DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (OPPJ)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
77
Reporting holders
$119.4M
Reported value
0.0%
Calls
0.0%
Puts
+12
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 | $19.9M | 345,945 | 0.00% | 35q | +285.2%+$14.8M |
| LPL Financial LLC | $17.7M | 306,663 | 0.00% | 5q | +8.6%+$1.4M |
| Berkeley, Inc | $13.1M | 227,790 | 4.12% | 12q | +2.2%+$285.0K |
| BANK OF AMERICA CORP /DE/ | $4.4M | 76,832 | 0.00% | 31q | +134.5%+$2.5M |
| CHANNEL WEALTH LLC | $4.4M | 75,888 | 0.98% | 3q | -25.9%-$1.5M |
| Signal Advisors Wealth, LLC | $4.3M | 74,018 | 0.22% | 4q | +13.2%+$497.4K |
| TAGStone Capital, Inc. | $4.1M | 70,411 | 1.29% | 5q | +1.1%+$43.1K |
| D.A. DAVIDSON & CO. | $3.0M | 52,086 | 0.02% | 12q | -20.2%-$758.0K |
| JONES FINANCIAL COMPANIES LLLP | $2.7M | 47,403 | 0.00% | 9q | +51.3%+$924.3K |
| Steward Partners Investment Advisory, LLC | $2.4M | 41,861 | 0.01% | 10q | +4.4%+$101.8K |
| OneAscent Financial Services LLC | $2.4M | 40,898 | 0.11% | new | NEW |
| CITADEL ADVISORS LLC | $2.2M | 37,302 | 0.00% | 3q | +8.3%+$164.9K |
| CIBC WORLD MARKET INC. | $2.1M | 37,195 | 0.00% | 12q | +263.1%+$1.6M |
| INTEGRITY ALLIANCE, LLC. | $2.1M | 37,166 | 0.07% | 2q | +2.8%+$58.1K |
| Security National Bank | $2.1M | 36,762 | 0.25% | 2q | +137.3%+$1.2M |
| Sanctuary Advisors, LLC | $1.9M | 33,550 | 0.01% | 2q | HELD |
| WJ Wealth Management, LLC | $1.9M | 32,745 | 0.75% | 2q | HELD |
| Quadrature Capital Ltd | $1.8M | 31,489 | 0.02% | 2q | -55.3%-$2.2M |
| RAYMOND JAMES FINANCIAL INC | $1.8M | 31,057 | 0.00% | new | NEW |
| Kestra Advisory Services, LLC | $1.6M | 27,999 | 0.01% | 4q | +355.3%+$1.3M |
| BEARING POINT CAPITAL, LLC | $1.5M | 26,261 | 0.20% | 7q | +4.4%+$63.4K |
| Corient Private Wealth LP | $1.5M | 25,490 | 0.00% | 12q | -0.6%-$9.1K |
| ENVESTNET ASSET MANAGEMENT INC | $1.5M | 25,467 | 0.00% | 4q | HELD |
| Maridea Wealth Management LLC | $1.4M | 24,686 | 0.15% | 4q | +10.7%+$137.8K |
| Eldridge Investment Advisors, Inc. | $1.4M | 23,693 | 0.27% | 4q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.3M | 23,293 | 0.00% | 8q | +2886.3%+$1.3M |
| E&G Advisors, LLC | $1.3M | 22,865 | 0.25% | 3q | +14.4%+$165.6K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | 21,050 | 0.00% | 16q | +64.5%+$476.1K |
| Prospera Financial Services Inc | $1.1M | 19,824 | 0.02% | new | NEW |
| KPP Advisory Services LLC | $1.1M | 19,018 | 0.14% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.0M | 17,768 | 0.00% | 5q | -74.3%-$3.0M |
