CUSIP 97717X511
WISDOMTREE TR
183 institutions · $649.8M total · 16,073,704 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE/ | 1,887,848 | $83.2M | 11.74% | 2025-12-31 |
| 2 | LPL Financial LLC | 1,477,258 | $65.1M | 9.19% | 2025-12-31 |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1,312,116 | $57.8M | 8.16% | 2025-12-31 |
| 4 | HighTower Advisors, LLC | 709,752 | $31.3M | 4.41% | 2025-12-31 |
| 5 | Prestige Wealth Management Group LLC | 653,516 | $28.4M | 4.06% | 2025-12-31 |
| 6 | Savant Capital, LLC | 597,285 | $26.3M | 3.71% | 2025-12-31 |
| 7 | UBS Group AG | 540,440 | $23.8M | 3.36% | 2025-12-31 |
| 8 | SimpliFi, Inc. | 439,659 | $19.2M | 2.73% | 2025-06-30 |
| 9 | Private Advisor Group, LLC | 413,202 | $18.2M | 2.57% | 2025-12-31 |
| 10 | FIRST FOUNDATION ADVISORS | 297,139 | $13.1M | 1.84% | 2025-12-31 |
| 11 | AMERIPRISE FINANCIAL INC | 284,132 | $12.5M | 1.76% | 2025-12-31 |
| 12 | Atria Investments, Inc | 261,767 | $11.5M | 1.62% | 2025-12-31 |
| 13 | GSB Wealth Management, LLC | 258,394 | $11.4M | 1.60% | 2025-12-31 |
| 14 | CITIZENS FINANCIAL GROUP INC/RI | 244,643 | $10.8M | 1.52% | 2025-12-31 |
| 15 | Smartleaf Asset Management LLC | 241,815 | $10.7M | 1.50% | 2025-12-31 |
| 16 | HOWARD BAILEY SECURITIES, LLC | 240,737 | $10.7M | 1.49% | 2025-12-31 |
| 17 | WealthPlan Investment Management, LLC | 240,280 | $10.6M | 1.49% | 2025-12-31 |
| 18 | MORGAN STANLEY | 240,177 | $10.6M | 1.49% | 2025-12-31 |
| 19 | KESTRA PRIVATE WEALTH SERVICES, LLC | 234,556 | $10.3M | 1.45% | 2025-12-31 |
| 20 | RAYMOND JAMES FINANCIAL INC | 227,036 | $10.0M | 1.41% | 2025-12-31 |
| 21 | Insight Advisors, LLC/ PA | 204,837 | $9.0M | 1.27% | 2025-12-31 |
| 22 | Broussard Financial Group LLC | 171,121 | $7.5M | 1.06% | 2025-12-31 |
| 23 | Defined Financial Planning LLC | 152,014 | $6.7M | 0.94% | 2025-09-30 |
| 24 | Cetera Investment Advisers | 151,530 | $6.7M | 0.94% | 2025-12-31 |
| 25 | Vestmark Advisory Solutions, Inc. | 148,464 | $6.5M | 0.92% | 2025-12-31 |
| 26 | RFG Advisory, LLC | 146,594 | $6.5M | 0.91% | 2025-12-31 |
| 27 | STIFEL FINANCIAL CORP | 136,654 | $6.0M | 0.85% | 2025-12-31 |
| 28 | Merit Financial Group, LLC | 132,237 | $5.8M | 0.82% | 2025-12-31 |
| 29 | Mariner, LLC | 130,350 | $5.7M | 0.81% | 2025-12-31 |
| 30 | Oxinas Partners Wealth Management LLC | 106,016 | $4.7M | 0.65% | 2025-12-31 |
| 31 | OPTIMA CAPITAL LLC | 97,744 | $4.3M | 0.60% | 2025-12-31 |
| 32 | NBC SECURITIES, INC. | 95,322 | $4.2M | 0.59% | 2025-12-31 |
| 33 | WELLS FARGO & COMPANY/MN | 95,218 | $4.2M | 0.59% | 2025-12-31 |
| 34 | JANE STREET GROUP, LLC | 79,875 | $3.5M | 0.49% | 2025-09-30 |
| 35 | Trilogy Capital Inc. | 79,996 | $3.5M | 0.49% | 2025-12-31 |
| 36 | CAPTRUST FINANCIAL ADVISORS | 79,131 | $3.5M | 0.49% | 2025-12-31 |
