FCHI8,141.92-0.19%
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DJI49,167.79-0.13%
XLE56.800.05%
STOXX50E5,860.32-0.39%
XLF51.74-0.14%
FTSE10,321.09-0.56%
IXIC24,887.100.20%
RUT2,788.190.04%
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Temp30.1°C
UV3.9
Feels35.2°C
Humidity59%
Wind11.9 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time4:24 PM
CUSIP 97717W109

WISDOMTREE TR

218 institutions · $657.5M total · 7,934,646 shares · WT

#ManagerSharesValue% of TotalPeriod
1MORGAN STANLEY1,162,919$98.7M14.65%2025-12-31
2BANK OF AMERICA CORP /DE/960,571$81.5M12.10%2025-12-31
3LPL Financial LLC838,532$71.2M10.56%2025-12-31
4WELLS FARGO & COMPANY/MN383,159$32.5M4.82%2025-12-31
5626 Financial, LLC313,884$26.6M3.95%2025-12-31
6Connecticut Wealth Management, LLC268,910$22.8M3.38%2025-12-31
7Pinnacle Financial Group, LLC / IL254,646$21.6M3.20%2025-12-31
8Retirement Planning Group, LLC246,988$21.0M3.11%2025-12-31
9RAYMOND JAMES FINANCIAL INC228,306$19.4M2.87%2025-12-31
10Kestra Advisory Services, LLC199,765$17.0M2.51%2025-12-31
11HighTower Advisors, LLC193,597$16.4M2.43%2025-12-31
12Cetera Investment Advisers142,540$12.1M1.79%2025-12-31
13AMERIPRISE FINANCIAL INC140,405$11.9M1.76%2025-12-31
14Foundations Investment Advisors, LLC101,044$8.6M1.27%2025-12-31
15OSAIC HOLDINGS, INC.100,353$8.5M1.26%2025-12-31
16Vertex Planning Partners, LLC97,270$8.3M1.22%2025-12-31
17UBS Group AG91,178$7.7M1.14%2025-12-31
18Royal Bank of Canada82,829$7.0M1.04%2025-12-31
19Melone Private Wealth, LLC80,204$6.8M1.01%2025-12-31
20FFG RETIREMENT ADVISORS LLC75,562$6.4M0.95%2025-12-31
21Atria Investments, Inc73,323$6.2M0.92%2025-12-31
22Sanctuary Advisors, LLC68,751$5.8M0.86%2025-12-31
23Vestmark Advisory Solutions, Inc.67,351$5.7M0.84%2025-12-31
24Envision Financial LLC65,530$5.6M0.82%2025-12-31
25ENVESTNET ASSET MANAGEMENT INC58,577$5.0M0.73%2025-12-31
26Pathstone Holdings, LLC52,074$4.4M0.65%2025-12-31
27Steward Partners Investment Advisory, LLC50,310$4.3M0.63%2025-12-31
28JPMORGAN CHASE & CO43,098$3.7M0.54%2025-12-31
29CITADEL ADVISORS LLC40,187$3.4M0.50%2025-09-30
30Merit Financial Group, LLC39,419$3.3M0.49%2025-12-31
31Corient Private Wealth LLC37,860$3.2M0.47%2025-12-31
32COMMONWEALTH EQUITY SERVICES, LLC35,022$3.0M0.44%2025-12-31
33Creative Planning34,099$2.9M0.42%2025-12-31
34Certified Advisory Corp34,028$2.9M0.42%2025-12-31
35LCNB CORP33,383$2.8M0.42%2025-12-31
36Capital Advisory Group Advisory Services, LLC32,971$2.8M0.41%2025-12-31
37Avant Capital LLC31,662$2.7M0.39%2025-12-31
38Focus Partners Wealth31,158$2.6M0.39%2025-12-31
39Rockefeller Capital Management L.P.29,692$2.5M0.37%2025-12-31
40GOLDMAN SACHS GROUP INC24,291$2.1M0.30%2025-12-31
41JANE STREET GROUP, LLC22,038$1.9M0.27%2025-12-31
42Mariner, LLC20,925$1.8M0.26%2025-12-31
43AssuredPartners Investment Advisors, LLC20,865$1.8M0.26%2025-12-31
44VERUS CAPITAL PARTNERS, LLC19,994$1.7M0.25%2025-12-31
45SONATA CAPITAL GROUP INC19,399$1.6M0.24%2025-12-31
46Stratos Wealth Partners, LTD.19,042$1.6M0.23%2025-12-31
47CHERRYDALE WEALTH MANAGEMENT, LLC18,617$1.6M0.23%2025-12-31
48WEALTH ENHANCEMENT ADVISORY SERVICES, LLC18,143$1.6M0.22%2025-12-31
