CUSIP 97717W570
WISDOMTREE TR
179 institutions · $465.8M total · 7,281,490 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | 619,650 | $41.4M | 8.50% | 2025-12-31 |
| 2 | UBS Group AG | 599,457 | $40.0M | 8.23% | 2025-12-31 |
| 3 | MORGAN STANLEY | 458,113 | $30.6M | 6.29% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 388,352 | $25.9M | 5.33% | 2025-12-31 |
| 5 | Baird Financial Group, Inc. | 332,480 | $22.2M | 4.56% | 2025-12-31 |
| 6 | Freedom Investment Management, Inc. | 301,519 | $20.1M | 4.14% | 2025-12-31 |
| 7 | TRUIST FINANCIAL CORP | 258,517 | $17.3M | 3.55% | 2025-12-31 |
| 8 | Consolidated Planning Corp | 255,466 | $17.1M | 3.50% | 2025-12-31 |
| 9 | LPL Financial LLC | 249,475 | $16.7M | 3.42% | 2025-12-31 |
| 10 | IEQ CAPITAL, LLC | 203,578 | $13.6M | 2.79% | 2025-12-31 |
| 11 | Clearwater Capital Advisors, LLC | 184,395 | $12.3M | 2.53% | 2025-12-31 |
| 12 | Private Advisor Group, LLC | 173,630 | $11.6M | 2.38% | 2025-12-31 |
| 13 | HighTower Advisors, LLC | 156,080 | $10.4M | 2.14% | 2025-12-31 |
| 14 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 70,055 | $8.3M | 0.96% | 2025-12-31 |
| 15 | Royal Bank of Canada | 120,754 | $8.1M | 1.65% | 2025-12-31 |
| 16 | JPMORGAN CHASE & CO | 119,016 | $8.0M | 1.63% | 2025-12-31 |
| 17 | RAYMOND JAMES FINANCIAL INC | 112,752 | $7.5M | 1.54% | 2025-12-31 |
| 18 | Steward Partners Investment Advisory, LLC | 104,366 | $7.0M | 1.43% | 2025-12-31 |
| 19 | Provident Wealth Management, LLC | 98,449 | $6.6M | 1.35% | 2025-12-31 |
| 20 | Equitable Holdings, Inc. | 93,301 | $6.2M | 1.28% | 2025-12-31 |
| 21 | Pinnacle Financial Partners, Inc. | 86,629 | $5.8M | 1.18% | 2025-12-31 |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 85,936 | $5.7M | 1.18% | 2025-12-31 |
| 23 | Davidson Kahn Capital Management, LLC | 84,791 | $5.7M | 1.16% | 2025-12-31 |
| 24 | SYNOVUS FINANCIAL CORP | 85,889 | $5.7M | 1.17% | 2025-09-30 |
| 25 | Breakwater Capital Group | 80,120 | $5.4M | 1.10% | 2025-12-31 |
| 26 | THEORY FINANCIAL LLC | 70,629 | $4.9M | 0.96% | 2025-12-31 |
| 27 | Cetera Investment Advisers | 64,380 | $4.3M | 0.88% | 2025-12-31 |
| 28 | TopTier Wealth Management, LLC | 60,916 | $4.1M | 0.83% | 2025-12-31 |
| 29 | WELLS FARGO & COMPANY/MN | 59,338 | $4.0M | 0.81% | 2025-12-31 |
| 30 | Great Point Wealth Advisors, LLC | 49,752 | $3.3M | 0.68% | 2025-12-31 |
| 31 | Sylvest Advisors, LLC | 49,031 | $3.3M | 0.67% | 2025-12-31 |
| 32 | AMERIPRISE FINANCIAL INC | 47,896 | $3.2M | 0.65% | 2025-12-31 |
| 33 | COMMONWEALTH EQUITY SERVICES, LLC | 46,851 | $3.1M | 0.64% | 2025-12-31 |
| 34 | CULBERTSON A N & CO INC | 45,710 | $3.1M | 0.62% | 2025-12-31 |
| 35 | NewSquare Capital LLC | 45,249 | $3.0M | 0.62% | 2025-12-31 |
