13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 255 managers

Reported value

$1.03B

Holders

255

+15 new · −11 exited

Holders’ est. mark

$42.9M

Price effect on 230 books still in the name

Largest holder

$252.9M

Creative Planning

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Creative Planning4.21M$252.9M$12MCut−$5.6M
BANK OF AMERICA CORP /DE/1.28M$77.1M$3.33MAdded$10.4M
NATIONAL BANK OF CANADA /FI/608.6K$36.6M$1.71MAdded$3.59M
MORGAN STANLEY556.2K$33.4M$1.5MAdded$3.46M
HighTower Advisors, LLC517.1K$31.1M$1.46MAdded$1.83M
Unison Advisors LLC445.1K$26.8M$1.27MAdded$1.31M
ENVESTNET ASSET MANAGEMENT INC440.5K$26.5M$1.19MAdded$2.74M
CAPTRUST FINANCIAL ADVISORS430.8K$25.9M$1.14MAdded$2.97M
LPL Financial LLC416.9K$25.1M$1.19MCut−$388.6K
FIFTH THIRD BANCORP378.5K$22.7M$1.04MAdded$1.99M
OSAIC HOLDINGS, INC.367.1K$22.1M$1.05MAdded$620.2K
AMERIPRISE FINANCIAL INC365.7K$22M$392.9KAdded$14.2M
Focus Partners Wealth329.8K$19.8M$936KAdded$1.09M
RAYMOND JAMES FINANCIAL INC321.4K$19.3M$876KAdded$1.78M
GREAT VALLEY ADVISOR GROUP, INC.304.5K$18.3M$828.9KAdded$1.71M
WELLS FARGO & COMPANY/MN248.9K$15M$698.8KAdded$976.2K
OLD MISSION CAPITAL LLC233.8K$14.1M$54.4KAdded$13M
Cerity Partners LLC166.8K$10M$476.9KAdded$171.7K
Baker Ellis Asset Management LLC164.5K$9.88M$441.7KAdded$1.04M
Checchi Capital Advisers, LLC159.2K$9.56M$455.2KCut−$165.1K
Neumann Capital Management, LLC157.4K$9.46M$450.2KAdded$443.1K
BIP Wealth, LLC154.4K$9.28M$441.6KCut−$685.3K
Portland Global Advisors LLC146K$8.77M$411.3KAdded$541.2K
Cascade Financial Partners, LLC144.1K$8.66M$392.1KAdded$810.9K
Rockefeller Capital Management L.P.135.4K$8.14M$387.4KAdded$286.1K
Tortoise Investment Management, LLC131.1K$7.88M$375.1KCut−$8.45M
Discipline Wealth Solutions, LLC122.3K$7.35M$164.2KAdded$4.06M
O'Connor Financial Group LLC121.3K$7.29M−$131KCut−$145.5K
Bristlecone Value Partners, LLC120K$7.21M$343.1KAdded$342.8K
BLUELINE ADVISORS LLC117.9K$7.09M$313.2KAdded$815.9K
Stonebridge Wealth Management, LLC117.2K$7.04M$335.1KAdded$272.5K
UBS Group AG116.6K$7.01M$299.1KAdded$1.02M
Csenge Advisory Group114.5K$6.88M$327.5KCut−$538.1K
Empowered Funds, LLC104.4K$6.27MNew
Prosperity Consulting Group, LLC103.5K$6.22M$295.9KCut−$200.9K
Steward Partners Investment Advisory, LLC94.5K$5.68M$265.4KAdded$369.2K
SMITH, MOORE & CO.94K$5.65M$265.3KAdded$341.4K
Spectrum Wealth Advisory Group, LLC88.5K$5.32M$253.2KCut−$228.7K
TRB Wealth Management, LLC84.4K$5.07MHeld
Shore Point Advisors, LLC104.2K$4.93M$135.5KAdded$311.4K
BKM Wealth Management, LLC79.2K$4.76M$226.4KAdded$198.4K
Cetera Investment Advisers75.8K$4.56M$216.8KAdded$197.3K
Inlight Wealth Management, LLC70.7K$4.25M$202.3KCut−$103.1K
Efficient Advisors, LLC68.9K$4.14M$197.2KCut−$3.92M
