DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WCBR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
54
Reporting holders
$21.0M
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 |
|---|---|---|---|---|---|
| Procyon Advisors, LLC | $3.1M | 85,708 | 0.13% | 17q | -1.2%-$37.5K |
| BANK OF AMERICA CORP /DE/ | $2.3M | 62,258 | 0.00% | 15q | -34.4%-$1.2M |
| LPL Financial LLC | $2.2M | 60,753 | 0.00% | 15q | -20.2%-$555.3K |
| GTS SECURITIES LLC | $1.9M | 51,402 | 0.04% | 2q | +124.2%+$1.0M |
| CITADEL ADVISORS LLC | $1.3M | 35,301 | 0.00% | 5q | -16.1%-$245.2K |
| HighTower Advisors, LLC | $1.2M | 33,533 | 0.00% | 5q | -31.2%-$551.2K |
| Bison Wealth, LLC | $764.5K | 19,845 | 0.07% | 3q | -2.8%-$21.7K |
| Quadrature Capital Ltd | $733.5K | 20,251 | 0.01% | 2q | +37.6%+$200.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $703.0K | 19,410 | 0.03% | 6q | +18.8%+$111.1K |
| Cetera Investment Advisers | $672.8K | 18,576 | 0.00% | 6q | +16.9%+$97.4K |
| ENVESTNET ASSET MANAGEMENT INC | $638.7K | 17,634 | 0.00% | 11q | +5.6%+$34.2K |
| RAYMOND JAMES FINANCIAL INC | $560.6K | 15,479 | 0.00% | 3q | +6.4%+$33.7K |
| Summit Financial, LLC | $468.4K | 12,931 | 0.01% | 4q | -0.6%-$2.7K |
| Elevate Capital Advisors, LLC | $400.4K | 11,055 | 0.22% | new | NEW |
| Creative Planning | $369.0K | 10,187 | 0.00% | new | NEW |
| JANE STREET GROUP, LLC | $352.5K | 9,733 | 0.00% | 3q | -45.7%-$297.2K |
| Regal Investment Advisors LLC | $339.0K | 9,359 | 0.02% | new | NEW |
| Rockefeller Capital Management L.P. | $334.2K | 9,226 | 0.00% | 4q | +12.5%+$37.1K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $311.8K | 8,610 | 0.01% | 15q | HELD |
| BROWN, LISLE/CUMMINGS, INC. | $269.8K | 7,450 | 0.06% | 19q | HELD |
| Kuhn & Co Investment Counsel | $251.8K | 6,952 | 0.15% | new | NEW |
| FLOW TRADERS U.S. LLC | $251.0K | 6,917 | 0.01% | new | NEW |
| Meridian Financial Advisors, LLC | $241.6K | 6,670 | 0.12% | new | NEW |
| Atria Investments, Inc | $233.9K | 6,459 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $225.0K | 6,393 | 0.01% | 11q | HELD |
| Oxinas Partners, LLC | $223.4K | 6,168 | 0.09% | new | NEW |
| OSAIC HOLDINGS, INC. | $210.3K | 5,807 | 0.00% | 22q | HELD |
| SIGNATUREFD, LLC | $97.8K | 2,700 | 0.00% | 21q | HELD |
| PNC Financial Services Group, Inc. | $65.2K | 1,800 | 0.00% | 21q | HELD |
| IFP Advisors, Inc | $59.9K | 1,654 | 0.00% | 6q | HELD |
| BOKF, NA | $36.2K | 1,000 | 0.00% | 4q | HELD |
| Parallel Advisors, LLC | $35.9K | 991 | 0.00% | 10q | HELD |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $29.0K | 800 | 0.00% | new | NEW |
| NewEdge Advisors, LLC | $21.7K | 600 | 0.00% | 11q | HELD |
| Cedar Mountain Advisors, LLC | $18.1K | 500 | 0.00% | 10q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $14.5K | 400 | 0.00% | 18q | HELD |
| Ares Financial Consulting, LLC | $13.7K | 379 | 0.01% | 3q | +24.7%+$2.7K |
| HARBOUR INVESTMENTS, INC. | $13.4K | 370 | 0.00% | 2q | HELD |
| LANARK FINANCIAL, INC. | $11.3K | 313 | 0.00% | 3q | HELD |
| SIMPLEX TRADING, LLC | $10.9K | 301 | 0.00% | 2q | +14950.0%+$10.8K |
| FMR LLC | $10.7K | 295 | 0.00% | 10q | +37.9%+$2.9K |
| Farther Finance Advisors, LLC | $10.7K | 294 | 0.00% | 3q | HELD |
| HOLLENCREST CAPITAL MANAGEMENT | $10.3K | 285 | 0.00% | 15q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $7.3K | 202 | 0.00% | 5q | HELD |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | $7.2K | 200 | 0.00% | 22q | HELD |
| JPMORGAN CHASE & CO | $6.7K | 190 | 0.00% | new | NEW |
| MORGAN STANLEY | $3.6K | 100 | 0.00% | 11q | -1.0% |
| Steward Partners Investment Advisory, LLC | $3.6K | 100 | 0.00% | 11q | HELD |
| Aventura Private Wealth, LLC | $3.6K | 100 | 0.00% | 7q | HELD |
| Concord Wealth Partners | $1.8K | 50 | 0.00% | new | NEW |
| Federation des caisses Desjardins du Quebec | $1.8K | 50 | 0.00% | 10q | HELD |
| BANK OF MONTREAL /CAN/ | $1.7K | 47 | 0.00% | 15q | HELD |
| BFC Planning, Inc. | $1.1K | 29 | 0.00% | 7q | +16.0% |
| Strategic Wealth Partners, Ltd. | $724 | 20 | 0.00% | 3q | +400.0% |
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 | 24 | $20.5M | 444,716 | 9 | 1 | 3 | 0.0% |
| Q2 2026 | 54 | $21.0M | 577,837 | 11 | 12 | 9 | 0.0% |
| Q1 2026 | 50 | $17.8M | 710,372 | 7 | 11 | 11 | 0.0% |
| Q4 2025 | 52 | $51.7M | 1,858,749 | 9 | 9 | 7 | 0.0% |
| Q3 2025 | 49 | $55.4M | 1,765,189 | 7 | 13 | 6 | 0.0% |
| Q2 2025 | 51 | $71.5M | 2,240,948 | 7 | 8 | 12 | 0.0% |
| Q1 2025 | 47 | $49.7M | 1,834,248 | 7 | 11 | 11 | 0.0% |
| Q4 2024 | 43 | $50.1M | 1,684,929 | 2 | 6 | 13 | 0.0% |
| Q3 2024 | 44 | $39.2M | 1,542,884 | 3 | 12 | 8 | 0.0% |
| Q2 2024 | 50 | $23.1M | 898,028 | 4 | 10 | 15 | 2.2% |
| Q1 2024 | 53 | $25.2M | 982,695 | 22 | 12 | 7 | 0.0% |
| Q4 2023 | 35 | $11.9M | 468,859 | 6 | 9 | 7 | 0.0% |
| Q3 2023 | 28 | $7.2M | 347,940 | 3 | 6 | 4 | 0.0% |
| Q2 2023 | 31 | $6.2M | 322,020 | 5 | 6 | 8 | 0.0% |
| Q1 2023 | 27 | $4.8M | 260,180 | 1 | 7 | 6 | 0.0% |
| Q4 2022 | 35 | $4.8M | 312,587 | 9 | 7 | 8 | 0.0% |
| Q3 2022 | 28 | $52.4M | 3,089,364 | 3 | 6 | 6 | 0.0% |
| Q2 2022 | 28 | $56.7M | 3,186,362 | 5 | 6 | 4 | 0.0% |
| Q1 2022 | 28 | $79.2M | 3,195,101 | 11 | 5 | 3 | 0.0% |
| Q4 2021 | 22 | $48.4M | 1,847,440 | 5 | 5 | 1 | 0.0% |
| Q3 2021 | 15 | $2.7M | 103,373 | 3 | 2 | 3 | 0.0% |
| Q2 2021 | 13 | $2.3M | 95,783 | 7 | 2 | 0 | 0.0% |
| Q1 2021 | 7 | $920.0K | 42,798 | 6 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q3 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q2 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q1 2020 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q4 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $88.0K | 3,577 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $88.0K | 3,577 | 1 | 0 | 0 | 0.0% |