CUSIP 97717X651
WISDOMTREE TR
140 institutions · $213.8M total · 4,573,758 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 547,134 | $27.1M | 11.96% | 2025-12-31 |
| 2 | MORGAN STANLEY | 446,453 | $22.2M | 9.76% | 2025-12-31 |
| 3 | RAYMOND JAMES FINANCIAL INC | 293,795 | $14.6M | 6.42% | 2025-12-31 |
| 4 | BANK OF AMERICA CORP /DE/ | 280,637 | $14.0M | 6.13% | 2025-12-31 |
| 5 | Stonebridge Financial Group, LLC | 260,595 | $12.9M | 5.69% | 2025-12-31 |
| 6 | Lido Advisors, LLC | 251,328 | $12.6M | 5.49% | 2025-12-31 |
| 7 | United Advisor Group, LLC | 121,546 | $6.0M | 2.65% | 2025-12-31 |
| 8 | Linscomb Wealth, Inc. | 117,177 | $5.8M | 2.56% | 2025-12-31 |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 101,290 | $5.0M | 2.21% | 2025-12-31 |
| 10 | UBS Group AG | 99,646 | $4.9M | 2.17% | 2025-12-31 |
| 11 | XML Financial, LLC | 93,623 | $4.6M | 2.04% | 2025-12-31 |
| 12 | Founders Financial Alliance, LLC | 92,862 | $4.6M | 2.03% | 2025-12-31 |
| 13 | Royal Bank of Canada | 92,730 | $4.6M | 2.02% | 2025-12-31 |
| 14 | IFG Advisory, LLC | 87,035 | $4.3M | 1.90% | 2025-12-31 |
| 15 | COLUMBIA ADVISORY PARTNERS LLC | 79,372 | $3.9M | 1.73% | 2025-12-31 |
| 16 | Philip James Wealth Mangement, LLC | 77,143 | $3.8M | 1.68% | 2025-12-31 |
| 17 | Modern Wealth Management, LLC | 76,300 | $3.8M | 1.66% | 2025-12-31 |
| 18 | Stonebridge Wealth Management, LLC | 74,952 | $3.7M | 1.63% | 2025-12-31 |
| 19 | Stratos Wealth Partners, LTD. | 52,799 | $2.6M | 1.15% | 2025-12-31 |
| 20 | CERTUITY, LLC | 45,066 | $2.2M | 0.98% | 2025-12-31 |
| 21 | Independent Advisor Alliance | 44,233 | $2.2M | 0.96% | 2025-12-31 |
| 22 | Tyler-Stone Wealth Management | 46,520 | $2.2M | 1.01% | 2025-06-30 |
| 23 | Marshall & Sterling Wealth Advisors Inc. | 41,380 | $2.1M | 0.90% | 2025-12-31 |
| 24 | CAPTRUST FINANCIAL ADVISORS | 36,359 | $1.8M | 0.79% | 2025-12-31 |
| 25 | Vestmark Advisory Solutions, Inc. | 33,906 | $1.7M | 0.74% | 2025-12-31 |
| 26 | Strategic Financial Concepts, LLC | 33,616 | $1.7M | 0.73% | 2025-09-30 |
| 27 | Private Advisor Group, LLC | 29,362 | $1.5M | 0.64% | 2025-12-31 |
| 28 | TWO SIGMA INVESTMENTS, LP | 26,300 | $1.3M | 0.57% | 2025-09-30 |
| 29 | ENVESTNET ASSET MANAGEMENT INC | 25,798 | $1.3M | 0.56% | 2025-12-31 |
| 30 | Everstar Asset Management, LLC | 24,737 | $1.2M | 0.54% | 2025-12-31 |
| 31 | LifeWealth Investments, LLC | 23,710 | $1.2M | 0.51% | 2025-12-31 |
| 32 | Waverton Investment Management Ltd | 18,820 | $1.1M | 0.41% | 2025-09-30 |
| 33 | MAS Advisors LLC | 20,533 | $1.0M | 0.44% | 2025-09-30 |
| 34 | Cetera Investment Advisers | 20,121 | $998.4K | 0.43% | 2025-12-31 |
