CUSIP 97717W125
WISDOMTREE TR
110 institutions · $185.2M total · 4,944,902 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 1,130,589 | $43.0M | 22.86% | 2025-12-31 |
| 2 | OneDigital Investment Advisors LLC | 462,241 | $17.6M | 9.34% | 2025-12-31 |
| 3 | LPL Financial LLC | 450,357 | $17.1M | 9.10% | 2025-12-31 |
| 4 | O'Dell Group, LLC | 319,746 | $12.1M | 6.46% | 2025-09-30 |
| 5 | Stewardship Advisors, LLC | 279,662 | $10.6M | 5.65% | 2025-12-31 |
| 6 | Cetera Investment Advisers | 262,733 | $10.0M | 5.31% | 2025-12-31 |
| 7 | EARNED WEALTH ADVISORS, LLC | 261,688 | $9.9M | 5.29% | 2025-12-31 |
| 8 | Tidemark, LLC | 250,990 | $9.5M | 5.07% | 2025-12-31 |
| 9 | Avestar Capital, LLC | 129,203 | $4.9M | 2.61% | 2025-12-31 |
| 10 | HOWARD BAILEY SECURITIES, LLC | 104,361 | $4.0M | 2.11% | 2025-12-31 |
| 11 | RAYMOND JAMES FINANCIAL INC | 62,773 | $2.4M | 1.26% | 2025-12-31 |
| 12 | ENVESTNET ASSET MANAGEMENT INC | 59,593 | $2.3M | 1.20% | 2025-12-31 |
| 13 | Arkadios Wealth Advisors | 59,164 | $2.2M | 1.19% | 2025-12-31 |
| 14 | Raymond James Financial Services Advisors, Inc. | 57,237 | $2.0M | 1.15% | 2024-09-30 |
| 15 | Vestmark Advisory Solutions, Inc. | 47,580 | $1.8M | 0.96% | 2025-12-31 |
| 16 | Ethos Financial Group, LLC | 39,714 | $1.5M | 0.80% | 2025-12-31 |
| 17 | IHT Wealth Management, LLC | 41,298 | $1.4M | 0.83% | 2025-03-31 |
| 18 | OSAIC HOLDINGS, INC. | 35,224 | $1.3M | 0.71% | 2025-12-31 |
| 19 | Efficient Advisors, LLC | 34,820 | $1.3M | 0.70% | 2025-12-31 |
| 20 | Columbus Macro, LLC | 33,916 | $1.3M | 0.68% | 2025-12-31 |
| 21 | WELLS FARGO & COMPANY/MN | 33,561 | $1.3M | 0.67% | 2025-12-31 |
| 22 | Bison Wealth, LLC | 34,688 | $1.2M | 0.70% | 2025-06-30 |
| 23 | Asset Allocation Strategies LLC | 30,841 | $1.2M | 0.62% | 2025-12-31 |
| 24 | Comprehensive Wealth Management, LLC | 26,760 | $1.0M | 0.54% | 2025-12-31 |
| 25 | Kestra Advisory Services, LLC | 26,053 | $990.5K | 0.52% | 2025-12-31 |
| 26 | KINGSWOOD WEALTH ADVISORS, LLC | 25,922 | $985.5K | 0.52% | 2025-12-31 |
| 27 | BALDWIN WEALTH PARTNERS LLC/MA | 25,803 | $916.5K | 0.52% | 2024-09-30 |
| 28 | Private Advisor Group, LLC | 23,720 | $901.8K | 0.47% | 2025-12-31 |
| 29 | Global Wealth Management Investment Advisory, Inc. | 22,612 | $859.7K | 0.45% | 2025-12-31 |
| 30 | Elios Financial Group Inc. | 20,734 | $732.0K | 0.41% | 2025-06-30 |
| 31 | Empirical Asset Management, LLC | 17,735 | $674.3K | 0.35% | 2025-12-31 |
| 32 | JPMORGAN CHASE & CO | 17,697 | $672.9K | 0.35% | 2025-12-31 |
| 33 | Endowment Wealth Management, Inc. | 17,465 | $664.0K | 0.35% | 2025-12-31 |
| 34 | Sequent Planning LLC | 17,372 | $660.5K | 0.35% | 2025-12-31 |
| 35 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 16,345 | $619.2K | 0.33% | 2025-09-30 |
