DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (WTV)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
237
Reporting holders
$2.2B
Reported value
0.0%
Calls
0.0%
Puts
+17
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 | $329.0M | 3,234,403 | 0.07% | 26q | -8.5%-$30.7M |
| RAYMOND JAMES FINANCIAL INC | $190.4M | 1,872,080 | 0.05% | 7q | +7.2%+$12.8M |
| MORGAN STANLEY | $171.7M | 1,688,436 | 0.01% | 35q | +4.6%+$7.5M |
| ENVESTNET ASSET MANAGEMENT INC | $168.1M | 1,652,709 | 0.04% | 12q | -16.8%-$33.9M |
| OSAIC HOLDINGS, INC. | $132.5M | 1,302,119 | 0.16% | 26q | -8.6%-$12.4M |
| HighTower Advisors, LLC | $129.0M | 1,267,908 | 0.12% | 5q | +2.0%+$2.6M |
| Cetera Investment Advisers | $64.8M | 637,003 | 0.06% | 20q | +21.2%+$11.4M |
| FIRST COMMUNITY TRUST NA | $55.5M | 545,821 | 25.08% | new | NEW |
| Kestra Advisory Services, LLC | $52.6M | 516,715 | 0.17% | 12q | +21.6%+$9.3M |
| Cambridge Investment Research Advisors, Inc. | $45.2M | 443,880 | 0.05% | 18q | +101.4%+$22.7M |
| BANK OF AMERICA CORP /DE/ | $40.5M | 398,169 | 0.00% | 4q | +26.1%+$8.4M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $39.2M | 385,150 | 0.02% | 9q | +24.7%+$7.8M |
| STIFEL FINANCIAL CORP | $36.2M | 355,650 | 0.03% | 20q | +0.8%+$285.9K |
| Private Advisor Group, LLC | $36.2M | 355,607 | 0.17% | 7q | +140.3%+$21.1M |
| RESOLUTE CAPITAL, LLC | $35.2M | 346,145 | 12.15% | 3q | +36.1%+$9.3M |
| Harel Insurance Investments & Financial Services Ltd. | $27.1M | 266,800 | 0.13% | new | NEW |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $26.0M | 248,743 | 0.04% | 11q | +4.5%+$1.1M |
| Anderson Financial Strategies, LLC | $24.2M | 223,678 | 12.57% | 7q | +1.0%+$245.5K |
| Legacy Financial Advisors, Inc. | $23.1M | 226,780 | 2.81% | 10q | +0.5%+$117.3K |
| OPPENHEIMER & CO INC | $21.5M | 211,755 | 0.23% | 5q | +7.1%+$1.4M |
| TRUST CO OF TOLEDO NA /OH/ | $20.4M | 200,115 | 1.69% | 5q | +19.1%+$3.3M |
| COMMONWEALTH EQUITY SERVICES, LLC | $19.2M | 188,315 | 0.02% | 25q | -4.2%-$839.4K |
| Prism Advisors, Inc. | $18.8M | 184,919 | 4.57% | 9q | HELD |
| Ameritas Investment Partners, Inc. | $17.7M | 173,587 | 0.47% | 6q | +5.3%+$887.7K |
| Venture Visionary Partners LLC | $17.6M | 173,085 | 0.49% | 4q | +5.4%+$900.8K |
| Onyx Bridge Wealth Group LLC | $16.8M | 165,274 | 1.51% | 5q | -19.1%-$4.0M |
| Systelligence, LLC | $16.3M | 160,487 | 2.73% | 6q | -27.6%-$6.2M |
| FLAGSHIP HARBOR ADVISORS, LLC | $16.3M | 160,028 | 0.62% | 10q | +5.5%+$854.5K |
| Cornerstone Planning Group LLC | $15.4M | 146,722 | 1.94% | 4q | +3.3%+$492.2K |
| 626 Financial, LLC | $15.1M | 148,026 | 5.86% | 4q | +5.8%+$819.4K |
| JPMORGAN CHASE & CO | $14.2M | 138,725 | 0.00% | 11q | -3.7%-$548.4K |
| CERTUITY, LLC | $12.6M | 123,471 | 0.62% | 4q | +33.8%+$3.2M |
| Capital Asset Advisory Services LLC | $11.9M | 116,832 | 0.43% | 5q | -2.0%-$238.5K |
| AXXCESS WEALTH MANAGEMENT, LLC | $11.9M | 116,832 | 0.19% | new | NEW |
| MML INVESTORS SERVICES, LLC | $11.7M | 115,504 | 0.02% | 7q | +30.0%+$2.7M |
| MENORA MIVTACHIM HOLDINGS LTD. | $11.4M | 112,212 | 0.04% | 4q | HELD |
| MLG Wealth Management DBA Pine Grove Financial Group | $11.1M | 108,467 | 1.12% | 3q | +2.0%+$217.8K |
| Envestnet Portfolio Solutions, Inc. | $10.9M | 107,161 | 0.05% | 6q | -23.2%-$3.3M |
| Team Financial Group, LLC | $10.8M | 106,286 | 4.59% | 12q | +3.0%+$312.6K |
| Global Retirement Partners, LLC | $9.8M | 96,039 | 0.15% | 5q | +13.4%+$1.2M |
| Equitable Holdings, Inc. | $9.2M | 90,250 | 0.05% | 14q | +2.7%+$237.3K |
| AE Wealth Management LLC | $8.6M | 84,700 | 0.04% | 11q | +5.4%+$438.4K |
| Ruggaard & Associates LLC | $8.4M | 82,878 | 3.02% | 6q | +3.5%+$285.5K |
| JONES FINANCIAL COMPANIES LLLP | $8.3M | 80,812 | 0.00% | 6q | +35.8%+$2.2M |
| Western Wealth Management, LLC | $7.8M | 76,942 | 0.26% | 8q | +57.7%+$2.9M |
| D.A. DAVIDSON & CO. | $7.5M | 73,926 | 0.04% | 2q | +2218.2%+$7.2M |
| CEERA INVESTMENTS, LLC | $7.3M | 71,378 | 3.08% | 6q | +38.1%+$2.0M |
| Leslie Global Wealth, LLC | $7.1M | 39,649 | 2.76% | 9q | -42.2%-$5.2M |
| COLUMBIA ADVISORY PARTNERS LLC | $6.8M | 66,582 | 3.74% | 2q | +2.8%+$182.2K |
| Ameritas Advisory Services, LLC | $6.8M | 66,393 | 0.14% | 6q | +272.6%+$4.9M |
| NewEdge Advisors, LLC | $6.7M | 65,754 | 0.02% | 6q | +38.1%+$1.8M |
| Geneos Wealth Management Inc. | $6.5M | 64,254 | 0.13% | 24q | -1.3%-$88.4K |
| TRUIST FINANCIAL CORP | $6.5M | 64,194 | 0.01% | 5q | +20.0%+$1.1M |
| IFG Advisory, LLC | $6.5M | 63,733 | 0.23% | new | NEW |
| USAdvisors Wealth Management, LLC | $6.2M | 60,504 | 1.76% | 5q | -16.5%-$1.2M |
| United Advisor Group, LLC | $5.5M | 54,200 | 0.58% | 7q | +91.7%+$2.6M |
| Modern Wealth Management, LLC | $5.5M | 54,192 | 0.07% | 8q | -5.3%-$308.0K |
| Smartleaf Asset Management LLC | $5.3M | 51,778 | 0.17% | 6q | HELD |
| ROYAL BANK OF CANADA | $4.9M | 48,478 | 0.00% | 31q | -22.5%-$1.4M |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $4.9M | 47,989 | 0.23% | 15q | +13729.7%+$4.8M |
| LANARK FINANCIAL, INC. | $4.6M | 45,345 | 0.31% | 6q | +10.7%+$444.2K |
| PMG Wealth Management, Inc. | $4.5M | 43,832 | 2.76% | 7q | +9.1%+$373.3K |
| Nilsine Partners, LLC | $4.5M | 43,817 | 0.31% | 7q | HELD |
| Vericrest Private Wealth | $4.4M | 43,350 | 3.92% | 3q | +22.9%+$820.6K |
| OPTIMA CAPITAL LLC | $3.9M | 37,966 | 1.52% | 7q | -0.6%-$23.2K |
| Bay Capital Advisors, LLC | $3.9M | 37,941 | 2.07% | 5q | +9.9%+$346.4K |
| Sequoia Financial Advisors, LLC | $3.8M | 36,937 | 0.02% | 6q | HELD |
| J.W. COLE ADVISORS, INC. | $3.7M | 36,435 | 0.06% | 4q | +21.9%+$666.8K |
| Orion Porfolio Solutions, LLC | $3.6M | 35,278 | 0.03% | 9q | -35.5%-$2.0M |
| Ashton Thomas Private Wealth, LLC | $3.6M | 35,109 | 0.07% | 13q | +7.7%+$255.6K |
| Powers Advisory Group, LLC | $3.4M | 33,843 | 1.08% | 3q | +31.5%+$823.8K |
| Santori & Peters, Inc. | $3.1M | 30,321 | 0.87% | 4q | +1.4%+$42.7K |
| Advisor Resource Council | $2.8M | 26,801 | 0.78% | 3q | +21.2%+$485.1K |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.7M | 26,958 | 0.14% | 5q | +34.2%+$698.1K |
| UPTICK PARTNERS, LLC | $2.6M | 25,791 | 0.41% | 3q | +16.7%+$375.7K |
| Integrated Wealth Concepts LLC | $2.6M | 25,764 | 0.02% | 7q | +1.9%+$49.9K |
| Arkadios Wealth Advisors | $2.4M | 23,377 | 0.04% | 6q | +14.1%+$294.7K |
| Cooper Financial Group | $2.3M | 22,705 | 0.19% | 5q | -19.3%-$554.0K |
| HARBOUR INVESTMENTS, INC. | $2.3M | 22,187 | 0.03% | 20q | +1.4%+$32.0K |
| Strategic Financial Concepts, LLC | $2.2M | 21,901 | 0.66% | 2q | +5.8%+$121.4K |
| FIRST NATIONAL BANK SIOUX FALLS | $2.2M | 22,226 | 0.59% | 4q | HELD |
| NATIXIS ADVISORS, LLC | $2.1M | 20,587 | 0.00% | 2q | +55.0%+$743.0K |
| BFI Wealth Solutions, LLC | $2.1M | 20,426 | 1.54% | 3q | +1.3%+$25.7K |
| Advisory Services Network, LLC | $2.1M | 20,391 | 0.02% | 5q | +8.4%+$161.2K |
| Alchemi Wealth, LLC | $2.0M | 19,781 | 0.94% | 3q | +9.1%+$168.7K |
| Keating Financial Advisory Services, Inc. | $2.0M | 19,579 | 0.26% | 3q | -25.9%-$695.4K |
| THOROUGHBRED FINANCIAL SERVICES, LLC | $2.0M | 19,388 | 0.09% | 7q | +2.8%+$52.9K |
| INTEGRITY ALLIANCE, LLC. | $1.9M | 19,112 | 0.06% | 4q | +6.1%+$112.5K |
| Stratos Wealth Partners, LTD. | $1.9M | 18,636 | 0.02% | 21q | -35.2%-$1.0M |
| Valued Retirements, Inc. | $1.8M | 17,908 | 1.64% | 5q | +1.5%+$26.3K |
| Tower Research Capital LLC (TRC) | $1.8M | 17,357 | 0.04% | new | NEW |
| Steward Partners Investment Advisory, LLC | $1.7M | 16,692 | 0.01% | 7q | HELD |
| UBS Group AG | $1.6M | 16,150 | 0.00% | new | NEW |
| IFP Advisors, Inc | $1.6M | 16,047 | 0.03% | 6q | +6.2%+$94.9K |
| Sigma Planning Corp | $1.6M | 15,981 | 0.04% | 8q | -2.6%-$42.9K |
| Centerpoint Advisory Group | $1.6M | 15,316 | 0.99% | 7q | +30.8%+$367.0K |
| WealthPoint Financial, LLC | $1.6M | 15,270 | 1.13% | 3q | +2.7%+$40.7K |
| Etesian Wealth Advisors, Inc. | $1.5M | 15,188 | 0.46% | 3q | +12.3%+$169.4K |
| Sonoma Allocations LLC | $1.5M | 14,930 | 0.48% | 2q | +99.1%+$765.9K |
| MAI Capital Management | $1.5M | 14,941 | 0.01% | 3q | +23.0%+$284.4K |
Showing the largest 100 of 237 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 | 78 | $330.0M | 3,210,448 | 8 | 46 | 12 | 0.0% |
| Q2 2026 | 237 | $2.2B | 21,934,418 | 29 | 108 | 56 | 0.0% |
| Q1 2026 | 220 | $2.0B | 21,195,574 | 27 | 113 | 45 | 0.0% |
| Q4 2025 | 205 | $1.8B | 18,870,901 | 32 | 95 | 35 | 0.0% |
| Q3 2025 | 178 | $1.5B | 16,148,916 | 32 | 83 | 30 | 0.0% |
| Q2 2025 | 158 | $1.3B | 14,722,262 | 31 | 69 | 34 | 0.0% |
| Q1 2025 | 137 | $633.0M | 7,722,431 | 46 | 50 | 15 | 0.0% |
| Q4 2024 | 102 | $363.3M | 4,346,735 | 24 | 25 | 19 | 0.0% |
| Q3 2024 | 72 | $224.6M | 2,807,592 | 9 | 24 | 17 | 0.0% |
| Q2 2024 | 70 | $207.5M | 2,843,482 | 9 | 20 | 19 | 0.0% |
| Q1 2024 | 68 | $187.8M | 2,486,836 | 11 | 22 | 15 | 0.0% |
| Q4 2023 | 60 | $125.1M | 1,825,787 | 17 | 18 | 9 | 0.0% |
| Q3 2023 | 45 | $91.9M | 1,487,268 | 9 | 12 | 8 | 0.0% |
| Q2 2023 | 43 | $77.9M | 1,245,450 | 4 | 13 | 8 | 0.0% |
| Q1 2023 | 46 | $93.4M | 1,592,864 | 8 | 14 | 13 | 0.0% |
| Q4 2022 | 43 | $62.4M | 1,093,674 | 11 | 7 | 15 | 0.0% |
| Q3 2022 | 36 | $59.5M | 1,164,835 | 3 | 10 | 8 | 0.0% |
| Q2 2022 | 41 | $59.8M | 1,128,634 | 6 | 11 | 8 | 0.0% |
| Q1 2022 | 37 | $266.4M | 4,320,731 | 7 | 8 | 8 | 0.0% |
| Q4 2021 | 37 | $256.1M | 4,042,049 | 6 | 9 | 9 | 0.0% |
| Q3 2021 | 32 | $306.7M | 5,164,186 | 6 | 8 | 6 | 0.0% |
| Q2 2021 | 29 | $34.4M | 569,737 | 4 | 4 | 8 | 0.0% |
| Q1 2021 | 32 | $31.1M | 333,022 | 5 | 4 | 10 | 0.0% |
| Q4 2020 | 28 | $31.6M | 374,665 | 3 | 5 | 10 | 0.0% |
| Q3 2020 | 25 | $51.8M | 660,091 | 1 | 4 | 12 | 0.0% |
| Q2 2020 | 26 | $48.5M | 646,702 | 5 | 9 | 8 | 0.0% |
| Q1 2020 | 25 | $66.4M | 1,035,860 | 3 | 3 | 6 | 0.0% |
| Q4 2019 | 31 | $64.2M | 723,925 | 8 | 6 | 6 | 0.0% |
| Q3 2019 | 26 | $30.9M | 394,107 | 3 | 4 | 4 | 0.0% |
| Q2 2019 | 26 | $35.8M | 451,275 | 2 | 6 | 7 | 0.0% |
| Q1 2019 | 26 | $28.9M | 378,992 | 3 | 5 | 9 | 0.0% |
| Q4 2018 | 27 | $18.3M | 246,426 | 1 | 0 | 2 | 0.0% |