CUSIP 97717Y634
WISDOMTREE TR
51 institutions · $417.4M total · 10,130,843 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | 3,119,691 | $137.5M | 30.79% | 2025-12-31 |
| 2 | SYM FINANCIAL Corp | 2,436,094 | $107.4M | 24.04% | 2025-12-31 |
| 3 | Stenger Family Office, LLC | 860,443 | $43.4M | 8.49% | 2025-09-30 |
| 4 | WJ Interests, LLC | 662,297 | $29.2M | 6.53% | 2025-12-31 |
| 5 | OneDigital Investment Advisors LLC | 486,433 | $21.4M | 4.80% | 2025-12-31 |
| 6 | Wealthcare Advisory Partners LLC | 296,301 | $13.1M | 2.92% | 2025-12-31 |
| 7 | 46 Peaks LLC | 275,151 | $12.1M | 2.71% | 2025-12-31 |
| 8 | Professional Financial Advisors, LLC | 271,558 | $12.0M | 2.68% | 2025-12-31 |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 46,473 | $8.1M | 0.45% | 2025-12-31 |
| 10 | LPL Financial LLC | 121,055 | $5.3M | 1.19% | 2025-12-31 |
| 11 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 103,317 | $4.6M | 1.01% | 2025-12-31 |
| 12 | JANE STREET GROUP, LLC | 89,357 | $3.8M | 0.88% | 2025-09-30 |
| 13 | CITADEL ADVISORS LLC | 75,570 | $2.8M | 0.74% | 2024-06-30 |
| 14 | Fermata Advisors, LLC | 55,063 | $2.4M | 0.54% | 2025-12-31 |
| 15 | JPMORGAN CHASE & CO | 49,818 | $2.2M | 0.49% | 2025-12-31 |
| 16 | AQR CAPITAL MANAGEMENT LLC | 49,684 | $2.2M | 0.49% | 2025-12-31 |
| 17 | Kestra Advisory Services, LLC | 25,861 | $1.1M | 0.25% | 2025-12-31 |
| 18 | Leading Edge Financial Planning LLC | 23,251 | $1.0M | 0.22% | 2025-12-31 |
| 19 | OSAIC HOLDINGS, INC. | 19,571 | $862.9K | 0.19% | 2025-12-31 |
| 20 | COMMONWEALTH EQUITY SERVICES, LLC | 19,309 | $851.3K | 0.19% | 2025-12-31 |
| 21 | WealthPlan Investment Management, LLC | 19,019 | $838.5K | 0.18% | 2025-12-31 |
| 22 | IHT Wealth Management, LLC | 14,259 | $674.7K | 0.14% | 2025-12-31 |
| 23 | OLD MISSION CAPITAL LLC | 17,285 | $640.6K | 0.17% | 2024-03-31 |
| 24 | Morton Capital Management LLC/CA | 13,517 | $513.4K | 0.13% | 2025-03-31 |
| 25 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11,342 | $398.4K | 0.11% | 2025-03-31 |
| 26 | Mariner, LLC | 7,907 | $348.6K | 0.07% | 2025-12-31 |
| 27 | RHS Financial, LLC | 10,149 | $324.2K | 0.10% | 2023-12-31 |
| 28 | GOLDMAN SACHS GROUP INC | 6,410 | $274.0K | 0.06% | 2025-09-30 |
| 29 | BANK OF MONTREAL /CAN/ | 7,190 | $267.1K | 0.07% | 2024-03-31 |
| 30 | Accurate Wealth Management, LLC | 5,523 | $249.5K | 0.05% | 2025-12-31 |
| 31 | Empirical Finance, LLC | 6,271 | $246.0K | 0.06% | 2024-09-30 |
| 32 | Barnes Wealth Management Group, Inc | 5,160 | $227.5K | 0.05% | 2025-12-31 |
| 33 | NewEdge Advisors, LLC | 4,984 | $219.7K | 0.04% | 2025-12-31 |
| 34 | KESTRA PRIVATE WEALTH SERVICES, LLC | 5,707 | $216.8K | 0.05% | 2025-03-31 |
| 35 | Strategic Wealth Partners, Ltd. | 3,504 | $149.8K | 0.03% | 2025-09-30 |
| 36 | CARDIFF PARK ADVISORS, LLC | 2,860 | $126.1K | 0.02% | 2025-12-31 |
| 37 | MORGAN STANLEY | 1,144 | $50.4K | 0.01% | 2025-12-31 |
| 38 | Royal Bank of Canada | 1,037 | $46.0K | 0.01% | 2025-12-31 |
| 39 | CWM, LLC | 890,387 | $39.3K | 8.78% | 2025-12-31 |
| 40 | UBS Group AG | 737 | $31.5K | 0.00% | 2025-09-30 |
| 41 | CIBC Private Wealth Group LLC | 495 | $21.8K | 0.00% | 2025-12-31 |
| 42 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 316 | $13.9K | 0.00% | 2025-12-31 |
| 43 | Farther Finance Advisors, LLC | 210 | $9.3K | 0.00% | 2025-12-31 |
| 44 | Northwest Capital Management Inc | 195 | $7.7K | 0.00% | 2024-09-30 |
| 45 | Avior Wealth Management, LLC | 217 | $7.6K | 0.00% | 2024-12-31 |
| 46 | Transce3nd, LLC | 95 | $3.3K | 0.00% | 2024-12-31 |
| 47 | JANICZEK WEALTH MANAGEMENT, LLC | 28 | $1.0K | 0.00% | 2024-06-30 |
| 48 | Avion Wealth | 8,437 | $371 | 0.08% | 2025-12-31 |
| 49 | FMR LLC | 1 | $43 | 0.00% | 2025-09-30 |
| 50 | HANTZ FINANCIAL SERVICES, INC. | 160 | $7 | 0.00% | 2025-12-31 |
| 51 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |