNERS LLC | $311.3K | 7,621 | 0.11% | 10q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $310.6K | 7,604 | 0.12% | 8q | -16.0%-$59.1K |
| Trajan Wealth LLC | $285.1K | 6,979 | 0.01% | 10q | -4.2%-$12.4K |
| REAP Financial Group, LLC | $279.6K | 6,845 | 0.05% | 11q | -29.6%-$117.4K |
| Simplicity Wealth,LLC | $229.9K | 5,628 | 0.01% | new | NEW |
| MGO ONE SEVEN LLC | $227.4K | 5,566 | 0.00% | 2q | -0.5%-$1.1K |
| FIFTH THIRD BANCORP | $222.4K | 5,444 | 0.00% | 2q | -1.9%-$4.2K |
| ROCKLAND TRUST CO | $205.3K | 5,025 | 0.01% | 2q | -2.7%-$5.8K |
| Integrated Wealth Concepts LLC | $175.7K | 4,301 | 0.00% | new | NEW |
| IFG Advisory, LLC | $156.3K | 3,827 | 0.01% | new | NEW |
| AE Wealth Management LLC | $132.4K | 3,240 | 0.00% | 7q | +47.9%+$42.9K |
| ROYAL BANK OF CANADA | $130.0K | 3,172 | 0.00% | 31q | -0.8%-$1.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $102.3K | 2,503 | 0.00% | 13q | -0.6% |
| Golden State Wealth Management, LLC | $86.7K | 2,123 | 0.01% | 7q | -12.7%-$12.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $61.1K | 1,497 | 0.03% | new | NEW |
| Aptus Capital Advisors, LLC | $60.9K | 1,491 | 0.00% | 3q | HELD |
| Glass Jacobson Investment Advisors llc | $53.8K | 1,316 | 0.02% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $51.1K | 1,250 | 0.00% | 2q | HELD |
| Highland Investment Advisors LLC | $37.2K | 910 | 0.02% | new | FIRST |
| Parallel Advisors, LLC | $31.9K | 782 | 0.00% | 2q | HELD |
| UBS Group AG | $27.2K | 666 | 0.00% | 2q | +57.4%+$9.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $16.5K | 404 | 0.01% | 4q | HELD |
| CoreCap Advisors, LLC | $10.8K | 265 | 0.00% | 10q | HELD |
| Concord Wealth Partners | $10.3K | 251 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $10.2K | 250 | 0.00% | 9q | HELD |
| Strategic Wealth Partners, Ltd. | $9.4K | 229 | 0.00% | 4q | HELD |
| Stillwater Private Wealth, LLC | $7.0K | 168,608 | 4.56% | new | FIRST |
| Clearstead Advisors, LLC | $5.2K | 127 | 0.00% | 3q | -19.1%-$1.2K |
| Cambridge Investment Research Advisors, Inc. | $2.7K | 65,048 | 0.00% | 6q | +110.5%+$1.4K |
| Smartleaf Asset Management LLC | $2.6K | 64 | 0.00% | 11q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $1.5K | 37 | 0.00% | 10q | HELD |
| Solstein Capital, LLC | $1.0K | 25 | 0.00% | 6q | HELD |
| SHP Wealth Management | $490 | 12 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $41 | 1 | 0.00% | 15q | HELD |
| CX Institutional | $29 | 718 | 0.00% | 6q | -4.9% |
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 | 82 | $181.9M | 4,452,214 | 8 | 27 | 25 | 0.0% |
| Q1 2026 | 80 | $171.6M | 4,323,754 | 15 | 31 | 20 | 0.0% |
| Q4 2025 | 76 | $159.4M | 4,192,615 | 13 | 25 | 23 | 0.0% |
| Q3 2025 | 68 | $141.8M | 3,742,121 | 5 | 24 | 28 | 0.0% |
| Q2 2025 | 69 | $132.1M | 3,739,706 | 9 | 24 | 26 | 0.0% |
| Q1 2025 | 64 | $125.7M | 3,682,332 | 8 | 20 | 27 | 0.0% |
| Q4 2024 | 71 | $144.0M | 4,119,263 | 10 | 27 | 19 | 0.0% |
| Q3 2024 | 61 | $173.4M | 4,883,478 | 13 | 17 | 19 | 0.0% |
| Q2 2024 | 49 | $151.6M | 4,169,536 | 2 | 14 | 27 | 0.0% |
| Q1 2024 | 55 | $242.1M | 6,464,383 | 12 | 13 | 24 | 0.0% |
| Q4 2023 | 51 | $205.7M | 5,863,062 | 12 | 18 | 14 | 0.0% |
| Q3 2023 | 45 | $121.6M | 3,456,676 | 5 | 15 | 16 | 0.0% |
| Q2 2023 | 40 | $117.2M | 3,351,088 | 9 | 17 | 9 | 0.0% |
| Q1 2023 | 37 | $95.3M | 2,838,063 | 6 | 17 | 7 | 0.0% |
| Q4 2022 | 34 | $92.5M | 2,932,299 | 5 | 17 | 6 | 0.0% |
| Q3 2022 | 44 | $97.4M | 2,828,023 | 5 | 18 | 16 | 0.0% |
| Q2 2022 | 49 | $109.7M | 3,125,633 | 8 | 16 | 18 | 0.0% |
| Q1 2022 | 45 | $109.8M | 3,054,628 | 6 | 20 | 12 | 0.0% |
| Q4 2021 | 45 | $133.6M | 3,769,958 | 8 | 15 | 11 | 0.0% |
| Q3 2021 | 37 | $117.1M | 2,858,522 | 4 | 11 | 10 | 0.0% |
| Q2 2021 | 36 | $109.0M | 2,630,535 | 5 | 11 | 14 | 0.0% |
| Q1 2021 | 38 | $93.8M | 2,383,198 | 7 | 6 | 18 | 0.0% |
| Q4 2020 | 31 | $90.3M | 2,435,064 | 5 | 9 | 9 | 0.0% |
| Q3 2020 | 29 | $72.2M | 2,061,323 | 3 | 9 | 10 | 0.0% |
| Q2 2020 | 35 | $62.3M | 1,778,986 | 5 | 6 | 15 | 0.0% |
| Q1 2020 | 42 | $84.3M | 2,326,594 | 8 | 5 | 19 | 0.0% |
| Q4 2019 | 46 | $97.8M | 2,636,528 | 4 | 9 | 21 | 0.0% |
| Q3 2019 | 51 | $128.6M | 3,381,499 | 11 | 11 | 17 | 0.0% |
| Q2 2019 | 46 | $129.3M | 3,432,127 | 6 | 10 | 21 | 0.0% |
| Q1 2019 | 50 | $149.1M | 3,829,076 | 3 | 15 | 22 | 0.0% |
| Q4 2018 | 57 | $184.2M | 4,754,063 | 0 | 2 | 1 | 0.0% |