49Clearwater Capital Advisors, LLC18,119$1.5M0.22%2025-12-31
50MERCER GLOBAL ADVISORS INC /ADV17,704$1.5M0.22%2025-12-31
51FMR LLC17,385$1.5M0.21%2025-12-31
52CAPTRUST FINANCIAL ADVISORS16,366$1.4M0.20%2025-12-31
53Key Financial Inc14,732$1.3M0.18%2025-12-31
54BLAIR WILLIAM & CO/IL14,110$1.2M0.17%2025-12-31
55HB Wealth Management, LLC13,965$1.2M0.17%2025-12-31
56Consolidated Portfolio Review Corp13,720$1.2M0.17%2025-09-30
57SUSQUEHANNA INTERNATIONAL GROUP, LLP13,467$1.1M0.16%2025-12-31
58Sharper & Granite LLC13,290$1.1M0.16%2025-12-31
59PCA Investment Advisory Services Inc.12,316$1.0M0.15%2025-12-31
60JFS WEALTH ADVISORS, LLC12,128$1.0M0.15%2025-12-31
61JONES FINANCIAL COMPANIES LLLP12,087$1.0M0.15%2025-12-31
62Private Advisor Group, LLC12,069$1.0M0.15%2025-12-31
63MGO Private Wealth, LLC12,056$1.0M0.15%2025-12-31
64PANORAMIC INVESTMENT ADVISORS, LLC11,796$1.0M0.14%2025-12-31
65Institute for Wealth Management, LLC.11,478$974.3K0.14%2025-12-31
66KMG FIDUCIARY PARTNERS, LLC10,916$926.6K0.13%2025-12-31
67NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO10,722$910.1K0.13%2025-12-31
68Gateway Wealth Partners, LLC10,698$908.1K0.13%2025-12-31
69WHITTIER TRUST CO OF NEVADA INC10,467$905.3K0.13%2025-12-31
70DSG Capital Advisors, LLC10,076$879.1K0.12%2025-12-31
71Spire Wealth Management9,990$848.0K0.12%2025-12-31
72OxenFree Capital LLC9,611$815.8K0.12%2025-12-31
73Belpointe Asset Management LLC9,509$807.1K0.11%2025-12-31
74&PARTNERS9,001$764.0K0.11%2025-12-31
75Ballentine Partners, LLC8,640$733.4K0.10%2025-12-31
76NBC SECURITIES, INC.8,598$729.8K0.10%2025-12-31
77Quantinno Capital Management LP8,136$690.6K0.10%2025-12-31
78Cornerstone Financial Group, LLC /NE/7,800$662.1K0.09%2025-12-31
79Savant Capital, LLC7,753$658.1K0.09%2025-12-31
80Avestar Capital, LLC7,156$607.4K0.09%2025-12-31
81Revisor Wealth Management LLC6,963$606.0K0.08%2025-12-31
82Baird Financial Group, Inc.6,942$589.2K0.08%2025-12-31
83Florida Trust Wealth Management Co6,850$581.4K0.08%2025-12-31
84Alta Wealth Advisors LLC6,835$580.2K0.08%2025-12-31
85EVOLUTION WEALTH MANAGEMENT INC.6,748$566.8K0.08%2025-12-31
86Sunbelt Securities, Inc.6,407$543.9K0.08%2025-12-31
87GREAT VALLEY ADVISOR GROUP, INC.6,155$522.7K0.07%2025-12-31
88NORDEN GROUP LLC6,116$519.1K0.07%2025-12-31
89Breachway Investments LLC6,096$517.4K0.07%2025-12-31
90Cerity Partners LLC6,024$511.3K0.07%2025-12-31
91Arkadios Wealth Advisors5,753$488.3K0.07%2025-12-31
92Quartz Partners, LLC5,603$475.6K0.07%2025-12-31
93Geneos Wealth Management Inc.5,500$466.8K0.06%2025-12-31
94MML INVESTORS SERVICES, LLC5,495$466.4K0.06%2025-12-31
95Element Wealth, LLC5,172$439.0K0.06%2025-12-31
96INSIGNEO ADVISORY SERVICES, LLC5,074$430.7K0.06%2025-12-31
97Willis Investment Counsel5,066$430.0K0.06%2025-12-31
98Sandy Cove Advisors, LLC4,951$420.2K0.06%2025-12-31
99ATLas Financial Planning LLC4,900$415.9K0.06%2025-12-31
100Gradient Capital Advisors, LLC4,815$408.7K0.06%2025-12-31
101Asset Advisory Group, Inc.4,812$408.4K0.06%2025-12-31
102REGIONS FINANCIAL CORP4,800$407.4K0.06%2025-12-31
103FLPUTNAM INVESTMENT MANAGEMENT CO4,787$406.3K0.06%2025-12-31
104Sequoia Financial Advisors, LLC4,748$403.0K0.05%2025-12-31
105ARVEST INVESTMENTS, INC.4,583$389.1K0.05%2025-12-31
106Team Financial Group, LLC4,539$385.3K0.05%2025-12-31
107Integrated Wealth Concepts LLC4,554$382.5K0.05%2025-09-30
108International Private Wealth Advisors LLC4,506$382.5K0.05%2025-12-31
109RMR Capital Management, LLC4,400$373.5K0.05%2025-12-31
110Vantage Point Financial LLC4,399$373.4K0.05%2025-12-31
111IFP Advisors, Inc4,280$363.3K0.05%2025-12-31
112Midwest Trust Co4,120$349.7K0.05%2025-12-31
113Mayflower Financial Advisors, LLC4,105$348.4K0.05%2025-12-31
114Insight Advisors, LLC/ PA4,081$346.4K0.05%2025-12-31
115Kendall Capital Management4,080$346.3K0.05%2025-12-31
116Waverly Advisors, LLC3,997$339.3K0.05%2025-12-31
117Signal Advisors Wealth, LLC3,968$336.8K0.05%2025-12-31
118Obsidian Personal Planning Solutions LLC3,978$332.4K0.05%2025-09-30
119Amplius Wealth Advisors, LLC3,800$322.5K0.04%2025-12-31
120Essential Planning, LLC.3,749$318.2K0.04%2025-12-31
121Rooted Wealth Advisors, Inc.3,469$309.2K0.04%2025-12-31
122STIFEL FINANCIAL CORP3,624$307.6K0.04%2025-12-31
123Rehmann Capital Advisory Group3,654$306.9K0.04%2025-09-30
124CIBC Private Wealth Group LLC3,568$302.9K0.04%2025-12-31
125Allegheny Financial Group3,556$301.9K0.04%2025-12-31
126NewEdge Advisors, LLC3,541$300.6K0.04%2025-12-31
127TRUIST FINANCIAL CORP3,526$299.3K0.04%2025-12-31
128CREATIVE FINANCIAL DESIGNS INC /ADV3,518$298.6K0.04%2025-12-31
129Kapstone Financial Advisors LLC3,500$297.1K0.04%2025-12-31
130Root Financial Partners, LLC3,414$289.8K0.04%2025-12-31
131Vise Technologies, Inc.3,414$289.8K0.04%2025-12-31
132Summit Financial, LLC3,406$289.1K0.04%2025-12-31
133GenTrust, LLC3,316$281.5K0.04%2025-12-31
134CoreCap Advisors, LLC3,241$275.1K0.04%2025-12-31
135PERRYMAN FINANCIAL ADVISORY INC /AD3,199$271.5K0.04%2025-12-31
136Magnolia Private Wealth, LLC3,097$262.9K0.03%2025-12-31
137Equitable Holdings, Inc.3,073$260.8K0.03%2025-12-31
138J.W. COLE ADVISORS, INC.3,046$258.5K0.03%2025-12-31
139GREATMARK INVESTMENT PARTNERS, INC.3,000$254.6K0.03%2025-12-31
140Klingman & Associates, LLC3,000$254.6K0.03%2025-12-31
141Beacon Pointe Advisors, LLC3,000$254.6K0.03%2025-12-31
142Wilkins Miller Wealth Management, LLC2,999$254.6K0.03%2025-12-31
143VestGen Advisors, LLC2,953$250.7K0.03%2025-12-31
144CIBC Bancorp USA Inc.2,968$249.3K0.03%2025-09-30
145Perigon Wealth Management, LLC2,930$248.7K0.03%2025-12-31
146BRASS TAX WEALTH MANAGEMENT, INC2,898$243.4K0.03%2025-09-30
147Livet Wealth, LLC2,865$243.2K0.03%2025-12-31
148MOSELEY INVESTMENT MANAGEMENT INC2,848$241.7K0.03%2025-12-31
149Blue Barn Wealth, LLC2,851$239.5K0.03%2025-09-30
150EPIQ PARTNERS, LLC2,800$235.2K0.03%2025-09-30
151Cooper Financial Group2,767$234.9K0.03%2025-12-31
152BROWN ADVISORY INC2,742$232.7K0.03%2025-12-31
153Cornerstone Planning Group LLC2,620$228.7K0.03%2025-12-31
154London & Capital Asset Management Ltd2,670$226.8K0.03%2025-12-31
155Brookstone Capital Management2,671$226.7K0.03%2025-12-31
156Waverton Investment Management Ltd2,670$224.5K0.03%2025-09-30
157Curran Financial Partners, LLC2,485$210.9K0.03%2025-12-31
158Allworth Financial LP2,456$208.5K0.03%2025-12-31
159CARY STREET PARTNERS FINANCIAL LLC2,444$207.4K0.03%2025-12-31