| 36 | Lionshead Wealth Management, LLC | 43,341 | $2.9M | 0.59% | 2025-12-31 |
| 37 | Westwood Wealth Management | 43,341 | $2.9M | 0.59% | 2025-12-31 |
| 38 | GHP Investment Advisors, Inc. | 39,041 | $2.6M | 0.53% | 2025-12-31 |
| 39 | Lauer Wealth, LLC | 36,414 | $2.5M | 0.50% | 2025-12-31 |
| 40 | CENTRAL TRUST Co | 34,071 | $2.3M | 0.46% | 2025-12-31 |
| 41 | Corient Private Wealth LLC | 30,442 | $2.0M | 0.41% | 2025-12-31 |
| 42 | Bank of New York Mellon Corp | 30,063 | $2.0M | 0.41% | 2025-12-31 |
| 43 | OSAIC HOLDINGS, INC. | 27,519 | $1.8M | 0.37% | 2025-12-31 |
| 44 | Northeast Financial Consultants Inc | 29,505 | $1.8M | 0.40% | 2025-06-30 |
| 45 | MATHER GROUP, LLC. | 24,903 | $1.7M | 0.34% | 2025-12-31 |
| 46 | FLAGSHIP HARBOR ADVISORS, LLC | 24,744 | $1.7M | 0.33% | 2025-12-31 |
| 47 | CRUX WEALTH ADVISORS | 24,477 | $1.6M | 0.33% | 2025-12-31 |
| 48 | Ridge Creek Global, Inc | 22,866 | $1.5M | 0.31% | 2025-12-31 |
| 49 | Apella Capital, LLC | 20,925 | $1.4M | 0.28% | 2025-12-31 |
| 50 | Kestra Advisory Services, LLC | 20,775 | $1.4M | 0.28% | 2025-12-31 |
| 51 | Merit Financial Group, LLC | 20,744 | $1.4M | 0.28% | 2025-12-31 |
| 52 | Foster Group, Inc. | 19,404 | $1.3M | 0.26% | 2025-12-31 |
| 53 | Orion Porfolio Solutions, LLC | 19,166 | $1.3M | 0.26% | 2025-12-31 |
| 54 | Summit Financial, LLC | 17,674 | $1.2M | 0.24% | 2025-12-31 |
| 55 | Rockefeller Capital Management L.P. | 17,597 | $1.2M | 0.24% | 2025-12-31 |
| 56 | Mason Investment Advisory Services, Inc. | 17,434 | $1.2M | 0.23% | 2025-12-31 |
| 57 | RVW Wealth, LLC | 16,165 | $1.1M | 0.22% | 2025-12-31 |
| 58 | AVANTAX ADVISORY SERVICES, INC. | 17,231 | $1.1M | 0.23% | 2025-06-30 |
| 59 | World Investment Advisors | 14,508 | $969.1K | 0.19% | 2025-12-31 |
| 60 | Amplius Wealth Advisors, LLC | 14,084 | $940.8K | 0.19% | 2025-12-31 |
| 61 | Western Wealth Management, LLC | 13,711 | $915.9K | 0.18% | 2025-12-31 |
| 62 | MERCER GLOBAL ADVISORS INC /ADV | 13,393 | $894.6K | 0.18% | 2025-12-31 |
| 63 | Institute for Wealth Management, LLC. | 12,490 | $834.3K | 0.17% | 2025-12-31 |
| 64 | Savant Capital, LLC | 12,000 | $801.6K | 0.16% | 2025-12-31 |
| 65 | Asset Dedication, LLC | 11,963 | $799.1K | 0.16% | 2025-12-31 |
| 66 | Sensible Money, LLC | 11,866 | $792.6K | 0.16% | 2025-12-31 |
| 67 | Waverly Advisors, LLC | 11,778 | $786.8K | 0.16% | 2025-12-31 |
| 68 | PACIFIC SUN FINANCIAL CORP | 10,895 | $727.8K | 0.14% | 2025-12-31 |
| 69 | Per Stirling Capital Management, LLC. | 9,608 | $641.8K | 0.13% | 2025-12-31 |
| 70 | Oxler Private Wealth LLC | 9,270 | $619.3K | 0.12% | 2025-12-31 |
| 71 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 8,852 | $610.3K | 0.12% | 2025-12-31 |
| 72 | Envision Financial LLC | 9,046 | $604.3K | 0.12% | 2025-12-31 |
| 73 | Creative Planning | 8,178 | $546.3K | 0.11% | 2025-12-31 |
| 74 | CATHY PARETO & ASSOCIATES, INC | 8,153 | $544.6K | 0.11% | 2025-12-31 |
| 75 | Sargent Investment Group, LLC | 7,575 | $506.0K | 0.10% | 2025-12-31 |
| 76 | PSI Advisors, LLC | 7,556 | $504.7K | 0.10% | 2025-12-31 |
| 77 | Centric Wealth Management | 7,043 | $490.0K | 0.09% | 2025-12-31 |
| 78 | CVA Family Office, LLC | 7,310 | $488.3K | 0.10% | 2025-12-31 |
| 79 | Cresset Asset Management, LLC | 6,975 | $465.9K | 0.09% | 2025-12-31 |
| 80 | Beacon Pointe Advisors, LLC | 6,825 | $455.9K | 0.09% | 2025-12-31 |
| 81 | BLAIR WILLIAM & CO/IL | 6,792 | $453.7K | 0.09% | 2025-12-31 |
| 82 | Team Financial Group, LLC | 6,653 | $444.4K | 0.09% | 2025-12-31 |
| 83 | LAUREL OAK WEALTH MANAGEMENT, LLC | 6,554 | $437.8K | 0.09% | 2025-12-31 |
| 84 | Wealthspire Advisors, LLC | 6,524 | $435.8K | 0.08% | 2025-12-31 |
| 85 | Investors Research Corp | 6,470 | $432.2K | 0.08% | 2025-12-31 |
| 86 | Miracle Mile Advisors, LLC | 6,376 | $425.9K | 0.08% | 2025-12-31 |
| 87 | STIFEL FINANCIAL CORP | 6,333 | $423.1K | 0.08% | 2025-12-31 |
| 88 | S.A. Mason LLC | 6,079 | $406.1K | 0.08% | 2025-12-31 |
| 89 | Golden State Equity Partners | 6,065 | $405.1K | 0.08% | 2025-12-31 |
| 90 | Bragg Financial Advisors, Inc | 5,784 | $386.4K | 0.07% | 2025-12-31 |
| 91 | Cornerstone Wealth Management, LLC | 5,751 | $384.1K | 0.07% | 2025-12-31 |
| 92 | Dana Investment Advisors, Inc. | 5,680 | $379.4K | 0.07% | 2025-12-31 |
| 93 | NewEdge Advisors, LLC | 5,462 | $364.9K | 0.07% | 2025-12-31 |
| 94 | MML INVESTORS SERVICES, LLC | 5,158 | $344.6K | 0.07% | 2025-12-31 |
| 95 | Kingsview Wealth Management, LLC | 5,149 | $344.0K | 0.07% | 2025-12-31 |
| 96 | VICUS CAPITAL | 4,919 | $328.6K | 0.06% | 2025-12-31 |
| 97 | Fulton Bank, N.A. | 4,698 | $313.8K | 0.06% | 2025-12-31 |
| 98 | CAPITAL MANAGEMENT CORP /VA | 4,687 | $313.1K | 0.06% | 2025-12-31 |
| 99 | Wealthcare Advisory Partners LLC | 4,620 | $308.6K | 0.06% | 2025-12-31 |
| 100 | Midwest Trust Co | 4,514 | $301.5K | 0.06% | 2025-12-31 |
| 101 | HOWARD WEALTH MANAGEMENT, LLC | 4,455 | $297.6K | 0.06% | 2025-12-31 |
| 102 | Mariner, LLC | 4,404 | $294.2K | 0.06% | 2025-12-31 |
| 103 | D. E. Shaw & Co., Inc. | 4,191 | $280.0K | 0.05% | 2025-12-31 |
| 104 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,125 | $275.6K | 0.05% | 2025-12-31 |
| 105 | Stanich Group LLC | 4,086 | $272.9K | 0.05% | 2025-12-31 |
| 106 | Focus Partners Wealth | 3,950 | $263.9K | 0.05% | 2025-12-31 |
| 107 | CITADEL ADVISORS LLC | 3,844 | $253.4K | 0.05% | 2025-09-30 |
| 108 | IF Advisors, LLC | 3,765 | $251.5K | 0.05% | 2025-12-31 |
| 109 | FMR LLC | 3,660 | $244.5K | 0.05% | 2025-12-31 |
| 110 | McKinley Carter Wealth Services, Inc. | 3,616 | $241.5K | 0.04% | 2025-12-31 |
| 111 | Astoria Portfolio Advisors LLC. | 3,377 | $237.1K | 0.04% | 2025-12-31 |
| 112 | Koshinski Asset Management, Inc. | 3,532 | $235.9K | 0.04% | 2025-12-31 |
| 113 | Principle Wealth Partners LLC | 3,526 | $235.5K | 0.04% | 2025-12-31 |
| 114 | Unified Investment Management | 3,771 | $232.9K | 0.05% | 2025-06-30 |
| 115 | Kaydan Wealth Management, Inc. | 3,450 | $230.5K | 0.04% | 2025-12-31 |
| 116 | Revolve Wealth Partners, LLC | 3,616 | $223.4K | 0.04% | 2025-06-30 |
| 117 | Post Resch Tallon Group Inc. | 3,340 | $223.1K | 0.04% | 2025-12-31 |
| 118 | BlueChip Wealth Advisors LLC | 3,610 | $223.0K | 0.04% | 2025-06-30 |
| 119 | Ashton Thomas Private Wealth, LLC | 3,321 | $221.8K | 0.04% | 2025-12-31 |
| 120 | Financial Insights, Inc. | 3,563 | $220.1K | 0.04% | 2025-06-30 |
| 121 | TIAA TRUST, NATIONAL ASSOCIATION | 3,221 | $215.2K | 0.04% | 2025-12-31 |
| 122 | SeaCrest Wealth Management, LLC | 3,085 | $210.6K | 0.04% | 2025-12-31 |
| 123 | Align Financial, LLC | 207,280 | $207.3K | 2.84% | 2025-12-31 |
| 124 | ABLE Financial Group, LLC | 3,076 | $205.5K | 0.04% | 2025-12-31 |
| 125 | BOSUN ASSET MANAGEMENT, LLC | 3,000 | $200.4K | 0.04% | 2025-12-31 |
| 126 | CAPTRUST FINANCIAL ADVISORS | 2,995 | $200.1K | 0.04% | 2025-12-31 |
| 127 | JONES FINANCIAL COMPANIES LLLP | 2,829 | $189.0K | 0.03% | 2025-12-31 |
| 128 | DHJJ Financial Advisors, Ltd. | 2,370 | $158.3K | 0.03% | 2025-12-31 |
| 129 | COMERICA BANK | 2,049 | $136.9K | 0.02% | 2025-12-31 |
| 130 | US BANCORP \DE\ | 1,955 | $130.6K | 0.02% | 2025-12-31 |
| 131 | FRANKLIN RESOURCES INC | 1,705 | $113.9K | 0.02% | 2025-12-31 |
| 132 | PNC Financial Services Group, Inc. | 1,239 | $82.8K | 0.01% | 2025-12-31 |
| 133 | Horizons Wealth Management | 1,233 | $82.4K | 0.01% | 2025-12-31 |
| 134 | Advisory Services Network, LLC | 1,114 | $73.4K | 0.01% | 2025-09-30 |
| 135 | Financial Freedom, LLC | 1,069 | $71.4K | 0.01% | 2025-12-31 |
| 136 | Golden State Wealth Management, LLC | 1,050 | $70.1K | 0.01% | 2025-12-31 |
| 137 | ASSETMARK, INC | 1,008 | $67.3K | 0.01% | 2025-12-31 |
| 138 | WHITTIER TRUST CO OF NEVADA INC | 900 | $62.0K | 0.01% | 2025-12-31 |
| 139 | Qube Research & Technologies Ltd | 741 | $49.5K | 0.01% | 2025-12-31 |
| 140 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 722 | $48.2K | 0.00% | 2025-12-31 |
| 141 | AE Wealth Management LLC | 719 | $48.1K | 0.00% | 2025-12-31 |
| 142 | Newbridge Financial Services Group, Inc. | 632 | $42.2K | 0.00% | 2025-12-31 |
