WISDOMTREE TR (XC)
Institutional ownership reported to the SEC as of Q2 2026, across 16 quarters.
28
Reporting holders
$55.0M
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 |
|---|---|---|---|---|---|
| OARSMAN CAPITAL, INC. | $12.1M | 382,488 | 1.28% | 4q | +7.8%+$878.0K |
| Aprio Wealth Management, LLC | $9.4M | 297,246 | 0.47% | 8q | -7.6%-$774.7K |
| tru Independence LLC | $6.9M | 218,648 | 3.03% | 6q | +6.5%+$423.4K |
| LPL Financial LLC | $6.6M | 208,967 | 0.00% | 9q | +30.4%+$1.5M |
| Noble Wealth Management PBC | $4.0M | 126,292 | 1.79% | 6q | +6.1%+$229.1K |
| CITADEL ADVISORS LLC | $3.4M | 108,701 | 0.00% | 11q | +3.2%+$105.6K |
| Chicago Partners Investment Group LLC | $3.1M | 100,147 | 0.06% | 13q | +1.4%+$43.2K |
| Viaable, LLC | $2.4M | 76,150 | 2.00% | new | FIRST |
| OLD MISSION CAPITAL LLC | $1.7M | 55,044 | 0.03% | 2q | -43.8%-$1.4M |
| Cetera Investment Advisers | $1.0M | 32,520 | 0.00% | 10q | +42.3%+$306.5K |
| Creative Planning | $859.9K | 27,125 | 0.00% | 12q | HELD |
| Kestra Advisory Services, LLC | $709.3K | 22,375 | 0.00% | 9q | -5.3%-$40.0K |
| Legacy Financial Advisors, Inc. | $702.0K | 22,143 | 0.09% | 15q | -32.8%-$342.3K |
| Goldenstone Wealth Management LLC | $422.0K | 13,300 | 0.28% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $394.8K | 12,454 | 0.01% | 6q | -57.2%-$526.8K |
| Sanctuary Advisors, LLC | $378.2K | 11,931 | 0.00% | 9q | -8.3%-$34.1K |
| Private Advisor Group, LLC | $258.3K | 8,148 | 0.00% | 5q | -16.3%-$50.4K |
| SMI Advisory Services, LLC | $241.4K | 7,501 | 0.04% | new | NEW |
| Farther Finance Advisors, LLC | $108.3K | 3,415 | 0.00% | 5q | HELD |
| ROYAL BANK OF CANADA | $36.0K | 1,150 | 0.00% | new | NEW |
| CENTRAL TRUST Co | $19.0K | 600 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $19.0K | 600 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $15.1K | 476 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $14.8K | 468 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $3.9K | 122 | 0.00% | 8q | -2.4% |
| Aptus Capital Advisors, LLC | $2.3K | 72 | 0.00% | 10q | HELD |
| FMR LLC | $1.3K | 40 | 0.00% | 8q | -16.7% |
| HRT FINANCIAL LP | $205 | 6,468 | 0.00% | 2q | -65.1% |
| MORGAN STANLEY | $37 | 1 | 0.00% | 2q | -100.0%-$15.6M |
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 | 28 | $55.0M | 1,738,124 | 4 | 7 | 10 | 0.0% |
| Q1 2026 | 32 | $80.0M | 2,559,381 | 5 | 11 | 12 | 0.0% |
| Q4 2025 | 29 | $72.7M | 2,236,003 | 1 | 14 | 5 | 0.0% |
| Q3 2025 | 28 | $91.6M | 2,678,062 | 2 | 11 | 7 | 0.0% |
| Q2 2025 | 28 | $74.1M | 2,153,246 | 8 | 6 | 7 | 0.0% |
| Q1 2025 | 23 | $52.6M | 1,766,393 | 6 | 9 | 4 | 0.0% |
| Q4 2024 | 21 | $45.4M | 1,473,105 | 1 | 9 | 5 | 0.0% |
| Q3 2024 | 19 | $44.6M | 1,362,838 | 4 | 7 | 6 | 0.0% |
| Q2 2024 | 16 | $46.0M | 1,442,286 | 4 | 6 | 2 | 0.0% |
| Q1 2024 | 14 | $33.8M | 1,104,156 | 8 | 4 | 2 | 0.0% |
| Q4 2023 | 8 | $24.5M | 832,280 | 2 | 4 | 1 | 0.0% |
| Q3 2023 | 9 | $19.1M | 731,603 | 3 | 5 | 0 | 0.0% |
| Q2 2023 | 8 | $15.7M | 571,133 | 4 | 3 | 1 | 0.0% |
| Q1 2023 | 5 | $3.8M | 144,892 | 3 | 2 | 0 | 0.0% |
| Q4 2022 | 5 | $13.3M | 538,306 | 4 | 1 | 0 | 0.0% |
| Q3 2022 | 2 | $22.8M | 986,493 | 2 | 0 | 0 | 0.0% |