DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WTMF)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
85
Reporting holders
$191.2M
Reported value
0.0%
Calls
0.0%
Puts
+1
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 |
|---|---|---|---|---|---|
| MORGAN STANLEY | $46.9M | 1,147,194 | 0.00% | 35q | +3.5%+$1.6M |
| LPL Financial LLC | $20.5M | 502,047 | 0.00% | 22q | +5.4%+$1.1M |
| Tidemark, LLC | $17.7M | 432,433 | 3.98% | 3q | +6.0%+$1.0M |
| OneDigital Investment Advisors LLC | $12.9M | 315,199 | 0.11% | 11q | -1.3%-$165.4K |
| Stewardship Advisors, LLC | $11.9M | 291,438 | 2.47% | 8q | +3.3%+$382.4K |
| Cetera Investment Advisers | $11.3M | 276,616 | 0.01% | 11q | +2.8%+$305.7K |
| EARNED WEALTH ADVISORS, LLC | $11.2M | 273,756 | 0.72% | 3q | HELD |
| Stillwater Private Wealth, LLC | $7.0M | 168,608 | 4.56% | new | NEW |
| Avestar Capital, LLC | $5.4M | 131,519 | 0.30% | 13q | +3.8%+$196.7K |
| ENVESTNET ASSET MANAGEMENT INC | $3.1M | 76,053 | 0.00% | 17q | +13.6%+$372.9K |
| WELLS FARGO & COMPANY/MN | $2.9M | 71,809 | 0.00% | 31q | +6.1%+$167.6K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | 65,048 | 0.00% | 6q | +110.5%+$1.4M |
| KINGSWOOD WEALTH ADVISORS, LLC | $2.1M | 51,188 | 0.08% | 5q | +6.6%+$128.8K |
| Vestmark Advisory Solutions, Inc. | $2.1M | 50,399 | 0.02% | 6q | HELD |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 45,561 | 0.00% | 2q | +124.3%+$1.0M |
| Columbus Macro, LLC | $1.7M | 41,669 | 0.17% | 6q | +12.0%+$182.1K |
| RAYMOND JAMES FINANCIAL INC | $1.5M | 37,268 | 0.00% | 7q | -1.7%-$25.7K |
| Ethos Financial Group, LLC | $1.5M | 35,749 | 0.10% | 11q | -9.9%-$160.8K |
| Asset Allocation Strategies LLC | $1.4M | 33,725 | 0.21% | 8q | +7.1%+$91.5K |
| Comprehensive Wealth Management, LLC | $1.3M | 31,506 | 0.59% | 5q | +6.2%+$75.2K |
| ASSETMARK, INC | $1.3M | 30,913 | 0.00% | 6q | +29912.6%+$1.3M |
| OSAIC HOLDINGS, INC. | $1.1M | 26,963 | 0.00% | 26q | -33.2%-$548.7K |
| Kestra Advisory Services, LLC | $1.1M | 26,477 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $1.0M | 25,539 | 0.00% | 3q | +54.5%+$367.9K |
| Private Advisor Group, LLC | $1.0M | 25,508 | 0.00% | 14q | +5.8%+$57.5K |
| Global Wealth Management Investment Advisory, Inc. | $948.8K | 23,225 | 0.14% | 3q | HELD |
| Financial Enhancement Group LLC | $918.8K | 22,492 | 0.11% | 2q | +5.0%+$43.5K |
| Advisor Resource Council | $832.6K | 20,332 | 0.23% | 3q | +9.8%+$74.4K |
| Empirical Asset Management, LLC | $791.5K | 19,375 | 0.18% | 19q | +4.2%+$31.9K |
| HARBOUR INVESTMENTS, INC. | $783.5K | 19,180 | 0.01% | 11q | +5.9%+$44.0K |
| Sequent Planning LLC | $766.5K | 18,763 | 0.16% | 8q | +6.0%+$43.1K |
| Centric Wealth Management | $741.6K | 18,058 | 0.12% | 11q | +99.6%+$370.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $741.6K | 18,155 | 0.00% | 2q | HELD |
