WISDOMTREE TR (WTV)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
223
Reporting holders
$2.1B
Reported value
0.0%
Held as options
+16
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 | $329.0M | 3,234,403 | 0.07% | 26q | -8.5%-$30.7M |
| RAYMOND JAMES FINANCIAL INC | $190.4M | 1,872,080 | 0.05% | 7q | +7.2%+$12.8M |
| MORGAN STANLEY | $171.7M | 1,688,436 | 0.01% | 35q | +4.6%+$7.5M |
| ENVESTNET ASSET MANAGEMENT INC | $168.1M | 1,652,709 | 0.04% | 12q | -16.8%-$33.9M |
| OSAIC HOLDINGS, INC. | $132.5M | 1,302,119 | 0.16% | 26q | -8.6%-$12.4M |
| HighTower Advisors, LLC | $129.0M | 1,267,908 | 0.12% | 5q | +2.0%+$2.6M |
| Cetera Investment Advisers | $64.8M | 637,003 | 0.06% | 20q | +21.2%+$11.4M |
| FIRST COMMUNITY TRUST NA | $55.5M | 545,821 | 25.08% | new | NEW |
| Kestra Advisory Services, LLC | $52.6M | 516,715 | 0.17% | 12q | +21.6%+$9.3M |
| BANK OF AMERICA CORP /DE/ | $40.5M | 398,169 | 0.00% | 4q | +26.1%+$8.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.2M | 385,150 | 0.02% | 9q | +24.7%+$7.8M |
| STIFEL FINANCIAL CORP | $36.2M | 355,650 | 0.03% | 20q | +0.8%+$285.9K |
| Private Advisor Group, LLC | $36.2M | 355,607 | 0.17% | 7q | +140.3%+$21.1M |
| RESOLUTE CAPITAL, LLC | $35.2M | 346,145 | 12.15% | 3q | +36.1%+$9.3M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.0M | 248,743 | 0.04% | 11q | +4.5%+$1.1M |
| Anderson Financial Strategies, LLC | $24.2M | 223,678 | 12.57% | 7q | +1.0%+$245.5K |
| Legacy Financial Advisors, Inc. | $23.1M | 226,780 | 2.81% | 10q | +0.5%+$117.3K |
| OPPENHEIMER & CO INC | $21.5M | 211,755 | 0.23% | 5q | +7.1%+$1.4M |
| TRUST CO OF TOLEDO NA /OH/ | $20.4M | 200,115 | 1.69% | 5q | +19.1%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.2M | 188,315 | 0.02% | 25q | -4.2%-$839.4K |
| Prism Advisors, Inc. | $18.8M | 184,919 | 4.57% | 9q | HELD |
| Ameritas Investment Partners, Inc. | $17.7M | 173,587 | 0.47% | 6q | +5.3%+$887.7K |
| Venture Visionary Partners LLC | $17.6M | 173,085 | 0.49% | 4q | +5.4%+$900.8K |
| Onyx Bridge Wealth Group LLC | $16.8M | 165,274 | 1.51% | 5q | -19.1%-$4.0M |
| Systelligence, LLC | $16.3M | 160,487 | 2.73% | 6q | -27.6%-$6.2M |
| FLAGSHIP HARBOR ADVISORS, LLC | $16.3M | 160,028 | 0.62% | 10q | +5.5%+$854.5K |
| Cornerstone Planning Group LLC | $15.4M | 146,722 | 1.94% | 4q | +3.3%+$492.2K |
| 626 Financial, LLC | $15.1M | 148,026 | 5.86% | 4q | +5.8%+$819.4K |
| JPMORGAN CHASE & CO | $14.2M | 138,725 | 0.00% | 11q | -3.7%-$548.4K |
| CERTUITY, LLC | $12.6M | 123,471 | 0.62% | 4q | +33.8%+$3.2M |
| Capital Asset Advisory Services LLC | $11.9M | 116,832 | 0.43% | 5q | -2.0%-$238.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.9M | 116,832 | 0.19% | new | NEW |
