CUSIP 97717Y725
WISDOMTREE TR
65 institutions · $68.7M total · 1,562,349 shares · WT
| # | Manager | Shares | Value | % of Total | Period |
|---|---|---|---|---|---|
| 1 | INVENIO WEALTH PARTNERS LLC | 187,990 | $8.4M | 12.03% | 2025-12-31 |
| 2 | IHT Wealth Management, LLC | 184,293 | $8.2M | 11.79% | 2025-12-31 |
| 3 | LPL Financial LLC | 130,133 | $5.8M | 8.32% | 2025-12-31 |
| 4 | Atria Investments, Inc | 125,570 | $5.6M | 8.03% | 2025-12-31 |
| 5 | Insight Advisors, LLC/ PA | 97,196 | $4.3M | 6.22% | 2025-12-31 |
| 6 | Defined Financial Planning LLC | 84,968 | $3.8M | 5.43% | 2025-09-30 |
| 7 | Mariner, LLC | 71,562 | $3.2M | 4.58% | 2025-12-31 |
| 8 | NBC SECURITIES, INC. | 58,569 | $2.6M | 3.74% | 2025-12-31 |
| 9 | Truadvice, LLC | 61,902 | $2.6M | 3.96% | 2023-12-31 |
| 10 | JANE STREET GROUP, LLC | 51,142 | $2.3M | 3.27% | 2025-12-31 |
| 11 | Oxinas Partners Wealth Management LLC | 46,427 | $2.1M | 2.97% | 2025-12-31 |
| 12 | RFG Advisory, LLC | 44,134 | $2.0M | 2.82% | 2025-12-31 |
| 13 | Bison Wealth, LLC | 42,076 | $1.9M | 2.69% | 2025-06-30 |
| 14 | WealthPoint Financial, LLC | 38,686 | $1.7M | 2.47% | 2025-12-31 |
| 15 | RAYMOND JAMES FINANCIAL INC | 31,697 | $1.4M | 2.02% | 2025-12-31 |
| 16 | HARBOUR INVESTMENTS, INC. | 25,535 | $1.1M | 1.63% | 2025-12-31 |
| 17 | Concurrent Investment Advisors, LLC | 24,801 | $1.1M | 1.58% | 2025-12-31 |
| 18 | KLR INVESTMENT ADVISORS, LLC | 19,462 | $825.9K | 1.24% | 2024-03-31 |
| 19 | BALDWIN WEALTH PARTNERS LLC/MA | 17,283 | $779.1K | 1.10% | 2024-09-30 |
| 20 | Private Advisor Group, LLC | 16,999 | $757.2K | 1.08% | 2025-12-31 |
| 21 | Vestmark Advisory Solutions, Inc. | 14,505 | $646.1K | 0.92% | 2025-12-31 |
| 22 | ENVESTNET ASSET MANAGEMENT INC | 14,433 | $642.9K | 0.92% | 2025-12-31 |
| 23 | CITADEL ADVISORS LLC | 12,278 | $530.4K | 0.78% | 2024-12-31 |
| 24 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11,386 | $505.7K | 0.72% | 2025-06-30 |
| 25 | My Legacy Advisors, LLC | 11,395 | $494.6K | 0.72% | 2024-06-30 |
| 26 | Empirical Asset Management, LLC | 9,594 | $427.4K | 0.61% | 2025-12-31 |
| 27 | Cetera Investment Advisers | 9,126 | $406.5K | 0.58% | 2025-12-31 |
| 28 | Wealthcare Advisory Partners LLC | 7,837 | $349.1K | 0.50% | 2025-12-31 |
| 29 | REAP Financial Group, LLC | 7,099 | $316.2K | 0.45% | 2025-12-31 |
| 30 | Claro Advisors LLC | 7,193 | $312.2K | 0.46% | 2024-03-31 |
| 31 | Golden State Equity Partners | 6,554 | $291.9K | 0.41% | 2025-12-31 |