| Endowment Wealth Management, Inc. | $718.8K | 17,596 | 0.28% | 19q | +2.9%+$20.3K |
| JPMORGAN CHASE & CO | $715.1K | 17,648 | 0.00% | 15q | -2.9%-$21.4K |
| Axis Wealth Partners, LLC | $649.1K | 15,891 | 0.31% | 7q | -2.8%-$18.5K |
| CSS LLC/IL | $618.9K | 15,150 | 0.02% | 7q | HELD |
| Cooper Financial Group | $617.2K | 15,110 | 0.05% | 16q | -5.8%-$37.8K |
| Clarity Asset Management, Inc. | $586.5K | 14,357 | 0.29% | 2q | +48.6%+$191.7K |
| PAX Financial Group, LLC | $578.0K | 14,150 | 0.09% | 8q | -0.5%-$3.1K |
| Arkadios Wealth Advisors | $568.5K | 13,916 | 0.01% | 3q | -3.1%-$18.2K |
| VestGen Advisors, LLC | $563.3K | 13,789 | 0.02% | 3q | HELD |
| Beacon Pointe Advisors, LLC | $480.4K | 11,761 | 0.00% | 2q | +28.1%+$105.3K |
| Austin Wealth Management, LLC | $419.2K | 10,267 | 0.09% | 12q | -2.2%-$9.6K |
| Bison Wealth, LLC | $415.1K | 10,136 | 0.04% | 3q | -12.5%-$59.1K |
| &PARTNERS | $405.3K | 9,921 | 0.00% | 10q | -3.3%-$14.0K |
| Sowell Financial Services LLC | $388.9K | 9,519 | 0.01% | 5q | -0.5%-$2.1K |
| Alteri Wealth LLC | $388.1K | 9,501 | 0.11% | 6q | HELD |
| Sanctuary Advisors, LLC | $338.3K | 8,280 | 0.00% | new | NEW |
| MML INVESTORS SERVICES, LLC | $316.8K | 7,754 | 0.00% | 6q | +25.9%+$65.2K |
| Discipline Wealth Solutions, LLC | $314.6K | 7,702 | 0.03% | 5q | -6.7%-$22.5K |
| INVENIO WEALTH PARTNERS LLC | $311.3K | 7,621 | 0.11% | 10q | HELD |
| HOWARD BAILEY SECURITIES, LLC | $310.6K | 7,604 | 0.12% | 8q | -16.0%-$59.1K |
| Trajan Wealth LLC | $285.1K | 6,979 | 0.01% | 10q | -4.2%-$12.4K |
| REAP Financial Group, LLC | $279.6K | 6,845 | 0.05% | 11q | -29.6%-$117.4K |
| Simplicity Wealth,LLC | $229.9K | 5,628 | 0.01% | new | NEW |
| MGO ONE SEVEN LLC | $227.4K | 5,566 | 0.00% | 2q | -0.5%-$1.1K |
| FIFTH THIRD BANCORP | $222.4K | 5,444 | 0.00% | 2q | -1.9%-$4.2K |
| MERCER GLOBAL ADVISORS INC /ADV | $208.4K | 5,101 | 0.00% | new | NEW |
| ROCKLAND TRUST CO | $205.3K | 5,025 | 0.01% | 2q | -2.7%-$5.8K |
| IFG Advisory, LLC | $156.3K | 3,827 | 0.01% | new | NEW |
| AE Wealth Management LLC | $132.4K | 3,240 | 0.00% | 7q | +47.9%+$42.9K |
| ROYAL BANK OF CANADA | $130.0K | 3,172 | 0.00% | 31q | -0.8%-$1.1K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $102.3K | 2,503 | 0.00% | 13q | -0.6% |
| Golden State Wealth Management, LLC | $86.7K | 2,123 | 0.01% | 7q | -12.7%-$12.6K |
| TOUNJIAN ADVISORY PARTNERS, LLC | $61.1K | 1,497 | 0.03% | new | NEW |
| Aptus Capital Advisors, LLC | $60.9K | 1,491 | 0.00% | 3q | HELD |
| Glass Jacobson Investment Advisors llc | $53.8K | 1,316 | 0.02% | 7q | HELD |
| BFC Planning, Inc. | $51.3K | 1,255 | 0.00% | 7q | HELD |
| Steward Partners Investment Advisory, LLC | $51.1K | 1,250 | 0.00% | 2q | HELD |
| Highland Investment Advisors LLC | $37.2K | 910 | 0.02% | new | FIRST |
| Parallel Advisors, LLC | $31.9K | 782 | 0.00% | 2q | HELD |