| 36 | Cooper Financial Group | 16,273 | $618.7K | 0.32% | 2025-12-31 |
| 37 | STIFEL FINANCIAL CORP | 16,179 | $615.1K | 0.32% | 2025-12-31 |
| 38 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 17,542 | $612.7K | 0.35% | 2025-03-31 |
| 39 | Advisor Resource Council | 15,476 | $597.7K | 0.31% | 2025-12-31 |
| 40 | Axis Wealth Partners, LLC | 15,486 | $588.8K | 0.31% | 2025-12-31 |
| 41 | Strategic Wealth Partners, Ltd. | 15,448 | $585.2K | 0.31% | 2025-09-30 |
| 42 | CSS LLC/IL | 15,150 | $576.0K | 0.30% | 2025-12-31 |
| 43 | HARBOUR INVESTMENTS, INC. | 14,929 | $567.6K | 0.30% | 2025-12-31 |
| 44 | Austin Wealth Management, LLC | 14,578 | $563.3K | 0.29% | 2025-12-31 |
| 45 | PAX Financial Group, LLC | 14,169 | $538.7K | 0.28% | 2025-12-31 |
| 46 | JANE STREET GROUP, LLC | 13,916 | $529.1K | 0.28% | 2025-12-31 |
| 47 | VestGen Advisors, LLC | 13,581 | $516.4K | 0.27% | 2025-12-31 |
| 48 | Washington Trust Bank | 12,981 | $493.5K | 0.26% | 2025-12-31 |
| 49 | Discipline Wealth Solutions, LLC | 11,914 | $453.0K | 0.24% | 2025-12-31 |
| 50 | REAP Financial Group, LLC | 11,332 | $430.8K | 0.22% | 2025-12-31 |
| 51 | &PARTNERS | 11,336 | $424.9K | 0.22% | 2025-12-31 |
| 52 | Entelevest, LLC | 9,798 | $372.5K | 0.19% | 2025-12-31 |
| 53 | Centric Wealth Management | 9,553 | $368.9K | 0.19% | 2025-12-31 |
| 54 | Alteri Wealth LLC | 9,481 | $360.5K | 0.19% | 2025-12-31 |
| 55 | Concurrent Investment Advisors, LLC | 8,600 | $325.8K | 0.17% | 2025-09-30 |
| 56 | Twelve Points Wealth Management LLC | 9,171 | $320.3K | 0.18% | 2024-12-31 |
| 57 | Sowell Financial Services LLC | 7,781 | $295.8K | 0.15% | 2025-12-31 |
| 58 | INVENIO WEALTH PARTNERS LLC | 7,621 | $289.8K | 0.15% | 2025-12-31 |
| 59 | Trajan Wealth LLC | 7,436 | $282.7K | 0.15% | 2025-12-31 |
| 60 | Merit Financial Group, LLC | 6,712 | $255.2K | 0.13% | 2025-12-31 |
| 61 | Cardinal Point Capital Management ULC | 6,530 | $251.1K | 0.13% | 2025-09-30 |
| 62 | ZEGA Investments, LLC | 6,938 | $245.0K | 0.14% | 2025-06-30 |
| 63 | ENTREWEALTH, LLC | 6,956 | $237.4K | 0.14% | 2025-03-31 |
| 64 | Cambria Investment Management, L.P. | 6,065 | $229.8K | 0.12% | 2025-12-31 |
| 65 | TWO SIGMA SECURITIES, LLC | 6,573 | $229.6K | 0.13% | 2024-12-31 |
| 66 | RWA WEALTH PARTNERS, LLC | 6,300 | $223.8K | 0.12% | 2024-09-30 |
| 67 | Freedom Investment Management, Inc. | 6,074 | $214.4K | 0.12% | 2025-06-30 |
| 68 | ROCKLAND TRUST CO | 6,024 | $212.7K | 0.12% | 2025-06-30 |
| 69 | MML INVESTORS SERVICES, LLC | 5,530 | $210.3K | 0.11% | 2025-12-31 |
| 70 | My Legacy Advisors, LLC | 6,147 | $209.8K | 0.12% | 2025-03-31 |
| 71 | IFG Advisory, LLC | 5,270 | $200.4K | 0.10% | 2025-12-31 |
| 72 | Team Financial Group, LLC | 4,078 | $155.0K | 0.08% | 2025-12-31 |