| OSAIC HOLDINGS, INC. | $803.4K | 13,931 | 0.00% | 26q | +4482.6%+$785.9K |
| Spire Wealth Management | $777.1K | 13,476 | 0.02% | 2q | +87.3%+$362.2K |
| Spinnaker Investment Group, LLC | $748.7K | 12,984 | 0.12% | new | NEW |
| Cetera Investment Advisers | $592.0K | 10,267 | 0.00% | 2q | +100.6%+$297.0K |
| WBI INVESTMENTS, LLC | $517.9K | 8,981 | 0.13% | 4q | -4.1%-$22.2K |
| SCOTIA CAPITAL INC. | $505.7K | 8,769 | 0.00% | 2q | -7.1%-$38.4K |
| Essential Partners LLC | $440.6K | 7,641 | 0.20% | 5q | HELD |
| SFG Wealth Management, LLC. | $427.1K | 7,406 | 0.15% | new | NEW |
| Arkadios Wealth Advisors | $336.8K | 5,840 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $305.7K | 5,300 | 0.01% | 29q | HELD |
| Stelac Advisory Services LLC | $304.1K | 5,273 | 0.06% | new | NEW |
| PFG Investments, LLC | $267.0K | 4,630 | 0.01% | 4q | -1.4%-$3.7K |
| Greenwich Wealth Management LLC | $254.0K | 4,398 | 0.01% | 2q | -12.6%-$36.5K |
| VERUS CAPITAL PARTNERS, LLC | $247.9K | 4,299 | 0.01% | new | NEW |
| ROBERTS GLORE & CO INC /IL/ | $244.3K | 4,236 | 0.06% | 3q | -2.3%-$5.8K |
| World Investment Advisors | $239.2K | 4,400 | 0.00% | 3q | HELD |
| Janney Montgomery Scott LLC | $231.0K | 4,000 | 0.00% | 2q | HELD |
| NewEdge Advisors, LLC | $226.8K | 3,933 | 0.00% | 2q | +0.6%+$1.4K |
| Belpointe Asset Management LLC | $213.7K | 3,705 | 0.01% | new | NEW |
| MARSHALL WACE, LLP | $203.9K | 3,535 | 0.00% | new | NEW |
| Alteri Wealth LLC | $201.4K | 3,493 | 0.06% | new | NEW |
| ROYAL BANK OF CANADA | $166.0K | 2,875 | 0.00% | 2q | -15.2%-$29.7K |
| Global Retirement Partners, LLC | $141.4K | 2,452 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $103.3K | 1,791 | 0.00% | 4q | +355.7%+$80.6K |
| AdvisorNet Financial, Inc | $103.0K | 1,786 | 0.00% | 9q | HELD |
| Qube Research & Technologies Ltd | $94.1K | 1,631 | 0.00% | new | NEW |
| FMR LLC | $68.0K | 1,179 | 0.00% | 9q | +925.2%+$61.3K |
| FIDUCIARY FINANCIAL ADVISORS | $43.4K | 753 | 0.00% | new | NEW |
| Main Street Group, LTD | $30.7K | 532 | 0.01% | 2q | HELD |
| Your Advocates Ltd., LLP | $25.6K | 444 | 0.01% | 16q | HELD |
| UBS Group AG | $24.3K | 422 | 0.00% | new | NEW |
| SBI Securities Co., Ltd. | $20.0K | 346 | 0.00% | 7q | -35.4%-$11.0K |
| Smartleaf Asset Management LLC | $16.3K | 284 | 0.00% | 4q | HELD |
| Allworth Financial LP | $15.0K | 260 | 0.00% | 4q | -11.0%-$1.8K |
| PRIVATE TRUST CO NA | $14.1K | 244 | 0.00% | 2q | -73.5%-$39.0K |
| Grove Bank & Trust | $11.5K | 200 | 0.00% | 4q | HELD |
