DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (GDE)
Institutional ownership reported to the SEC as of Q2 2026, across 18 quarters.
74
Reporting holders
$238.7M
Reported value
0.4%
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 |
|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | $100.1M | 1,638,956 | 7.41% | 5q | -17.6%-$21.4M |
| Alpine Bank Wealth Management | $37.6M | 615,018 | 4.82% | 5q | -0.9%-$338.9K |
| Wealthcare Advisory Partners LLC | $8.3M | 135,041 | 0.16% | 15q | +4.5%+$352.5K |
| McGrath & Associates, Inc. | $8.1M | 132,140 | 10.52% | 7q | +8.6%+$636.8K |
| STAPP WEALTH MANAGEMENT, PLLC | $7.6M | 123,616 | 9.87% | 5q | +2.2%+$163.7K |
| Cambridge Investment Research Advisors, Inc. | $7.0M | 114,364 | 0.01% | 5q | +95.9%+$3.4M |
| OneDigital Investment Advisors LLC | $7.0M | 113,875 | 0.06% | 2q | +1.5%+$100.8K |
| Kestra Advisory Services, LLC | $6.1M | 100,543 | 0.02% | 3q | +21.9%+$1.1M |
| Magnolia Private Wealth, LLC | $5.9M | 204,920 | 3.24% | 7q | -4.0%-$245.6K |
| Fermata Advisors, LLC | $5.3M | 87,185 | 1.08% | 7q | +12.6%+$594.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.5M | 56,608 | 0.00% | 2q | +90.9%+$1.6M |
| GREAT VALLEY ADVISOR GROUP, INC. | $3.2M | 52,002 | 0.05% | 4q | HELD |
| OSAIC HOLDINGS, INC. | $2.4M | 39,512 | 0.00% | 14q | -25.2%-$814.3K |
| MORGAN STANLEY | $2.2M | 36,444 | 0.00% | 4q | HELD |
| AMERIPRISE FINANCIAL INC | $2.2M | 35,553 | 0.00% | 4q | -17.8%-$470.6K |
| Aspire Capital Advisors LLC | $2.1M | 34,885 | 0.42% | 4q | +30.6%+$499.3K |
| SFG Wealth Management, LLC. | $2.0M | 33,019 | 0.73% | 4q | -0.7%-$13.7K |
| OPTIMA CAPITAL LLC | $1.7M | 27,272 | 0.66% | 4q | -19.9%-$413.2K |
| Arkadios Wealth Advisors | $1.6M | 26,603 | 0.02% | 2q | +52.5%+$559.7K |
| JPMORGAN CHASE & CO | $1.5M | 25,437 | 0.00% | 4q | +55.2%+$549.4K |
| Spinnaker Investment Group, LLC | $1.5M | 24,597 | 0.24% | 4q | +10.0%+$136.8K |
| Elequin Capital, LP | $1.4M | 22,620 | 0.04% | new | NEW |
| Kingsview Wealth Management, LLC | $1.3M | 21,240 | 0.02% | 4q | +10.1%+$118.8K |
| SteelPeak Wealth, LLC | $1.2M | 20,096 | 0.03% | 3q | +9.4%+$105.6K |
| LWM Advisory Services, LLC | $1.2M | 20,000 | 2.18% | 4q | -1.0%-$11.7K |
| Modern Wealth Management, LLC | $1.2M | 20,000 | 0.01% | 2q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 19,871 | 0.00% | 6q | +11.9%+$129.3K |
| Sanctuary Advisors, LLC | $1.1M | 18,289 | 0.01% | 5q | -39.6%-$732.8K |
| Worth Asset Management, LLC | $1.0M | 16,923 | 0.33% | 9q | -7.5%-$84.3K |
| CITADEL ADVISORS LLC | $916.4K CALL | options only | 0.00% | 4q | OPTIONS |
| BROWN ADVISORY INC | $781.5K | 12,792 | 0.00% | 6q | HELD |
| Lunt Capital Management, Inc. | $778.9K | 12,749 | 0.29% | 2q | -2.1%-$17.0K |
| M Wealth Management, LLC | $719.8K | 11,782 | 0.57% | 7q | +8.6%+$56.9K |
| Elm3 Financial Group, LLC | $642.9K | 10,523 | 0.44% | 6q | -6.8%-$47.1K |
| LPL Financial LLC | $537.8K | 8,803 | 0.00% | 6q | +130.8%+$304.8K |
| Triton Wealth Management, PLLC | $512.4K | 8,264 | 0.16% | 4q | -91.4%-$5.5M |
| XY Planning Network, Inc. | $483.1K | 7,908 | 0.06% | 3q | +0.9%+$4.2K |
| UBS Group AG | $482.0K | 7,889 | 0.00% | 4q | -1.4%-$6.6K |
| Redhawk Wealth Advisors, Inc. | $400.0K | 6,547 | 0.04% | 4q | -7.3%-$31.4K |
| HOWARD BAILEY SECURITIES, LLC | $369.1K | 6,042 | 0.14% | 4q | -22.0%-$104.2K |
| Optivise Advisory Services LLC | $367.8K | 6,020 | 0.19% | 4q | HELD |
