DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (OPPE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
58
Reporting holders
$99.1M
Reported value
0.0%
Calls
0.0%
Puts
+5
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $20.6M | 368,670 | 0.00% | 5q | +6.2%+$1.2M |
| STEPHENS INC /AR/ | $13.8M | 247,029 | 0.15% | 4q | +2.7%+$366.0K |
| Sonoma Allocations LLC | $13.6M | 243,924 | 4.22% | 4q | +16.9%+$2.0M |
| CATHY PARETO & ASSOCIATES, INC | $9.1M | 162,891 | 5.33% | 7q | +9.3%+$771.8K |
| WESCAP Management Group, Inc. | $4.0M | 71,888 | 0.75% | 31q | HELD |
| GC Wealth Management RIA, LLC | $2.5M | 44,973 | 0.14% | 5q | -47.6%-$2.3M |
| Spinnaker Investment Group, LLC | $2.5M | 44,722 | 0.40% | 4q | +14.0%+$306.2K |
| Sowell Financial Services LLC | $2.4M | 43,868 | 0.08% | 2q | +10.0%+$222.9K |
| D.A. DAVIDSON & CO. | $2.4M | 43,426 | 0.01% | 4q | +2.8%+$66.3K |
| Corient Private Wealth LP | $2.3M | 41,678 | 0.00% | 12q | +1.8%+$40.4K |
| INSIGNEO ADVISORY SERVICES, LLC | $1.8M | 32,662 | 0.07% | 2q | +11.2%+$183.6K |
| UBS Group AG | $1.8M | 32,387 | 0.00% | 31q | +26.8%+$382.2K |
| JOHNSON INVESTMENT COUNSEL INC | $1.5M | 27,100 | 0.01% | 31q | HELD |
| BANK OF AMERICA CORP /DE/ | $1.5M | 26,305 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $1.4M | 25,705 | 0.00% | 2q | -45.6%-$1.2M |
| FLOW TRADERS U.S. LLC | $1.2M | 21,822 | 0.05% | new | NEW |
| Quantinno Capital Management LP | $1.2M | 21,277 | 0.00% | 5q | -10.3%-$136.1K |
| Janney Montgomery Scott LLC | $1.1M | 19,369 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $1.0M | 18,236 | 0.00% | 4q | +50.6%+$342.0K |
| NewEdge Advisors, LLC | $1.0M | 18,198 | 0.00% | 4q | +2.2%+$22.0K |
| HARBOUR INVESTMENTS, INC. | $954.4K | 17,101 | 0.01% | 3q | +2.1%+$19.9K |
| Sanctuary Advisors, LLC | $891.6K | 15,975 | 0.00% | 4q | +3.8%+$32.3K |
| E&G Advisors, LLC | $883.9K | 15,837 | 0.17% | 3q | +1.6%+$13.7K |
| JONES FINANCIAL COMPANIES LLLP | $874.5K | 15,834 | 0.00% | 9q | -0.7%-$6.1K |
| CARY STREET PARTNERS FINANCIAL LLC | $718.4K | 12,872 | 0.02% | 7q | -1.5%-$11.1K |
| RAYMOND JAMES FINANCIAL INC | $672.0K | 12,041 | 0.00% | 3q | -1.5%-$9.9K |
| Cetera Investment Advisers | $654.5K | 11,728 | 0.00% | 2q | +24.5%+$128.9K |
| AMERIFLEX GROUP, INC. | $628.1K | 11,255 | 0.26% | 2q | -26.5%-$226.1K |
| JANE STREET GROUP, LLC | $543.6K | 9,740 | 0.00% | 6q | -92.7%-$7.0M |
| Cambridge Investment Research Advisors, Inc. | $522.0K | 9,366 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $469.6K | 8,415 | 0.00% | 3q | +46.6%+$149.2K |
| ENVESTNET ASSET MANAGEMENT INC | $450.4K | 8,070 | 0.00% | 2q | +68.1%+$182.4K |
| Berkeley, Inc | $445.2K | 7,978 | 0.14% | 12q | +0.7%+$3.1K |
| SFG Wealth Management, LLC. | $431.5K | 7,731 | 0.16% | new | NEW |
| FLAGSTAR SECURITIES, INC | $399.8K | 7,163 | 0.12% | 2q | +35.5%+$104.7K |
| WHITTIER TRUST CO | $394.2K | 6,885 | 0.00% | 7q | HELD |
| Atria Investments, Inc | $322.1K | 5,771 | 0.00% | 3q | +6.1%+$18.5K |
| OSAIC HOLDINGS, INC. | $285.1K | 5,107 | 0.00% | 10q | +20.7%+$48.9K |
| Greenwich Wealth Management LLC | $262.0K | 4,695 | 0.01% | 4q | -21.4%-$71.2K |