| 35 | Allworth Financial LP | 18,925 | $945.9K | 0.41% | 2025-12-31 |
| 36 | Princeton Global Asset Management LLC | 18,257 | $905.9K | 0.39% | 2025-12-31 |
| 37 | Well Done, LLC | 17,163 | $857.8K | 0.37% | 2025-09-30 |
| 38 | Advisor Resource Council | 18,025 | $839.1K | 0.39% | 2025-06-30 |
| 39 | PRECEDENT WEALTH PARTNERS, LLC | 16,024 | $795.1K | 0.35% | 2025-12-31 |
| 40 | Summit Financial, LLC | 14,850 | $742.2K | 0.32% | 2025-09-30 |
| 41 | JPMORGAN CHASE & CO | 14,598 | $724.4K | 0.31% | 2025-12-31 |
| 42 | BROOKS, MOORE & ASSOCIATES, INC. | 15,171 | $720.6K | 0.33% | 2025-09-30 |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 14,001 | $717.4K | 0.30% | 2025-12-31 |
| 44 | GOLDMAN SACHS GROUP INC | 13,585 | $679.0K | 0.29% | 2025-09-30 |
| 45 | Creative Planning | 13,573 | $673.5K | 0.29% | 2025-12-31 |
| 46 | CITADEL ADVISORS LLC | 13,528 | $671.2K | 0.29% | 2025-12-31 |
| 47 | WELLS FARGO & COMPANY/MN | 13,314 | $660.6K | 0.29% | 2025-12-31 |
| 48 | Orion Porfolio Solutions, LLC | 16,025 | $660.1K | 0.35% | 2025-06-30 |
| 49 | Golden State Equity Partners | 12,666 | $633.0K | 0.27% | 2025-09-30 |
| 50 | Sovran Advisors, LLC | 11,434 | $607.6K | 0.24% | 2025-12-31 |
| 51 | OPPENHEIMER & CO INC | 11,551 | $573.1K | 0.25% | 2025-12-31 |
| 52 | HARBOR INVESTMENT ADVISORY, LLC | 11,502 | $570.7K | 0.25% | 2025-12-31 |
| 53 | Sanctuary Advisors, LLC | 12,110 | $563.1K | 0.26% | 2025-12-31 |
| 54 | Team Financial Group, LLC | 11,080 | $549.8K | 0.24% | 2025-12-31 |
| 55 | IHT Wealth Management, LLC | 10,915 | $541.6K | 0.23% | 2025-12-31 |
| 56 | Bison Wealth, LLC | 11,456 | $533.3K | 0.25% | 2025-06-30 |
| 57 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10,005 | $496.4K | 0.21% | 2025-12-31 |
| 58 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 9,683 | $480.5K | 0.21% | 2025-12-31 |
| 59 | WealthPoint Financial, LLC | 9,192 | $456.1K | 0.20% | 2025-12-31 |
| 60 | CAPITAL MANAGEMENT CORP /VA | 9,000 | $446.6K | 0.19% | 2025-12-31 |
| 61 | FIRST NATIONAL BANK SIOUX FALLS | 8,779 | $435.6K | 0.19% | 2025-12-31 |
| 62 | OSAIC HOLDINGS, INC. | 8,640 | $428.7K | 0.18% | 2025-12-31 |
| 63 | Wealthcare Capital Partners, LLC | 8,552 | $424.4K | 0.18% | 2025-12-31 |
| 64 | Collaborative Wealth Managment Inc. | 8,341 | $413.9K | 0.18% | 2025-12-31 |
| 65 | Opes Wealth Management LLC | 8,193 | $406.5K | 0.17% | 2025-12-31 |
| 66 | SIGNET FINANCIAL MANAGEMENT, LLC | 7,812 | $387.6K | 0.17% | 2025-12-31 |
| 67 | Venturi Wealth Management, LLC | 7,459 | $370.1K | 0.16% | 2025-12-31 |
| 68 | Steward Partners Investment Advisory, LLC | 7,380 | $366.2K | 0.16% | 2025-12-31 |
