WISDOMTREE TR (WTRE)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
14
Reporting holders
$3.0M
Reported value
0.0%
Held as options
-1
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 | $937.1K | 37,416 | 0.00% | 31q | -6.8%-$68.4K |
| BANK OF AMERICA CORP /DE/ | $707.4K | 28,245 | 0.00% | 31q | -3.4%-$24.7K |
| RAYMOND JAMES FINANCIAL INC | $458.7K | 18,314 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $366.9K | 14,650 | 0.00% | 28q | +6.5%+$22.4K |
| JANE STREET GROUP, LLC | $349.0K | 13,935 | 0.00% | 2q | -35.4%-$191.0K |
| MORGAN STANLEY | $68.2K | 2,724 | 0.00% | 35q | HELD |
| OSAIC HOLDINGS, INC. | $55.1K | 2,200 | 0.00% | 26q | +57.1%+$20.0K |
| Murphy & Mullick Capital Management Corp | $27.1K | 1,081 | 0.02% | 7q | HELD |
| Farther Finance Advisors, LLC | $15.0K | 598 | 0.00% | 6q | -45.5%-$12.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $8.5K | 340 | 0.00% | new | NEW |
| Geneos Wealth Management Inc. | $2.6K | 102 | 0.00% | 42q | HELD |
| Glen Eagle Advisors, LLC | $2.5K | 100 | 0.00% | 12q | HELD |
| Virtu Financial LLC | $242 | 9,660 | 0.01% | new | NEW |
| JTC Employer Solutions Trustee Ltd | $145 | 5,800 | 0.01% | 21q | HELD |
| FMR LLC | $25 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $10 | 0 | 0.00% | 31q | -100.0% |
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 | 14 | $3.0M | 119,706 | 2 | 2 | 5 | 0.0% |
| Q1 2026 | 15 | $2.8M | 131,502 | 4 | 2 | 5 | 0.0% |
| Q4 2025 | 12 | $1.6M | 76,158 | 1 | 2 | 4 | 0.0% |
| Q3 2025 | 17 | $2.2M | 100,155 | 1 | 3 | 3 | 0.0% |
| Q2 2025 | 20 | $2.4M | 125,252 | 3 | 2 | 10 | 0.0% |
| Q1 2025 | 18 | $3.3M | 186,576 | 2 | 6 | 4 | 0.0% |
| Q4 2024 | 18 | $2.2M | 126,588 | 0 | 5 | 7 | 0.0% |
| Q3 2024 | 19 | $2.9M | 149,519 | 4 | 3 | 4 | 0.0% |
| Q2 2024 | 17 | $2.8M | 159,554 | 2 | 4 | 5 | 0.0% |
| Q1 2024 | 16 | $2.3M | 128,071 | 1 | 3 | 4 | 0.0% |
| Q4 2023 | 20 | $5.8M | 317,584 | 3 | 4 | 9 | 0.0% |
| Q3 2023 | 19 | $3.2M | 202,813 | 4 | 8 | 3 | 0.0% |
| Q2 2023 | 20 | $5.7M | 334,823 | 2 | 4 | 8 | 0.0% |
| Q1 2023 | 19 | $6.9M | 401,791 | 1 | 1 | 8 | 0.0% |
| Q4 2022 | 21 | $10.9M | 659,202 | 5 | 5 | 7 | 0.0% |
| Q3 2022 | 24 | $8.2M | 527,572 | 2 | 7 | 6 | 0.0% |
| Q2 2022 | 31 | $11.6M | 632,073 | 5 | 9 | 8 | 0.0% |
| Q1 2022 | 32 | $17.1M | 739,258 | 3 | 12 | 8 | 0.0% |
| Q4 2021 | 33 | $17.5M | 719,030 | 3 | 8 | 15 | 0.0% |
| Q3 2021 | 32 | $14.0M | 561,904 | 2 | 9 | 12 | 0.0% |
| Q2 2021 | 118 | $410.7M | 11,876,239 | 13 | 33 | 40 | 0.0% |
| Q1 2021 | 125 | $428.1M | 12,528,904 | 15 | 45 | 44 | 0.0% |
| Q4 2020 | 127 | $442.4M | 13,010,942 | 47 | 40 | 26 | 0.0% |
| Q3 2020 | 101 | $194.7M | 8,437,741 | 18 | 25 | 44 | 0.0% |
| Q2 2020 | 97 | $133.6M | 7,577,236 | 16 | 29 | 34 | 0.0% |
| Q1 2020 | 96 | $117.8M | 7,428,057 | 18 | 32 | 33 | 0.0% |
| Q4 2019 | 101 | $193.7M | 7,428,595 | 29 | 39 | 16 | 0.0% |
| Q3 2019 | 87 | $139.0M | 5,071,001 | 27 | 29 | 20 | 0.0% |
| Q2 2019 | 67 | $109.4M | 3,873,690 | 35 | 11 | 13 | 0.0% |
| Q1 2019 | 46 | $44.0M | 1,417,191 | 9 | 7 | 17 | 0.0% |
| Q4 2018 | 37 | $34.1M | 1,225,325 | 1 | 1 | 0 | 0.0% |