DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (HEDJ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
230
Reporting holders
$795.4M
Reported value
0.1%
Calls
0.0%
Puts
+8
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 |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $139.3M | 2,442,985 | 0.01% | 31q | -4.9%-$7.2M |
| BANK OF AMERICA CORP /DE/ | $76.5M | 1,342,831 | 0.00% | 31q | -0.7%-$568.9K |
| MORGAN STANLEY | $72.1M | 1,265,333 | 0.00% | 35q | +1.7%+$1.2M |
| UBS Group AG | $47.4M | 831,141 | 0.01% | 31q | HELD |
| LPL Financial LLC | $30.3M | 530,852 | 0.01% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $28.1M | 492,910 | 0.00% | 31q | +0.6%+$158.2K |
| FMR LLC | $25.5M | 447,535 | 0.00% | 31q | HELD |
| Boothe Investment Group, Inc. | $25.4M | 446,055 | 8.01% | 6q | HELD |
| Bank of New York Mellon Corp | $24.0M | 421,768 | 0.00% | 31q | -2.1%-$520.5K |
| Rockefeller Capital Management L.P. | $23.6M | 413,712 | 0.04% | 10q | +2.1%+$485.4K |
| ROYAL BANK OF CANADA | $22.6M | 395,634 | 0.00% | 31q | -10.5%-$2.7M |
| RAYMOND JAMES FINANCIAL INC | $19.4M | 340,760 | 0.01% | 7q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $16.6M | 291,745 | 0.31% | 4q | +24.9%+$3.3M |
| PATTEN & PATTEN INC/TN | $15.0M | 262,566 | 0.79% | 6q | HELD |
| Vestmark Advisory Solutions, Inc. | $14.7M | 257,124 | 0.14% | 4q | +14.0%+$1.8M |
| Azimuth Capital Investment Management LLC | $11.0M | 193,515 | 0.37% | 17q | -1.9%-$210.6K |
| VALLEY WEALTH MANAGERS, INC. | $10.8M | 189,717 | 0.62% | 12q | -3.0%-$332.1K |
| Pathstone Holdings, LLC | $8.9M | 155,318 | 0.03% | 7q | +1.4%+$117.9K |
| CONNING INC. | $8.2M | 144,030 | 0.25% | 31q | HELD |
| Sharper & Granite LLC | $6.5M | 114,024 | 2.01% | 15q | +0.9%+$60.1K |
| Federation des caisses Desjardins du Quebec | $6.1M | 107,588 | 0.02% | 38q | HELD |
| Guardian Partners Inc. | $5.7M | 100,300 | 0.52% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 93,306 | 0.00% | 31q | -1.6%-$84.5K |
| CATHY PARETO & ASSOCIATES, INC | $5.3M | 93,087 | 3.11% | 7q | -6.5%-$369.2K |
| Allianz Asset Management GmbH | $5.3M | 92,700 | 0.00% | 6q | +78.0%+$2.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M incl. $695.4K options CALL | 79,229 | 0.00% | 11q | -29.1%-$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $4.7M | 84,497 | 0.00% | 9q | +4.3%+$197.1K |
| Harel Insurance Investments & Financial Services Ltd. | $3.8M | 67,460 | 0.02% | 31q | -0.9%-$34.5K |
| OSAIC HOLDINGS, INC. | $3.6M | 63,175 | 0.00% | 26q | +11.9%+$382.1K |
| Janney Montgomery Scott LLC | $3.5M | 61,334 | 0.01% | 31q | -45.6%-$2.9M |
| TRUIST FINANCIAL CORP | $3.5M | 60,671 | 0.00% | 18q | +3.6%+$120.9K |
| JPMORGAN CHASE & CO | $3.4M | 59,896 | 0.00% | 31q | +1.4%+$47.1K |
| Curi Capital, LLC | $3.3M | 58,308 | 0.05% | 31q | HELD |
| HUNTINGTON NATIONAL BANK | $3.2M | 56,714 | 0.02% | 31q | -4.8%-$164.4K |
| NATIONAL BANK OF CANADA /FI/ | $3.2M | 55,507 | 0.00% | 19q | HELD |
| CITADEL ADVISORS LLC | $3.1M | 53,518 | 0.00% | 9q | -6.7%-$219.1K |
| Cambridge Investment Research Advisors, Inc. | $3.0M | 52,908 | 0.00% | 31q | +96.2%+$1.5M |
| PFG Advisors | $2.9M | 51,566 | 0.15% | 31q | +10.3%+$274.9K |
| Kestra Advisory Services, LLC | $2.9M | 50,480 | 0.01% | 24q | -3.9%-$117.6K |
| Corient Private Wealth LP | $2.8M | 48,984 | 0.00% | 15q | -3.4%-$98.0K |
| JANE STREET GROUP, LLC | $2.7M | 48,087 | 0.00% | 9q | HELD |
| AMERIPRISE FINANCIAL INC | $2.5M | 44,620 | 0.00% | 31q | -16.5%-$503.7K |
| Creative Planning | $2.5M | 44,043 | 0.00% | 24q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 43,408 | 0.00% | 31q | +2.6%+$62.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 42,854 | 0.00% | 12q | -2.5%-$61.5K |
| FIFTH THIRD BANCORP | $2.3M | 40,268 | 0.00% | 31q | -9.0%-$227.2K |
| Sage Capital Management, LLC | $2.1M | 36,891 | 0.82% | 11q | +7.3%+$142.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 34,649 | 0.00% | 31q | +0.5%+$10.0K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $1.9M | 33,255 | 0.09% | 31q | -5.3%-$105.9K |
| HSBC HOLDINGS PLC | $1.9M | 32,540 | 0.00% | 3q | HELD |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.8M | 30,896 | 0.26% | 3q | -3.3%-$59.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 29,876 | 0.02% | 7q | +1.5%+$25.9K |
| Cerity Partners LLC | $1.6M | 28,036 | 0.00% | 29q | -3.4%-$56.4K |
| Cetera Investment Advisers | $1.6M | 27,551 | 0.00% | 10q | -5.5%-$90.6K |
| Robertson Stephens Wealth Management, LLC | $1.5M | 26,797 | 0.04% | 17q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 26,264 | 0.00% | 3q | -0.8%-$11.9K |
| STIFEL FINANCIAL CORP | $1.3M | 23,479 | 0.00% | 11q | -11.1%-$166.4K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.3M | 23,250 | 0.06% | 5q | HELD |
| BigSur Wealth Management LLC | $1.3M | 23,200 | 0.32% | 12q | +314.3%+$1.0M |
| HighTower Advisors, LLC | $1.3M | 22,530 | 0.00% | 22q | +2.0%+$24.9K |
| New England Private Wealth Advisors LLC | $1.2M | 21,377 | 0.12% | 4q | +1.7%+$20.9K |
| Eagle Strategies LLC | $1.2M | 21,093 | 0.12% | 7q | +4.6%+$52.5K |
| Hyposwiss Advisors SA | $1.2M | 20,715 | 1.12% | 3q | HELD |
| GenTrust, LLC | $1.2M | 20,354 | 0.04% | 32q | HELD |
| Geneos Wealth Management Inc. | $1.1M | 19,042 | 0.02% | 42q | +1.9%+$20.3K |
| M&T Bank Corp | $1.1M | 19,020 | 0.00% | 26q | -2.3%-$25.6K |
| DEUTSCHE BANK AG\ | $1.0M | 17,700 | 0.00% | 34q | HELD |
| Karnit Road Accident Victims Compensation Fund | $1.0M | 17,610 | 0.57% | 3q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $985.0K | 17,397 | 0.03% | 3q | -4.4%-$45.3K |
| Fiduciary Trust Co | $957.3K | 16,794 | 0.01% | 7q | HELD |
| HOURGLASS CAPITAL, LLC | $912.6K | 16,010 | 0.18% | 2q | HELD |
| Sloy Dahl & Holst, LLC | $859.8K | 15,085 | 0.11% | 27q | +1.2%+$10.5K |
| Lido Advisors, LLC | $847.9K | 14,875 | 0.00% | 13q | HELD |
| Harbour Capital Advisors, LLC | $810.7K | 14,390 | 0.15% | 22q | -2.7%-$22.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $786.7K | 13,832 | 0.00% | 6q | -13.6%-$124.2K |
| Clearwater Capital Advisors, LLC | $777.5K | 13,640 | 0.06% | 31q | HELD |
| Prospera Financial Services Inc | $764.9K | 13,419 | 0.01% | 14q | -7.4%-$61.1K |
| CITIGROUP INC | $744.0K | 13,052 | 0.00% | 31q | -3.6%-$28.0K |
| FULCRUM WEALTH ADVISORS, LLC | $665.1K | 11,669 | 0.51% | 3q | -1.7%-$11.7K |
| RiverFront Investment Group, LLC | $655.9K | 11,507 | 0.01% | 19q | -1.2%-$7.8K |
| MML INVESTORS SERVICES, LLC | $653.9K | 11,473 | 0.00% | 31q | -15.7%-$121.9K |
| Hickory Point Bank & Trust | $648.3K | 11,374 | 0.39% | 7q | HELD |
| Portland Financial Advisors Inc | $634.5K | 11,131 | 1.16% | 7q | -2.6%-$17.0K |
| Bogart Wealth, LLC | $632.4K | 11,095 | 0.02% | 31q | HELD |
| Cooksen Wealth, LLC | $630.4K | 11,060 | 0.40% | 11q | HELD |
| Focus Partners Wealth | $614.9K | 10,788 | 0.00% | 7q | +1.9%+$11.7K |
| Napier Financial, LLC | $600.4K | 10,533 | 0.13% | 3q | HELD |
| COMMERCE BANK | $595.1K | 10,440 | 0.00% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $587.9K | 10,314 | 0.01% | 13q | -0.9%-$5.1K |
| Marion Wealth Management | $583.2K | 10,232 | 0.12% | 3q | HELD |
| Meridian Wealth Management, LLC | $569.0K | 9,982 | 0.02% | 9q | HELD |
| M. Kulyk & Associates, LLC | $566.8K | 9,943 | 0.09% | 21q | -15.8%-$106.7K |
| &PARTNERS | $561.2K | 9,846 | 0.00% | 10q | HELD |
| IHT Wealth Management, LLC | $546.6K | 9,590 | 0.01% | 31q | -1.4%-$7.6K |
| CRUX WEALTH ADVISORS | $542.5K | 9,517 | 0.19% | 2q | +89.6%+$256.3K |
| NorthRock Partners, LLC | $533.5K | 9,359 | 0.01% | 3q | +5.1%+$26.0K |
| Cornerstone Planning Group LLC | $489.6K | 8,629 | 0.06% | 4q | -16.6%-$97.1K |
| CALDWELL SUTTER CAPITAL, INC. | $483.9K | 8,489 | 0.18% | 13q | +1.6%+$7.6K |
| AlphaCore Capital LLC | $475.0K | 8,334 | 0.01% | 13q | HELD |
| FLOW TRADERS U.S. LLC | $462.0K | 8,098 | 0.02% | 5q | -89.7%-$4.0M |
Showing the largest 100 of 230 reported holders.
