CUSIP 97717Y337
WISDOMTREE TR
20 institutions · $10.2M total · 341,711 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | Marks Group Wealth Management, Inc | 111,625 | $3.2M | 32.66% | 2025-12-31 |
| 2 | Royal Bank of Canada | 54,075 | $1.6M | 15.82% | 2025-12-31 |
| 3 | Corient Private Wealth LLC | 34,710 | $1.0M | 10.15% | 2025-12-31 |
| 4 | Forthright Family Wealth Advisory LLC | 25,275 | $851.5K | 7.39% | 2025-09-30 |
| 5 | Atria Investments, Inc | 21,806 | $734.6K | 6.38% | 2025-09-30 |
| 6 | WORLD EQUITY GROUP, INC. | 15,521 | $522.9K | 4.54% | 2025-09-30 |
| 7 | Insight Advisors, LLC/ PA | 14,537 | $421.7K | 4.25% | 2025-12-31 |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,455 | $366.0K | 3.35% | 2025-12-31 |
| 9 | JANE STREET GROUP, LLC | 11,155 | $323.6K | 3.26% | 2025-12-31 |
| 10 | SFMG, LLC | 10,779 | $312.7K | 3.15% | 2025-12-31 |
| 11 | GTS SECURITIES LLC | 10,485 | $304.2K | 3.06% | 2025-12-31 |
| 12 | Smartleaf Asset Management LLC | 5,060 | $147.3K | 1.48% | 2025-12-31 |
| 13 | Quattro Advisors LLC | 4,143 | $120.2K | 1.21% | 2025-12-31 |
| 14 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,132 | $90.9K | 0.91% | 2025-12-31 |
| 15 | NATIONAL BANK OF CANADA /FI/ | 3,023 | $87.7K | 0.88% | 2025-12-31 |
| 16 | Federation des caisses Desjardins du Quebec | 2,975 | $86.3K | 0.87% | 2025-12-31 |
| 17 | COUNTRY TRUST BANK | 869 | $25.2K | 0.25% | 2025-12-31 |
| 18 | PNC Financial Services Group, Inc. | 606 | $17.6K | 0.17% | 2025-12-31 |
| 19 | Allworth Financial LP | 400 | $11.6K | 0.11% | 2025-12-31 |
| 20 | Farther Finance Advisors, LLC | 80 | $2.3K | 0.02% | 2025-12-31 |