13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 16 managers

Reported value

$2.85M

Holders

16

+4 new · −4 exited

Holders’ est. mark

$34.4K

Price effect on 12 books still in the name

Largest holder

$869.4K

LPL Financial LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC40.1K$869.4K$7.78KAdded$417.4K
BANK OF AMERICA CORP /DE/29.2K$633K$10.7KCut−$41.2K
JANE STREET GROUP, LLC21.6K$466.9KNew
RAYMOND JAMES FINANCIAL INC18.3K$396.6KNew
AE Wealth Management LLC13.8K$297.8K$5.02KCut−$14.7K
MORGAN STANLEY2.72K$59K$879Added$8.37K
Western Wealth Management, LLC1.55K$33.6KNew
OSAIC HOLDINGS, INC.1.4K$30.3K$517Cut−$7.36K
Farther Finance Advisors, LLC1.1K$24K$641Added$641
Murphy & Mullick Capital Management Corp1.08K$23.4K$396Cut−$3.69K
CWM, LLC387$8.38K$8.37KAdded$8.37K
Geneos Wealth Management Inc.102$2.21K$37Added$37
Glen Eagle Advisors, LLC100$2.17K$37Added$37
Advisory Services Network, LLC51$1.1KNew
JTC Employer Solutions Trustee Ltd5.8K$126$3Added$3
WELLS FARGO & COMPANY/MN1$21−$0Cut−$36.4K

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.