| 37 | OSAIC HOLDINGS, INC. | 78,545 | $3.5M | 0.48% | 2025-12-31 |
| 38 | MML INVESTORS SERVICES, LLC | 73,898 | $3.3M | 0.45% | 2025-12-31 |
| 39 | JPMORGAN CHASE & CO | 73,789 | $3.3M | 0.45% | 2025-12-31 |
| 40 | Kestra Advisory Services, LLC | 64,498 | $2.8M | 0.40% | 2025-12-31 |
| 41 | Freedom Investment Management, Inc. | 64,291 | $2.8M | 0.39% | 2025-12-31 |
| 42 | AMERICAN FINANCIAL & TAX STRATEGIES INC | 64,184 | $2.8M | 0.39% | 2025-12-31 |
| 43 | ENVESTNET ASSET MANAGEMENT INC | 62,576 | $2.8M | 0.38% | 2025-12-31 |
| 44 | WealthPoint Financial, LLC | 61,227 | $2.7M | 0.38% | 2025-12-31 |
| 45 | NorthCrest Asset Manangement, LLC | 53,354 | $2.4M | 0.33% | 2025-12-31 |
| 46 | Bison Wealth, LLC | 53,269 | $2.3M | 0.33% | 2025-06-30 |
| 47 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 50,360 | $2.2M | 0.31% | 2025-12-31 |
| 48 | Sharper & Granite LLC | 47,377 | $2.1M | 0.29% | 2025-12-31 |
| 49 | HARBOUR INVESTMENTS, INC. | 45,385 | $2.0M | 0.28% | 2025-12-31 |
| 50 | Golden State Equity Partners | 39,852 | $1.8M | 0.24% | 2025-12-31 |
| 51 | Concurrent Investment Advisors, LLC | 38,487 | $1.7M | 0.23% | 2025-12-31 |
| 52 | Independent Wealth Network Inc. | 34,840 | $1.5M | 0.21% | 2025-12-31 |
| 53 | JT Stratford LLC | 33,180 | $1.5M | 0.20% | 2025-12-31 |
| 54 | AE Wealth Management LLC | 31,793 | $1.4M | 0.19% | 2025-12-31 |
| 55 | Corient Private Wealth LLC | 31,612 | $1.4M | 0.19% | 2025-12-31 |
| 56 | Golden State Wealth Management, LLC | 31,054 | $1.4M | 0.19% | 2025-12-31 |
| 57 | SEGALL BRYANT & HAMILL, LLC | 30,646 | $1.3M | 0.19% | 2025-12-31 |
| 58 | Symphony Financial, Ltd. Co. | 27,729 | $1.2M | 0.17% | 2025-12-31 |
| 59 | Sanctuary Advisors, LLC | 27,427 | $1.2M | 0.17% | 2025-12-31 |
| 60 | David Kennon Inc | 25,614 | $1.1M | 0.15% | 2025-12-31 |
| 61 | INTEGRITY ALLIANCE, LLC. | 24,084 | $1.1M | 0.14% | 2025-12-31 |
| 62 | JAMES INVESTMENT RESEARCH, INC. | 20,878 | $919.7K | 0.12% | 2025-12-31 |
| 63 | JONES FINANCIAL COMPANIES LLLP | 20,143 | $887.3K | 0.12% | 2025-12-31 |
| 64 | Goldstone Financial Group, LLC | 19,884 | $875.9K | 0.12% | 2025-12-31 |
| 65 | Gateway Wealth Partners, LLC | 19,846 | $874.2K | 0.12% | 2025-12-31 |
| 66 | Barnes Wealth Management Group, Inc | 19,840 | $874.0K | 0.12% | 2025-12-31 |
| 67 | Summit Financial, LLC | 18,717 | $824.5K | 0.11% | 2025-12-31 |
| 68 | Winch Advisory Services, LLC | 18,516 | $815.6K | 0.11% | 2025-12-31 |
| 69 | Diversify Advisory Services, LLC | 18,350 | $810.0K | 0.11% | 2025-12-31 |
| 70 | Empirical Asset Management, LLC | 18,121 | $798.2K | 0.11% | 2025-12-31 |
| 71 | WEBSTER BANK, N. A. | 17,828 | $785.3K | 0.11% | 2025-12-31 |
| 72 | Trinity Wealth Management, LLC | 17,211 | $758.1K | 0.10% | 2025-12-31 |
| 73 | Creative Planning | 17,100 | $753.2K | 0.10% | 2025-12-31 |
| 74 | BEACON FINANCIAL GROUP | 16,658 | $737.5K | 0.10% | 2025-09-30 |
| 75 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 15,468 | $684.8K | 0.09% | 2025-09-30 |
| 76 | Ashton Thomas Private Wealth, LLC | 15,427 | $679.6K | 0.09% | 2025-12-31 |
| 77 | WealthPLAN Partners, LLC | 15,182 | $668.8K | 0.09% | 2025-12-31 |
| 78 | Sun Financial Inc | 14,944 | $658.3K | 0.09% | 2025-12-31 |
| 79 | Pinnacle Financial Group, LLC / IL | 14,439 | $636.0K | 0.08% | 2025-12-31 |
| 80 | Global Retirement Partners, LLC | 13,832 | $609.3K | 0.08% | 2025-12-31 |
| 81 | Beacon Financial Advisory LLC | 13,731 | $604.8K | 0.08% | 2025-12-31 |
| 82 | Capstone Financial Advisors, Inc. | 12,976 | $571.6K | 0.08% | 2025-12-31 |
| 83 | McNamara Financial Services, Inc. | 12,745 | $561.4K | 0.07% | 2025-12-31 |
| 84 | Wealthcare Advisory Partners LLC | 12,416 | $546.9K | 0.07% | 2025-12-31 |
| 85 | NewSquare Capital LLC | 12,166 | $535.9K | 0.07% | 2025-12-31 |
| 86 | Worth Asset Management, LLC | 11,920 | $525.1K | 0.07% | 2025-12-31 |
| 87 | OneDigital Investment Advisors LLC | 11,501 | $506.6K | 0.07% | 2025-12-31 |
| 88 | Bank of New York Mellon Corp | 10,758 | $473.9K | 0.06% | 2025-12-31 |
| 89 | Waverly Advisors, LLC | 10,727 | $472.5K | 0.06% | 2025-12-31 |
| 90 | Larson Financial Group LLC | 9,989 | $440.0K | 0.06% | 2025-12-31 |
| 91 | Lionshead Wealth Management, LLC | 9,749 | $429.4K | 0.06% | 2025-12-31 |
| 92 | Westwood Wealth Management | 9,749 | $429.4K | 0.06% | 2025-12-31 |
| 93 | Farther Finance Advisors, LLC | 9,240 | $407.0K | 0.05% | 2025-12-31 |
| 94 | Gallagher Fiduciary Advisors, LLC | 9,077 | $399.8K | 0.05% | 2025-12-31 |
| 95 | REAP Financial Group, LLC | 9,037 | $398.1K | 0.05% | 2025-12-31 |
| 96 | Opal Wealth Advisors, LLC | 8,900 | $392.0K | 0.05% | 2025-12-31 |
| 97 | SFE Investment Counsel | 8,748 | $385.3K | 0.05% | 2025-12-31 |
| 98 | ALTERNA WEALTH MANAGEMENT, INC | 8,446 | $372.0K | 0.05% | 2025-12-31 |
| 99 | Reyes Financial Architecture, Inc. | 8,108 | $357.2K | 0.05% | 2025-12-31 |
| 100 | Retireful, LLC | 7,919 | $349.7K | 0.04% | 2025-12-31 |
| 101 | CVA Family Office, LLC | 7,895 | $347.8K | 0.04% | 2025-12-31 |
| 102 | CoreCap Advisors, LLC | 7,442 | $327.8K | 0.04% | 2025-12-31 |
| 103 | Simplicity Wealth,LLC | 7,425 | $327.1K | 0.04% | 2025-12-31 |
| 104 | SNS Financial Group, LLC | 7,290 | $321.1K | 0.04% | 2025-12-31 |
| 105 | SMI Advisory Services, LLC | 7,041 | $312.1K | 0.04% | 2025-09-30 |
| 106 | Kingdom Financial Group LLC. | 7,028 | $309.6K | 0.04% | 2025-12-31 |
| 107 | Team Financial Group, LLC | 6,994 | $308.1K | 0.04% | 2025-12-31 |
| 108 | FORM Wealth Advisors, LLC | 6,741 | $297.0K | 0.04% | 2025-12-31 |
| 109 | United Advisor Group, LLC | 6,673 | $294.0K | 0.04% | 2025-12-31 |
