DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WTAI)
Institutional ownership reported to the SEC as of Q2 2026, across 20 quarters.
161
Reporting holders
$292.1M
Reported value
0.3%
Calls
0.0%
Puts
+40
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $43.1M | 908,339 | 0.01% | 13q | +27.2%+$9.2M |
| Horizon Wealth Management, LLC | $17.0M | 358,681 | 2.17% | 3q | -34.8%-$9.1M |
| AMERIPRISE FINANCIAL INC | $15.6M | 328,108 | 0.00% | 7q | +16.3%+$2.2M |
| Kestra Advisory Services, LLC | $14.3M | 300,517 | 0.05% | 13q | +6.9%+$926.4K |
| Hancock Prospecting Pty Ltd | $13.0M | 274,505 | 0.23% | 4q | HELD |
| Advisory Services Network, LLC | $12.8M | 269,989 | 0.15% | 13q | -1.0%-$125.8K |
| Quattro Advisors LLC | $11.8M | 248,971 | 7.86% | 3q | -1.4%-$167.4K |
| ASSETMARK, INC | $11.4M | 240,093 | 0.02% | 5q | -40.0%-$7.6M |
| JPMORGAN CHASE & CO | $10.4M | 227,293 | 0.00% | 3q | -11.8%-$1.4M |
| JANE STREET GROUP, LLC | $9.7M | 204,190 | 0.00% | new | NEW |
| Advocacy Wealth Management, LLC | $9.4M | 198,529 | 0.34% | 4q | -12.6%-$1.4M |
| RAYMOND JAMES FINANCIAL INC | $8.6M | 181,413 | 0.00% | 7q | +50.8%+$2.9M |
| BANK OF AMERICA CORP /DE/ | $6.7M | 141,218 | 0.00% | 12q | -11.4%-$864.7K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.7M | 120,269 | 0.01% | 11q | +1.7%+$97.5K |
| Prospera Financial Services Inc | $4.8M | 100,127 | 0.07% | 11q | +0.7%+$32.4K |
| OSAIC HOLDINGS, INC. | $4.7M | 99,557 | 0.01% | 13q | +5.8%+$260.5K |
| TRUIST FINANCIAL CORP | $4.5M | 95,226 | 0.01% | 12q | -8.3%-$407.6K |
| Perigon Wealth Management, LLC | $4.0M | 83,934 | 0.06% | 8q | +0.5%+$21.8K |
| Tradition Wealth Management, LLC | $3.7M | 78,525 | 0.23% | 4q | +9.2%+$315.3K |
| Berbice Capital Management LLC | $3.6M | 74,959 | 1.84% | 3q | +185.7%+$2.3M |
| Rockefeller Capital Management L.P. | $3.4M | 70,639 | 0.01% | 13q | -24.5%-$1.1M |
| AdvisorNet Financial, Inc | $3.3M | 70,345 | 0.15% | 13q | -0.7%-$23.5K |
| CLG LLC | $3.3M | 68,756 | 0.72% | new | NEW |
| STIFEL FINANCIAL CORP | $3.1M | 65,320 | 0.00% | 12q | HELD |
| Janney Montgomery Scott LLC | $3.0M | 63,663 | 0.01% | 8q | -2.9%-$89.9K |
| Cetera Investment Advisers | $2.8M | 60,034 | 0.00% | 10q | +26.4%+$595.6K |
| Integrated Advisors Network LLC | $2.6M | 55,413 | 0.12% | 6q | +115.3%+$1.4M |
| Cambridge Investment Research Advisors, Inc. | $2.6M | 55,236 | 0.00% | 12q | +115.6%+$1.4M |
| WADDELL & ASSOCIATES, LLC | $2.6M | 54,099 | 0.13% | 13q | +1.6%+$41.7K |
| Private Advisor Group, LLC | $2.4M | 49,506 | 0.01% | 12q | -8.8%-$227.3K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $2.2M | 45,508 | 0.10% | 7q | +8.0%+$159.3K |
| GFS Advisors, LLC | $1.8M | 15,232 | 0.09% | new | NEW |
| Modern Wealth Management, LLC | $1.5M | 32,095 | 0.02% | new | NEW |
| MARSHALL WACE, LLP | $1.5M | 31,420 | 0.00% | new | NEW |
| NWAM LLC | $1.4M | 28,709 | 0.07% | 7q | +8.9%+$111.4K |
| MML INVESTORS SERVICES, LLC | $1.3M | 27,052 | 0.00% | 11q | +63.5%+$499.0K |