| MML INVESTORS SERVICES, LLC | $11.7M | 115,504 | 0.02% | 7q | +30.0%+$2.7M |
| MENORA MIVTACHIM HOLDINGS LTD. | $11.4M | 112,212 | 0.04% | 4q | HELD |
| Envestnet Portfolio Solutions, Inc. | $10.9M | 107,161 | 0.05% | 6q | -23.2%-$3.3M |
| Team Financial Group, LLC | $10.8M | 106,286 | 4.59% | 12q | +3.0%+$312.6K |
| Global Retirement Partners, LLC | $9.8M | 96,039 | 0.15% | 5q | +13.4%+$1.2M |
| Equitable Holdings, Inc. | $9.2M | 90,250 | 0.05% | 14q | +2.7%+$237.3K |
| AE Wealth Management LLC | $8.6M | 84,700 | 0.04% | 11q | +5.4%+$438.4K |
| Ruggaard & Associates LLC | $8.4M | 82,878 | 3.02% | 6q | +3.5%+$285.5K |
| JONES FINANCIAL COMPANIES LLLP | $8.3M | 80,812 | 0.00% | 6q | +35.8%+$2.2M |
| Western Wealth Management, LLC | $7.8M | 76,942 | 0.26% | 8q | +57.7%+$2.9M |
| D.A. DAVIDSON & CO. | $7.5M | 73,926 | 0.04% | 2q | +2218.2%+$7.2M |
| CEERA INVESTMENTS, LLC | $7.3M | 71,378 | 3.08% | 6q | +38.1%+$2.0M |
| Leslie Global Wealth, LLC | $7.1M | 39,649 | 2.76% | 9q | -42.2%-$5.2M |
| COLUMBIA ADVISORY PARTNERS LLC | $6.8M | 66,582 | 3.74% | 2q | +2.8%+$182.2K |
| Ameritas Advisory Services, LLC | $6.8M | 66,393 | 0.14% | 6q | +272.6%+$4.9M |
| NewEdge Advisors, LLC | $6.7M | 65,754 | 0.02% | 6q | +676.2%+$5.8M |
| Geneos Wealth Management Inc. | $6.5M | 64,254 | 0.13% | 24q | -1.3%-$88.4K |
| TRUIST FINANCIAL CORP | $6.5M | 64,194 | 0.01% | 5q | +20.0%+$1.1M |
| IFG Advisory, LLC | $6.5M | 63,733 | 0.23% | new | NEW |
| United Advisor Group, LLC | $5.5M | 54,200 | 0.58% | 7q | +91.7%+$2.6M |
| Modern Wealth Management, LLC | $5.5M | 54,192 | 0.07% | 8q | -5.3%-$308.0K |
| Smartleaf Asset Management LLC | $5.3M | 51,778 | 0.17% | 6q | HELD |
| ROYAL BANK OF CANADA | $4.9M | 48,478 | 0.00% | 31q | -22.5%-$1.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.9M | 47,989 | 0.23% | 15q | +13729.7%+$4.8M |
| LANARK FINANCIAL, INC. | $4.6M | 45,345 | 0.31% | 6q | +10.7%+$444.2K |
| PMG Wealth Management, Inc. | $4.5M | 43,832 | 2.76% | 7q | +9.1%+$373.3K |
| Nilsine Partners, LLC | $4.5M | 43,817 | 0.31% | 7q | HELD |
| Vericrest Private Wealth | $4.4M | 43,350 | 3.92% | 3q | +22.9%+$820.6K |
| Integrated Wealth Concepts LLC | $4.1M | 40,709 | 0.02% | 7q | +61.1%+$1.6M |
| OPTIMA CAPITAL LLC | $3.9M | 37,966 | 1.52% | 7q | -0.6%-$23.2K |
| Bay Capital Advisors, LLC | $3.9M | 37,941 | 2.07% | 5q | +9.9%+$346.4K |
| Sequoia Financial Advisors, LLC | $3.8M | 36,937 | 0.02% | 6q | HELD |
| J.W. COLE ADVISORS, INC. | $3.7M | 36,435 | 0.06% | 4q | +21.9%+$666.8K |
| Orion Porfolio Solutions, LLC | $3.6M | 35,278 | 0.03% | 9q | -35.5%-$2.0M |
