CUSIP 97717X172
WISDOMTREE TR
97 institutions · $113.1M total · 4,109,370 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 708,976 | $32.9M | 17.25% | 2025-12-31 |
| 2 | Cetera Investment Advisers | 197,600 | $9.2M | 4.80% | 2025-12-31 |
| 3 | INVENIO WEALTH PARTNERS LLC | 179,521 | $8.1M | 4.36% | 2025-03-31 |
| 4 | LPL Financial LLC | 115,143 | $5.3M | 2.80% | 2025-12-31 |
| 5 | Goldstone Financial Group, LLC | 87,612 | $4.1M | 2.13% | 2025-12-31 |
| 6 | MORGAN STANLEY | 81,397 | $3.8M | 1.98% | 2025-12-31 |
| 7 | Private Advisor Group, LLC | 65,337 | $3.0M | 1.58% | 2025-12-31 |
| 8 | HOWARD BAILEY SECURITIES, LLC | 58,972 | $2.7M | 1.43% | 2025-12-31 |
| 9 | JANE STREET GROUP, LLC | 58,336 | $2.7M | 1.41% | 2025-09-30 |
| 10 | Collaborative Wealth Managment Inc. | 57,052 | $2.6M | 1.38% | 2025-12-31 |
| 11 | WealthPlan Investment Management, LLC | 56,584 | $2.6M | 1.37% | 2025-12-31 |
| 12 | Atria Investments, Inc | 53,088 | $2.5M | 1.29% | 2025-12-31 |
| 13 | Insight Advisors, LLC/ PA | 45,215 | $2.1M | 1.10% | 2025-12-31 |
| 14 | Smartleaf Asset Management LLC | 39,330 | $1.8M | 0.95% | 2025-12-31 |
| 15 | Defined Financial Planning LLC | 35,259 | $1.6M | 0.85% | 2025-09-30 |
| 16 | Vestmark Advisory Solutions, Inc. | 34,886 | $1.6M | 0.84% | 2025-12-31 |
| 17 | Barnes Wealth Management Group, Inc | 32,644 | $1.5M | 0.79% | 2025-12-31 |
| 18 | Millington Financial Advisors, LLC | 31,828 | $1.5M | 0.77% | 2025-12-31 |
| 19 | Mariner, LLC | 30,927 | $1.4M | 0.75% | 2025-12-31 |
| 20 | JPMORGAN CHASE & CO | 26,608 | $1.2M | 0.64% | 2025-12-31 |
| 21 | BANK OF MONTREAL /CAN/ | 23,654 | $1.1M | 0.57% | 2024-09-30 |
| 22 | COMMONWEALTH EQUITY SERVICES, LLC | 22,242 | $1.0M | 0.54% | 2025-12-31 |
| 23 | NBC SECURITIES, INC. | 21,590 | $1.0M | 0.52% | 2025-12-31 |
| 24 | Oxinas Partners Wealth Management LLC | 20,491 | $951.6K | 0.49% | 2025-12-31 |
| 25 | Bison Wealth, LLC | 20,056 | $924.6K | 0.48% | 2025-06-30 |
| 26 | OSAIC HOLDINGS, INC. | 19,262 | $894.5K | 0.46% | 2025-12-31 |
| 27 | CITADEL ADVISORS LLC | 18,983 | $876.8K | 0.46% | 2024-09-30 |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 18,738 | $870.2K | 0.45% | 2025-12-31 |
| 29 | BALDWIN WEALTH PARTNERS LLC/MA | 17,779 | $821.2K | 0.43% | 2024-09-30 |
| 30 | Melone Private Wealth, LLC | 16,587 | $770.3K | 0.40% | 2025-12-31 |
| 31 | NewSquare Capital LLC | 15,465 | $718.2K | 0.37% | 2025-12-31 |
| 32 | RAYMOND JAMES FINANCIAL INC | 14,883 | $691.2K | 0.36% | 2025-12-31 |
| 33 | Kestra Advisory Services, LLC | 12,314 | $571.9K | 0.29% | 2025-12-31 |
| 34 | Raymond James Financial Services Advisors, Inc. | 12,042 | $556.2K | 0.29% | 2024-09-30 |
| 35 | RFG Advisory, LLC | 11,873 | $551.4K | 0.28% | 2025-12-31 |
| 36 | Vines Capital Management, LLC | 11,526 | $535.3K | 0.28% | 2025-12-31 |
| 37 | Lion Street Advisors, LLC | 9,964 | $521.3K | 0.24% | 2025-09-30 |
| 38 | WealthPoint Financial, LLC | 9,809 | $455.5K | 0.23% | 2025-12-31 |
| 39 | Team Financial Group, LLC | 9,695 | $450.2K | 0.23% | 2025-12-31 |
| 40 | Miracle Mile Advisors, LLC | 8,143 | $378.1K | 0.19% | 2025-12-31 |
| 41 | AQR CAPITAL MANAGEMENT LLC | 8,105 | $376.4K | 0.19% | 2025-12-31 |
| 42 | 5T Wealth, LLC | 7,927 | $368.1K | 0.19% | 2025-12-31 |
| 43 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,156 | $367.8K | 0.19% | 2025-03-31 |
| 44 | Geneos Wealth Management Inc. | 7,830 | $363.6K | 0.19% | 2025-12-31 |
| 45 | NewEdge Advisors, LLC | 7,328 | $341.1K | 0.17% | 2025-09-30 |
| 46 | HARBOUR INVESTMENTS, INC. | 6,627 | $307.8K | 0.16% | 2025-12-31 |
