DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (CXSE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
35
Reporting holders
$19.4M
Reported value
0.0%
Calls
0.0%
Puts
+1
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| OLD MISSION CAPITAL LLC | $2.9M | 73,854 | 0.05% | new | NEW |
| MORGAN STANLEY | $2.8M | 72,202 | 0.00% | 35q | -1.6%-$45.5K |
| Cambridge Investment Research Advisors, Inc. | $2.5M | 64,916 | 0.00% | 10q | +85.9%+$1.2M |
| Cerity Partners LLC | $1.6M | 41,482 | 0.00% | 2q | +0.5%+$8.7K |
| Avestar Capital, LLC | $1.2M | 31,870 | 0.07% | 7q | +3.2%+$38.9K |
| UBS Group AG | $1.2M | 31,472 | 0.00% | 31q | -5.5%-$71.0K |
| ROYAL BANK OF CANADA | $1.2M | 31,240 | 0.00% | 31q | +579.7%+$1.0M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 29,913 | 0.00% | 13q | -63.5%-$2.0M |
| CASTLEKEEP INVESTMENT ADVISORS LLC | $939.2K | 24,155 | 0.47% | 11q | HELD |
| LPL Financial LLC | $666.2K | 17,134 | 0.00% | 31q | -5.4%-$38.3K |
| SBI Securities Co., Ltd. | $586.1K | 15,075 | 0.01% | 7q | -7.0%-$44.0K |
| CITADEL ADVISORS LLC | $523.9K | 13,474 | 0.00% | new | NEW |
| BANK OF AMERICA CORP /DE/ | $346.6K | 8,915 | 0.00% | 31q | -0.7%-$2.6K |
| Rockefeller Capital Management L.P. | $304.0K | 7,819 | 0.00% | 4q | +329.9%+$233.3K |
| HRT FINANCIAL LP | $262.0K | 6,763 | 0.00% | new | NEW |
| Corient Private Wealth LP | $257.1K | 6,613 | 0.00% | new | NEW |
| GRANVILLE CAPITAL, INC. | $245.5K | 6,313 | 0.11% | 3q | HELD |
| Summit Investment Advisory Services, LLC | $207.9K | 5,347 | 0.05% | 2q | HELD |
| Cassaday & Co Wealth Management LLC | $137.5K | 3,537 | 0.00% | 2q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $45.7K | 1,176 | 0.00% | 3q | HELD |
| Dunhill Financial, LLC | $38.9K | 1,000 | 0.01% | 2q | +25.0%+$7.8K |
| WHITTIER TRUST CO OF NEVADA INC | $37.2K | 980 | 0.00% | 31q | HELD |
| OSAIC HOLDINGS, INC. | $27.2K | 700 | 0.00% | 26q | HELD |
| NewEdge Advisors, LLC | $25.5K | 656 | 0.00% | 7q | HELD |
| BANK OF MONTREAL /CAN/ | $24.0K | 616 | 0.00% | 11q | HELD |
| Ankerstar Wealth, LLC | $21.3K | 549 | 0.02% | 3q | -60.9%-$33.3K |
| WELLS FARGO & COMPANY/MN | $17.6K | 453 | 0.00% | 26q | -94.2%-$284.1K |
| Arax Advisory Partners | $15.6K | 400 | 0.00% | new | NEW |
| FMR LLC | $12.9K | 331 | 0.00% | 11q | -47.5%-$11.7K |
| Triumph Capital Management | $8.7K | 225 | 0.00% | 3q | HELD |
| TD Waterhouse Canada Inc. | $8.7K | 224 | 0.00% | new | NEW |
| FIFTH THIRD BANCORP | $8.5K | 219 | 0.00% | new | NEW |
| Founders Financial Alliance, LLC | $6.0K | 155 | 0.00% | 11q | HELD |
| PNC Financial Services Group, Inc. | $1.9K | 50 | 0.00% | 21q | HELD |
| JPMORGAN CHASE & CO | $345 | 9 | 0.00% | new | NEW |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 6 | $1.7M | 49,508 | 1 | 1 | 1 | 0.0% |
| Q2 2026 | 35 | $19.4M | 499,837 | 8 | 6 | 9 | 0.0% |
| Q1 2026 | 34 | $34.1M | 901,138 | 8 | 5 | 10 | 0.0% |
| Q4 2025 | 32 | $28.0M | 698,462 | 6 | 11 | 6 | 0.0% |
| Q3 2025 | 28 | $26.8M | 602,015 | 3 | 8 | 11 | 0.0% |
| Q2 2025 | 31 | $26.1M | 750,675 | 3 | 10 | 9 | 0.0% |
| Q1 2025 | 32 | $29.5M | 865,705 | 3 | 7 | 10 | 0.2% |
| Q4 2024 | 39 | $37.0M | 1,233,117 | 8 | 9 | 13 | 0.3% |
| Q3 2024 | 32 | $29.0M | 875,681 | 3 | 8 | 10 | 0.0% |
| Q2 2024 | 34 | $26.2M | 986,157 | 2 | 8 | 12 | 0.0% |
| Q1 2024 | 36 | $42.6M | 1,612,399 | 3 | 9 | 10 | 0.0% |
| Q4 2023 | 40 | $59.7M | 2,135,749 | 6 | 5 | 16 | 0.0% |
| Q3 2023 | 36 | $41.4M | 1,400,820 | 4 | 5 | 15 | 0.0% |
| Q2 2023 | 41 | $64.9M | 2,117,667 | 5 | 12 | 14 | 0.0% |
| Q1 2023 | 48 | $91.5M | 2,632,128 | 8 | 10 | 14 | 0.0% |
| Q4 2022 | 46 | $98.1M | 2,822,750 | 6 | 13 | 12 | 0.0% |
| Q3 2022 | 54 | $164.8M | 5,218,351 | 9 | 13 | 13 | 0.0% |
| Q2 2022 | 52 | $207.3M | 4,860,961 | 6 | 14 | 15 | 0.0% |
| Q1 2022 | 61 | $4.2B | 105,278,075 | 12 | 13 | 20 | 0.0% |
| Q4 2021 | 63 | $620.3M | 12,437,023 | 7 | 15 | 23 | 0.0% |
| Q3 2021 | 71 | $1.0B | 19,560,476 | 7 | 22 | 25 | 0.0% |
| Q2 2021 | 88 | $1.7B | 24,502,384 | 17 | 30 | 20 | 0.0% |
| Q1 2021 | 84 | $1.3B | 20,327,201 | 31 | 28 | 15 | 0.0% |
| Q4 2020 | 63 | $810.8M | 12,324,225 | 18 | 19 | 10 | 0.0% |
| Q3 2020 | 45 | $203.2M | 1,831,499 | 9 | 12 | 13 | 0.0% |
| Q2 2020 | 39 | $139.6M | 1,452,178 | 11 | 10 | 10 | 0.0% |
| Q1 2020 | 33 | $116.0M | 1,513,760 | 10 | 4 | 12 | 0.0% |
| Q4 2019 | 28 | $104.2M | 1,254,083 | 4 | 8 | 5 | 0.0% |
| Q3 2019 | 29 | $85.7M | 1,201,710 | 5 | 3 | 12 | 0.0% |
| Q2 2019 | 25 | $102.4M | 1,383,363 | 5 | 11 | 3 | 0.0% |
| Q1 2019 | 22 | $612.8M | 7,861,927 | 6 | 7 | 3 | 0.0% |
| Q4 2018 | 19 | $414.4M | 6,805,404 | 0 | 1 | 1 | 0.0% |