| Kelman-Lazarov, Inc. | $366.8K | 6,004 | 0.05% | 4q | HELD |
| Atria Investments, Inc | $335.4K | 5,490 | 0.00% | 5q | -36.1%-$189.6K |
| J HAGAN CAPITAL, INC. | $313.8K | 5,137 | 0.15% | 2q | +23.6%+$59.9K |
| CreativeOne Wealth, LLC | $303.5K | 4,967 | 0.01% | 2q | HELD |
| Prospera Financial Services Inc | $300.8K | 4,924 | 0.00% | 4q | -21.7%-$83.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $272.7K | 4,464 | 0.00% | 2q | -67.4%-$562.6K |
| Quantinno Capital Management LP | $272.3K | 4,457 | 0.00% | 2q | -37.6%-$164.0K |
| Corient Private Wealth LP | $269.1K | 4,404 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $251.4K | 4,115 | 0.11% | 4q | +37.9%+$69.0K |
| Regatta Research & Money Management | $250.9K | 4,107 | 0.24% | new | FIRST |
| J.W. COLE ADVISORS, INC. | $240.6K | 3,938 | 0.00% | 3q | -6.1%-$15.6K |
| NewEdge Advisors, LLC | $237.8K | 3,892 | 0.00% | 7q | HELD |
| RAYMOND JAMES FINANCIAL INC | $218.8K | 3,581 | 0.00% | 4q | -18.7%-$50.2K |
| Team Financial Group, LLC | $214.6K | 3,512 | 0.09% | 4q | +38.1%+$59.1K |
| Geneos Wealth Management Inc. | $210.5K | 3,445 | 0.00% | 4q | -10.0%-$23.5K |
| FIDUCIARY FINANCIAL ADVISORS | $198.8K | 3,261 | 0.02% | new | NEW |
| AE Wealth Management LLC | $175.1K | 2,867 | 0.00% | 4q | +50.5%+$58.8K |
| HANTZ FINANCIAL SERVICES, INC. | $162.0K | 2,648 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $129.4K | 2,102 | 0.01% | 2q | HELD |
| Ashton Thomas Private Wealth, LLC | $74.7K | 1,222 | 0.00% | new | NEW |
| TOUNJIAN ADVISORY PARTNERS, LLC | $71.6K | 1,171 | 0.03% | new | NEW |
| Caitlin John, LLC | $61.1K | 1,000 | 0.03% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $56.3K | 921 | 0.00% | new | NEW |
| SIMPLEX TRADING, LLC | $24.2K | 396 | 0.00% | new | NEW |
| BFC Planning, Inc. | $22.1K | 361 | 0.00% | 4q | HELD |
| Triumph Capital Management | $20.0K | 328 | 0.00% | 3q | HELD |
| Allworth Financial LP | $18.3K | 300 | 0.00% | new | NEW |
| IFP Advisors, Inc | $17.5K | 287 | 0.00% | 4q | +36.0%+$4.6K |
| Federation des caisses Desjardins du Quebec | $11.0K | 181 | 0.00% | 2q | HELD |
| SIGNATUREFD, LLC | $7.6K | 125 | 0.00% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.4K | 104 | 0.00% | 2q | HELD |
| US BANCORP \DE\ | $4.6K | 75 | 0.00% | 4q | HELD |
| BLAIR WILLIAM & CO/IL | $611 | 10 | 0.00% | 6q | 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 | 22 | $82.6M | 1,296,561 | 2 | 6 | 9 | 0.0% |
| Q2 2026 | 74 | $238.7M | 3,999,744 | 8 | 23 | 24 | 0.4% |
| Q1 2026 | 73 | $296.7M | 4,800,523 | 16 | 23 | 25 | 0.5% |
| Q4 2025 | 62 | $285.9M | 4,630,374 | 10 | 26 | 20 | 0.0% |
| Q3 2025 | 56 | $222.1M | 3,873,501 | 34 | 14 | 5 | 0.5% |
| Q2 2025 | 27 | $246.6M | 5,229,366 | 10 | 8 | 6 | 0.0% |
| Q1 2025 | 20 | $24.5M | 740,454 | 8 | 8 | 3 | 0.0% |
| Q4 2024 | 16 | $16.1M | 433,722 | 5 | 3 | 2 | 0.0% |
| Q3 2024 | 8 | $11.1M | 285,983 | 2 | 2 | 2 | 0.0% |
| Q2 2024 | 7 | $8.7M | 257,120 | 4 | 0 | 2 | 0.0% |
| Q1 2024 | 4 | $6.7M | 212,199 | 0 | 1 | 2 | 0.0% |
| Q4 2023 | 4 | $5.5M | 200,262 | 0 | 1 | 3 | 0.0% |
| Q3 2023 | 4 | $4.7M | 202,015 | 1 | 0 | 2 | 0.0% |
| Q2 2023 | 4 | $5.4M | 215,275 | 1 | 1 | 1 | 0.0% |
| Q1 2023 | 3 | $5.0M | 207,246 | 1 | 2 | 0 | 0.0% |
| Q4 2022 | 2 | $2.0M | 93,230 | 2 | 0 | 0 | 0.0% |
| Q2 2022 | 3 | $916.0K | 43,669 | 2 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $790.0K | 29,133 | 1 | 0 | 0 | 0.0% |