160Tranquility Partners, LLC2,435$206.7K0.03%2025-12-31
161LRI Investments, LLC2,407$204.3K0.03%2025-12-31
162LAZARD ASSET MANAGEMENT LLC2,401$203.8K0.03%2025-12-31
163Columbia Bank2,400$203.7K0.03%2025-12-31
164JACKSON SQUARE CAPITAL, LLC2,385$202.4K0.03%2025-12-31
165NORTHERN TRUST CORP2,360$200.3K0.02%2025-12-31
166Bank of New York Mellon Corp2,360$198.2K0.02%2025-09-30
167Empowered Funds, LLC1,700$144.3K0.02%2025-12-31
168AE Wealth Management LLC1,591$135.0K0.02%2025-12-31
169PNC Financial Services Group, Inc.1,434$121.7K0.01%2025-12-31
170Clearstead Trust, LLC1,367$116.0K0.01%2025-12-31
171COMERICA BANK1,304$110.7K0.01%2025-12-31
172PITTENGER & ANDERSON INC1,300$110.3K0.01%2025-12-31
173Global Retirement Partners, LLC1,294$109.8K0.01%2025-12-31
174WealthShield Partners, LLC1,097$93.1K0.01%2025-12-31
175FLAGSHIP HARBOR ADVISORS, LLC1,083$91.9K0.01%2025-12-31
176Hilltop National Bank986$83.7K0.01%2025-12-31
177Center for Financial Planning, Inc.982$83.4K0.01%2025-12-31
178Fairman Group, LLC922$78.3K0.01%2025-12-31
179Family Legacy Financial Solutions, LLC913$76.7K0.01%2025-09-30
180Federation des caisses Desjardins du Quebec776$65.9K0.00%2025-12-31
181Glen Eagle Advisors, LLC682$57.9K0.00%2025-12-31
182ASSETMARK, INC669$56.8K0.00%2025-12-31
183Qube Research & Technologies Ltd611$51.9K0.00%2025-12-31
184Parallel Advisors, LLC570$48.4K0.00%2025-12-31
185Archer Investment Corp500$42.4K0.00%2025-12-31
186MASECO LLP497$42.2K0.00%2025-12-31
187BARTLETT & CO. WEALTH MANAGEMENT LLC477$40.5K0.00%2025-12-31
188Farther Finance Advisors, LLC468$39.7K0.00%2025-12-31
189Larson Financial Group LLC459$38.9K0.00%2025-12-31
190TOMPKINS FINANCIAL CORP453$38.5K0.00%2025-12-31
191MAI Capital Management390$33.1K0.00%2025-12-31
192IAG Wealth Partners, LLC350$29.7K0.00%2025-12-31
193Ameritas Investment Partners, Inc.316$26.8K0.00%2025-12-31
194Ameritas Advisory Services, LLC319$26.8K0.00%2025-09-30
195Tortoise Investment Management, LLC300$25.2K0.00%2025-09-30
196Silicon Valley Capital Partners242$19.2K0.00%2025-09-30
197Arax Advisory Partners207$17.5K0.00%2025-12-31
198SWAN Capital LLC203$17.2K0.00%2025-12-31
199BANK OF MONTREAL /CAN/200$17.0K0.00%2025-12-31
200N.E.W. Advisory Services LLC180$15.3K0.00%2025-12-31
201Asset Dedication, LLC165$14.0K0.00%2025-12-31
202REAP Financial Group, LLC147$12.5K0.00%2025-12-31
203Cambridge Investment Research Advisors, Inc.100,934$8.6K1.27%2025-12-31
204CENTRAL TRUST Co100$8.5K0.00%2025-12-31
205OPTIMA CAPITAL LLC92$7.8K0.00%2025-12-31
206BlackRock, Inc.84$7.1K0.00%2025-12-31
207Sound Income Strategies, LLC60$5.2K0.00%2025-12-31
208Advisory Services Network, LLC62$5.2K0.00%2025-09-30
209Smartleaf Asset Management LLC49$4.2K0.00%2025-12-31
210CWM, LLC49,062$4.2K0.61%2025-12-31
211DHJJ Financial Advisors, Ltd.14$1.2K0.00%2025-12-31
212PARK AVENUE SECURITIES LLC11,474$9740.14%2025-12-31
213Janney Montgomery Scott LLC11,385$9660.14%2025-12-31
214Wood Tarver Financial Group, LLC6,510$5520.08%2025-12-31
215FLOW TRADERS U.S. LLC5,816$4940.07%2025-12-31
216CENTAURUS FINANCIAL, INC.2,769$2350.03%2025-12-31
217CITIGROUP INC1$850.00%2025-12-31
218BESSEMER GROUP INC450$380.00%2025-12-31