| Ashton Thomas Private Wealth, LLC | $3.6M | 35,109 | 0.07% | 13q | +7.7%+$255.6K |
| Powers Advisory Group, LLC | $3.4M | 33,843 | 1.08% | 3q | +31.5%+$823.8K |
| Santori & Peters, Inc. | $3.1M | 30,321 | 0.87% | 4q | +1.4%+$42.7K |
| Advisor Resource Council | $2.8M | 26,801 | 0.78% | 3q | +21.2%+$485.1K |
| MERCER GLOBAL ADVISORS INC /ADV | $2.8M | 27,066 | 0.00% | new | NEW |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.7M | 26,958 | 0.14% | 5q | +34.2%+$698.1K |
| UPTICK PARTNERS, LLC | $2.6M | 25,791 | 0.41% | 3q | +16.7%+$375.7K |
| Arkadios Wealth Advisors | $2.4M | 23,377 | 0.04% | 6q | +14.1%+$294.7K |
| Cooper Financial Group | $2.3M | 22,705 | 0.19% | 5q | -19.3%-$554.0K |
| HARBOUR INVESTMENTS, INC. | $2.3M | 22,187 | 0.03% | 20q | +1.4%+$32.0K |
| Strategic Financial Concepts, LLC | $2.2M | 21,901 | 0.66% | 2q | +5.8%+$121.4K |
| FIRST NATIONAL BANK SIOUX FALLS | $2.2M | 22,226 | 0.59% | 4q | HELD |
| BFI Wealth Solutions, LLC | $2.1M | 20,426 | 1.54% | 3q | +1.3%+$25.7K |
| Advisory Services Network, LLC | $2.1M | 20,391 | 0.02% | 5q | +8.4%+$161.2K |
| Alchemi Wealth, LLC | $2.0M | 19,781 | 0.94% | 3q | +9.1%+$168.7K |
| Keating Financial Advisory Services, Inc. | $2.0M | 19,579 | 0.26% | 3q | -25.9%-$695.4K |
| INTEGRITY ALLIANCE, LLC. | $1.9M | 19,112 | 0.06% | 4q | +6.1%+$112.5K |
| Stratos Wealth Partners, LTD. | $1.9M | 18,636 | 0.02% | 21q | -35.2%-$1.0M |
| Valued Retirements, Inc. | $1.8M | 17,908 | 1.64% | 5q | +1.5%+$26.3K |
| Tower Research Capital LLC (TRC) | $1.8M | 17,357 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.7M | 16,692 | 0.01% | 7q | HELD |
| UBS Group AG | $1.6M | 16,150 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.6M | 16,047 | 0.03% | 6q | +6.2%+$94.9K |
| Sigma Planning Corp | $1.6M | 15,981 | 0.04% | 8q | -2.6%-$42.9K |
| Centerpoint Advisory Group | $1.6M | 15,316 | 0.99% | 7q | +30.8%+$367.0K |
| WealthPoint Financial, LLC | $1.6M | 15,270 | 1.13% | 3q | +8.2%+$117.2K |
| Etesian Wealth Advisors, Inc. | $1.5M | 15,188 | 0.46% | 3q | +12.3%+$169.4K |
| Sonoma Allocations LLC | $1.5M | 14,930 | 0.48% | 2q | +99.1%+$765.9K |
| MAI Capital Management | $1.5M | 14,941 | 0.01% | 3q | +23.0%+$284.4K |
| PNC Financial Services Group, Inc. | $1.4M | 14,170 | 0.00% | new | NEW |
| RFG Advisory, LLC | $1.4M | 14,010 | 0.02% | 6q | HELD |
| MidAtlantic Capital Management, Inc. | $1.3M | 12,673 | 0.80% | 3q | +1.1%+$13.9K |
| FIRST NATIONAL BANK OF OMAHA | $1.3M | 12,478 | 0.04% | 3q | +32.4%+$312.3K |
| Summit Financial, LLC | $1.3M | 12,410 | 0.01% | 4q | +10.2%+$117.2K |
Showing the largest 100 of 235 reported holders.
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 | 223 | $2.1B | 21,009,732 | 28 | 100 | 51 | 0.0% |
| Q1 2026 | 207 | $2.0B | 20,689,847 | 25 | 103 | 44 | 0.0% |
| Q4 2025 | 192 | $1.7B | 18,349,500 | 30 | 88 | 34 | 0.0% |
| Q3 2025 | 166 | $1.4B | 15,547,501 | 29 | 77 | 29 | 0.0% |
| Q2 2025 | 145 | $1.2B | 14,105,631 | 27 | 64 | 32 | 0.0% |
| Q1 2025 | 127 | $592.8M | 7,232,667 | 44 | 47 | 13 | 0.0% |
| Q4 2024 | 92 | $338.8M | 4,053,804 | 22 | 23 | 15 | 0.0% |
| Q3 2024 | 63 | $204.8M | 2,559,784 | 8 | 22 | 15 | 0.0% |
| Q2 2024 | 62 | $189.5M | 2,595,716 | 9 | 18 | 15 | 0.0% |
| Q1 2024 | 59 | $164.9M | 2,183,031 | 10 | 17 | 13 | 0.0% |
| Q4 2023 | 52 | $109.0M | 1,589,773 | 16 | 16 | 7 | 0.0% |
| Q3 2023 | 39 | $78.8M | 1,275,006 | 9 | 10 | 6 | 0.0% |
| Q2 2023 | 34 | $66.8M | 1,067,150 | 4 | 11 | 6 | 0.0% |
| Q1 2023 | 35 | $81.6M | 1,392,211 | 7 | 12 | 8 | 0.0% |
| Q4 2022 | 30 | $50.7M | 888,876 | 10 | 5 | 10 | 0.0% |
| Q3 2022 | 36 | $59.5M | 1,164,835 | 3 | 10 | 8 | 0.0% |
| Q2 2022 | 41 | $59.8M | 1,128,634 | 6 | 11 | 8 | 0.0% |
| Q1 2022 | 37 | $69.6M | 1,123,931 | 7 | 8 | 8 | 0.0% |
| Q4 2021 | 37 | $53.6M | 845,249 | 6 | 9 | 9 | 0.0% |
| Q3 2021 | 32 | $38.8M | 648,706 | 6 | 8 | 6 | 0.0% |
| Q2 2021 | 29 | $34.4M | 569,737 | 4 | 23 | 1 | 0.0% |
| Q1 2021 | 32 | $31.1M | 333,022 | 5 | 4 | 10 | 0.0% |
| Q4 2020 | 28 | $31.6M | 374,665 | 3 | 5 | 10 | 0.0% |
| Q3 2020 | 25 | $51.8M | 660,091 | 1 | 4 | 12 | 0.0% |
| Q2 2020 | 26 | $48.5M | 646,702 | 5 | 9 | 8 | 0.0% |
| Q1 2020 | 25 | $53.5M | 836,060 | 3 | 3 | 6 | 0.0% |
| Q4 2019 | 31 | $35.8M | 424,225 | 8 | 6 | 6 | 0.0% |
| Q3 2019 | 26 | $22.2M | 294,207 | 3 | 4 | 4 | 0.0% |
| Q2 2019 | 26 | $27.1M | 351,375 | 2 | 6 | 7 | 0.0% |
| Q1 2019 | 26 | $20.5M | 279,092 | 3 | 5 | 9 | 0.0% |
| Q4 2018 | 27 | $10.9M | 146,526 | 1 | 0 | 2 | 0.0% |