DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE GLOBAL EX-US REAL (WTRE)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
16
Reporting holders
$3.4M
Reported value
0.0%
Calls
0.0%
Puts
+0
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 | $937.1K | 37,416 | 0.00% | 31q | -6.8%-$68.4K |
| BANK OF AMERICA CORP /DE/ | $707.4K | 28,245 | 0.00% | 31q | -3.4%-$24.7K |
| RAYMOND JAMES FINANCIAL INC | $458.7K | 18,314 | 0.00% | 2q | HELD |
| AE Wealth Management LLC | $366.9K | 14,650 | 0.00% | 28q | +6.5%+$22.4K |
| JANE STREET GROUP, LLC | $349.0K | 13,935 | 0.00% | 2q | -35.4%-$191.0K |
| Virtu Financial LLC | $242.0K | 9,660 | 0.01% | new | NEW |
| JTC Employer Solutions Trustee Ltd | $145.0K | 5,800 | 0.01% | 21q | HELD |
| MORGAN STANLEY | $68.2K | 2,724 | 0.00% | 35q | HELD |
| OSAIC HOLDINGS, INC. | $55.1K | 2,200 | 0.00% | 26q | +57.1%+$20.0K |
| Murphy & Mullick Capital Management Corp | $27.1K | 1,081 | 0.02% | 7q | HELD |
| BFC Planning, Inc. | $24.4K | 973 | 0.00% | 2q | HELD |
| Farther Finance Advisors, LLC | $15.0K | 598 | 0.00% | 6q | -45.5%-$12.5K |
| Geneos Wealth Management Inc. | $2.6K | 102 | 0.00% | 42q | HELD |
| Glen Eagle Advisors, LLC | $2.5K | 100 | 0.00% | 12q | HELD |
| FMR LLC | $25 | 1 | 0.00% | new | NEW |
| WELLS FARGO & COMPANY/MN | $10 | none filed | 0.00% | 31q | -100.0% |
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 | 1 | $13.3K | 598 | 0 | 0 | 0 | 0.0% |
| Q2 2026 | 16 | $3.4M | 135,799 | 2 | 2 | 5 | 0.0% |
| Q1 2026 | 16 | $3.0M | 136,721 | 4 | 2 | 5 | 0.0% |
| Q4 2025 | 16 | $2.6M | 119,956 | 2 | 3 | 4 | 0.0% |
| Q3 2025 | 20 | $2.6M | 118,121 | 1 | 3 | 4 | 0.0% |
| Q2 2025 | 24 | $3.0M | 156,133 | 3 | 2 | 12 | 0.0% |
| Q1 2025 | 22 | $4.1M | 237,657 | 3 | 8 | 4 | 0.0% |
| Q4 2024 | 21 | $2.8M | 160,016 | 1 | 5 | 8 | 0.0% |
| Q3 2024 | 21 | $4.0M | 201,774 | 5 | 3 | 4 | 0.0% |
| Q2 2024 | 18 | $2.9M | 165,354 | 2 | 4 | 5 | 0.0% |
| Q1 2024 | 17 | $2.4M | 133,871 | 1 | 3 | 4 | 0.0% |
| Q4 2023 | 21 | $5.9M | 323,384 | 3 | 4 | 9 | 0.0% |
| Q3 2023 | 20 | $3.3M | 208,613 | 4 | 8 | 3 | 0.0% |
| Q2 2023 | 21 | $5.8M | 340,623 | 2 | 4 | 8 | 0.0% |
| Q1 2023 | 20 | $7.3M | 425,067 | 0 | 2 | 8 | 0.0% |
| Q4 2022 | 26 | $11.2M | 682,445 | 7 | 5 | 8 | 0.0% |
| Q3 2022 | 24 | $346.0M | 22,162,915 | 2 | 7 | 6 | 0.0% |
| Q2 2022 | 31 | $406.1M | 22,129,554 | 5 | 9 | 8 | 0.0% |
| Q1 2022 | 32 | $511.7M | 22,112,863 | 3 | 12 | 8 | 0.0% |
| Q4 2021 | 33 | $537.1M | 22,029,698 | 3 | 8 | 15 | 0.0% |
| Q3 2021 | 32 | $497.6M | 19,952,494 | 2 | 9 | 12 | 0.0% |
| Q2 2021 | 115 | $1.0B | 33,649,753 | 13 | 32 | 39 | 0.0% |
| Q1 2021 | 120 | $1.1B | 34,536,091 | 14 | 43 | 44 | 0.0% |
| Q4 2020 | 124 | $1.1B | 34,999,732 | 47 | 38 | 26 | 0.0% |
| Q3 2020 | 98 | $710.1M | 29,940,672 | 18 | 24 | 44 | 0.0% |
| Q2 2020 | 94 | $618.7M | 29,482,741 | 16 | 29 | 33 | 0.0% |
| Q1 2020 | 94 | $308.0M | 20,210,077 | 17 | 31 | 33 | 0.0% |
| Q4 2019 | 99 | $352.2M | 13,628,329 | 29 | 38 | 16 | 0.0% |
| Q3 2019 | 84 | $587.5M | 21,023,221 | 25 | 28 | 20 | 0.0% |
| Q2 2019 | 66 | $467.9M | 15,664,910 | 34 | 11 | 13 | 0.0% |
| Q1 2019 | 46 | $395.7M | 12,366,231 | 9 | 7 | 17 | 0.0% |
| Q4 2018 | 37 | $34.1M | 1,225,325 | 1 | 1 | 0 | 0.0% |