| Creative Planning | $1.2M | 24,260 | 0.00% | 10q | +0.7%+$8.5K |
| Belpointe Asset Management LLC | $1.1M | 23,499 | 0.04% | 6q | -6.0%-$71.7K |
| INDEPENDENT FINANCIAL GROUP, LLC | $1.1M | 22,602 | 0.02% | new | NEW |
| Clearstead Advisors, LLC | $1.0M | 22,050 | 0.01% | 2q | +28.6%+$232.6K |
| WMG Financial Advisors, LLC | $965.3K | 20,335 | 0.36% | 4q | +26.0%+$199.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $963.6K CALL | options only | 0.00% | 9q | OPTIONS |
| Kovack Advisors, Inc. | $956.9K | 20,597 | 0.05% | 3q | +154.9%+$581.6K |
| Ausdal Financial Partners, Inc. | $942.0K | 19,845 | 0.04% | 5q | +1.2%+$11.5K |
| Bison Wealth, LLC | $936.0K | 21,350 | 0.09% | 3q | -6.6%-$66.3K |
| Solstein Capital, LLC | $891.5K | 18,781 | 0.31% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $874.9K | 18,431 | 0.00% | 7q | +38.3%+$242.5K |
| Focus Partners Wealth | $826.0K | 17,400 | 0.00% | 3q | +0.8%+$6.9K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $796.7K | 16,784 | 0.01% | 9q | +1.8%+$14.1K |
| INTEGRITY ALLIANCE, LLC. | $761.4K | 16,039 | 0.02% | 6q | +4.6%+$33.2K |
| Mariner, LLC | $759.6K | 16,002 | 0.00% | 3q | +6.7%+$47.5K |
| Waldron Private Wealth LLC | $741.5K | 15,621 | 0.03% | 6q | HELD |
| Steward Partners Investment Advisory, LLC | $737.9K | 15,545 | 0.00% | 12q | HELD |
| SWEENEY & MICHEL, LLC | $692.9K | 16,834 | 0.18% | 10q | -0.6%-$4.3K |
| Bryn Mawr Trust Advisors, LLC | $598.4K | 12,605 | 0.03% | 8q | -3.2%-$19.7K |
| Gateway Wealth Partners, LLC | $539.3K | 11,362 | 0.03% | 3q | -50.8%-$557.3K |
| OXFORD FINANCIAL GROUP, LTD. LLC | $467.8K | 9,854 | 0.02% | 4q | HELD |
| Western Wealth Management, LLC | $466.5K | 9,828 | 0.02% | 5q | -3.5%-$17.0K |
| Tulsa Wealth Advisors, INC | $466.5K | 9,827 | 0.07% | 2q | +2.4%+$10.9K |
| Evanson Financial, LLC | $454.1K | 9,565 | 0.02% | new | FIRST |
| Acorn Wealth Advisors, LLC | $433.5K | 9,132 | 0.11% | new | NEW |
| HighPoint Advisor Group LLC | $433.4K | 9,130 | 0.02% | 3q | +1.4%+$6.1K |
| COFG Advisors, LLC | $429.4K | 9,045 | 0.07% | 3q | -2.6%-$11.4K |
| Wealthcare Advisory Partners LLC | $426.3K | 8,980 | 0.01% | 5q | HELD |
| HighTower Advisors, LLC | $424.1K | 8,934 | 0.00% | 4q | -4.7%-$20.7K |
| MORGAN STANLEY | $420.1K | 8,850 | 0.00% | 11q | +4.5%+$18.2K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $404.4K | 8,985 | 0.02% | 3q | +261.6%+$292.6K |
| Procyon Advisors, LLC | $404.2K | 8,515 | 0.02% | new | NEW |
| Key Financial Inc | $402.5K | 8,479 | 0.07% | 13q | -9.5%-$42.3K |
| W.H. Cornerstone Investments Inc. | $397.8K | 8,381 | 0.22% | 4q | HELD |
| Geneos Wealth Management Inc. | $385.7K | 8,125 | 0.01% | 13q | HELD |
| Cerity Partners LLC | $376.6K | 7,934 | 0.00% | 4q | HELD |
| Clearwater Capital Advisors, LLC | $375.7K | 7,914 | 0.03% | 4q | HELD |
| Strategic Blueprint, LLC | $367.5K | 7,741 | 0.02% | new | NEW |
| Sherman Asset Management, Inc. | $340.2K | 7,166 | 0.26% | 7q | +327.8%+$260.7K |
| Arkadios Wealth Advisors | $332.0K | 6,994 | 0.01% | new | NEW |
