CUSIP 97717W703
WISDOMTREE TR
145 institutions · $360.2M total · 5,326,807 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 965,798 | $66.4M | 18.13% | 2025-12-31 |
| 2 | LPL Financial LLC | 476,596 | $32.8M | 8.94% | 2025-12-31 |
| 3 | LRI Investments, LLC | 386,546 | $26.6M | 7.25% | 2025-12-31 |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 331,892 | $23.2M | 6.23% | 2025-12-31 |
| 5 | Valmark Advisers, Inc. | 307,500 | $21.1M | 5.77% | 2025-12-31 |
| 6 | BANK OF AMERICA CORP /DE/ | 274,880 | $18.9M | 5.16% | 2025-12-31 |
| 7 | WELLS FARGO & COMPANY/MN | 223,055 | $15.3M | 4.18% | 2025-12-31 |
| 8 | UBS Group AG | 180,277 | $12.4M | 3.38% | 2025-12-31 |
| 9 | ENVESTNET ASSET MANAGEMENT INC | 130,689 | $9.0M | 2.45% | 2025-12-31 |
| 10 | Kestra Advisory Services, LLC | 128,785 | $8.9M | 2.41% | 2025-12-31 |
| 11 | MOLLER WEALTH PARTNERS | 102,757 | $7.1M | 1.92% | 2025-12-31 |
| 12 | MML INVESTORS SERVICES, LLC | 89,135 | $6.1M | 1.67% | 2025-12-31 |
| 13 | AMERIPRISE FINANCIAL INC | 80,389 | $5.5M | 1.50% | 2025-12-31 |
| 14 | Cetera Investment Advisers | 79,524 | $5.5M | 1.49% | 2025-12-31 |
| 15 | NewSquare Capital LLC | 73,669 | $5.1M | 1.38% | 2025-12-31 |
| 16 | JFS WEALTH ADVISORS, LLC | 71,739 | $4.9M | 1.34% | 2025-12-31 |
| 17 | RAYMOND JAMES FINANCIAL INC | 61,389 | $4.2M | 1.15% | 2025-12-31 |
| 18 | Key Financial Inc | 60,293 | $4.1M | 1.13% | 2025-12-31 |
| 19 | HBK Sorce Advisory LLC | 54,070 | $4.0M | 1.01% | 2025-12-31 |
| 20 | MISSION WEALTH MANAGEMENT, LP | 57,481 | $4.0M | 1.07% | 2025-12-31 |
| 21 | Smallwood Wealth Investment Management, LLC | 57,383 | $3.9M | 1.07% | 2025-12-31 |
| 22 | TOBIAS FINANCIAL ADVISORS, INC. | 52,794 | $3.6M | 0.99% | 2025-12-31 |
| 23 | CIBC WORLD MARKET INC. | 52,074 | $3.6M | 0.97% | 2025-12-31 |
| 24 | Merit Financial Group, LLC | 47,431 | $3.3M | 0.89% | 2025-12-31 |
| 25 | Envision Financial LLC | 47,414 | $3.3M | 0.89% | 2025-12-31 |
| 26 | SEI INVESTMENTS CO | 41,702 | $2.9M | 0.78% | 2025-12-31 |
| 27 | OSAIC HOLDINGS, INC. | 33,427 | $2.3M | 0.62% | 2025-12-31 |
| 28 | TopTier Wealth Management, LLC | 32,232 | $2.2M | 0.60% | 2025-12-31 |
| 29 | Shakespeare Wealth Management, LLC | 28,430 | $2.0M | 0.53% | 2025-12-31 |
| 30 | Creative Planning | 27,603 | $1.9M | 0.51% | 2025-12-31 |
| 31 | COURIER CAPITAL LLC | 26,803 | $1.8M | 0.50% | 2025-12-31 |
| 32 | Geneos Wealth Management Inc. | 26,344 | $1.8M | 0.49% | 2025-12-31 |
| 33 | &PARTNERS | 24,253 | $1.7M | 0.45% | 2025-12-31 |
| 34 | PLIMOTH TRUST CO LLC | 23,642 | $1.6M | 0.44% | 2025-12-31 |
| 35 | Stratos Wealth Advisors, LLC | 21,221 | $1.5M | 0.39% | 2025-12-31 |
| 36 | Pinnacle Wealth Planning Services, Inc. | 19,312 | $1.3M | 0.36% | 2025-12-31 |
| 37 | Frazier Financial Advisors, LLC | 17,397 | $1.2M | 0.32% | 2025-12-31 |
| 38 | Royal Bank of Canada | 16,917 | $1.2M | 0.31% | 2025-12-31 |
| 39 | B. Riley Wealth Advisors, Inc. | 17,593 | $1.1M | 0.33% | 2025-06-30 |
| 40 | Kondo Wealth Advisors, Inc. | 16,107 | $1.1M | 0.30% | 2025-12-31 |
| 41 | Focus Partners Wealth | 15,887 | $1.1M | 0.29% | 2025-12-31 |
| 42 | COMMONWEALTH EQUITY SERVICES, LLC | 14,729 | $1.0M | 0.27% | 2025-12-31 |
| 43 | ProVise Management Group, LLC | 14,692 | $1.0M | 0.27% | 2025-12-31 |
| 44 | Robertson Stephens Wealth Management, LLC | 14,511 | $997.8K | 0.27% | 2025-12-31 |
| 45 | DAVENPORT & Co LLC | 14,180 | $975.0K | 0.26% | 2025-12-31 |
| 46 | Octavia Wealth Advisors, LLC | 13,816 | $950.0K | 0.25% | 2025-12-31 |
| 47 | KMG FIDUCIARY PARTNERS, LLC | 13,031 | $896.0K | 0.24% | 2025-12-31 |
| 48 | Thrive Capital Management, LLC | 12,861 | $884.3K | 0.24% | 2025-12-31 |
| 49 | OneAscent Financial Services LLC | 12,816 | $881.2K | 0.24% | 2025-12-31 |
| 50 | HighTower Advisors, LLC | 12,715 | $874.3K | 0.23% | 2025-12-31 |
| 51 | Intrua Financial, LLC | 12,636 | $868.9K | 0.23% | 2025-12-31 |
| 52 | COMERICA BANK | 12,532 | $861.7K | 0.23% | 2025-12-31 |
| 53 | Modera Wealth Management, LLC | 11,879 | $816.8K | 0.22% | 2025-12-31 |
| 54 | Falcon Wealth Planning | 11,601 | $797.7K | 0.21% | 2025-12-31 |
| 55 | Brightwater Advisory LLC | 11,473 | $788.9K | 0.21% | 2025-12-31 |
| 56 | STIFEL FINANCIAL CORP | 11,465 | $788.3K | 0.21% | 2025-12-31 |
| 57 | OARSMAN CAPITAL, INC. | 11,392 | $783.3K | 0.21% | 2025-12-31 |
| 58 | JANE STREET GROUP, LLC | 10,766 | $740.3K | 0.20% | 2025-12-31 |
| 59 | JPMORGAN CHASE & CO | 10,626 | $730.6K | 0.19% | 2025-12-31 |
| 60 | Steward Partners Investment Advisory, LLC | 9,405 | $646.7K | 0.17% | 2025-12-31 |
| 61 | Kingsview Wealth Management, LLC | 9,228 | $634.5K | 0.17% | 2025-12-31 |
| 62 | Rockefeller Capital Management L.P. | 8,485 | $583.5K | 0.15% | 2025-12-31 |
| 63 | BEACON FINANCIAL GROUP | 8,561 | $566.9K | 0.16% | 2025-09-30 |
| 64 | JONES FINANCIAL COMPANIES LLLP | 7,169 | $492.9K | 0.13% | 2025-12-31 |
| 65 | KESTRA PRIVATE WEALTH SERVICES, LLC | 7,159 | $492.3K | 0.13% | 2025-12-31 |
| 66 | Litman Gregory Wealth Management LLC | 7,000 | $481.3K | 0.13% | 2025-12-31 |
| 67 | Allen Capital Group, LLC | 6,868 | $472.2K | 0.12% | 2025-12-31 |
| 68 | CAPE ANN SAVINGS BANK | 6,794 | $467.2K | 0.12% | 2025-12-31 |
| 69 | INSPIRION WEALTH ADVISORS, LLC | 6,237 | $428.8K | 0.11% | 2025-12-31 |
| 70 | Pinnacle Financial Group, LLC / IL | 5,971 | $410.6K | 0.11% | 2025-12-31 |
| 71 | New World Advisors LLC | 5,706 | $392.4K | 0.10% | 2025-12-31 |
| 72 | HOWARD WEALTH MANAGEMENT, LLC | 5,615 | $386.1K | 0.10% | 2025-12-31 |