| 143 | OAKWORTH CAPITAL, INC. | 554 | $37.0K | 0.00% | 2025-12-31 |
| 144 | CREATIVE FINANCIAL DESIGNS INC /ADV | 547 | $36.5K | 0.00% | 2025-12-31 |
| 145 | Allworth Financial LP | 504 | $33.7K | 0.00% | 2025-12-31 |
| 146 | Quaker Wealth Management, LLC | 457 | $30.5K | 0.00% | 2025-12-31 |
| 147 | TRUST CO OF VERMONT | 400 | $26.7K | 0.00% | 2025-12-31 |
| 148 | Quattro Advisors LLC | 353 | $23.6K | 0.00% | 2025-12-31 |
| 149 | Glen Eagle Advisors, LLC | 306 | $20.4K | 0.00% | 2025-12-31 |
| 150 | NBC SECURITIES, INC. | 291 | $19.4K | 0.00% | 2025-12-31 |
| 151 | Farther Finance Advisors, LLC | 289 | $19.3K | 0.00% | 2025-12-31 |
| 152 | Plante Moran Financial Advisors, LLC | 228 | $15.2K | 0.00% | 2025-12-31 |
| 153 | Ameritas Advisory Services, LLC | 226 | $14.9K | 0.00% | 2025-09-30 |
| 154 | EVOLUTION WEALTH MANAGEMENT INC. | 200 | $13.4K | 0.00% | 2025-12-31 |
| 155 | CHESAPEAKE ASSET MANAGEMENT LLC | 227 | $12.0K | 0.00% | 2025-12-31 |
| 156 | GPS Wealth Strategies Group, LLC | 169 | $11.2K | 0.00% | 2025-09-30 |
| 157 | Johnson Financial Group, Inc. | 153 | $10.2K | 0.00% | 2025-12-31 |
| 158 | Empowered Funds, LLC | 141 | $9.4K | 0.00% | 2025-12-31 |
| 159 | TUCKER ASSET MANAGEMENT LLC | 117 | $7.8K | 0.00% | 2025-12-31 |
| 160 | Sunbelt Securities, Inc. | 100 | $6.7K | 0.00% | 2025-12-31 |
| 161 | Global Retirement Partners, LLC | 92 | $6.1K | 0.00% | 2025-12-31 |
| 162 | BlackRock, Inc. | 90 | $6.0K | 0.00% | 2025-12-31 |
| 163 | Pinnacle Wealth Planning Services, Inc. | 85 | $5.7K | 0.00% | 2025-12-31 |
| 164 | Cambridge Investment Research Advisors, Inc. | 81,544 | $5.4K | 1.11% | 2025-12-31 |
| 165 | Ransom Advisory, Ltd | 68 | $4.5K | 0.00% | 2025-12-31 |
| 166 | Atlantic Edge Private Wealth Management, LLC | 45 | $3.0K | 0.00% | 2025-12-31 |
| 167 | Quent Capital, LLC | 40 | $2.7K | 0.00% | 2025-12-31 |
| 168 | Janney Montgomery Scott LLC | 27,157 | $1.8K | 0.37% | 2025-12-31 |
| 169 | Operose Advisors LLC | 24 | $1.6K | 0.00% | 2025-12-31 |
| 170 | Blue Trust, Inc. | 20 | $1.3K | 0.00% | 2025-09-30 |
| 171 | PRICE T ROWE ASSOCIATES INC /MD/ | 14,651 | $979 | 0.20% | 2025-12-31 |
| 172 | Aurora Private Wealth, Inc. | 11,015 | $736 | 0.15% | 2025-12-31 |
| 173 | LBJ Family Wealth Advisors, Ltd. | 10,425 | $696 | 0.14% | 2025-12-31 |
| 174 | HRT FINANCIAL LP | 8,927 | $596 | 0.12% | 2025-12-31 |
| 175 | Strategic Advocates LLC | 8 | $539 | 0.00% | 2025-12-31 |
| 176 | Tower Research Capital LLC (TRC) | 3 | $198 | 0.00% | 2025-09-30 |
| 177 | CWM, LLC | 2,383 | $159 | 0.03% | 2025-12-31 |
| 178 | CENTAURUS FINANCIAL, INC. | 1,514 | $101 | 0.02% | 2025-12-31 |
| 179 | Capital Advisors, Ltd. LLC | 1,232 | $82 | 0.01% | 2025-12-31 |