| GWN SECURITIES INC. | $330.6K | 6,964 | 0.06% | new | NEW |
| INSIGNEO ADVISORY SERVICES, LLC | $329.4K | 6,939 | 0.01% | new | NEW |
| Capital Investment Counsel, LLC | $329.2K | 6,935 | 0.04% | new | NEW |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | $328.6K | 6,922 | 0.01% | 7q | HELD |
| Valmark Advisers, Inc. | $328.1K | 6,911 | 0.00% | 5q | -70.1%-$769.5K |
| Fox Hill Wealth Management | $327.5K | 6,899 | 0.13% | new | NEW |
| Ashton Thomas Private Wealth, LLC | $326.8K | 6,883 | 0.01% | 4q | -9.4%-$33.9K |
| Atria Investments, Inc | $323.8K | 6,822 | 0.00% | new | NEW |
| Oxinas Partners, LLC | $318.8K | 6,716 | 0.13% | new | NEW |
| Provident Wealth Management, LLC | $318.8K | 6,715 | 0.08% | 5q | -5.9%-$19.9K |
| MRA Advisory Group | $318.5K | 6,709 | 0.12% | new | NEW |
| Garrett Wealth Advisory Group, LLC | $318.0K | 6,698 | 0.05% | new | NEW |
| NewEdge Advisors, LLC | $315.4K | 6,644 | 0.00% | 12q | +1167.9%+$290.5K |
| PEDDOCK CAPITAL ADVISORS, LLC | $296.9K | 6,255 | 0.06% | new | NEW |
| Argent Trust Co | $288.9K | 6,087 | 0.01% | new | NEW |
| OneDigital Investment Advisors LLC | $274.9K | 5,791 | 0.00% | new | NEW |
| MidFirst Bank | $273.6K | 5,764 | 0.02% | 3q | HELD |
| Cascade Financial Partners, LLC | $270.2K | 5,691 | 0.02% | new | NEW |
| Barry Investment Advisors, LLC | $265.9K | 5,601 | 0.06% | new | NEW |
| FLAGSHIP HARBOR ADVISORS, LLC | $262.4K | 5,528 | 0.01% | new | NEW |
| GOLDMAN SACHS GROUP INC | $261.8K | 5,515 | 0.00% | new | NEW |
| CARY STREET PARTNERS FINANCIAL LLC | $261.8K | 5,515 | 0.01% | new | NEW |
| TRANSCEND CAPITAL ADVISORS, LLC | $260.1K | 5,479 | 0.02% | new | NEW |
| Smartleaf Asset Management LLC | $258.6K | 5,648 | 0.01% | 11q | HELD |
Showing the largest 100 of 161 reported holders.
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 | 42 | $32.2M | 732,483 | 4 | 9 | 8 | 0.0% |
| Q2 2026 | 161 | $292.1M | 6,125,707 | 50 | 42 | 29 | 0.3% |
| Q1 2026 | 121 | $162.5M | 5,757,393 | 12 | 44 | 29 | 0.0% |
| Q4 2025 | 123 | $146.2M | 5,003,788 | 21 | 48 | 20 | 0.3% |
| Q3 2025 | 107 | $104.4M | 3,645,629 | 21 | 32 | 19 | 0.3% |
| Q2 2025 | 96 | $66.7M | 2,688,810 | 15 | 27 | 23 | 0.4% |
| Q1 2025 | 92 | $55.0M | 2,868,706 | 13 | 29 | 20 | 0.2% |
| Q4 2024 | 91 | $74.8M | 3,395,152 | 13 | 21 | 18 | 0.0% |
| Q3 2024 | 88 | $73.4M | 3,662,134 | 15 | 19 | 25 | 0.0% |
| Q2 2024 | 91 | $105.5M | 5,050,526 | 22 | 28 | 21 | 0.0% |
| Q1 2024 | 80 | $84.2M | 4,034,393 | 22 | 27 | 8 | 0.0% |
| Q4 2023 | 68 | $69.3M | 3,348,238 | 17 | 22 | 9 | 0.0% |
| Q3 2023 | 57 | $62.0M | 3,559,130 | 29 | 13 | 9 | 0.0% |
| Q2 2023 | 34 | $53.8M | 2,820,090 | 31 | 2 | 1 | 0.0% |
| Q1 2023 | 4 | $1.3M | 75,625 | 4 | 0 | 0 | 0.0% |
| Q4 2022 | 1 | $14 | 1 | 1 | 0 | 0 | 0.0% |
| Q3 2022 | 2 | $174.0K | 12,318 | 1 | 0 | 1 | 0.0% |
| Q2 2022 | 2 | $300.0K | 19,898 | 0 | 1 | 1 | 0.0% |
| Q1 2022 | 2 | $386.0K | 19,190 | 2 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $1.8M | 73,318 | 1 | 0 | 0 | 0.0% |