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 | 72 | $83.0M | 1,489,190 | 6 | 11 | 11 | 0.0% |
| Q2 2026 | 230 | $795.4M | 13,930,812 | 20 | 49 | 59 | 0.1% |
| Q1 2026 | 222 | $736.0M | 14,063,975 | 14 | 46 | 62 | 0.1% |
| Q4 2025 | 226 | $769.7M | 14,499,190 | 23 | 40 | 62 | 0.0% |
| Q3 2025 | 217 | $748.6M | 14,848,744 | 18 | 50 | 62 | 0.0% |
| Q2 2025 | 216 | $771.8M | 16,031,166 | 19 | 68 | 52 | 0.0% |
| Q1 2025 | 217 | $695.2M | 14,630,548 | 29 | 58 | 50 | 0.0% |
| Q4 2024 | 202 | $596.6M | 13,645,732 | 13 | 35 | 66 | 0.1% |
| Q3 2024 | 193 | $677.8M | 15,082,186 | 6 | 43 | 59 | 0.0% |
| Q2 2024 | 199 | $782.4M | 17,302,780 | 21 | 63 | 38 | 0.0% |
| Q1 2024 | 197 | $892.5M | 18,480,350 | 26 | 40 | 54 | 0.0% |
| Q4 2023 | 195 | $671.4M | 15,664,600 | 10 | 38 | 63 | 0.0% |
| Q3 2023 | 185 | $586.2M | 14,831,524 | 13 | 49 | 47 | 0.0% |
| Q2 2023 | 181 | $592.7M | 7,271,884 | 16 | 57 | 38 | 0.0% |
| Q1 2023 | 191 | $587.2M | 7,130,618 | 37 | 32 | 57 | 0.2% |
| Q4 2022 | 171 | $797.4M | 11,393,921 | 13 | 26 | 61 | 0.1% |
| Q3 2022 | 164 | $6.3B | 101,491,282 | 11 | 22 | 64 | 0.0% |
| Q2 2022 | 173 | $6.6B | 101,205,805 | 10 | 28 | 65 | 0.0% |
| Q1 2022 | 187 | $7.4B | 100,990,667 | 11 | 32 | 61 | 0.0% |
| Q4 2021 | 202 | $8.0B | 99,532,731 | 14 | 41 | 60 | 0.0% |
| Q3 2021 | 191 | $7.9B | 103,677,383 | 12 | 42 | 43 | 0.0% |
| Q2 2021 | 191 | $7.5B | 97,953,978 | 20 | 35 | 65 | 0.1% |
| Q1 2021 | 185 | $6.8B | 93,876,541 | 21 | 30 | 67 | 0.1% |
| Q4 2020 | 186 | $6.0B | 90,796,209 | 13 | 27 | 76 | 0.1% |
| Q3 2020 | 190 | $15.0B | 242,873,114 | 22 | 26 | 81 | 0.0% |
| Q2 2020 | 190 | $11.5B | 188,643,549 | 12 | 21 | 107 | 0.0% |
| Q1 2020 | 227 | $11.2B | 219,324,925 | 20 | 39 | 118 | 0.0% |
| Q4 2019 | 282 | $18.4B | 260,821,812 | 31 | 60 | 80 | 0.1% |
| Q3 2019 | 245 | $21.6B | 319,332,541 | 18 | 58 | 89 | 0.6% |
| Q2 2019 | 251 | $19.3B | 291,470,174 | 23 | 49 | 102 | 0.0% |
| Q1 2019 | 257 | $19.6B | 307,239,712 | 22 | 44 | 111 | 0.0% |
| Q4 2018 | 258 | $19.8B | 358,273,242 | 4 | 2 | 8 | 0.0% |