DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (GCC)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
70
Reporting holders
$142.9M
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $55.9M | 2,465,865 | 0.00% | 23q | +3.9%+$2.1M |
| WELLS FARGO & COMPANY/MN | $14.7M | 649,662 | 0.00% | 23q | +2.8%+$403.8K |
| ROYAL BANK OF CANADA | $13.9M | 615,559 | 0.00% | 23q | +1.7%+$227.7K |
| Warren Street Wealth Advisors, LLC | $13.1M | 579,283 | 2.93% | 19q | +3.4%+$426.4K |
| Wright Wealth LLC | $7.1M | 315,373 | 4.29% | 3q | +4.4%+$300.0K |
| Kestra Advisory Services, LLC | $5.6M | 249,283 | 0.02% | 8q | -2.6%-$151.2K |
| Team Financial Group, LLC | $3.0M | 130,413 | 1.25% | 12q | +4.1%+$116.7K |
| Wayfinding Financial, LLC | $2.8M | 121,737 | 1.04% | 19q | +12.1%+$297.4K |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 114,054 | 0.00% | 21q | +29.8%+$593.9K |
| LPL Financial LLC | $2.5M | 108,511 | 0.00% | 23q | -51.3%-$2.6M |
| RAYMOND JAMES FINANCIAL INC | $2.0M | 87,486 | 0.00% | 7q | +22.6%+$365.7K |
| MISSION WEALTH MANAGEMENT, LP | $1.7M | 75,842 | 0.02% | 2q | -15.7%-$319.5K |
| Cetera Investment Advisers | $1.6M | 72,126 | 0.00% | 10q | +31.7%+$393.3K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.2M | 52,430 | 0.01% | 22q | +23.4%+$225.5K |
| OSAIC HOLDINGS, INC. | $1.1M | 50,210 | 0.00% | 23q | +49.0%+$374.1K |
| &PARTNERS | $955.2K | 42,170 | 0.00% | 8q | +6.4%+$57.1K |
| Global Wealth Management Investment Advisory, Inc. | $917.9K | 40,523 | 0.13% | 3q | -1.1%-$10.7K |
| Private Advisor Group, LLC | $871.5K | 38,475 | 0.00% | 14q | +19.6%+$142.8K |
| OneAscent Financial Services LLC | $856.8K | 37,829 | 0.04% | 7q | +0.6%+$4.7K |
| ROMAN BUTLER FULLERTON & CO | $771.3K | 32,463 | 0.18% | 4q | +1.8%+$13.5K |
| Sigma Planning Corp | $682.7K | 30,140 | 0.02% | 10q | HELD |
| Empirical Asset Management, LLC | $682.2K | 30,118 | 0.15% | 19q | -0.7%-$4.9K |
| Gateway Wealth Partners, LLC | $648.6K | 28,636 | 0.04% | 2q | -39.6%-$425.9K |
| WealthBridge Capital Management, LLC | $521.5K | 23,026 | 0.10% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $489.6K | 21,615 | 0.00% | 23q | -42.7%-$364.1K |
| Cerity Partners LLC | $476.0K | 21,015 | 0.00% | 8q | HELD |
| STIFEL FINANCIAL CORP | $469.3K | 20,720 | 0.00% | 23q | -1.7%-$7.9K |
| Brookwood Investment Group LLC | $420.4K | 18,559 | 0.05% | 2q | +3.9%+$15.8K |
| Steward Partners Investment Advisory, LLC | $408.3K | 18,027 | 0.00% | 7q | -16.0%-$77.6K |
| Covenant Asset Management, LLC | $407.2K | 17,978 | 0.07% | 22q | HELD |
| XY Planning Network, Inc. | $392.2K | 17,315 | 0.05% | 3q | HELD |
| Arkadios Wealth Advisors | $387.2K | 17,097 | 0.01% | 17q | HELD |
| Bison Wealth, LLC | $364.2K | 15,599 | 0.03% | 3q | -5.6%-$21.8K |
| Creekside Partners | $354.1K | 15,634 | 0.13% | 9q | HELD |
| MML INVESTORS SERVICES, LLC | $283.5K | 12,518 | 0.00% | 20q | +25.4%+$57.5K |
| Fermata Advisors, LLC | $259.9K | 11,475 | 0.05% | 13q | -7.5%-$21.1K |
| OPPENHEIMER & CO INC | $258.5K | 11,414 | 0.00% | 2q | +7.4%+$17.8K |
| REGIONS FINANCIAL CORP | $243.8K | 10,764 | 0.00% | 7q | HELD |
| REAP Financial Group, LLC | $241.2K | 10,650 | 0.04% | 11q | -30.8%-$107.3K |
| Caitlin John, LLC | $239.8K | 10,586 | 0.13% | 2q | HELD |
| JANE STREET GROUP, LLC | $230.3K | 10,168 | 0.00% | 2q | -68.3%-$495.1K |
| Merit Financial Group, LLC | $208.8K | 9,219 | 0.00% | 5q | -4.4%-$9.5K |
| HRT FINANCIAL LP | $205.0K | 9,071 | 0.00% | new | NEW |
| TD Waterhouse Canada Inc. | $160.3K | 7,107 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $123.9K | 5,471 | 0.00% | 2q | -2.4%-$3.0K |