Causey Wealth LLC67.9K$4.08M$194.3KCut−$469.9K
Leibman Financial Services, Inc.67.6K$4.06M$188.4KAdded$290.9K
rebel Financial LLC67.2K$4.04M$192.2KAdded$2.69K
Econ Financial Services Corp67K$4.02M$162.5KAdded$771K
MML INVESTORS SERVICES, LLC65.9K$3.96M$184.6KAdded$264.9K
Beckerman Institutional, LLC64.9K$3.9M$185.8KAdded$118.5K
BlackRock, Inc.64.8K$3.89M$109.7KAdded$1.7M
Addison Advisors LLC58K$3.49M$160.5KAdded$275.1K
Stratos Wealth Partners, LTD.56K$3.37M$160.1KAdded$158.3K
United Advisor Group, LLC54.2K$3.26M$155KAdded$131.8K
Haven Private, LLC50K$3.01M$142KAdded$162.3K
Premier Private Wealth Management LLC49.3K$2.97M−$67.7KCut−$813.4K
Nicholas Hoffman & Company, LLC.47.6K$2.86M$135.9KAdded$139.4K
Occidental Asset Management, LLC46.3K$2.78M$119.7KAdded$388K
Great Point Wealth Advisors, LLC45K$2.7M$128.6KCut−$195.5K
Midway Capital Research & Management44.4K$2.67M$121.1KAdded$244.8K
WESCAP Management Group, Inc.43.4K$2.61M$124KAdded$110.9K
Alpha Omega Wealth Management LLC43K$2.58M$119.7KAdded$187.3K
Mariner, LLC40.3K$2.42M$20.2KAdded$2.02M
Sterling Financial Planning, Inc.39.6K$2.38M$113.3KAdded$97.9K
ROYAL BANK OF CANADA39.4K$2.37M$112.2KAdded$43K
Texas Yale Capital Corp.38.3K$2.3M$109.5KAdded$109.5K
VISTA INVESTMENT MANAGEMENT37K$2.23M$103.3KAdded$159.2K
STIFEL FINANCIAL CORP35.9K$2.16M$99.4KAdded$167.2K
FFG RETIREMENT ADVISORS LLC35.5K$2.13M$97.6KAdded$178.5K
Focus Partners Advisor Solutions, LLC35.4K$2.13M$101.1KAdded$56.8K
Kestra Advisory Services, LLC35K$2.1M$92.5KAdded$250.9K
Sound Stewardship, LLC34.7K$2.08M$99.2KAdded$30.1K
Marathon Strategic Advisors, LLC34.5K$2.07M$95.5KAdded$161.3K
FAMILY WEALTH PARTNERS, LLC34.1K$2.05M$97.6KAdded$56.5K
PINNACLE ASSOCIATES LTD34K$2.04M$97.2KCut−$152.2K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management31.4K$1.88M$88.6KAdded$112.4K
Icahn Capital28.5K$1.71MNew
Waterfront Wealth Inc.28.4K$1.7M−$37.4KAdded$224.4K
JOHNSON INVESTMENT COUNSEL INC27.2K$1.64M$77.9KAdded$43.5K
NorthCrest Asset Manangement, LLC25.4K$1.52MNew
Lifetime Wealth Management P.C.22.6K$1.36M$61.9KAdded$122.3K
Lido Advisors, LLC22.6K$1.36M$64.8KAdded$57K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO21.8K$1.31M$62.5KCut−$2.28M
WHITTIER TRUST CO20.8K$1.25M$32.6KAdded$9.67K
Baird Financial Group, Inc.20.8K$1.25M$59.5KCut−$3.56M
SHRIER WEALTH MANAGEMENT, LLC20.5K$1.23M$58.7KAdded$37.8K
Financial Harvest, LLC20.1K$1.21M$55.5KAdded$98.7K
Perigon Wealth Management, LLC20.1K$1.21M$56.9KAdded$71.5K
Evanson Asset Management, LLC20.1K$1.21M$57.4KAdded$1.44K
Cornerstone Wealth Management, LLC19.6K$1.18M$56.1KAdded$53.8K
London & Capital Asset Management Ltd18.8K$1.13M$57.7KAdded$54.8K
COMMONWEALTH EQUITY SERVICES, LLC17.7K$1.06M$50.6KCut−$4.7K
Lodestone Wealth Management LLC16.1K$964.6K$43.5KAdded$93.5K
Avos Capital Management, LLC15.7K$944.2K$44.9KCut−$5.67M
American Capital Advisory, LLC15.3K$922.1K$43.8KAdded$45.5K
Corient Private Wealth LLC16.8K$910.9K−$42.5KAdded$69.4K
TopTier Wealth Management, LLC14.7K$883.8K$42KAdded$43.2K
Independent Advisor Alliance13.9K$835.5KNew
Beacon Pointe Advisors, LLC13.8K$826.5K$37.1KAdded$84.9K
Astra Wealth Partners LLC13.4K$803.4K$36.1KAdded$80.7K
Modera Wealth Management, LLC13.1K$785.1K$37.4KAdded$34.2K
Biltmore Family Office, LLC13.1K$784.5K$37.3KAdded$37.3K
Everest Management Corp.12.9K$774.5K$33.3KAdded$107.9K
Covenant Asset Management, LLC12.6K$755.8K$36KAdded$20.4K
TRUSTMARK BANK TRUST DEPARTMENT12.5K$749.5K$35.7KAdded$24.2K
SIMON QUICK ADVISORS, LLC11.9K$713.6K$34KAdded$34K
Matisse Capital11.5K$692.2K$32.9KAdded$32.9K
NWAM LLC11.5K$691.9K−$16.2KAdded$54.6K
Phillip James Consulting Co.9.65K$674KNew
WADDELL & ASSOCIATES, LLC11.2K$671.7K$32KAdded$32K
Sanctuary Advisors, LLC10.7K$645.1K$27.6KAdded$92.9K
LEAVELL INVESTMENT MANAGEMENT, INC.10.3K$619K$28.8KAdded$42.9K
CAHILL FINANCIAL ADVISORS INC10.1K$604.9K$28.8KCut−$7.5K
BANK OZK9.89K$594.7K$28.3KAdded$28.3K
DAVENPORT & Co LLC9.83K$590.8K$28.1KAdded$25.3K
ProVise Management Group, LLC9.76K$586.8K$27.9KAdded$3.94K
SigFig Wealth Management, LLC9.3K$559.2K$24.7KAdded$65.4K
Qube Research & Technologies Ltd9.29K$558K$346Added$551.1K
Fidelity9.15K$550K$25.6KAdded$37.1K
FLPUTNAM INVESTMENT MANAGEMENT CO9.04K$543.2K$25.7KAdded$28K
Columbus Macro, LLC9.01K$541.2K$25.7KCut−$45.7K
AssuredPartners Investment Advisors, LLC9.01K$540.1K$24.6KAdded$5.29K
UNITED CAPITAL FINANCIAL ADVISORS, LLC8.65K$519.9K$24.3KAdded$33.3K
WATERSHED PRIVATE WEALTH LLC8.36K$502.2K$23.9KCut−$52.6K
PlanVest Financial, Inc7.96K$478.1KHeld
HENGEHOLD CAPITAL MANAGEMENT LLC7.77K$467K$19.3KAdded$80.6K
Farther Finance Advisors, LLC7.61K$458.5K$22.8KAdded$19.8K
Wedmont Private Capital7.24K$453.3K$31.5KAdded$31.5K
JFS WEALTH ADVISORS, LLC7.52K$451.9K$21.5KAdded$20.4K
Chokshi & Queen Wealth Advisors, Inc7.1K$426.6K$20.3KAdded$20.3K
EASTERN BANK7.03K$422.5K$20.1KCut−$236.2K
Cresset Asset Management, LLC7.03K$422.4K$19.9KAdded$24.7K
MFA WEALTH ADVISORS, LLC6.39K$384K$18.3KCut−$461.1K
NORTHERN TRUST CORP6.05K$363.7K$17.2KAdded$18.7K
PFG Investments, LLC6.05K$363.4K$17.2KAdded$19.4K
Triasima Portfolio Management inc.5.97K$358.8K$11.4KAdded$131.6K
Integrated Wealth Concepts LLC5.96K$358.1KNew
Meridian Financial Partners LLC5.97K$356.9K−$2.53KCut−$2.53K
Atria Investments, Inc5.9K$354.6K$16.9KAdded$11.6K
Sovereign Financial Group, Inc.5.82K$349.5K$16.6KCut−$211.9K
&PARTNERS5.73K$344.1K$20.7KAdded$9.58K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC31.2K$343.1K−$1.48MCut−$2.9M