| BridgePort Financial Solutions, LLC | $235.6K | 4,221 | 0.06% | 4q | HELD |
| ROYAL BANK OF CANADA | $222.0K | 3,973 | 0.00% | 31q | +2.0%+$4.4K |
| PRIVATE TRUST CO NA | $167.5K | 3,002 | 0.01% | 4q | +2.9%+$4.7K |
| MORGAN STANLEY | $158.2K | 2,834 | 0.00% | 35q | HELD |
| EP Wealth Advisors, LLC | $144.7K | 2,593 | 0.00% | 4q | -37.5%-$86.8K |
| FMR LLC | $121.4K | 2,176 | 0.00% | 4q | +6.2%+$7.1K |
| BLAIR WILLIAM & CO/IL | $111.6K | 2,000 | 0.00% | 31q | HELD |
| Farther Finance Advisors, LLC | $81.2K | 1,455 | 0.00% | 2q | +347.7%+$63.1K |
| Main Street Group, LTD | $65.0K | 1,164 | 0.02% | 2q | +1.1% |
| AE Wealth Management LLC | $64.6K | 1,158 | 0.00% | 7q | +2.1%+$1.3K |
| FIFTH THIRD BANCORP | $47.8K | 856 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $29.2K | 523 | 0.00% | 29q | -19.0%-$6.9K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | $24.9K | 447 | 0.06% | new | NEW |
| BANK OF MONTREAL /CAN/ | $22.3K | 400 | 0.00% | new | NEW |
| NBT BANK, N.A. | $9.9K | 178 | 0.00% | 8q | HELD |
| Peck Wealth Management, LLC | $6.9K | 124 | 0.01% | 4q | -89.0%-$55.9K |
| City State Bank | $6.6K | 119 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $949 | 17 | 0.00% | 7q | HELD |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $279 | 5 | 0.00% | 17q | 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 | 12 | $20.0M | 347,491 | 1 | 6 | 3 | 0.0% |
| Q2 2026 | 58 | $99.1M | 1,776,939 | 8 | 28 | 12 | 0.0% |
| Q1 2026 | 53 | $95.8M | 1,780,238 | 12 | 18 | 12 | 0.0% |
| Q4 2025 | 46 | $71.1M | 1,371,928 | 6 | 19 | 10 | 0.0% |
| Q3 2025 | 42 | $57.8M | 1,182,943 | 12 | 11 | 6 | 0.0% |
| Q2 2025 | 30 | $26.4M | 567,853 | 6 | 11 | 5 | 0.0% |
| Q1 2025 | 27 | $17.8M | 419,880 | 4 | 8 | 5 | 0.0% |
| Q4 2024 | 24 | $14.1M | 367,654 | 3 | 5 | 7 | 0.0% |
| Q3 2024 | 24 | $14.1M | 361,021 | 5 | 7 | 5 | 0.0% |
| Q2 2024 | 20 | $10.0M | 266,710 | 2 | 4 | 5 | 0.0% |
| Q1 2024 | 22 | $11.8M | 308,161 | 4 | 5 | 4 | 0.0% |
| Q4 2023 | 19 | $10.8M | 299,134 | 1 | 3 | 6 | 0.0% |
| Q3 2023 | 23 | $31.1M | 942,549 | 5 | 4 | 6 | 0.0% |
| Q2 2023 | 21 | $30.4M | 903,405 | 4 | 1 | 8 | 0.0% |
| Q1 2023 | 23 | $28.5M | 842,768 | 5 | 3 | 7 | 0.0% |
| Q4 2022 | 21 | $14.4M | 460,751 | 2 | 4 | 8 | 0.0% |
| Q3 2022 | 22 | $9.3M | 340,670 | 4 | 2 | 7 | 0.0% |
| Q2 2022 | 23 | $34.0M | 1,103,533 | 2 | 4 | 7 | 0.0% |
| Q1 2022 | 22 | $37.4M | 1,079,391 | 0 | 7 | 6 | 0.0% |
| Q4 2021 | 26 | $37.2M | 1,004,285 | 4 | 5 | 8 | 0.0% |
| Q3 2021 | 22 | $30.5M | 859,387 | 0 | 3 | 5 | 0.0% |
| Q2 2021 | 28 | $15.9M | 455,713 | 1 | 6 | 10 | 0.0% |
| Q1 2021 | 27 | $15.5M | 456,007 | 3 | 6 | 6 | 0.0% |
| Q4 2020 | 26 | $14.5M | 473,619 | 1 | 2 | 12 | 0.0% |
| Q3 2020 | 26 | $14.3M | 513,113 | 3 | 4 | 10 | 0.0% |
| Q2 2020 | 27 | $18.1M | 673,793 | 6 | 2 | 10 | 0.0% |
| Q1 2020 | 25 | $24.0M | 1,012,753 | 1 | 4 | 11 | 0.0% |
| Q4 2019 | 28 | $38.3M | 1,163,966 | 0 | 4 | 13 | 0.0% |
| Q3 2019 | 29 | $37.0M | 1,221,358 | 1 | 4 | 12 | 0.0% |
| Q2 2019 | 32 | $70.6M | 2,342,363 | 3 | 8 | 13 | 0.0% |
| Q1 2019 | 30 | $66.8M | 2,214,986 | 0 | 5 | 15 | 0.0% |
| Q4 2018 | 30 | $62.5M | 2,364,987 | 1 | 0 | 2 | 0.0% |