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DaveManuel.com · Institutional Ownership · Who Owns It

WISDOMTREE TR (WQTM)

Institutional ownership reported to the SEC as of Q2 2026, across 4 quarters.

59
Reporting holders
$47.0M
Reported value
0.0%
Calls
0.0%
Puts
+41
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

Download these holders as CSV

FilerValueShares Their book Held Change
Members Advisory Group LLC$6.4M170,5071.80%newNEW
JANE STREET GROUP, LLC$5.7M150,9260.00%2q+342.8%+$4.4M
Heck Capital Advisors, LLC$5.5M146,4360.33%newNEW
GTS SECURITIES LLC$5.3M139,7140.11%newNEW
STIFEL FINANCIAL CORP$4.1M108,7380.00%newNEW
HighTower Advisors, LLC$2.2M57,6980.00%3q+6.2%+$127.3K
Waverly Advisors, LLC$2.1M56,3990.01%newNEW
StoneX Group Inc.$2.0M51,7350.08%3q+4.8%+$88.9K
JPMORGAN CHASE & CO$1.7M45,4760.00%2q+11471.5%+$1.7M
LPL Financial LLC$1.4M36,1550.00%newNEW
Janney Montgomery Scott LLC$1.1M30,1520.00%newNEW
Cetera Investment Advisers$920.6K24,3470.00%2q+152.9%+$556.6K
Comprehensive Financial Planning, Inc./PA$777.0K20,5510.41%newNEW
Cambridge Investment Research Advisors, Inc.$766.0K20,2440.00%newNEW
OLD MISSION CAPITAL LLC$654.4K17,3070.01%newNEW
Ankerstar Wealth, LLC$581.6K15,3820.49%newNEW
Sanctuary Advisors, LLC$558.5K14,7720.00%newNEW
HRT FINANCIAL LP$537.0K14,2150.00%newNEW
OPPENHEIMER & CO INC$468.7K12,3970.01%newNEW
CARLSON FINANCIAL, INC.$426.1K11,2690.22%newNEW
COMMONWEALTH EQUITY SERVICES, LLC$408.1K10,7940.00%newNEW
Kestra Advisory Services, LLC$401.3K10,6140.00%newNEW
Wealthcare Advisory Partners LLC$361.0K9,5490.01%newNEW
KICKSTAND VENTURES, LLC.$323.7K8,5610.06%3q-65.6%-$618.4K
Beaumont Asset Management, L.L.C.$295.1K7,8060.11%newNEW
SILVER OAK SECURITIES, INCORPORATED$267.1K7,0640.02%newNEW
Farther Finance Advisors, LLC$247.3K6,5390.00%newNEW
Mesirow Financial Investment Management, Inc.$218.7K5,7850.00%newNEW
AlTi Global, Inc.$207.8K5,5000.00%newNEW
OSAIC HOLDINGS, INC.$114.4K3,0250.00%newNEW
Plante Moran Financial Advisors, LLC$112.3K2,9700.01%newNEW
Innovative Asset Advisors Group, LLC$91.7K2,4250.04%newNEW
Global Retirement Partners, LLC$88.2K2,3340.00%newNEW
ROYAL BANK OF CANADA$74.0K1,9600.00%newNEW
AE Wealth Management LLC$64.2K1,6970.00%2q+61.2%+$24.3K
PNC Financial Services Group, Inc.$63.9K1,6900.00%2q+356.8%+$49.9K
Arax Advisory Partners$56.7K1,5000.00%newNEW
HARBOUR INVESTMENTS, INC.$47.3K1,2510.00%2q+91.0%+$22.5K
BANK OF MONTREAL /CAN/$41.2K1,0900.00%2q+186.8%+$26.8K
TD Waterhouse Canada Inc.$39.7K1,0500.00%newNEW
Steward Partners Investment Advisory, LLC$33.3K8820.00%newNEW
NewEdge Advisors, LLC$30.6K8080.00%newNEW
MORGAN STANLEY$27.1K7180.00%2q+618.0%+$23.4K
Federation des caisses Desjardins du Quebec$18.3K4850.00%newNEW
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$14.7K4000.00%newNEW
Security National Bank$12.2K3230.00%newNEW
Ameritas Advisory Services, LLC$11.5K3030.00%newNEW
Founders Financial Alliance, LLC$7.6K2000.00%2qHELD
EVOLUTION WEALTH MANAGEMENT INC.$5.7K1520.00%newNEW
Minot DeBlois Advisors LLC$5.7K1500.00%3qHELD
IFP Advisors, Inc$4.8K1270.00%newNEW
Allworth Financial LP$4.6K1220.00%newNEW
NATIONAL BANK OF CANADA /FI/$2.8K750.00%newNEW
Investors Research Corp$2.0K520.00%newNEW
Planning Strategies Inc.$2.0K520.00%newFIRST
US BANCORP \DE\$1.9K510.00%newNEW
FIDUCIARY FINANCIAL ADVISORS$1.9K500.00%newNEW
Aptus Capital Advisors, LLC$983260.00%newNEW
Strategic Wealth Partners, Ltd.$605160.00%newNEW

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202624$15.1M470,51113420.0%
Q2 202659$47.0M1,242,616451010.0%
Q1 202618$6.8M276,66312500.0%
Q4 20256$2.2M85,3976000.0%