DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (QHY)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
74
Reporting holders
$131.2M
Reported value
0.0%
Calls
0.0%
Puts
+4
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 |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $54.7M | 1,192,991 | 0.00% | 24q | +2.3%+$1.2M |
| WealthPlan Investment Management, LLC | $11.4M | 248,058 | 0.56% | 3q | +8.2%+$858.9K |
| Cetera Investment Advisers | $9.3M | 203,626 | 0.01% | 10q | HELD |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | $6.8M | 149,153 | 3.09% | 2q | HELD |
| LPL Financial LLC | $6.0M | 129,939 | 0.00% | 25q | +10.8%+$581.5K |
| MORGAN STANLEY | $4.6M | 99,749 | 0.00% | 16q | +12.7%+$515.2K |
| Goldstone Financial Group, LLC | $2.7M | 59,327 | 0.25% | 14q | -1.0%-$28.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.5M | 54,686 | 0.00% | 4q | -1.1%-$27.8K |
| JANE STREET GROUP, LLC | $1.9M | 40,553 | 0.00% | 2q | +149.5%+$1.1M |
| Smartleaf Asset Management LLC | $1.9M | 40,485 | 0.06% | 11q | HELD |
| Atria Investments, Inc | $1.8M | 40,121 | 0.02% | 13q | -25.1%-$615.0K |
| Vestmark Advisory Solutions, Inc. | $1.7M | 37,278 | 0.02% | 6q | HELD |
| JPMORGAN CHASE & CO | $1.7M | 37,148 | 0.00% | 12q | +40.6%+$492.0K |
| Millington Financial Advisors, LLC | $1.7M | 36,377 | 0.66% | 15q | +10.0%+$151.6K |
| Barnes Wealth Management Group, Inc | $1.5M | 33,769 | 0.72% | 7q | +1.2%+$17.7K |
| Private Advisor Group, LLC | $1.4M | 31,192 | 0.01% | 23q | -58.7%-$2.0M |
| ENVESTNET ASSET MANAGEMENT INC | $1.3M | 27,961 | 0.00% | 22q | +1.1%+$14.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.2M | 26,706 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $1.2M | 25,339 | 0.00% | 26q | +27.8%+$252.4K |
| Oxinas Partners, LLC | $1.0M | 22,394 | 0.40% | 13q | +4.5%+$43.7K |
| Vericrest Private Wealth | $1.0M | 22,141 | 0.90% | 3q | +20.0%+$168.8K |
| WealthPLAN Partners, LLC | $987.6K | 21,559 | 0.19% | 3q | +58.7%+$365.4K |
| Kestra Advisory Services, LLC | $954.8K | 20,842 | 0.00% | 23q | -50.9%-$988.8K |
| RAYMOND JAMES FINANCIAL INC | $799.2K | 17,446 | 0.00% | 7q | +8.3%+$61.3K |
| Mariner, LLC | $766.5K | 16,732 | 0.00% | 3q | -45.7%-$645.1K |
| LANARK FINANCIAL, INC. | $756.3K | 16,508 | 0.05% | 12q | -14.6%-$128.8K |
| NewSquare Capital LLC | $756.0K | 16,502 | 0.06% | 25q | +1.3%+$9.4K |
| RFG Advisory, LLC | $562.4K | 12,278 | 0.01% | 10q | +1.7%+$9.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $539.7K | 11,782 | 0.00% | new | NEW |