| 110 | SWMG, LLC | 6,526 | $287.9K | 0.04% | 2025-12-31 |
| 111 | COMMONWEALTH EQUITY SERVICES, LLC | 6,354 | $279.9K | 0.03% | 2025-12-31 |
| 112 | Western Wealth Management, LLC | 6,211 | $273.6K | 0.03% | 2025-12-31 |
| 113 | Lion Street Advisors, LLC | 5,243 | $272.0K | 0.03% | 2025-09-30 |
| 114 | CREATIVE FINANCIAL DESIGNS INC /ADV | 6,058 | $266.9K | 0.03% | 2025-12-31 |
| 115 | PSI Advisors, LLC | 5,935 | $262.7K | 0.03% | 2025-09-30 |
| 116 | IFP Advisors, Inc | 5,860 | $259.4K | 0.03% | 2025-12-31 |
| 117 | Meridian Financial, LLC | 5,832 | $256.9K | 0.03% | 2025-12-31 |
| 118 | Arkadios Wealth Advisors | 5,660 | $249.3K | 0.03% | 2025-12-31 |
| 119 | Institute for Wealth Management, LLC. | 5,617 | $247.4K | 0.03% | 2025-12-31 |
| 120 | HF Advisory Group, LLC | 15,638 | $245.9K | 0.09% | 2025-12-31 |
| 121 | OMNI 360 Wealth, Inc. | 5,390 | $238.6K | 0.03% | 2025-12-31 |
| 122 | Obsidian Personal Planning Solutions LLC | 5,364 | $237.4K | 0.03% | 2025-09-30 |
| 123 | Dynamic Advisor Solutions LLC | 5,364 | $236.3K | 0.03% | 2025-12-31 |
| 124 | CITADEL ADVISORS LLC | 5,291 | $233.1K | 0.03% | 2025-12-31 |
| 125 | IHT Wealth Management, LLC | 5,209 | $229.4K | 0.03% | 2025-12-31 |
| 126 | Soltis Investment Advisors LLC | 5,103 | $225.9K | 0.03% | 2025-09-30 |
| 127 | EVOLUTION WEALTH MANAGEMENT INC. | 5,081 | $224.9K | 0.03% | 2025-12-31 |
| 128 | Verdence Capital Advisors LLC | 4,994 | $220.0K | 0.03% | 2025-12-31 |
| 129 | Quadcap Wealth Management, LLC | 4,897 | $215.7K | 0.03% | 2025-12-31 |
| 130 | Schwallier Wealth Management LLC | 4,755 | $210.5K | 0.02% | 2025-09-30 |
| 131 | VICTORY FINANCIAL GROUP, LLC | 4,707 | $207.3K | 0.02% | 2025-12-31 |
| 132 | Vise Technologies, Inc. | 4,707 | $207.3K | 0.02% | 2025-12-31 |
| 133 | ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4,634 | $204.1K | 0.02% | 2025-12-31 |
| 134 | Vantage Point Financial LLC | 4,593 | $202.3K | 0.02% | 2025-12-31 |
| 135 | Sovran Advisors, LLC | 4,513 | $200.1K | 0.02% | 2025-09-30 |
| 136 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,719 | $164.5K | 0.02% | 2025-12-31 |
| 137 | Frazier Financial Advisors, LLC | 3,627 | $159.8K | 0.02% | 2025-12-31 |
| 138 | CITIGROUP INC | 3,578 | $157.6K | 0.02% | 2025-12-31 |
| 139 | Breakwater Investment Management | 3,262 | $143.7K | 0.02% | 2025-12-31 |
| 140 | Aptus Capital Advisors, LLC | 2,944 | $129.7K | 0.01% | 2025-12-31 |
| 141 | ORG Partners LLC | 2,431 | $107.6K | 0.01% | 2025-09-30 |
| 142 | SBI Securities Co., Ltd. | 2,362 | $104.0K | 0.01% | 2025-12-31 |
| 143 | Royal Bank of Canada | 2,114 | $93.0K | 0.01% | 2025-12-31 |
| 144 | Pinnacle Bancorp, Inc. | 2,057 | $90.6K | 0.01% | 2025-12-31 |
| 145 | CWM, LLC | 1,237,268 | $54.5K | 7.69% | 2025-12-31 |