| 69 | Redmond Asset Management, LLC | 7,259 | $360.2K | 0.15% | 2025-12-31 |
| 70 | RMR Wealth Builders | 6,899 | $342.3K | 0.15% | 2025-12-31 |
| 71 | TopTier Wealth Management, LLC | 6,755 | $335.2K | 0.14% | 2025-12-31 |
| 72 | Joseph Group Capital Management | 6,620 | $328.5K | 0.14% | 2025-12-31 |
| 73 | Kestra Advisory Services, LLC | 6,597 | $327.3K | 0.14% | 2025-12-31 |
| 74 | JONES FINANCIAL COMPANIES LLLP | 6,450 | $320.0K | 0.14% | 2025-12-31 |
| 75 | Asset Dedication, LLC | 6,424 | $318.8K | 0.14% | 2025-12-31 |
| 76 | Rockefeller Capital Management L.P. | 6,275 | $311.4K | 0.13% | 2025-12-31 |
| 77 | WILLNER & HELLER, LLC | 6,201 | $309.9K | 0.13% | 2025-09-30 |
| 78 | FLAGSHIP HARBOR ADVISORS, LLC | 5,727 | $284.2K | 0.12% | 2025-12-31 |
| 79 | Cascade Financial Partners, LLC | 5,372 | $266.6K | 0.11% | 2025-12-31 |
| 80 | Arkadios Wealth Advisors | 5,314 | $263.7K | 0.11% | 2025-12-31 |
| 81 | Atria Investments, Inc | 5,216 | $258.8K | 0.11% | 2025-12-31 |
| 82 | STIFEL FINANCIAL CORP | 5,196 | $257.8K | 0.11% | 2025-12-31 |
| 83 | Chicago Partners Investment Group LLC | 4,728 | $251.3K | 0.10% | 2025-12-31 |
| 84 | Waverly Advisors, LLC | 4,974 | $246.8K | 0.10% | 2025-12-31 |
| 85 | Quartz Partners, LLC | 4,956 | $245.9K | 0.10% | 2025-12-31 |
| 86 | Empirical Asset Management, LLC | 4,897 | $243.0K | 0.10% | 2025-12-31 |
| 87 | Lynch Investment Planning, LLC | 4,766 | $236.5K | 0.10% | 2025-12-31 |
| 88 | Avant Capital LLC | 4,668 | $231.6K | 0.10% | 2025-12-31 |
| 89 | AQR CAPITAL MANAGEMENT LLC | 4,585 | $229.2K | 0.10% | 2025-09-30 |
| 90 | CARY STREET PARTNERS FINANCIAL LLC | 4,495 | $224.7K | 0.09% | 2025-09-30 |
| 91 | Beacon Financial Advisory LLC | 4,326 | $214.7K | 0.09% | 2025-12-31 |
| 92 | TRUIST FINANCIAL CORP | 4,208 | $210.3K | 0.09% | 2025-09-30 |
| 93 | MERCER GLOBAL ADVISORS INC /ADV | 4,129 | $204.9K | 0.09% | 2025-12-31 |
| 94 | REAP Financial Group, LLC | 3,913 | $194.2K | 0.08% | 2025-12-31 |
| 95 | Cadence Bank | 3,779 | $187.5K | 0.08% | 2025-12-31 |
| 96 | OPTIMA CAPITAL LLC | 3,585 | $177.9K | 0.07% | 2025-12-31 |
| 97 | BANK OF MONTREAL /CAN/ | 3,300 | $163.7K | 0.07% | 2025-12-31 |
| 98 | Sunbelt Securities, Inc. | 3,020 | $149.8K | 0.06% | 2025-12-31 |
| 99 | NATIONAL BANK OF CANADA /FI/ | 2,600 | $128.9K | 0.05% | 2025-12-31 |
| 100 | FMR LLC | 2,130 | $105.7K | 0.04% | 2025-12-31 |
| 101 | SBI Securities Co., Ltd. | 2,059 | $102.2K | 0.04% | 2025-12-31 |
| 102 | Global Retirement Partners, LLC | 1,870 | $92.8K | 0.04% | 2025-12-31 |
| 103 | CREATIVE FINANCIAL DESIGNS INC /ADV | 1,590 | $78.9K | 0.03% | 2025-12-31 |