NOVEM GROUP5.69K$342.3K$12.7KAdded$90.1K
Advisory Services Network, LLC5.45K$327.7K$15.6KAdded$13.3K
FF Advisors,LLC4.98K$315.7K$30.6KAdded$22.7K
EVERGREEN CAPITAL MANAGEMENT LLC4.96K$298K$14.2KAdded$14.2K
Seed Wealth Management, Inc.4.8K$288.5K$13.7KCut−$14.9K
HighPoint Advisor Group LLC4.71K$282.9K$13.4KAdded$14.3K
JONES FINANCIAL COMPANIES LLLP4.64K$272.9K$6.02KAdded$56.1K
Bison Wealth, LLC4.18K$269.7K$24.2KAdded$24.5K
Private Advisor Group, LLC4.48K$269.3K$10.6KAdded$57.4K
AVAII WEALTH MANAGEMENT, LLC4.47K$268.6K$12.8KAdded$11.1K
Jacobs Equity LLC4.26K$256.3K$10.5KAdded$45.3K
Modern Wealth Management, LLC4.18K$251.8K$12.5KAdded$12.5K
RWA WEALTH PARTNERS, LLC4.16K$250.3K$11.9KAdded$11.9K
Ameritas Advisory Services, LLC4.15K$249.6K$11.9KAdded$11.9K
StoneX Group Inc.3.92K$235.5K$11.2KAdded$8.96K
Berger Financial Group, Inc3.88K$233.1K$11.1KCut−$1.01K
GOLDMAN SACHS GROUP INC3.76K$226K$10.8KCut−$563.8K
CoreCap Advisors, LLC3.66K$220.1K$10.5KAdded$3.36K
Aptus Capital Advisors, LLC3.61K$217K$10.3KAdded$10.3K
CAPITAL MANAGEMENT CORP /VA3.6K$216.4K$10.3KCut−$12.6K
WHITTIER TRUST CO OF NEVADA INC3.58K$214.4K$5.6KAdded$5.59K
Fairman Group, LLC3.54K$213.1K$10.1KAdded$10.8K
MERCER GLOBAL ADVISORS INC /ADV3.38K$203.3KNew
Aspect Partners, LLC3.36K$202.2K$9.62KAdded$9.62K
Passive Capital Management, LLC.3.36K$202KNew
EVOLUTION WEALTH MANAGEMENT INC.2.61K$156.7K$7.46KAdded$2.37K
SBI Securities Co., Ltd.2.47K$148.3K$7.06KCut−$5.36K
QUADRANT CAPITAL GROUP LLC2.4K$143.9K$6.85KAdded$6.85K
BLAIR WILLIAM & CO/IL2.23K$133.7K$6.37KAdded$5.34K
IFP Advisors, Inc2.18K$131K$6.23KAdded$6.29K
US BANCORP \DE\2.18K$130.9K$6.23KCut−$22.4K
Spire Wealth Management2.1K$126.5K$6.04KAdded$6.22K
Private Wealth Asset Management, LLC2.04K$122.6KNew
CWM, LLC1.96K$117.5K$90.7KAdded$117.4K
PETERSON WEALTH MANAGEMENT1.54K$92.8KNew
Legacy Bridge, LLC1.5K$90.2K$4.29KAdded$4.29K
JPMORGAN CHASE & CO1.37K$79.9K$1.59KAdded$8.14K
BANK OF MONTREAL /CAN/1.3K$78.4K$3.73KCut−$6.97K
PNC Financial Services Group, Inc.1.16K$69.7K$2.29KAdded$23.9K
AE Wealth Management LLC1.15K$69K$705Added$54.7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.14K$68.2K$46Added$67.3K
Allworth Financial LP1.05K$63K$2.96KAdded$3.14K
Clearstead Advisors, LLC1.03K$61.9K$2.95KAdded$2.94K
MASECO LLP965$58.1K$2.84KAdded$5.07K
Princeton Global Asset Management LLC790$47.5K$2.26KAdded$2.26K
Atlantic Union Bankshares Corp730$43.9K$2.09KAdded$2.09K
Colonial Trust Co / SC728$42.6K$902Cut−$472
ATLAS CAPITAL ADVISORS INC.651$39.1K$1.86KAdded$1.86K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC622$37.4K$266Added$32.1K
Hickory Point Bank & Trust600$36.1KNew
Sound Income Strategies, LLC561$33.8K$462Added$5.16K
Vanguard National Trust Co557$33.5KHeld