| Ashton Thomas Private Wealth, LLC | $113.0K | 4,991 | 0.00% | 2q | HELD |
| Smithfield Trust Co | $81.0K | 3,583 | 0.00% | 23q | HELD |
| Frazier Financial Advisors, LLC | $80.0K | 3,530 | 0.04% | 11q | HELD |
| GoalVest Advisory LLC | $50.7K | 2,238 | 0.01% | 13q | HELD |
| Farther Finance Advisors, LLC | $38.8K | 1,715 | 0.00% | 2q | -94.3%-$636.8K |
| Aptus Capital Advisors, LLC | $35.9K | 1,587 | 0.00% | 3q | HELD |
| Main Street Group, LTD | $19.5K | 862 | 0.00% | new | NEW |
| PRIVATE TRUST CO NA | $17.8K | 787 | 0.00% | 2q | HELD |
| Smartleaf Asset Management LLC | $15.7K | 700 | 0.00% | 10q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $13.3K | 588 | 0.00% | 19q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $13.3K | 587 | 0.01% | 4q | HELD |
| Allworth Financial LP | $13.1K | 580 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $13.0K | 575 | 0.00% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $11.5K | 509 | 0.00% | new | NEW |
| AlphaCore Capital LLC | $9.1K | 400 | 0.00% | 3q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $8.7K | 385 | 0.00% | 10q | +51.0%+$2.9K |
| IFP Advisors, Inc | $6.8K | 300 | 0.00% | 7q | HELD |
| Abound Wealth Management | $4.8K | 210 | 0.00% | 2q | HELD |
| Asset Dedication, LLC | $4.6K | 202 | 0.00% | 23q | HELD |
| Covestor Ltd | $4.0K | 181 | 0.00% | 19q | +11.7% |
| SIMPLEX TRADING, LLC | $2.4K | 104 | 0.00% | new | NEW |
| Aventura Private Wealth, LLC | $1.8K | 80 | 0.00% | 7q | HELD |
| AE Wealth Management LLC | $997 | 44 | 0.00% | 4q | HELD |
| Blue Trust, Inc. | $54 | 2 | 0.00% | 10q | HELD |
| HUNTINGTON NATIONAL BANK | $38 | 2 | 0.00% | 15q | 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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 23 | $16.4M | 616,369 | 4 | 5 | 6 | 0.0% |
| Q2 2026 | 70 | $142.9M | 6,307,958 | 7 | 21 | 16 | 0.0% |
| Q1 2026 | 71 | $161.6M | 6,745,938 | 14 | 18 | 17 | 0.0% |
| Q4 2025 | 61 | $103.9M | 4,906,139 | 8 | 27 | 8 | 0.0% |
| Q3 2025 | 55 | $88.2M | 4,131,113 | 7 | 12 | 16 | 0.0% |
| Q2 2025 | 53 | $91.0M | 4,574,053 | 3 | 14 | 15 | 0.0% |
| Q1 2025 | 57 | $104.8M | 5,347,738 | 4 | 20 | 15 | 0.0% |
| Q4 2024 | 61 | $90.8M | 4,823,779 | 9 | 19 | 14 | 0.0% |
| Q3 2024 | 49 | $86.2M | 4,513,489 | 4 | 14 | 15 | 0.0% |
| Q2 2024 | 55 | $77.7M | 4,112,256 | 11 | 11 | 17 | 0.0% |
| Q1 2024 | 48 | $89.2M | 4,834,997 | 8 | 11 | 17 | 0.0% |
| Q4 2023 | 52 | $87.0M | 5,126,844 | 6 | 18 | 16 | 0.0% |
| Q3 2023 | 55 | $98.0M | 5,443,478 | 4 | 16 | 18 | 0.0% |
| Q2 2023 | 59 | $94.7M | 5,537,170 | 7 | 20 | 20 | 0.0% |
| Q1 2023 | 64 | $103.2M | 5,776,098 | 7 | 15 | 27 | 0.0% |
| Q4 2022 | 72 | $109.0M | 5,950,769 | 8 | 25 | 27 | 0.0% |
| Q3 2022 | 82 | $1.8B | 85,603,811 | 6 | 22 | 32 | 0.1% |
| Q2 2022 | 87 | $278.3M | 11,866,250 | 15 | 22 | 31 | 0.0% |
| Q1 2022 | 81 | $297.2M | 11,762,991 | 19 | 27 | 20 | 0.0% |
| Q4 2021 | 65 | $188.3M | 9,034,914 | 11 | 19 | 11 | 0.0% |
| Q3 2021 | 56 | $185.9M | 7,750,785 | 9 | 20 | 9 | 0.0% |
| Q2 2021 | 55 | $1.1B | 49,211,152 | 12 | 19 | 9 | 0.0% |
| Q1 2021 | 48 | $807.4M | 40,245,561 | 15 | 10 | 10 | 0.0% |
| Q4 2020 | 39 | $1.1B | 57,016,644 | 35 | 0 | 0 | 0.0% |
| Q3 2020 | 35 | $1.4B | 81,267,242 | 7 | 7 | 6 | 0.0% |
| Q2 2020 | 31 | $31.2M | 2,000,961 | 5 | 4 | 8 | 0.0% |
| Q1 2020 | 35 | $34.6M | 2,602,009 | 2 | 2 | 13 | 0.0% |
| Q4 2019 | 42 | $69.2M | 3,681,126 | 6 | 7 | 10 | 0.0% |
| Q3 2019 | 40 | $59.5M | 3,387,149 | 5 | 5 | 14 | 0.0% |
| Q2 2019 | 41 | $73.5M | 4,122,850 | 3 | 8 | 16 | 0.0% |
| Q1 2019 | 47 | $55.1M | 3,054,871 | 4 | 3 | 22 | 0.0% |
| Q4 2018 | 49 | $81.1M | 4,622,316 | 0 | 1 | 2 | 0.0% |