| 32 | Beacon Financial Advisory LLC | 6,552 | $291.9K | 0.41% | 2025-12-31 |
| 33 | Gateway Wealth Partners, LLC | 5,853 | $260.7K | 0.37% | 2025-12-31 |
| 34 | Bank of New York Mellon Corp | 5,638 | $251.1K | 0.36% | 2025-12-31 |
| 35 | DRIVE WEALTH MANAGEMENT, LLC | 5,186 | $230.3K | 0.33% | 2025-06-30 |
| 36 | Summit Financial, LLC | 5,149 | $229.4K | 0.32% | 2025-12-31 |
| 37 | Obsidian Personal Planning Solutions LLC | 5,223 | $225.3K | 0.33% | 2024-06-30 |
| 38 | BANK OF MONTREAL /CAN/ | 4,972 | $224.2K | 0.31% | 2024-09-30 |
| 39 | Cetera Advisor Networks LLC | 4,999 | $217.0K | 0.31% | 2024-03-31 |
| 40 | Walkner Condon Financial Advisors LLC | 4,625 | $202.7K | 0.29% | 2025-03-31 |
| 41 | Team Financial Group, LLC | 4,524 | $188.5K | 0.28% | 2023-12-31 |
| 42 | JPMORGAN CHASE & CO | 4,001 | $178.2K | 0.25% | 2025-12-31 |
| 43 | EVOLUTION WEALTH MANAGEMENT INC. | 3,553 | $158.3K | 0.22% | 2025-12-31 |
| 44 | CoreCap Advisors, LLC | 2,801 | $124.8K | 0.17% | 2025-12-31 |
| 45 | Credential Qtrade Securities Inc. | 2,170 | $110.1K | 0.13% | 2025-06-30 |
| 46 | Aptus Capital Advisors, LLC | 2,004 | $89.3K | 0.12% | 2025-12-31 |
| 47 | PSI Advisors, LLC | 1,858 | $81.4K | 0.11% | 2025-03-31 |
| 48 | OSAIC HOLDINGS, INC. | 1,500 | $65.1K | 0.09% | 2024-03-31 |
| 49 | Avior Wealth Management, LLC | 1,424 | $59.3K | 0.09% | 2023-12-31 |
| 50 | ORG Partners LLC | 1,300 | $57.9K | 0.08% | 2025-09-30 |
| 51 | Glen Eagle Advisors, LLC | 789 | $39.5K | 0.05% | 2024-06-30 |
| 52 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 620 | $26.7K | 0.03% | 2024-06-30 |
| 53 | CREATIVE FINANCIAL DESIGNS INC /ADV | 315 | $14.0K | 0.02% | 2025-12-31 |
| 54 | IFP Advisors, Inc | 223 | $9.9K | 0.01% | 2025-12-31 |
| 55 | UBS Group AG | 167 | $7.4K | 0.01% | 2025-06-30 |
| 56 | GUARDIAN WEALTH ADVISORS, LLC / NC | 162 | $7.3K | 0.01% | 2024-09-30 |
| 57 | Transce3nd, LLC | 108 | $4.8K | 0.00% | 2025-06-30 |
| 58 | DHJJ Financial Advisors, Ltd. | 22 | $980 | 0.00% | 2025-12-31 |
| 59 | PARK AVENUE SECURITIES LLC | 8,724 | $377 | 0.55% | 2024-12-31 |
| 60 | Smartleaf Asset Management LLC | 5 | $232 | 0.00% | 2025-12-31 |
| 61 | CENTAURUS FINANCIAL, INC. | 4,005 | $178 | 0.25% | 2025-12-31 |
| 62 | Wayfinding Financial, LLC | 2,051 | $89 | 0.13% | 2025-03-31 |
| 63 | FMR LLC | 1 | $45 | 0.00% | 2025-12-31 |
| 64 | WELLS FARGO & COMPANY/MN | 0 | $9 | 0.00% | 2025-12-31 |
| 65 | CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | $0 | 0.00% | 2025-06-30 |