Founders Financial Alliance, LLC555$33.4K$1.59KAdded$1.59K
Philadelphia Investment Partners, LLC533$32.1KHeld
Osbon Capital Management LLC529$31.8K$1.51KAdded$1.51K
Walsh & Associates, LLC505$30.4K$1.44KCut−$4.28K
ROTHSCHILD INVESTMENT LLC474$28.5K$1.34KAdded$1.4K
NBC SECURITIES, INC.437$26.3K$1.25KAdded$1.08K
NBT BANK N A /NY423$25.4K$1.21KAdded$1.21K
MONTAG A & ASSOCIATES INC400$24K$1.14KAdded$1.14K
MAI Capital Management400$24K$1.14KAdded$1.14K
BOKF, NA350$21K$1KCut−$21.6K
Piscataqua Savings Bank328$19.7KNew
Keating Financial Advisory Services, Inc.300$18K$858Added$858
PRIVATE TRUST CO NA292$17.5K$835Added$835
CREATIVE FINANCIAL DESIGNS INC /ADV283$17K$809Cut−$6.17K
ELEVATION WEALTH PARTNERS, LLC275$16.5K$789Cut−$872
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC261$15.7K$780Added$780
PARK AVENUE SECURITIES LLC260.4K$15.6K$715Added$1.35K
Trust Co215$12.9K$615Added$615
HARBOUR INVESTMENTS, INC.188$11.3K$227Added$7.04K
DUNCKER STREETT & CO INC183$11K$499Added$559
Frazier Financial Advisors, LLC157$9.44K$449Added$449
SHP Wealth Management155$9.31K$305Added$3.19K
Millstone Evans Group, LLC153$9.2K$437Added$437
Hurley Capital, LLC127$7.66KNew
AdvisorNet Financial, Inc126$7.57K$361Added$361
Larson Financial Group LLC125$7.51K$358Added$358
Cambridge Investment Research Advisors, Inc.121.7K$7.32K$302Added$1.28K
Strategic Wealth Partners, Ltd.108$6.49K$309Added$309
Russell Investments Group, Ltd.95$5.71K$272Cut−$131.8K
Steigerwald, Gordon & Koch Inc.92$5.51K$220Added$280
Team Financial Group, LLC89$5.35K$255Added$255
POM Investment Strategies, LLC79$4.75KNew
ASSETMARK, INC69$4.15K$63Added$2.89K
REAP Financial Group, LLC65$3.91K$186Added$186
Sachetta, LLC59$3.55K$168Added$168
Dunhill Financial, LLC53$3.24K$221Added$164
LRI Investments, LLC50$3K$143Added$143
Janney Montgomery Scott LLC45.9K$2.76K$132Added$48
Tidemark, LLC44$2.64K$125Added$125
SIGNATUREFD, LLC40$2.4K$114Added$114
VANGUARD ADVISERS INC33$1.97KHeld
Farmers & Merchants Trust Co of Chambersburg PA31.7K$1.9K$52Added$868
Smartleaf Asset Management LLC22$1.33K$28Added$28
Financial Life Planners21$1.26KNew
Arax Advisory Partners18$1.08K$55Added$55
BOSTON FAMILY OFFICE LLC16.2K$975$35Added$262
Federation des caisses Desjardins du Quebec16$962$46Added$46
Betterment LLC14.9K$893$41Added$62
Glen Eagle Advisors, LLC15$890$45Added$45
Asset Dedication, LLC13$782$37Added$37
THOROUGHBRED FINANCIAL SERVICES, LLC6.29K$378$18Added$27
Colorado Capital Management, Inc.5.31K$319$15Cut−$24
Tower Research Capital LLC (TRC)5$300$14Cut−$101
Capital Analysts, LLC3.56K$214$11Added$11
Sankala Group LLC2$153−$4Added$73
Central Pacific Bank - Trust Division2$120$6Added$6

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.