| 146 | Darwin Wealth Management, LLC | 1,122 | $49.4K | 0.00% | 2025-12-31 |
| 147 | US BANCORP \DE\ | 1,114 | $49.3K | 0.00% | 2025-09-30 |
| 148 | Rockefeller Capital Management L.P. | 1,061 | $46.8K | 0.00% | 2025-12-31 |
| 149 | COMERICA BANK | 1,003 | $44.2K | 0.00% | 2025-12-31 |
| 150 | Plante Moran Financial Advisors, LLC | 793 | $35.1K | 0.00% | 2025-09-30 |
| 151 | Steward Partners Investment Advisory, LLC | 528 | $23.3K | 0.00% | 2025-12-31 |
| 152 | Tidemark, LLC | 500 | $22.0K | 0.00% | 2025-12-31 |
| 153 | TUCKER ASSET MANAGEMENT LLC | 464 | $20.6K | 0.00% | 2025-12-31 |
| 154 | PNC Financial Services Group, Inc. | 431 | $19.0K | 0.00% | 2025-12-31 |
| 155 | GPS Wealth Strategies Group, LLC | 405 | $17.9K | 0.00% | 2025-12-31 |
| 156 | Key Financial Inc | 351 | $15.5K | 0.00% | 2025-12-31 |
| 157 | Allworth Financial LP | 332 | $14.7K | 0.00% | 2025-12-31 |
| 158 | GLENMEDE TRUST CO NA | 319 | $14.1K | 0.00% | 2025-12-31 |
| 159 | Caldwell Trust Co | 300 | $13.2K | 0.00% | 2025-12-31 |
| 160 | Capital A Wealth Management, LLC | 286 | $12.6K | 0.00% | 2025-09-30 |
| 161 | PRIVATE TRUST CO NA | 231 | $10.2K | 0.00% | 2025-12-31 |
| 162 | TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 214 | $9.4K | 0.00% | 2025-12-31 |
| 163 | Capital Investment Advisory Services, LLC | 201 | $8.9K | 0.00% | 2025-12-31 |
| 164 | FIRST HORIZON CORP | 200 | $8.8K | 0.00% | 2025-12-31 |
| 165 | Advisory Services Network, LLC | 190 | $8.4K | 0.00% | 2025-09-30 |
| 166 | Elevated Capital Advisors, LLC | 169 | $7.4K | 0.00% | 2025-12-31 |
| 167 | MJT & Associates Financial Advisory Group, Inc. | 163 | $7.2K | 0.00% | 2025-09-30 |
| 168 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 162 | $7.1K | 0.00% | 2025-12-31 |
| 169 | Costello Asset Management, INC | 136 | $6.0K | 0.00% | 2025-12-31 |
| 170 | NBT BANK N A /NY | 44 | $4.4K | 0.00% | 2025-12-31 |
| 171 | FMR LLC | 94 | $4.1K | 0.00% | 2025-12-31 |
| 172 | Lloyd Advisory Services, LLC. | 45 | $2.0K | 0.00% | 2025-12-31 |
| 173 | Betterment LLC | 38,249 | $1.7K | 0.23% | 2025-12-31 |
| 174 | Sunbelt Securities, Inc. | 32 | $1.4K | 0.00% | 2025-12-31 |
| 175 | Strategic Advocates LLC | 26 | $1.1K | 0.00% | 2025-12-31 |
| 176 | PARK AVENUE SECURITIES LLC | 16,775 | $739 | 0.10% | 2025-12-31 |
| 177 | Spurstone Advisory Services, LLC | 10 | $440 | 0.00% | 2025-12-31 |
| 178 | CENTAURUS FINANCIAL, INC. | 5,324 | $235 | 0.03% | 2025-12-31 |
| 179 | Cambridge Investment Research Advisors, Inc. | 4,812 | $212 | 0.02% | 2025-12-31 |
| 180 | EverSource Wealth Advisors, LLC | 3 | $132 | 0.00% | 2025-12-31 |
| 181 | Covestor Ltd | 1,683 | $74 | 0.01% | 2025-12-31 |
| 182 | Capital Analysts, LLC | 284 | $13 | 0.00% | 2025-12-31 |
| 183 | HANTZ FINANCIAL SERVICES, INC. | 9 | $0 | 0.00% | 2025-12-31 |