| 47 | Concurrent Investment Advisors, LLC | 6,521 | $302.9K | 0.15% | 2025-12-31 |
| 48 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,298 | $284.0K | 0.15% | 2025-03-31 |
| 49 | WealthPLAN Partners, LLC | 6,056 | $281.2K | 0.14% | 2025-12-31 |
| 50 | My Legacy Advisors, LLC | 5,956 | $274.5K | 0.14% | 2025-06-30 |
| 51 | Mach-1 Financial Group, LLC | 5,752 | $267.1K | 0.13% | 2025-12-31 |
| 52 | Leo Wealth, LLC | 5,577 | $259.0K | 0.13% | 2025-12-31 |
| 53 | MERCER GLOBAL ADVISORS INC /ADV | 5,323 | $247.2K | 0.12% | 2025-12-31 |
| 54 | INTEGRITY ALLIANCE, LLC. | 4,410 | $204.8K | 0.10% | 2025-12-31 |
| 55 | MML INVESTORS SERVICES, LLC | 4,395 | $204.1K | 0.10% | 2025-12-31 |
| 56 | AVANTAX ADVISORY SERVICES, INC. | 4,377 | $201.8K | 0.10% | 2025-06-30 |
| 57 | Farther Finance Advisors, LLC | 3,169 | $147.2K | 0.07% | 2025-12-31 |
| 58 | REAP Financial Group, LLC | 3,130 | $145.4K | 0.07% | 2025-12-31 |
| 59 | EVOLUTION WEALTH MANAGEMENT INC. | 2,826 | $131.6K | 0.06% | 2025-12-31 |
| 60 | Avior Wealth Management, LLC | 2,337 | $105.5K | 0.05% | 2024-12-31 |
| 61 | EP Wealth Advisors, LLC | 2,255 | $104.0K | 0.05% | 2025-06-30 |
| 62 | AE Wealth Management LLC | 1,728 | $80.2K | 0.04% | 2025-12-31 |
| 63 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,697 | $78.8K | 0.04% | 2025-12-31 |
| 64 | CWM, LLC | 1,647,308 | $76.5K | 40.08% | 2025-12-31 |
| 65 | Frazier Financial Advisors, LLC | 1,533 | $71.2K | 0.03% | 2025-12-31 |
| 66 | CoreCap Advisors, LLC | 1,475 | $68.5K | 0.03% | 2025-12-31 |
| 67 | Royal Bank of Canada | 987 | $46.0K | 0.02% | 2025-12-31 |
| 68 | Transce3nd, LLC | 753 | $34.7K | 0.01% | 2025-06-30 |
| 69 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 701 | $32.5K | 0.01% | 2025-12-31 |
| 70 | Cherry Tree Wealth Management, LLC | 624 | $29.0K | 0.01% | 2025-12-31 |
| 71 | ORG Partners LLC | 418 | $19.5K | 0.01% | 2025-09-30 |
| 72 | PSI Advisors, LLC | 410 | $18.5K | 0.00% | 2025-03-31 |
| 73 | Kilter Group LLC | 358 | $16.7K | 0.00% | 2025-12-31 |
| 74 | IFP Advisors, Inc | 313 | $14.5K | 0.00% | 2025-12-31 |
| 75 | FLP Wealth Management, LLC | 315 | $14.2K | 0.00% | 2025-06-30 |
| 76 | Caldwell Trust Co | 269 | $12.5K | 0.00% | 2025-12-31 |
| 77 | COMERICA BANK | 213 | $9.9K | 0.00% | 2025-12-31 |
| 78 | Reyes Financial Architecture, Inc. | 180 | $8.4K | 0.00% | 2025-12-31 |
| 79 | UBS Group AG | 130 | $6.0K | 0.00% | 2025-12-31 |
| 80 | PNC Financial Services Group, Inc. | 128 | $5.9K | 0.00% | 2025-12-31 |
| 81 | TOTAL INVESTMENT MANAGEMENT INC | 104 | $4.8K | 0.00% | 2025-06-30 |
| 82 | Key Financial Inc | 84 | $3.9K | 0.00% | 2025-12-31 |
| 83 | WELLS FARGO & COMPANY/MN | 74 | $3.4K | 0.00% | 2025-12-31 |
| 84 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 53 | $2.5K | 0.00% | 2025-12-31 |
| 85 | FMR LLC | 53 | $2.4K | 0.00% | 2025-12-31 |
| 86 | Guerra Advisors Inc | 51 | $2.4K | 0.00% | 2025-09-30 |
| 87 | NorthRock Partners, LLC | 43 | $1.9K | 0.00% | 2025-03-31 |
| 88 | Global Retirement Partners, LLC | 20 | $929 | 0.00% | 2025-12-31 |
| 89 | NBT BANK N A /NY | 46 | $789 | 0.00% | 2025-12-31 |
| 90 | Cambridge Investment Research Advisors, Inc. | 6,959 | $321 | 0.16% | 2025-06-30 |
| 91 | FLOW TRADERS U.S. LLC | 5,917 | $275 | 0.14% | 2025-12-31 |
| 92 | Betterment LLC | 5,002 | $232 | 0.12% | 2025-12-31 |
| 93 | PARK AVENUE SECURITIES LLC | 4,882 | $220 | 0.11% | 2024-12-31 |
| 94 | EverSource Wealth Advisors, LLC | 3 | $139 | 0.00% | 2025-12-31 |
| 95 | Wayfinding Financial, LLC | 518 | $23 | 0.01% | 2025-03-31 |
| 96 | Covestor Ltd | 255 | $12 | 0.00% | 2025-12-31 |
| 97 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |