WISDOMTREE TR (WTPI)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
83
Reporting holders
$229.4M
Reported value
0.0%
Held as options
-4
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 | $61.8M | 1,883,263 | 0.01% | 14q | +13.1%+$7.1M |
| MORGAN STANLEY | $28.0M | 853,355 | 0.00% | 35q | +26.8%+$5.9M |
| CARY STREET PARTNERS FINANCIAL LLC | $11.7M | 356,743 | 0.26% | 7q | +8.9%+$956.0K |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 298,239 | 0.00% | 7q | +22.9%+$1.8M |
| CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284,265 | 2.76% | 10q | +3.1%+$283.9K |
| WealthPlan Investment Management, LLC | $7.9M | 242,352 | 0.39% | 3q | -1.0%-$80.4K |
| Solutions 4 Wealth, Ltd | $7.9M | 240,518 | 10.18% | 9q | +22.1%+$1.4M |
| Cetera Investment Advisers | $7.3M | 221,580 | 0.01% | 10q | +17.9%+$1.1M |
| Pinnacle Financial Partners, Inc. | $6.6M | 202,105 | 0.05% | new | NEW |
| Compass Financial Services Inc | $5.7M | 175,132 | 2.15% | 6q | +10.2%+$531.5K |
| CENTRAL TRUST Co | $5.7M | 174,550 | 0.10% | 27q | +40.2%+$1.6M |
| Kestra Advisory Services, LLC | $5.2M | 157,334 | 0.02% | 7q | +12.3%+$565.6K |
| Private Capital Management, LLC | $4.1M | 123,547 | 0.36% | 18q | +7.7%+$289.6K |
| EP Wealth Advisors, LLC | $4.0M | 122,881 | 0.02% | new | NEW |
| US BANCORP \DE\ | $3.8M | 116,111 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $3.2M | 96,737 | 0.00% | 26q | +181.1%+$2.0M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M | 95,620 | 0.63% | 3q | +181.4%+$2.0M |
| TRUST POINT INC. | $2.8M | 85,822 | 0.24% | 11q | -23.2%-$852.3K |
| UBS Group AG | $2.4M | 74,645 | 0.00% | 27q | HELD |
| RESOLUTE CAPITAL, LLC | $2.1M | 64,023 | 0.72% | 3q | +31.2%+$499.0K |
| Avestar Capital, LLC | $2.1M | 63,764 | 0.12% | 12q | +8.4%+$162.6K |
| LANARK FINANCIAL, INC. | $2.1M | 63,321 | 0.14% | 2q | +24.3%+$405.4K |
| OSAIC HOLDINGS, INC. | $1.9M | 57,526 | 0.00% | 26q | +11.9%+$200.7K |
| PFG Investments, LLC | $1.8M | 55,442 | 0.07% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.8M | 53,911 | 0.00% | 31q | +14.3%+$220.8K |
| Visionary Wealth Advisors | $1.5M | 47,191 | 0.06% | 6q | +16.3%+$217.4K |
| Tidemark, LLC | $1.5M | 46,978 | 0.35% | 7q | -14.0%-$250.9K |
| Sanctuary Advisors, LLC | $1.5M | 44,481 | 0.01% | 7q | +1.6%+$22.8K |
| NewEdge Advisors, LLC | $1.3M | 40,600 | 0.00% | 5q | -13.9%-$214.5K |
| Arkadios Wealth Advisors | $1.3M | 39,632 | 0.02% | 9q | +9.7%+$114.8K |
| Creative Planning | $1.3M | 38,434 | 0.00% | 7q | +11.8%+$133.1K |
| Cresset Asset Management, LLC | $1.2M | 36,261 | 0.00% | 9q | +11.2%+$119.7K |
| Alpine Bank Wealth Management | $1.2M | 35,376 | 0.15% | 2q | -78.6%-$4.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 34,752 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 33,982 | 0.00% | 31q | -28.9%-$452.6K |
| Prosperity Financial Group, Inc. | $999.2K | 30,472 | 0.31% | 4q | +1.4%+$13.8K |
| OLD MISSION CAPITAL LLC | $908.4K | 27,705 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $882.2K | 26,906 | 0.00% | 2q | -46.3%-$760.1K |
| WealthPLAN Partners, LLC | $804.8K | 24,544 | 0.15% | 3q | +37.4%+$219.0K |
| Private Advisor Group, LLC | $804.1K | 24,521 | 0.00% | 14q | +10.7%+$77.8K |
| HARBOUR INVESTMENTS, INC. | $733.7K | 22,377 | 0.01% | 2q | +3.4%+$24.4K |
| Merit Financial Group, LLC | $682.2K | 20,806 | 0.00% | 5q | +100.0%+$341.1K |
| Kovack Advisors, Inc. | $645.7K | 19,669 | 0.03% | 6q | -2.1%-$14.0K |
| Diversify Advisory Services, LLC | $641.7K | 19,536 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $641.7K | 19,536 | 0.01% | 2q | -24.4%-$207.4K |
| MML INVESTORS SERVICES, LLC | $639.4K | 19,499 | 0.00% | 6q | -17.8%-$138.7K |
| Avory & Company, LLC | $500.6K | 15,267 | 0.63% | 7q | +0.7%+$3.3K |
| Maridea Wealth Management LLC | $462.1K | 14,094 | 0.05% | 2q | -9.1%-$46.2K |
| Arax Advisory Partners | $458.3K | 13,977 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $420.7K | 12,830 | 0.03% | 2q | +20.3%+$70.9K |
| Tactive Advisors, LLC | $407.7K | 12,432 | 0.10% | 5q | +30.8%+$96.1K |
| WCG Wealth Advisors LLC | $393.9K | 12,012 | 0.01% | 7q | -32.7%-$191.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $385.1K | 11,746 | 0.00% | 4q | -2.6%-$10.4K |
| Apollon Wealth Management, LLC | $367.9K | 11,221 | 0.00% | 6q | HELD |
| Ameritas Advisory Services, LLC | $321.9K | 9,817 | 0.01% | new | NEW |
| Integrated Wealth Concepts LLC | $282.0K | 8,600 | 0.00% | 2q | +9.7%+$24.9K |
| Synergy Investment Management, LLC | $282.0K | 8,600 | 0.07% | 6q | +3.0%+$8.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $240.3K | 7,328 | 0.00% | 2q | +5.4%+$12.3K |
| Roan Capital Partners | $237.0K | 7,227 | 0.20% | 2q | -6.9%-$17.6K |
| White & Co Financial Planning Inc | $217.7K | 6,638 | 0.13% | 7q | +5.5%+$11.4K |
| Alessandra Capital Management, LLC | $216.6K | 6,606 | 0.15% | 2q | +2.3%+$4.9K |
| Cerity Partners LLC | $203.5K | 6,207 | 0.00% | 2q | -5.6%-$12.0K |
| Allworth Financial LP | $70.5K | 2,150 | 0.00% | 3q | +104.8%+$36.1K |
| REAP Financial Group, LLC | $55.6K | 1,697 | 0.01% | 11q | -26.4%-$20.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $49.0K | 1,494 | 0.00% | 3q | +20.1%+$8.2K |
| Triumph Capital Management | $45.9K | 1,400 | 0.01% | 3q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $42.7K | 1,301 | 0.00% | new | NEW |
| Granite Bay Wealth Management, LLC | $41.3K | 1,259,604 | 3.80% | 11q | +4.6%+$1.8K |
| Founders Financial Alliance, LLC | $40.4K | 1,233 | 0.01% | 8q | -14.0%-$6.6K |
| Geneos Wealth Management Inc. | $40.2K | 1,225 | 0.00% | 4q | +119.5%+$21.9K |
| Farther Finance Advisors, LLC | $39.3K | 1,198 | 0.00% | 8q | HELD |
| FIFTH THIRD BANCORP | $39.1K | 1,192 | 0.00% | 2q | -46.2%-$33.6K |
| SWAN Capital LLC | $37.7K | 1,151 | 0.01% | 2q | +147.0%+$22.5K |
| Highland Investment Advisors LLC | $25.7K | 783 | 0.01% | new | FIRST |
| Federation des caisses Desjardins du Quebec | $21.7K | 661 | 0.00% | 38q | HELD |
| Aptus Capital Advisors, LLC | $16.4K | 500 | 0.00% | 9q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $13.9K | 425 | 0.00% | new | FIRST |
| AE Wealth Management LLC | $10.7K | 325 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $10.5K | 320 | 0.00% | 15q | +15900.0%+$10.4K |
| FMR LLC | $7.3K | 224 | 0.00% | 9q | -35.6%-$4.1K |
| Smartleaf Asset Management LLC | $1.7K | 52 | 0.00% | 11q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $662 | 20 | 0.00% | 3q | HELD |
| SHP Wealth Management | $459 | 14 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $66 | 2 | 0.00% | 12q | HELD |
| PIN OAK INVESTMENT ADVISORS INC | $34 | 1,030 | 0.01% | new | NEW |
| Covestor Ltd | $1 | 40 | 0.00% | 19q | HELD |
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 | 83 | $229.4M | 6,998,013 | 8 | 41 | 19 | 0.0% |
| Q1 2026 | 87 | $233.4M | 7,313,171 | 19 | 40 | 10 | 0.0% |
| Q4 2025 | 82 | $163.6M | 4,944,360 | 19 | 30 | 15 | 0.2% |
| Q3 2025 | 68 | $154.6M | 4,643,556 | 7 | 29 | 16 | 0.2% |
| Q2 2025 | 67 | $127.2M | 3,968,036 | 11 | 31 | 13 | 0.0% |
| Q1 2025 | 61 | $107.9M | 3,466,416 | 9 | 30 | 9 | 0.0% |
| Q4 2024 | 59 | $71.0M | 2,143,400 | 16 | 17 | 11 | 0.4% |
| Q3 2024 | 47 | $66.0M | 1,992,677 | 5 | 22 | 10 | 0.0% |
| Q2 2024 | 47 | $57.2M | 1,713,428 | 12 | 14 | 10 | 0.0% |
| Q1 2024 | 41 | $50.0M | 1,503,375 | 5 | 13 | 14 | 0.0% |
| Q4 2023 | 43 | $48.7M | 1,536,577 | 7 | 17 | 7 | 0.0% |
| Q3 2023 | 33 | $38.0M | 1,236,586 | 3 | 14 | 8 | 0.0% |
| Q2 2023 | 29 | $46.3M | 1,428,569 | 0 | 16 | 6 | 0.0% |
| Q1 2023 | 31 | $43.0M | 1,381,321 | 3 | 11 | 12 | 0.3% |
| Q4 2022 | 32 | $52.6M | 1,749,618 | 3 | 8 | 11 | 0.2% |
| Q3 2022 | 43 | $59.1M | 1,980,919 | 6 | 13 | 16 | 0.0% |
| Q2 2022 | 40 | $58.0M | 1,813,535 | 2 | 12 | 14 | 0.0% |
| Q1 2022 | 44 | $60.5M | 1,610,080 | 8 | 10 | 17 | 0.2% |
| Q4 2021 | 38 | $45.4M | 1,227,116 | 7 | 12 | 8 | 0.0% |
| Q3 2021 | 32 | $34.0M | 1,045,364 | 4 | 9 | 14 | 0.0% |
| Q2 2021 | 34 | $32.7M | 1,030,518 | 5 | 11 | 10 | 0.0% |
| Q1 2021 | 38 | $80.9M | 2,686,856 | 6 | 11 | 12 | 0.0% |
| Q4 2020 | 37 | $79.9M | 2,758,415 | 4 | 7 | 12 | 1.5% |
| Q3 2020 | 34 | $83.9M | 3,095,983 | 2 | 4 | 17 | 1.2% |
| Q2 2020 | 37 | $86.5M | 3,412,730 | 5 | 9 | 12 | 1.2% |
| Q1 2020 | 40 | $88.4M | 3,889,395 | 4 | 13 | 15 | 1.0% |
| Q4 2019 | 47 | $161.9M | 5,546,059 | 7 | 16 | 14 | 2.5% |
| Q3 2019 | 44 | $152.4M | 5,402,390 | 1 | 10 | 20 | 2.0% |
| Q2 2019 | 50 | $160.3M | 5,806,308 | 9 | 12 | 18 | 0.2% |
| Q1 2019 | 49 | $177.5M | 6,483,515 | 6 | 17 | 17 | 1.6% |
| Q4 2018 | 58 | $189.5M | 7,320,124 | 1 | 2 | 2 | 1.5% |