| CX Institutional | $29.0K | 718 | 0.00% | 6q | -4.9%-$1.5K |
| UBS Group AG | $27.2K | 666 | 0.00% | 2q | +57.4%+$9.9K |
| EVOLUTION WEALTH MANAGEMENT INC. | $16.5K | 404 | 0.01% | 4q | HELD |
| CoreCap Advisors, LLC | $10.8K | 265 | 0.00% | 10q | HELD |
| Concord Wealth Partners | $10.3K | 251 | 0.00% | new | NEW |
| Global Retirement Partners, LLC | $10.2K | 250 | 0.00% | 9q | HELD |
| Strategic Wealth Partners, Ltd. | $9.4K | 229 | 0.00% | 4q | HELD |
| Clearstead Advisors, LLC | $5.2K | 127 | 0.00% | 3q | -19.1%-$1.2K |
| Smartleaf Asset Management LLC | $2.6K | 64 | 0.00% | 11q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $1.5K | 37 | 0.00% | 10q | HELD |
| Solstein Capital, LLC | $1.0K | 25 | 0.00% | 6q | HELD |
| SHP Wealth Management | $490 | 12 | 0.00% | 3q | HELD |
| HUNTINGTON NATIONAL BANK | $41 | 1 | 0.00% | 15q | HELD |
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 | 28 | $31.7M | 750,356 | 6 | 9 | 9 | 0.0% |
| Q2 2026 | 85 | $191.2M | 4,678,441 | 8 | 29 | 25 | 0.0% |
| Q1 2026 | 84 | $170.5M | 4,295,995 | 15 | 32 | 22 | 0.0% |
| Q4 2025 | 80 | $160.6M | 4,223,672 | 13 | 26 | 25 | 0.0% |
| Q3 2025 | 73 | $143.3M | 3,781,801 | 5 | 25 | 31 | 0.0% |
| Q2 2025 | 76 | $135.8M | 3,846,468 | 10 | 27 | 28 | 0.0% |
| Q1 2025 | 70 | $130.2M | 3,812,099 | 11 | 21 | 28 | 0.0% |
| Q4 2024 | 75 | $148.1M | 4,239,188 | 11 | 28 | 20 | 0.0% |
| Q3 2024 | 66 | $176.6M | 4,973,133 | 17 | 17 | 20 | 0.0% |
| Q2 2024 | 52 | $164.7M | 4,529,799 | 2 | 15 | 29 | 0.0% |
| Q1 2024 | 60 | $257.4M | 6,873,088 | 13 | 14 | 27 | 0.0% |
| Q4 2023 | 55 | $219.2M | 6,247,876 | 13 | 19 | 16 | 0.0% |
| Q3 2023 | 48 | $127.3M | 3,617,800 | 6 | 15 | 18 | 0.0% |
| Q2 2023 | 43 | $123.1M | 3,517,413 | 10 | 17 | 11 | 0.0% |
| Q1 2023 | 43 | $106.5M | 3,170,461 | 6 | 20 | 10 | 0.0% |
| Q4 2022 | 44 | $105.2M | 3,336,672 | 6 | 24 | 8 | 0.0% |
| Q3 2022 | 44 | $327.4M | 9,507,337 | 5 | 18 | 16 | 0.0% |
| Q2 2022 | 48 | $109.7M | 3,124,058 | 8 | 15 | 18 | 0.0% |
| Q1 2022 | 45 | $109.8M | 3,054,628 | 6 | 20 | 12 | 0.0% |
| Q4 2021 | 45 | $17.3B | 487,705,538 | 8 | 15 | 11 | 0.0% |
| Q3 2021 | 37 | $19.3B | 470,550,362 | 4 | 11 | 10 | 0.0% |
| Q2 2021 | 36 | $19.3B | 466,976,724 | 5 | 11 | 14 | 0.0% |
| Q1 2021 | 37 | $18.6B | 477,940,937 | 7 | 5 | 18 | 0.0% |
| Q4 2020 | 31 | $20.1B | 541,703,256 | 5 | 9 | 9 | 0.0% |
| Q3 2020 | 29 | $92.0M | 2,629,754 | 3 | 9 | 10 | 0.0% |
| Q2 2020 | 35 | $82.0M | 2,347,417 | 5 | 8 | 14 | 0.0% |
| Q1 2020 | 41 | $84.3M | 2,326,004 | 8 | 5 | 19 | 0.0% |
| Q4 2019 | 46 | $130.9M | 3,528,635 | 4 | 9 | 21 | 0.0% |
| Q3 2019 | 51 | $128.6M | 3,381,499 | 11 | 11 | 17 | 0.0% |
| Q2 2019 | 46 | $181.0M | 4,799,758 | 6 | 10 | 21 | 0.0% |
| Q1 2019 | 50 | $202.3M | 5,196,707 | 3 | 15 | 22 | 0.0% |
| Q4 2018 | 57 | $237.3M | 6,121,694 | 0 | 2 | 1 | 0.0% |