| IFG Advisory, LLC | $9.3K | 161 | 0.00% | new | NEW |
| Capital Analysts, LLC | $9.0K | 151 | 0.00% | 2q | +0.7% |
| NVWM, LLC | $8.7K | 150 | 0.00% | 2q | HELD |
| Greykasell Wealth Strategies, Inc. | $7.7K | 133 | 0.00% | 3q | HELD |
| Investment Research & Advisory Group, Inc. | $7.3K | 126 | 0.00% | new | NEW |
| Farmers & Merchants Trust Co of Chambersburg PA | $6.0K | 105 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $3.1K | 54 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $1.0K | 18 | 0.00% | new | NEW |
| FARMERS & MERCHANTS INVESTMENTS INC | $577 | 10 | 0.00% | 2q | HELD |
| WELLS FARGO & COMPANY/MN | $59 | 1 | 0.00% | 31q | 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 | 21 | $33.7M | 567,861 | 4 | 7 | 3 | 0.0% |
| Q2 2026 | 77 | $119.4M | 2,071,080 | 21 | 25 | 14 | 0.0% |
| Q1 2026 | 65 | $106.8M | 1,965,555 | 21 | 20 | 10 | 0.0% |
| Q4 2025 | 44 | $51.9M | 1,117,991 | 8 | 16 | 9 | 0.0% |
| Q3 2025 | 40 | $32.7M | 785,099 | 15 | 7 | 12 | 0.0% |
| Q2 2025 | 30 | $34.4M | 939,264 | 6 | 12 | 6 | 0.0% |
| Q1 2025 | 29 | $30.5M | 871,376 | 5 | 9 | 10 | 0.0% |
| Q4 2024 | 31 | $29.2M | 844,683 | 2 | 10 | 9 | 0.0% |
| Q3 2024 | 33 | $36.8M | 1,082,610 | 5 | 12 | 8 | 0.0% |
| Q2 2024 | 40 | $31.8M | 910,535 | 6 | 14 | 8 | 0.0% |
| Q1 2024 | 37 | $39.3M | 1,173,366 | 10 | 11 | 10 | 0.0% |
| Q4 2023 | 35 | $31.2M | 1,044,218 | 7 | 11 | 9 | 0.0% |
| Q3 2023 | 32 | $25.9M | 903,251 | 14 | 16 | 2 | 0.0% |
| Q2 2023 | 23 | $21.0M | 393,641 | 6 | 8 | 2 | 0.0% |
| Q1 2023 | 19 | $11.9M | 244,607 | 2 | 5 | 7 | 0.0% |
| Q4 2022 | 20 | $8.9M | 200,710 | 3 | 5 | 4 | 0.0% |
| Q3 2022 | 18 | $7.8M | 177,611 | 4 | 3 | 7 | 0.0% |
| Q2 2022 | 15 | $12.3M | 288,486 | 0 | 3 | 4 | 0.0% |
| Q1 2022 | 18 | $10.2M | 243,827 | 1 | 3 | 7 | 0.0% |
| Q4 2021 | 18 | $14.1M | 324,657 | 1 | 7 | 2 | 0.0% |
| Q3 2021 | 19 | $10.3M | 227,478 | 1 | 0 | 10 | 0.0% |
| Q2 2021 | 21 | $14.3M | 328,702 | 3 | 2 | 7 | 0.0% |
| Q1 2021 | 20 | $13.3M | 295,600 | 2 | 3 | 6 | 0.0% |
| Q4 2020 | 18 | $17.8M | 445,422 | 0 | 4 | 6 | 0.0% |
| Q3 2020 | 19 | $13.1M | 332,686 | 0 | 5 | 6 | 0.0% |
| Q2 2020 | 24 | $14.6M | 397,915 | 2 | 2 | 11 | 0.0% |
| Q1 2020 | 25 | $24.0M | 710,645 | 1 | 8 | 9 | 0.0% |
| Q4 2019 | 29 | $19.0M | 445,534 | 3 | 1 | 13 | 0.0% |
| Q3 2019 | 27 | $22.0M | 559,650 | 1 | 5 | 13 | 0.0% |
| Q2 2019 | 27 | $23.8M | 634,050 | 3 | 4 | 9 | 0.0% |
| Q1 2019 | 25 | $31.8M | 798,383 | 3 | 3 | 13 | 0.0% |
| Q4 2018 | 29 | $110.9M | 3,010,452 | 1 | 0 | 2 | 0.0% |