| 104 | Golden State Wealth Management, LLC | 1,408 | $69.9K | 0.03% | 2025-12-31 |
| 105 | NBC SECURITIES, INC. | 1,403 | $69.6K | 0.03% | 2025-12-31 |
| 106 | Root Financial Partners, LLC | 1,260 | $62.5K | 0.02% | 2025-12-31 |
| 107 | PNC Financial Services Group, Inc. | 1,189 | $59.0K | 0.02% | 2025-12-31 |
| 108 | BLAIR WILLIAM & CO/IL | 1,170 | $58.1K | 0.02% | 2025-12-31 |
| 109 | ASSETMARK, INC | 1,002 | $49.7K | 0.02% | 2025-12-31 |
| 110 | AE Wealth Management LLC | 973 | $48.3K | 0.02% | 2025-12-31 |
| 111 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 616 | $30.6K | 0.01% | 2025-12-31 |
| 112 | ORG Partners LLC | 540 | $27.0K | 0.01% | 2025-09-30 |
| 113 | Plante Moran Financial Advisors, LLC | 423 | $21.0K | 0.00% | 2025-12-31 |
| 114 | Quattro Advisors LLC | 417 | $20.7K | 0.00% | 2025-12-31 |
| 115 | CoreCap Advisors, LLC | 354 | $17.6K | 0.00% | 2025-12-31 |
| 116 | Glen Eagle Advisors, LLC | 298 | $14.8K | 0.00% | 2025-12-31 |
| 117 | AlphaCore Capital LLC | 275 | $13.6K | 0.00% | 2025-12-31 |
| 118 | PRIVATE TRUST CO NA | 231 | $11.5K | 0.00% | 2025-12-31 |
| 119 | Parallel Advisors, LLC | 211 | $10.5K | 0.00% | 2025-12-31 |
| 120 | COMERICA BANK | 199 | $9.9K | 0.00% | 2025-12-31 |
| 121 | Aptus Capital Advisors, LLC | 192 | $9.5K | 0.00% | 2025-12-31 |
| 122 | Capital Investment Advisory Services, LLC | 148 | $7.3K | 0.00% | 2025-12-31 |
| 123 | LVM CAPITAL MANAGEMENT LTD/MI | 137,487 | $6.8K | 3.00% | 2025-12-31 |
| 124 | EVOLUTION WEALTH MANAGEMENT INC. | 122 | $6.1K | 0.00% | 2025-12-31 |
| 125 | TRUST CO OF VERMONT | 100 | $5.0K | 0.00% | 2025-12-31 |
| 126 | Geneos Wealth Management Inc. | 100 | $5.0K | 0.00% | 2025-12-31 |
| 127 | Main Street Group, LTD | 85 | $4.2K | 0.00% | 2025-09-30 |
| 128 | NewEdge Advisors, LLC | 73 | $3.6K | 0.00% | 2025-12-31 |
| 129 | Smartleaf Asset Management LLC | 53 | $2.7K | 0.00% | 2025-12-31 |
| 130 | CWM, LLC | 50,407 | $2.5K | 1.10% | 2025-12-31 |
| 131 | FIFTH THIRD BANCORP | 49 | $2.4K | 0.00% | 2025-12-31 |
| 132 | Capital Advisors, Ltd. LLC | 32,161 | $1.7K | 0.70% | 2025-12-31 |
| 133 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 20 | $992 | 0.00% | 2025-12-31 |
| 134 | Cambridge Investment Research Advisors, Inc. | 19,485 | $967 | 0.42% | 2025-12-31 |
| 135 | Virtu Financial LLC | 7,325 | $363 | 0.16% | 2025-12-31 |
| 136 | BESSEMER GROUP INC | 6,276 | $311 | 0.13% | 2025-12-31 |
| 137 | PARK AVENUE SECURITIES LLC | 5,202 | $258 | 0.11% | 2025-12-31 |
| 138 | HRT FINANCIAL LP | 4,529 | $224 | 0.09% | 2025-12-31 |
| 139 | CENTAURUS FINANCIAL, INC. | 3,381 | $168 | 0.07% | 2025-12-31 |
| 140 | Covestor Ltd | 44 | $2 | 0.00% | 2025-12-31 |