| 73 | Avior Wealth Management, LLC | 3,880 | $135.5K | 0.07% | 2024-12-31 |
| 74 | Golden State Wealth Management, LLC | 3,479 | $132.3K | 0.07% | 2025-12-31 |
| 75 | Litman Gregory Wealth Management LLC | 3,470 | $131.9K | 0.07% | 2025-12-31 |
| 76 | COMERICA BANK | 3,293 | $125.2K | 0.06% | 2025-12-31 |
| 77 | Royal Bank of Canada | 3,123 | $119.0K | 0.06% | 2025-12-31 |
| 78 | Glass Jacobson Investment Advisors llc | 2,942 | $111.9K | 0.05% | 2025-12-31 |
| 79 | CREATIVE FINANCIAL DESIGNS INC /ADV | 2,432 | $92.5K | 0.04% | 2025-12-31 |
| 80 | AE Wealth Management LLC | 2,208 | $84.0K | 0.04% | 2025-12-31 |
| 81 | Synergy Asset Management, LLC | 1,823 | $64.8K | 0.03% | 2024-12-31 |
| 82 | Aptus Capital Advisors, LLC | 1,491 | $56.7K | 0.03% | 2025-12-31 |
| 83 | Kiker Wealth Management, LLC | 1,460 | $49.8K | 0.02% | 2025-03-31 |
| 84 | Transce3nd, LLC | 1,386 | $48.9K | 0.02% | 2025-06-30 |
| 85 | CoreCap Advisors, LLC | 941 | $35.8K | 0.01% | 2025-12-31 |
| 86 | Concord Wealth Partners | 466 | $17.7K | 0.00% | 2025-12-31 |
| 87 | EVOLUTION WEALTH MANAGEMENT INC. | 405 | $15.4K | 0.00% | 2025-12-31 |
| 88 | FLP Wealth Management, LLC | 313 | $10.9K | 0.00% | 2025-06-30 |
| 89 | Global Retirement Partners, LLC | 250 | $9.5K | 0.00% | 2025-12-31 |
| 90 | Farther Finance Advisors, LLC | 222 | $8.4K | 0.00% | 2025-09-30 |
| 91 | Larson Financial Group LLC | 161 | $6.1K | 0.00% | 2025-09-30 |
| 92 | THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 132 | $4.7K | 0.00% | 2025-06-30 |
| 93 | ASSETMARK, INC | 103 | $3.9K | 0.00% | 2025-12-31 |
| 94 | Clearstead Advisors, LLC | 100 | $3.8K | 0.00% | 2025-12-31 |
| 95 | Smartleaf Asset Management LLC | 64 | $2.5K | 0.00% | 2025-12-31 |
| 96 | UBS Group AG | 36 | $1.4K | 0.00% | 2025-09-30 |
| 97 | Sunbelt Securities, Inc. | 27 | $1.0K | 0.00% | 2025-12-31 |
| 98 | Solstein Capital, LLC | 25 | $951 | 0.00% | 2025-12-31 |
| 99 | BANK OF AMERICA CORP /DE/ | 25 | $873 | 0.00% | 2024-12-31 |
| 100 | Cambridge Investment Research Advisors, Inc. | 21,449 | $815 | 0.43% | 2025-12-31 |
| 101 | COMMONWEALTH EQUITY SERVICES, LLC | 12,357 | $468 | 0.24% | 2025-09-30 |
| 102 | Strategic Advocates LLC | 12 | $459 | 0.00% | 2025-12-31 |
| 103 | Virtu Financial LLC | 9,344 | $330 | 0.18% | 2025-06-30 |
| 104 | Betterment LLC | 7,553 | $287 | 0.15% | 2025-12-31 |
| 105 | Continuum Advisory, LLC | 2 | $67 | 0.00% | 2024-12-31 |
| 106 | HUNTINGTON NATIONAL BANK | 1 | $38 | 0.00% | 2025-12-31 |
| 107 | FMR LLC | 1 | $35 | 0.00% | 2024-12-31 |
| 108 | Quest 10 Wealth Builders, Inc. | 1 | $34 | 0.00% | 2025-03-31 |
| 109 | CX Institutional | 800 | $30 | 0.01% | 2025-12-31 |
| 110 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |