DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WTPI)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
86
Reporting holders
$270.4M
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 |
|---|---|---|---|---|---|
| LPL Financial LLC | $61.8M | 1,883,263 | 0.01% | 14q | +13.1%+$7.1M |
| Granite Bay Wealth Management, LLC | $41.3M | 1,259,604 | 3.80% | 11q | +4.6%+$1.8M |
| MORGAN STANLEY | $28.0M | 853,355 | 0.00% | 35q | +26.8%+$5.9M |
| CARY STREET PARTNERS FINANCIAL LLC | $11.7M | 356,743 | 0.26% | 7q | +8.9%+$956.0K |
| RAYMOND JAMES FINANCIAL INC | $9.8M | 298,239 | 0.00% | 7q | +22.9%+$1.8M |
| CASTLE WEALTH MANAGEMENT LLC | $9.3M | 284,265 | 2.76% | 10q | +3.1%+$283.9K |
| WealthPlan Investment Management, LLC | $7.9M | 242,352 | 0.39% | 3q | -1.0%-$80.4K |
| Solutions 4 Wealth, Ltd | $7.9M | 240,518 | 10.18% | 9q | +22.1%+$1.4M |
| Cetera Investment Advisers | $7.3M | 221,580 | 0.01% | 10q | +17.9%+$1.1M |
| Pinnacle Financial Partners, Inc. | $6.6M | 202,105 | 0.05% | new | NEW |
| Compass Financial Services Inc | $5.7M | 175,132 | 2.15% | 6q | +10.2%+$531.5K |
| CENTRAL TRUST Co | $5.7M | 174,550 | 0.10% | 27q | +40.2%+$1.6M |
| Kestra Advisory Services, LLC | $5.2M | 157,334 | 0.02% | 7q | +12.3%+$565.6K |
| Private Capital Management, LLC | $4.1M | 123,547 | 0.36% | 18q | +7.7%+$289.6K |
| EP Wealth Advisors, LLC | $4.0M | 122,881 | 0.02% | new | NEW |
| US BANCORP \DE\ | $3.8M | 116,111 | 0.00% | 3q | HELD |
| JPMORGAN CHASE & CO | $3.2M | 96,737 | 0.00% | 26q | +181.1%+$2.0M |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | $3.1M | 95,620 | 0.63% | 3q | +181.4%+$2.0M |
| TRUST POINT INC. | $2.8M | 85,822 | 0.24% | 11q | -23.2%-$852.3K |
| UBS Group AG | $2.4M | 74,645 | 0.00% | 27q | HELD |
| RESOLUTE CAPITAL, LLC | $2.1M | 64,023 | 0.72% | 3q | +31.2%+$499.0K |
| Avestar Capital, LLC | $2.1M | 63,764 | 0.12% | 12q | +8.4%+$162.6K |
| LANARK FINANCIAL, INC. | $2.1M | 63,321 | 0.14% | 2q | +24.3%+$405.4K |
| OSAIC HOLDINGS, INC. | $1.9M | 57,526 | 0.00% | 26q | +11.9%+$200.7K |
| PFG Investments, LLC | $1.8M | 55,442 | 0.07% | 3q | HELD |
| ROYAL BANK OF CANADA | $1.8M | 53,911 | 0.00% | 31q | +14.3%+$220.8K |
| Visionary Wealth Advisors | $1.5M | 47,191 | 0.06% | 6q | +16.3%+$217.4K |
| Tidemark, LLC | $1.5M | 46,978 | 0.35% | 7q | -14.0%-$250.9K |
| Sanctuary Advisors, LLC | $1.5M | 44,481 | 0.01% | 7q | +1.6%+$22.8K |
| NewEdge Advisors, LLC | $1.3M | 40,600 | 0.00% | 5q | -13.9%-$214.5K |
| Arkadios Wealth Advisors | $1.3M | 39,632 | 0.02% | 9q | +9.7%+$114.8K |
| Creative Planning | $1.3M | 38,434 | 0.00% | 7q | +11.8%+$133.1K |
| Cresset Asset Management, LLC | $1.2M | 36,261 | 0.00% | 9q | +11.2%+$119.7K |
| Alpine Bank Wealth Management | $1.2M | 35,376 | 0.15% | 2q | -78.6%-$4.3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.1M | 34,752 | 0.00% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $1.1M | 33,982 | 0.00% | 31q | -28.9%-$452.6K |
| Prosperity Financial Group, Inc. | $999.2K | 30,472 | 0.31% | 4q | +1.4%+$13.8K |
| OLD MISSION CAPITAL LLC | $908.4K | 27,705 | 0.01% | new | NEW |
| JANE STREET GROUP, LLC | $882.2K | 26,906 | 0.00% | 2q | -46.3%-$760.1K |
| WealthPLAN Partners, LLC | $804.8K | 24,544 | 0.15% | 3q | +37.4%+$219.0K |
| Private Advisor Group, LLC | $804.1K | 24,521 | 0.00% | 14q | +10.7%+$77.8K |
| HARBOUR INVESTMENTS, INC. | $733.7K | 22,377 | 0.01% | 2q | +3.4%+$24.4K |
| Kovack Advisors, Inc. | $645.7K | 19,669 | 0.03% | 6q | -2.1%-$14.0K |
| Diversify Advisory Services, LLC | $641.7K | 19,536 | 0.01% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $641.7K | 19,536 | 0.01% | 2q | -24.4%-$207.4K |
| MML INVESTORS SERVICES, LLC | $639.4K | 19,499 | 0.00% | 6q | -17.8%-$138.7K |
| Avory & Company, LLC | $500.6K | 15,267 | 0.63% | 7q | +0.7%+$3.3K |
| Maridea Wealth Management LLC | $462.1K | 14,094 | 0.05% | 2q | -9.1%-$46.2K |
| Arax Advisory Partners | $458.3K | 13,977 | 0.00% | new | NEW |
| Advyzon Investment Management, LLC | $420.7K | 12,830 | 0.03% | 2q | +20.3%+$70.9K |
| Tactive Advisors, LLC | $407.7K | 12,432 | 0.10% | 5q | +30.8%+$96.1K |
| WCG Wealth Advisors LLC | $393.9K | 12,012 | 0.01% | 7q | -32.7%-$191.3K |
| COMMONWEALTH EQUITY SERVICES, LLC | $385.1K | 11,746 | 0.00% | 4q | -2.6%-$10.4K |
| Apollon Wealth Management, LLC | $367.9K | 11,221 | 0.00% | 6q | HELD |
| Merit Financial Group, LLC | $341.1K | 10,403 | 0.00% | 5q | HELD |
| Ameritas Advisory Services, LLC | $321.9K | 9,817 | 0.01% | new | NEW |
| Synergy Investment Management, LLC | $282.0K | 8,600 | 0.07% | 6q | +3.0%+$8.3K |
| Integrated Wealth Concepts LLC | $257.6K | 7,856 | 0.00% | 2q | HELD |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $240.3K | 7,328 | 0.00% | 2q | +5.4%+$12.3K |
| Roan Capital Partners | $237.0K | 7,227 | 0.20% | 2q | -6.9%-$17.6K |
| White & Co Financial Planning Inc | $217.7K | 6,638 | 0.13% | 7q | +5.5%+$11.4K |
| Alessandra Capital Management, LLC | $216.6K | 6,606 | 0.15% | 2q | +2.3%+$4.9K |
| Cerity Partners LLC | $203.5K | 6,207 | 0.00% | 2q | -5.6%-$12.0K |
| Allworth Financial LP | $70.5K | 2,150 | 0.00% | 3q | +104.8%+$36.1K |
| REAP Financial Group, LLC | $55.6K | 1,697 | 0.01% | 11q | -26.4%-$20.0K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $49.0K | 1,494 | 0.00% | 3q | +20.1%+$8.2K |
| WELLINGTON-ALTUS USA INC. | $48.7K | 1,525 | 0.03% | 3q | HELD |
| Triumph Capital Management | $45.9K | 1,400 | 0.01% | 3q | HELD |
| Founders Financial Alliance, LLC | $40.4K | 1,233 | 0.01% | 8q | -14.0%-$6.6K |
| Geneos Wealth Management Inc. | $40.2K | 1,225 | 0.00% | 4q | +119.5%+$21.9K |
| Farther Finance Advisors, LLC | $39.3K | 1,198 | 0.00% | 8q | HELD |
| FIFTH THIRD BANCORP | $39.1K | 1,192 | 0.00% | 2q | -46.2%-$33.6K |
| SWAN Capital LLC | $37.7K | 1,151 | 0.01% | 2q | +147.0%+$22.5K |
| PIN OAK INVESTMENT ADVISORS INC | $34.0K | 1,030 | 0.02% | new | NEW |
| Highland Investment Advisors LLC | $25.7K | 783 | 0.01% | new | FIRST |
| Federation des caisses Desjardins du Quebec | $21.7K | 661 | 0.00% | 38q | HELD |
| Aptus Capital Advisors, LLC | $16.4K | 500 | 0.00% | 9q | HELD |
| COMPASS FINANCIAL MANAGEMENT LLC | $13.9K | 425 | 0.00% | new | FIRST |
| AE Wealth Management LLC | $10.7K | 325 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $10.5K | 320 | 0.00% | 15q | +31900.0%+$10.5K |
| FMR LLC | $7.3K | 224 | 0.00% | 9q | -35.6%-$4.1K |
| Smartleaf Asset Management LLC | $1.7K | 52 | 0.00% | 11q | HELD |
| Covestor Ltd | $1.0K | 40 | 0.00% | 19q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $662 | 20 | 0.00% | 3q | HELD |
| SHP Wealth Management | $459 | 14 | 0.00% | 3q | HELD |
| DHJJ Financial Advisors, Ltd. | $66 | 2 | 0.00% | 12q | 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 | 22 | $23.9M | 726,695 | 5 | 5 | 6 | 0.0% |
| Q2 2026 | 86 | $270.4M | 8,247,764 | 8 | 40 | 19 | 0.0% |
| Q1 2026 | 90 | $234.9M | 7,361,876 | 19 | 41 | 10 | 0.0% |
| Q4 2025 | 86 | $165.5M | 5,002,335 | 20 | 31 | 15 | 0.2% |
| Q3 2025 | 72 | $155.4M | 4,667,781 | 9 | 31 | 16 | 0.2% |
| Q2 2025 | 72 | $133.9M | 4,179,814 | 13 | 33 | 13 | 0.0% |
| Q1 2025 | 64 | $113.6M | 3,648,776 | 10 | 31 | 10 | 0.0% |
| Q4 2024 | 61 | $76.4M | 2,306,941 | 16 | 19 | 11 | 0.4% |
| Q3 2024 | 49 | $68.3M | 2,063,252 | 5 | 23 | 11 | 0.0% |
| Q2 2024 | 49 | $58.0M | 1,737,294 | 12 | 15 | 10 | 0.0% |
| Q1 2024 | 45 | $65.2M | 1,960,129 | 5 | 15 | 15 | 0.0% |
| Q4 2023 | 47 | $62.7M | 1,976,901 | 9 | 18 | 7 | 0.0% |
| Q3 2023 | 35 | $50.5M | 1,642,097 | 3 | 14 | 9 | 0.0% |
| Q2 2023 | 32 | $61.4M | 1,893,471 | 0 | 16 | 6 | 0.0% |
| Q1 2023 | 34 | $57.4M | 1,846,519 | 3 | 11 | 14 | 0.2% |
| Q4 2022 | 39 | $66.7M | 2,218,687 | 3 | 10 | 16 | 0.1% |
| Q3 2022 | 42 | $164.1M | 5,502,732 | 6 | 13 | 16 | 0.0% |
| Q2 2022 | 38 | $188.0M | 5,883,072 | 2 | 12 | 13 | 0.0% |
| Q1 2022 | 42 | $191.5M | 5,341,517 | 7 | 10 | 16 | 0.1% |
| Q4 2021 | 37 | $129.4M | 3,662,386 | 7 | 12 | 8 | 0.0% |
| Q3 2021 | 31 | $59.3M | 1,820,296 | 4 | 9 | 13 | 0.0% |
| Q2 2021 | 33 | $63.0M | 1,984,235 | 5 | 11 | 10 | 0.0% |
| Q1 2021 | 36 | $106.3M | 3,525,396 | 5 | 11 | 12 | 0.0% |
| Q4 2020 | 36 | $103.8M | 3,597,247 | 4 | 7 | 12 | 1.1% |
| Q3 2020 | 34 | $200.3M | 7,444,630 | 2 | 4 | 17 | 0.5% |
| Q2 2020 | 37 | $195.3M | 7,759,379 | 5 | 9 | 12 | 0.5% |
| Q1 2020 | 40 | $186.4M | 8,244,036 | 4 | 13 | 15 | 0.5% |
| Q4 2019 | 47 | $433.5M | 15,080,515 | 7 | 16 | 14 | 0.9% |
| Q3 2019 | 44 | $393.2M | 14,116,667 | 1 | 10 | 20 | 0.8% |
| Q2 2019 | 50 | $409.4M | 14,847,258 | 9 | 12 | 18 | 0.1% |
| Q1 2019 | 49 | $420.9M | 15,521,468 | 6 | 17 | 17 | 0.7% |
| Q4 2018 | 58 | $443.1M | 17,286,148 | 1 | 2 | 2 | 0.7% |