DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (GDMN)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
45
Reporting holders
$33.1M
Reported value
0.0%
Calls
0.0%
Puts
-6
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 |
|---|---|---|---|---|---|
| GTS SECURITIES LLC | $5.5M | 76,613 | 0.12% | new | NEW |
| Prospera Financial Services Inc | $3.6M | 50,071 | 0.05% | 3q | +39.3%+$1.0M |
| JANE STREET GROUP, LLC | $3.5M | 48,197 | 0.00% | 2q | -3.6%-$130.6K |
| RAYMOND JAMES FINANCIAL INC | $2.7M | 37,357 | 0.00% | 4q | +1325.8%+$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 34,371 | 0.00% | 3q | +193.2%+$1.6M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | 31,846 | 0.00% | 7q | +105.4%+$1.2M |
| Fermata Advisors, LLC | $1.7M | 23,051 | 0.34% | 13q | +7.0%+$109.6K |
| Elequin Capital, LP | $1.1M | 14,585 | 0.03% | 2q | -39.5%-$690.6K |
| D. E. Shaw & Co., Inc. | $1.1M | 14,569 | 0.00% | new | NEW |
| FIG FINANCIAL ADVISORY SERVICES INC /ADV | $1.0M | 13,956 | 0.59% | new | NEW |
| UBS Group AG | $670.2K | 9,256 | 0.00% | 2q | +560.2%+$568.7K |
| Cetera Investment Advisers | $624.7K | 8,628 | 0.00% | 4q | -53.9%-$730.2K |
| Astoria Portfolio Advisors LLC. | $617.0K | 8,520 | 0.10% | 4q | +15.1%+$81.1K |
| Kestra Advisory Services, LLC | $603.5K | 8,335 | 0.00% | 18q | -8.3%-$54.7K |
| CMC Financial Group | $572.1K | 7,901 | 1.11% | 4q | +21.1%+$99.6K |
| Bluesphere Advisors LLC | $507.4K | 7,008 | 0.16% | 4q | -18.7%-$116.9K |
| COMMONWEALTH EQUITY SERVICES, LLC | $493.0K | 6,809 | 0.00% | 6q | +7.1%+$32.8K |
| FOUNDERS FINANCIAL SECURITIES LLC | $454.6K | 6,278 | 0.02% | 4q | -4.8%-$23.0K |
| Advyzon Investment Management, LLC | $418.5K | 5,780 | 0.03% | 3q | +13.9%+$51.2K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | $416.9K | 5,758 | 0.05% | 6q | +103.7%+$212.2K |
| Summit Financial, LLC | $344.5K | 4,758 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $344.5K | 4,757 | 0.00% | 4q | +2.2%+$7.5K |
| LPL Financial LLC | $322.2K | 4,449 | 0.00% | 4q | -5.7%-$19.6K |
| StoneX Group Inc. | $316.8K | 3,539 | 0.01% | new | NEW |
| Ameritas Advisory Services, LLC | $314.0K | 4,337 | 0.01% | new | NEW |
| Integrated Advisors Network LLC | $247.7K | 3,421 | 0.01% | 2q | +66.7%+$99.1K |
| ROYAL BANK OF CANADA | $210.0K | 2,904 | 0.00% | 5q | HELD |
| Allied Private Wealth LLC | $186.7K | 2,604 | 0.12% | new | FIRST |
| Farther Finance Advisors, LLC | $89.5K | 1,236 | 0.00% | 5q | +22.9%+$16.7K |
| OSAIC HOLDINGS, INC. | $76.2K | 1,052 | 0.00% | 13q | -74.7%-$225.3K |
| Larson Financial Group LLC | $68.8K | 950 | 0.00% | 5q | HELD |
| Qube Research & Technologies Ltd | $57.6K | 796 | 0.00% | 2q | +165.3%+$35.9K |
| HM PAYSON & CO | $47.4K | 655 | 0.00% | 4q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $35.7K | 474 | 0.00% | new | FIRST |
| Markowski Investments | $23.0K | 318 | 0.01% | new | FIRST |
| Blue Trust, Inc. | $16.8K | 232 | 0.00% | 3q | HELD |
| BFC Planning, Inc. | $8.3K | 114 | 0.00% | new | NEW |
| JNBA Financial Advisors | $6.1K | 84 | 0.00% | 3q | +23.5%+$1.2K |
| SIGNATUREFD, LLC | $3.6K | 50 | 0.00% | 3q | HELD |
| Spire Wealth Management | $3.6K | 50 | 0.00% | 2q | HELD |
| Global Retirement Partners, LLC | $2.1K | 29 | 0.00% | 2q | HELD |
| HARBOUR INVESTMENTS, INC. | $941 | 13 | 0.00% | 6q | HELD |
| Abound Wealth Management | $652 | 9 | 0.00% | new | NEW |
| MORGAN STANLEY | $158 | 2 | 0.00% | 7q | +100.0% |
| Allworth Financial LP | $68 | 1 | 0.00% | 2q | -99.1%-$7.5K |
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 | 12 | $4.6M | 55,237 | 5 | 4 | 1 | 0.0% |
| Q2 2026 | 45 | $33.1M | 455,723 | 8 | 17 | 9 | 0.0% |
| Q1 2026 | 51 | $32.9M | 328,202 | 18 | 11 | 16 | 0.0% |
| Q4 2025 | 42 | $26.4M | 281,683 | 17 | 13 | 7 | 0.0% |
| Q3 2025 | 28 | $48.0M | 607,415 | 15 | 5 | 6 | 0.0% |
| Q2 2025 | 18 | $12.3M | 244,130 | 7 | 4 | 4 | 0.0% |
| Q1 2025 | 13 | $12.9M | 296,314 | 6 | 3 | 2 | 0.0% |
| Q4 2024 | 11 | $4.2M | 147,454 | 6 | 3 | 0 | 0.0% |
| Q3 2024 | 5 | $2.8M | 79,529 | 1 | 1 | 2 | 0.0% |
| Q2 2024 | 5 | $4.0M | 143,169 | 0 | 1 | 4 | 0.0% |
| Q1 2024 | 7 | $3.5M | 137,893 | 0 | 1 | 5 | 0.0% |
| Q4 2023 | 8 | $3.2M | 133,918 | 2 | 4 | 1 | 0.0% |
| Q3 2023 | 7 | $2.9M | 140,538 | 1 | 4 | 2 | 0.0% |
| Q2 2023 | 7 | $2.8M | 116,458 | 4 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $2.1M | 80,767 | 0 | 3 | 1 | 0.0% |
| Q4 2022 | 7 | $3.0M | 127,329 | 2 | 3 | 2 | 0.0% |
| Q3 2022 | 7 | $3.5M | 166,538 | 0 | 3 | 3 | 0.0% |
| Q2 2022 | 8 | $4.9M | 204,788 | 3 | 4 | 1 | 0.0% |
| Q1 2022 | 5 | $2.6M | 93,647 | 4 | 0 | 1 | 0.0% |
| Q4 2021 | 1 | $2.2M | 81,830 | 1 | 0 | 0 | 0.0% |