| Insight Advisors, LLC/ PA | $537.0K | 11,722 | 0.09% | 10q | -1.2%-$6.6K |
| Vines Capital Management, LLC | $527.3K | 11,510 | 0.43% | 3q | HELD |
| WealthPoint Financial, LLC | $514.5K | 11,231 | 0.38% | 3q | +4.0%+$19.8K |
| Bison Wealth, LLC | $459.2K | 9,992 | 0.04% | 3q | -7.1%-$35.0K |
| Team Financial Group, LLC | $430.7K | 9,402 | 0.18% | 12q | -5.3%-$24.2K |
| HARBOUR INVESTMENTS, INC. | $390.4K | 8,523 | 0.01% | 11q | +3.3%+$12.5K |
| AQR CAPITAL MANAGEMENT LLC | $376.6K | 8,220 | 0.00% | 4q | +7.1%+$24.8K |
| Collaborative Wealth Managment Inc. | $358.2K | 7,818 | 0.15% | 19q | -13.1%-$53.9K |
| 5T Wealth, LLC | $355.9K | 7,768 | 0.13% | 7q | -1.7%-$6.1K |
| Geneos Wealth Management Inc. | $351.8K | 7,680 | 0.01% | 26q | +2.0%+$6.9K |
| PARK AVENUE SECURITIES LLC | $306.0K | 6,688 | 0.00% | 2q | +7.0%+$20.0K |
| Gateway Wealth Partners, LLC | $285.8K | 6,240 | 0.02% | 2q | -21.9%-$80.2K |
| Concurrent Investment Advisors, LLC | $283.0K | 6,178 | 0.00% | 6q | -13.5%-$44.1K |
| Composition Wealth, LLC | $271.5K | 5,927 | 0.00% | 7q | -21.8%-$75.8K |
| W.H. Cornerstone Investments Inc. | $268.5K | 5,861 | 0.15% | new | NEW |
| Equitable Holdings, Inc. | $236.9K | 5,172 | 0.00% | new | NEW |
| Mach-1 Financial Group, LLC | $227.0K | 4,956 | 0.09% | 3q | -13.9%-$36.5K |
| HOWARD BAILEY SECURITIES, LLC | $225.2K | 4,916 | 0.08% | 8q | -9.6%-$24.0K |
| ROYAL BANK OF CANADA | $208.0K | 4,541 | 0.00% | 25q | HELD |
| Integrated Wealth Concepts LLC | $200.6K | 4,379 | 0.00% | new | NEW |
| AE Wealth Management LLC | $144.9K | 3,163 | 0.00% | 7q | +21.0%+$25.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $140.2K | 3,062 | 0.01% | 18q | +65.9%+$55.7K |
| Farther Finance Advisors, LLC | $129.5K | 2,826 | 0.00% | 11q | -10.8%-$15.7K |
| REAP Financial Group, LLC | $88.6K | 1,935 | 0.02% | 11q | -28.2%-$34.8K |
| SHP Wealth Management | $81.8K | 1,785 | 0.01% | 3q | -24.7%-$26.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $71.6K | 1,564 | 0.04% | 5q | -6.8%-$5.2K |
| Frazier Financial Advisors, LLC | $70.2K | 1,533 | 0.04% | 11q | HELD |
| CoreCap Advisors, LLC | $61.3K | 1,339 | 0.00% | 10q | -8.7%-$5.8K |
| UBS Group AG | $54.6K | 1,192 | 0.00% | 3q | +148.3%+$32.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $41.9K | 915 | 0.02% | new | NEW |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $32.3K | 705 | 0.00% | 3q | HELD |
| Cherry Tree Wealth Management, LLC | $28.6K | 624 | 0.01% | 13q | HELD |
| FIFTH THIRD BANCORP | $21.1K | 460 | 0.00% | 2q | +1.3% |
| Covestor Ltd | $14.0K | 298 | 0.01% | 19q | -3.6% |
| Caldwell Trust Co | $12.3K | 269 | 0.00% | 7q | HELD |
| IFP Advisors, Inc | $9.8K | 213 | 0.00% | 28q | HELD |
| MCDONALD PARTNERS LLC | $8.3K | 181 | 0.00% | new | NEW |
| FMR LLC | $4.2K | 92 | 0.00% | 6q | +4.5% |
| Key Financial Inc | $3.8K | 84 | 0.00% | 22q | HELD |
| Planning Strategies Inc. | $962 | 21 | 0.00% | new | FIRST |
| Global Retirement Partners, LLC | $916 | 20 | 0.00% | 9q | HELD |
| NBT BANK, N.A. | $779 | 17 | 0.00% | 3q | HELD |
| Arax Advisory Partners | $366 | 8 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $137 | 3 | 0.00% | 6q | HELD |
| WELLS FARGO & COMPANY/MN | $66 | 1 | 0.00% | 14q | -98.6%-$4.8K |
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 | 19 | $27.3M | 617,199 | 1 | 6 | 4 | 0.0% |
| Q2 2026 | 74 | $131.2M | 2,863,676 | 7 | 26 | 24 | 0.0% |
| Q1 2026 | 70 | $205.8M | 4,519,055 | 7 | 31 | 19 | 0.0% |
| Q4 2025 | 74 | $170.6M | 3,674,733 | 13 | 21 | 20 | 0.0% |
| Q3 2025 | 63 | $169.3M | 3,635,176 | 6 | 28 | 18 | 0.0% |
| Q2 2025 | 66 | $162.8M | 3,531,698 | 7 | 26 | 23 | 0.0% |
| Q1 2025 | 67 | $170.8M | 3,788,193 | 12 | 22 | 24 | 0.0% |
| Q4 2024 | 61 | $172.9M | 3,829,906 | 6 | 21 | 18 | 0.0% |
| Q3 2024 | 55 | $182.8M | 3,957,979 | 8 | 21 | 16 | 0.0% |
| Q2 2024 | 52 | $181.7M | 4,074,757 | 5 | 21 | 15 | 0.0% |
| Q1 2024 | 56 | $205.1M | 4,526,668 | 6 | 23 | 17 | 0.0% |
| Q4 2023 | 58 | $204.6M | 4,506,108 | 9 | 22 | 16 | 0.0% |
| Q3 2023 | 53 | $183.5M | 4,246,978 | 6 | 20 | 18 | 0.0% |
| Q2 2023 | 48 | $177.9M | 4,025,089 | 6 | 25 | 10 | 0.0% |
| Q1 2023 | 50 | $171.7M | 3,836,741 | 8 | 20 | 12 | 0.0% |
| Q4 2022 | 45 | $125.9M | 2,861,545 | 10 | 17 | 9 | 0.0% |
| Q3 2022 | 40 | $104.7M | 2,447,388 | 4 | 14 | 14 | 0.0% |
| Q2 2022 | 43 | $148.6M | 3,368,572 | 5 | 16 | 11 | 0.0% |
| Q1 2022 | 43 | $176.4M | 3,577,636 | 3 | 16 | 16 | 0.0% |
| Q4 2021 | 44 | $178.7M | 3,405,669 | 2 | 16 | 10 | 0.0% |
| Q3 2021 | 38 | $151.6M | 2,880,962 | 5 | 21 | 7 | 0.0% |
| Q2 2021 | 36 | $158.7M | 3,007,890 | 3 | 17 | 4 | 0.0% |
| Q1 2021 | 44 | $155.8M | 2,992,064 | 13 | 19 | 7 | 0.0% |
| Q4 2020 | 32 | $148.5M | 2,825,831 | 6 | 16 | 6 | 0.0% |
| Q3 2020 | 26 | $124.1M | 2,447,638 | 3 | 13 | 6 | 0.0% |
| Q2 2020 | 24 | $111.0M | 2,231,742 | 10 | 10 | 2 | 0.0% |
| Q1 2020 | 18 | $84.1M | 1,779,052 | 2 | 9 | 4 | 0.0% |
| Q4 2019 | 18 | $64.9M | 1,237,687 | 3 | 9 | 2 | 0.0% |
| Q3 2019 | 15 | $54.7M | 1,048,052 | 8 | 2 | 4 | 0.0% |
| Q2 2019 | 9 | $34.1M | 649,235 | 3 | 2 | 2 | 0.0% |
| Q1 2019 | 9 | $34.2M | 650,745 | 3 | 1 | 1 | 0.0% |
| Q4 2018 | 7 | $4.7M | 97,889 | 0 | 0 | 0 | 0.0% |