DaveManuel.com · Institutional Ownership · Who Owns It
WISDOMTREE TR (XC)
Institutional ownership reported to the SEC as of Q2 2026, across 17 quarters.
31
Reporting holders
$55.3M
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 |
|---|---|---|---|---|---|
| OARSMAN CAPITAL, INC. | $12.1M | 382,488 | 1.28% | 4q | +7.8%+$878.0K |
| Aprio Wealth Management, LLC | $9.4M | 297,246 | 0.47% | 8q | -7.6%-$774.7K |
| tru Independence LLC | $6.9M | 218,648 | 3.03% | 6q | +6.5%+$423.4K |
| LPL Financial LLC | $6.6M | 208,967 | 0.00% | 9q | +30.4%+$1.5M |
| Noble Wealth Management PBC | $4.0M | 126,292 | 1.79% | 6q | +6.1%+$229.1K |
| CITADEL ADVISORS LLC | $3.4M | 108,701 | 0.00% | 11q | +3.2%+$105.6K |
| Chicago Partners Investment Group LLC | $3.1M | 100,147 | 0.06% | 13q | +1.4%+$43.2K |
| Viaable, LLC | $2.4M | 76,150 | 2.00% | new | FIRST |
| OLD MISSION CAPITAL LLC | $1.7M | 55,044 | 0.03% | 2q | -43.8%-$1.4M |
| Cetera Investment Advisers | $1.0M | 32,520 | 0.00% | 10q | +42.3%+$306.5K |
| Creative Planning | $859.9K | 27,125 | 0.00% | 12q | HELD |
| Kestra Advisory Services, LLC | $709.3K | 22,375 | 0.00% | 9q | -5.3%-$40.0K |
| Legacy Financial Advisors, Inc. | $702.0K | 22,143 | 0.09% | 15q | -32.8%-$342.3K |
| Goldenstone Wealth Management LLC | $422.0K | 13,300 | 0.28% | 3q | HELD |
| Dynamic Advisor Solutions LLC | $394.8K | 12,454 | 0.01% | 6q | -57.2%-$526.8K |
| Sanctuary Advisors, LLC | $378.2K | 11,931 | 0.00% | 9q | -8.3%-$34.1K |
| Private Advisor Group, LLC | $258.3K | 8,148 | 0.00% | 5q | -16.3%-$50.4K |
| SMI Advisory Services, LLC | $241.4K | 7,501 | 0.04% | new | NEW |
| HRT FINANCIAL LP | $205.0K | 6,468 | 0.00% | 2q | -65.1%-$382.1K |
| Farther Finance Advisors, LLC | $108.3K | 3,415 | 0.00% | 5q | HELD |
| James T. Borello RIA | $50.6K | 1,596 | 0.01% | 5q | HELD |
| ROYAL BANK OF CANADA | $36.0K | 1,150 | 0.00% | new | NEW |
| Cherry Tree Wealth Management, LLC | $31.1K | 981 | 0.01% | 10q | HELD |
| CENTRAL TRUST Co | $19.0K | 600 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $19.0K | 600 | 0.00% | new | NEW |
| ROTHSCHILD INVESTMENT LLC | $15.1K | 476 | 0.00% | 5q | HELD |
| Ashton Thomas Private Wealth, LLC | $14.8K | 468 | 0.00% | 2q | HELD |
| OSAIC HOLDINGS, INC. | $3.9K | 122 | 0.00% | 8q | -2.4% |
| Aptus Capital Advisors, LLC | $2.3K | 72 | 0.00% | 10q | HELD |
| FMR LLC | $1.3K | 40 | 0.00% | 8q | -16.7% |
| MORGAN STANLEY | $37 | 1 | 0.00% | 2q | -100.0%-$15.6M |
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 | 11 | $27.1M | 888,060 | 1 | 4 | 4 | 0.0% |
| Q2 2026 | 31 | $55.3M | 1,747,169 | 4 | 7 | 11 | 0.0% |
| Q1 2026 | 35 | $81.7M | 2,613,865 | 6 | 12 | 12 | 0.0% |
| Q4 2025 | 31 | $73.6M | 2,265,739 | 1 | 15 | 5 | 0.0% |
| Q3 2025 | 31 | $93.4M | 2,729,155 | 3 | 12 | 7 | 0.0% |
| Q2 2025 | 30 | $74.6M | 2,168,223 | 9 | 7 | 7 | 0.0% |
| Q1 2025 | 25 | $53.5M | 1,794,242 | 7 | 9 | 4 | 0.0% |
| Q4 2024 | 23 | $46.2M | 1,500,948 | 2 | 9 | 5 | 0.0% |
| Q3 2024 | 20 | $45.2M | 1,380,632 | 4 | 8 | 6 | 0.0% |
| Q2 2024 | 17 | $46.6M | 1,459,984 | 4 | 7 | 2 | 0.0% |
| Q1 2024 | 16 | $34.9M | 1,141,260 | 8 | 6 | 2 | 0.0% |
| Q4 2023 | 9 | $24.9M | 845,359 | 2 | 5 | 1 | 0.0% |
| Q3 2023 | 10 | $19.5M | 744,584 | 3 | 6 | 0 | 0.0% |
| Q2 2023 | 9 | $16.0M | 581,462 | 5 | 3 | 1 | 0.0% |
| Q1 2023 | 5 | $3.8M | 144,892 | 3 | 2 | 0 | 0.0% |
| Q4 2022 | 6 | $25.7M | 1,037,047 | 4 | 2 | 0 | 0.0% |
| Q3 2022 | 2 | $22.8M | 986,493 | 2 | 0 | 0 | 0.0% |