DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WCLD)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
90
Reporting holders
$134.1M
Reported value
0.4%
Calls
0.8%
Puts
-3
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 | $40.6M | 1,266,086 | 0.00% | 23q | -2.5%-$1.0M |
| BANK OF NOVA SCOTIA | $22.9M | 713,468 | 0.03% | new | NEW |
| Endurance Services Ltd | $11.4M | 354,500 | 1.74% | 11q | HELD |
| Clearwater Capital Advisors, LLC | $9.4M | 294,035 | 0.69% | 24q | +12.7%+$1.1M |
| Selective Wealth Management, Inc. | $7.2M | 206,798 | 1.89% | 20q | -1.6%-$113.5K |
| MORGAN STANLEY | $5.0M | 157,535 | 0.00% | 25q | +55.4%+$1.8M |
| UBS Group AG | $4.1M | 126,998 | 0.00% | 24q | +9.6%+$356.8K |
| BANK OF AMERICA CORP /DE/ | $3.1M | 97,908 | 0.00% | 25q | -44.0%-$2.5M |
| JPMORGAN CHASE & CO | $2.4M | 77,421 | 0.00% | 19q | +3456.3%+$2.4M |
| CITADEL ADVISORS LLC | $2.4M incl. $1.0M options PUT | 43,607 | 0.00% | 2q | +297.0%+$1.8M |
| IEQ CAPITAL, LLC | $2.2M | 68,605 | 0.01% | 10q | -48.0%-$2.0M |
| Arax Advisory Partners | $1.9M | 58,532 | 0.01% | 3q | +222.4%+$1.3M |
| Tower Research Capital LLC (TRC) | $1.5M | 46,341 | 0.04% | 5q | +237.8%+$1.0M |
| GTS SECURITIES LLC | $1.3M | 42,008 | 0.03% | 2q | +52.4%+$463.0K |
| LPL Financial LLC | $1.3M | 39,063 | 0.00% | 25q | -15.0%-$220.4K |
| Yarbrough Capital, LLC | $1.2M | 38,565 | 0.04% | 17q | HELD |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | $877.6K | 27,378 | 0.02% | 24q | -18.0%-$192.5K |
| Cambridge Investment Research Advisors, Inc. | $820.0K | 25,586 | 0.00% | 25q | +77.4%+$357.9K |
| IHT Wealth Management, LLC | $805.4K | 25,125 | 0.02% | 2q | -3.8%-$32.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $791.5K incl. $538.6K options CALL | 7,889 | 0.00% | 19q | -86.0%-$4.8M |
| ROYAL BANK OF CANADA | $733.0K | 22,866 | 0.00% | 25q | -33.9%-$376.1K |
| TWO SIGMA SECURITIES, LLC | $651.7K | 20,329 | 0.06% | 2q | +113.5%+$346.4K |
| Bramshill Investments, LLC | $641.1K | 20,000 | 0.05% | new | NEW |
| Wealthfront Advisers LLC | $614.1K | 19,158 | 0.00% | 20q | -36.1%-$347.6K |
| Joseph P. Lucia & Associates, LLC | $603.5K | 18,828 | 0.18% | 24q | -7.4%-$48.0K |
| Cetera Investment Advisers | $602.8K | 18,805 | 0.00% | 23q | -16.9%-$122.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $588.7K | 18,366 | 0.03% | 13q | +33.6%+$147.9K |
| Bison Wealth, LLC | $581.6K | 17,045 | 0.05% | 3q | -1.1%-$6.3K |
| Cypress Point Wealth Management, LLC | $565.2K | 17,633 | 0.11% | 10q | HELD |
| Cerity Partners LLC | $490.6K | 15,303 | 0.00% | 12q | -19.3%-$117.1K |
| RAYMOND JAMES FINANCIAL INC | $471.4K | 14,705 | 0.00% | 7q | +94.2%+$228.7K |
| WELLS FARGO & COMPANY/MN | $452.3K | 14,110 | 0.00% | 24q | -17.9%-$98.4K |
| PINEBRIDGE INVESTMENTS LLC | $440.0K | 13,725 | 0.00% | new | NEW |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | $420.0K | 13,103 | 0.04% | 13q | HELD |
| Capital Square, LLC | $324.6K | 9,586 | 0.14% | new | NEW |
| Trexquant Investment LP | $320.5K | 9,998 | 0.00% | 3q | -15.0%-$56.6K |
| Curi Capital, LLC | $288.5K | 9,000 | 0.00% | 7q | -95.3%-$5.8M |
| Advisory Services Network, LLC | $285.2K | 8,898 | 0.00% | 9q | -1.9%-$5.6K |
| Perigon Wealth Management, LLC | $277.0K | 8,642 | 0.00% | 8q | +10.6%+$26.4K |
| Oxler Private Wealth LLC | $271.2K | 8,460 | 0.08% | 23q | -2.6%-$7.2K |
| Comprehensive Financial Consultants Institutional, Inc. | $259.9K | 8,107 | 0.07% | new | NEW |
| OSAIC HOLDINGS, INC. | $256.5K | 8,002 | 0.00% | 26q | -3.7%-$9.7K |
| HighTower Advisors, LLC | $254.5K | 7,938 | 0.00% | 22q | -28.9%-$103.4K |
| XTX Topco Ltd | $248.5K | 7,752 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $240.8K | 7,511 | 0.00% | 25q | -8.9%-$23.4K |
| Osbon Capital Management LLC | $218.9K | 6,827 | 0.17% | 3q | -19.5%-$53.1K |
| Merit Financial Group, LLC | $215.7K | 6,729 | 0.00% | 3q | -8.2%-$19.2K |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $183.0K | 5,710 | 0.01% | 7q | HELD |
| Stelac Advisory Services LLC | $178.3K | 5,561 | 0.03% | 2q | HELD |
| Smartleaf Asset Management LLC | $171.7K | 5,442 | 0.01% | 11q | HELD |
| FRANKLIN RESOURCES INC | $167.4K | 5,222 | 0.00% | 24q | HELD |
| Larson Financial Group LLC | $139.0K | 4,335 | 0.00% | 9q | -1.7%-$2.4K |
| Keating Financial Advisory Services, Inc. | $115.3K | 3,597 | 0.02% | 3q | -7.6%-$9.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $86.8K | 2,709 | 0.00% | 24q | HELD |
| Y.D. More Investments Ltd | $85.0K | 2,651 | 0.00% | 15q | -5.4%-$4.8K |
| Rockefeller Capital Management L.P. | $59.1K | 1,842 | 0.00% | 4q | -11.0%-$7.3K |
| MCF Advisors LLC | $35.3K | 1,100 | 0.00% | 2q | HELD |
| James T. Borello RIA | $30.0K | 935 | 0.01% | 5q | HELD |
| FMR LLC | $28.0K | 875 | 0.00% | 14q | +92.7%+$13.5K |
| US BANCORP \DE\ | $24.0K | 750 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $19.2K | 600 | 0.00% | new | NEW |
| First PREMIER Bank | $18.0K | 574 | 0.00% | 25q | HELD |
| BLAIR WILLIAM & CO/IL | $16.0K | 500 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $15.2K | 475 | 0.00% | 25q | HELD |
| AlphaCore Capital LLC | $14.2K | 442 | 0.00% | 3q | -36.1%-$8.0K |
| Farther Finance Advisors, LLC | $13.8K | 430 | 0.00% | 6q | HELD |
| Versant Capital Management, Inc | $12.8K | 400 | 0.00% | 22q | HELD |
| Asset Dedication, LLC | $12.8K | 399 | 0.00% | 25q | HELD |
| Carolina Wealth Advisors, LLC | $11.3K | 354 | 0.00% | 24q | -42.7%-$8.5K |
| Global Retirement Partners, LLC | $11.2K | 350 | 0.00% | 16q | HELD |
| Lavaca Capital LLC | $10.9K | 339 | 0.00% | 3q | HELD |
| BFC Planning, Inc. | $9.6K | 300 | 0.00% | new | NEW |
| LANARK FINANCIAL, INC. | $9.1K | 284 | 0.00% | 3q | HELD |
| Continuum Advisory, LLC | $8.0K | 250 | 0.00% | new | NEW |
| Costello Asset Management, INC | $6.4K | 200 | 0.00% | 6q | HELD |
| Frazier Financial Advisors, LLC | $5.4K | 168 | 0.00% | 9q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $5.3K | 160 | 0.00% | 2q | HELD |
| EVOLUTION WEALTH MANAGEMENT INC. | $5.2K | 162 | 0.00% | 5q | HELD |
| Founders Financial Alliance, LLC | $4.8K | 150 | 0.00% | 2q | HELD |
| Steward Partners Investment Advisory, LLC | $3.2K | 100 | 0.00% | 16q | HELD |
| BANK OF MONTREAL /CAN/ | $2.8K | 86 | 0.00% | 24q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $2.1K | 64 | 0.00% | 3q | HELD |
| AE Wealth Management LLC | $1.9K | 58 | 0.00% | 7q | HELD |
| Glen Eagle Advisors, LLC | $1.1K | 33 | 0.00% | 22q | HELD |
| FIFTH THIRD BANCORP | $962 | 30 | 0.00% | 2q | HELD |
| SHP Wealth Management | $866 | 27 | 0.00% | 3q | HELD |
| Clearstead Advisors, LLC | $802 | 25 | 0.00% | 9q | HELD |
| TD Waterhouse Canada Inc. | $332 | 10 | 0.00% | 2q | HELD |
| Financial Management Professionals, Inc. | $32 | 1 | 0.00% | 5q | HELD |
| Downshift Financial, LLC | $32 | 1 | 0.00% | new | NEW |
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 | $13.5M | 316,337 | 2 | 1 | 6 | 0.0% |
| Q2 2026 | 90 | $134.1M | 4,116,575 | 12 | 14 | 30 | 1.2% |
| Q1 2026 | 93 | $110.6M | 4,049,377 | 15 | 24 | 26 | 0.0% |
| Q4 2025 | 104 | $106.8M | 3,070,572 | 19 | 18 | 30 | 0.0% |
| Q3 2025 | 88 | $118.0M | 3,344,595 | 9 | 16 | 36 | 0.4% |
| Q2 2025 | 95 | $154.4M | 4,195,554 | 12 | 23 | 32 | 1.7% |
| Q1 2025 | 96 | $169.8M | 5,159,260 | 14 | 24 | 33 | 1.3% |
| Q4 2024 | 102 | $196.5M | 5,238,685 | 13 | 22 | 30 | 0.1% |
| Q3 2024 | 102 | $163.3M | 5,108,915 | 9 | 14 | 46 | 0.1% |
| Q2 2024 | 112 | $200.1M | 6,327,336 | 15 | 22 | 37 | 0.2% |
| Q1 2024 | 121 | $253.8M | 7,209,948 | 19 | 23 | 38 | 1.2% |
| Q4 2023 | 128 | $226.3M | 6,225,753 | 12 | 20 | 54 | 4.3% |
| Q3 2023 | 125 | $212.6M | 7,109,090 | 14 | 27 | 43 | 0.9% |
| Q2 2023 | 125 | $229.3M | 7,179,894 | 11 | 25 | 47 | 0.8% |
| Q1 2023 | 132 | $193.3M | 6,508,467 | 24 | 27 | 45 | 1.3% |
| Q4 2022 | 128 | $191.7M | 7,451,558 | 21 | 26 | 51 | 2.4% |
| Q3 2022 | 126 | $1.0B | 39,107,235 | 9 | 27 | 52 | 0.2% |
| Q2 2022 | 136 | $1.3B | 44,985,190 | 14 | 31 | 65 | 0.7% |
| Q1 2022 | 163 | $1.7B | 41,270,310 | 22 | 39 | 68 | 0.3% |
| Q4 2021 | 196 | $14.0B | 269,288,016 | 23 | 58 | 52 | 0.1% |
| Q3 2021 | 179 | $15.9B | 276,044,384 | 18 | 62 | 51 | 0.0% |
| Q2 2021 | 182 | $14.7B | 262,564,869 | 15 | 73 | 52 | 0.0% |
| Q1 2021 | 183 | $11.9B | 246,839,910 | 40 | 66 | 44 | 0.0% |
| Q4 2020 | 165 | $13.0B | 242,011,783 | 45 | 57 | 27 | 0.0% |
| Q3 2020 | 117 | $1.4B | 33,682,141 | 49 | 42 | 13 | 0.0% |
| Q2 2020 | 77 | $1.2B | 31,081,918 | 71 | 4 | 0 | 0.0% |
| Q1 2020 | 6 | $240.6M | 9,986,775 | 4 | 0 | 0 | 0.0% |
| Q4 2019 | 2 | $1.8M | 32,819 | 1 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $3.0M | 84,185 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $1.8M | 32,783 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $1.8M | 32,783 | 1 | 0 | 0 | 0.0% |