| 73 | Global Retirement Partners, LLC | 5,338 | $367.0K | 0.10% | 2025-12-31 |
| 74 | Private Advisor Group, LLC | 5,208 | $358.1K | 0.09% | 2025-12-31 |
| 75 | NewEdge Advisors, LLC | 5,124 | $352.3K | 0.09% | 2025-12-31 |
| 76 | Arlington Financial Advisors, LLC | 4,887 | $336.0K | 0.09% | 2025-12-31 |
| 77 | TCV Trust & Wealth Management, Inc. | 4,833 | $332.3K | 0.09% | 2025-12-31 |
| 78 | McNamara Financial Services, Inc. | 4,720 | $324.5K | 0.08% | 2025-12-31 |
| 79 | Rockbridge Investment Management, LCC | 4,690 | $322.5K | 0.08% | 2025-12-31 |
| 80 | REGIMEN WEALTH, LLC | 4,521 | $310.9K | 0.08% | 2025-12-31 |
| 81 | HOWE & RUSLING INC | 5,337 | $310.4K | 0.10% | 2025-06-30 |
| 82 | New Perspectives, Inc | 4,175 | $287.1K | 0.07% | 2025-12-31 |
| 83 | LAUREL OAK WEALTH MANAGEMENT, LLC | 4,107 | $282.4K | 0.07% | 2025-12-31 |
| 84 | Viewpoint Capital Management LLC | 4,100 | $281.9K | 0.07% | 2025-12-31 |
| 85 | Focus Partners Advisor Solutions, LLC | 4,170 | $279.5K | 0.07% | 2025-09-30 |
| 86 | Essex LLC | 4,300 | $273.3K | 0.08% | 2025-06-30 |
| 87 | Duncan Williams Asset Management, LLC | 3,717 | $271.1K | 0.06% | 2025-12-31 |
| 88 | Sanctuary Advisors, LLC | 3,869 | $266.0K | 0.07% | 2025-12-31 |
| 89 | CAHILL FINANCIAL ADVISORS INC | 3,731 | $256.5K | 0.07% | 2025-12-31 |
| 90 | CULBERTSON A N & CO INC | 3,695 | $254.1K | 0.06% | 2025-12-31 |
| 91 | UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC | 3,397 | $233.6K | 0.06% | 2025-12-31 |
| 92 | 4WEALTH ADVISORS, INC. | 3,354 | $230.6K | 0.06% | 2025-12-31 |
| 93 | PNC Financial Services Group, Inc. | 3,225 | $221.8K | 0.06% | 2025-12-31 |
| 94 | Pathstone Holdings, LLC | 3,225 | $221.8K | 0.06% | 2025-12-31 |
| 95 | American Trust | 3,137 | $215.7K | 0.05% | 2025-12-31 |
| 96 | NBC SECURITIES, INC. | 2,975 | $204.6K | 0.05% | 2025-12-31 |
| 97 | Independence Bank of Kentucky | 2,415 | $166.1K | 0.04% | 2025-12-31 |
| 98 | BLAIR WILLIAM & CO/IL | 2,081 | $143.1K | 0.03% | 2025-12-31 |
| 99 | TWIN PEAKS WEALTH ADVISORS, LLC | 2,180 | $143.0K | 0.04% | 2025-06-30 |
| 100 | FMR LLC | 1,966 | $135.2K | 0.03% | 2025-12-31 |
| 101 | HUNTINGTON NATIONAL BANK | 1,794 | $123.4K | 0.03% | 2025-12-31 |
| 102 | MAI Capital Management | 1,743 | $119.8K | 0.03% | 2025-12-31 |
| 103 | Aptus Capital Advisors, LLC | 1,650 | $113.5K | 0.03% | 2025-12-31 |
| 104 | Advisory Services Network, LLC | 1,200 | $79.5K | 0.02% | 2025-09-30 |
| 105 | WPG Advisers, LLC | 1,101 | $75.7K | 0.02% | 2025-12-31 |
| 106 | Ancora Advisors LLC | 1,000 | $68.8K | 0.01% | 2025-12-31 |
| 107 | Integrated Wealth Concepts LLC | 1,013 | $67.1K | 0.01% | 2025-09-30 |
| 108 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 822 | $56.5K | 0.01% | 2025-12-31 |
| 109 | Westside Investment Management, Inc. | 816 | $56.1K | 0.01% | 2025-12-31 |
| 110 | Allworth Financial LP | 793 | $54.5K | 0.01% | 2025-12-31 |
| 111 | Tidemark, LLC | 783 | $53.8K | 0.01% | 2025-12-31 |
| 112 | Creative Capital Management Investments LLC | 539 | $37.1K | 0.01% | 2025-12-31 |
| 113 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 464 | $35.1K | 0.00% | 2025-12-31 |
| 114 | IFP Advisors, Inc | 510 | $35.1K | 0.00% | 2025-12-31 |
| 115 | Empowered Funds, LLC | 487 | $33.5K | 0.00% | 2025-12-31 |
| 116 | Financial Freedom, LLC | 378 | $26.0K | 0.00% | 2025-12-31 |
| 117 | Beacon Capital Management, LLC | 395 | $25.1K | 0.00% | 2025-06-30 |
| 118 | PRIVATE TRUST CO NA | 338 | $23.2K | 0.00% | 2025-12-31 |
| 119 | EverSource Wealth Advisors, LLC | 325 | $22.3K | 0.00% | 2025-12-31 |
| 120 | Lowe Wealth Advisors, LLC | 320 | $21.2K | 0.00% | 2025-09-30 |
| 121 | AE Wealth Management LLC | 250 | $17.2K | 0.00% | 2025-12-31 |
| 122 | Wealthspire Advisors, LLC | 258 | $17.1K | 0.00% | 2025-09-30 |
| 123 | Financial Gravity Companies, Inc. | 246 | $15.6K | 0.00% | 2025-06-30 |
| 124 | HARBOUR INVESTMENTS, INC. | 154 | $10.6K | 0.00% | 2025-12-31 |
| 125 | Bogart Wealth, LLC | 133 | $8.8K | 0.00% | 2025-09-30 |
| 126 | Root Financial Partners, LLC | 116 | $8.0K | 0.00% | 2025-12-31 |
| 127 | Abound Wealth Management | 113 | $7.8K | 0.00% | 2025-12-31 |
| 128 | PRINCIPAL SECURITIES, INC. | 115 | $7.6K | 0.00% | 2025-09-30 |
| 129 | Darwin Wealth Management, LLC | 123 | $6.5K | 0.00% | 2025-09-30 |
| 130 | Ameritas Advisory Services, LLC | 91 | $6.0K | 0.00% | 2025-09-30 |
| 131 | FINANCIAL CONSULATE, INC | 82 | $5.4K | 0.00% | 2025-09-30 |
| 132 | Wealth Watch Advisors, INC | 79 | $5.2K | 0.00% | 2025-09-30 |
| 133 | Kiker Wealth Management, LLC | 63 | $4.0K | 0.00% | 2025-06-30 |
| 134 | ROTHSCHILD INVESTMENT LLC | 35 | $2.4K | 0.00% | 2025-12-31 |
| 135 | FLOW TRADERS U.S. LLC | 33,525 | $2.3K | 0.62% | 2025-12-31 |
| 136 | Janney Montgomery Scott LLC | 30,354 | $2.1K | 0.56% | 2025-12-31 |
| 137 | Cambridge Investment Research Advisors, Inc. | 15,051 | $1.0K | 0.28% | 2025-12-31 |
| 138 | CWM, LLC | 4,430 | $305 | 0.08% | 2025-12-31 |
| 139 | JTC Employer Solutions Trustee Ltd | 4,226 | $291 | 0.07% | 2025-12-31 |
| 140 | VALLEY NATIONAL ADVISERS INC | 4,014 | $276 | 0.07% | 2025-12-31 |
| 141 | WEDBUSH SECURITIES INC | 4,015 | $255 | 0.07% | 2025-06-30 |
| 142 | Tower Research Capital LLC (TRC) | 1 | $69 | 0.00% | 2025-12-31 |
| 143 | LOWE BROCKENBROUGH & CO INC | 1 | $38 | 0.00% | 2025-12-31 |
| 144 | IFC & Insurance Marketing, Inc. | 35 | $2 | 0.00% | 2025-12-31 |
| 145 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |