13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 47 managers

Reported value

$56.9M

Holders

47

+4 new · −3 exited

Holders’ est. mark

$125.3K

Price effect on 43 books still in the name

Largest holder

$9.16M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC406.1K$9.16M$24.4KAdded$349.2K
McAdam, LLC300.6K$6.78M$17.8KAdded$382.3K
BANK OF AMERICA CORP /DE/248.5K$5.6M$12.2KAdded$1.19M
Trilogy Capital Inc.234.1K$5.28M$8.86KAdded$2.09M
CAPTRUST FINANCIAL ADVISORS205.5K$4.63M$12.1KAdded$263.3K
Modern Wealth Management, LLC126.9K$2.86M$3.18KCut−$560K
AXS Investments LLC107.2K$2.42M$4.39KAdded$834.8K
SYKON CAPITAL LLC102.1K$2.3M$6.37KCut−$96.4K
SILVER OAK SECURITIES, INCORPORATED85.2K$1.92M$3.2KCut−$24.3K
UBS Group AG72.5K$1.63M$2.6KAdded$692K
ROYAL BANK OF CANADA67.4K$1.52M$4KCut−$10K
STIFEL FINANCIAL CORP57.2K$1.29M$3.57KCut−$164K
WBI INVESTMENTS, LLC55.8K$1.26M$3.48KCut−$87.8K
Citadel51.6K$1.16M$687Added$916.4K
Sigma Planning Corp47.7K$1.08M$2.98KCut−$591.5K
ENVESTNET ASSET MANAGEMENT INC39.6K$893.8K$2.47KCut−$5.3M
OSAIC HOLDINGS, INC.35.3K$797K$2.12KCut−$32.9K
Ameritas Advisory Services, LLC29.5K$665.3K$1.09KAdded$273.7K
GreatBanc Trust CO28.3K$638.1KNew
Equitable Holdings, Inc.27.2K$611.3K−$1Cut−$30.1K
CREATIVE FINANCIAL DESIGNS INC /ADV25K$564.2K$1.56KCut−$19.7K
JANE STREET GROUP, LLC22.3K$503.5KNew
PFG Investments, LLC19.8K$446.8K$1.23KAdded$3.37K
Syntegra Private Wealth Group, LLC17.5K$393.7K$1.09KAdded$1.09K
GILPIN WEALTH MANAGEMENT, LLC16.5K$371.1K$1.03KCut−$26K
COMMONWEALTH EQUITY SERVICES, LLC15.5K$350.1K$961Cut−$427.9K
Kestra Advisory Services, LLC14.4K$325.1K$503Added$144K
Bucket List Wealth Management, LLC13.4K$302.2K$833Cut−$84.1K
INTERACTIVE FINANCIAL ADVISORS, INC.13K$292.4K$812Cut−$13.9K
Private Advisor Group, LLC11.9K$268.4K$742Cut−$60.2K
HighTower Advisors, LLC9.16K$206.6K$568Cut−$15.1K
JPMORGAN CHASE & CO5.13K$115.1K−$204Cut−$24.1K
Cherry Tree Wealth Management, LLC3.23K$72.9K$202Added$202
Capital Investment Advisory Services, LLC2.3K$51.9K$143Added$143
Rockefeller Capital Management L.P.2.02K$45.6KNew
Front Row Advisors LLC1.16K$26.2K$72Added$72
NATIONAL BANK OF CANADA /FI/928$20.9K$93Added$93
AE Wealth Management LLC927$20.9K$58Cut−$909
Horizon Investments, LLC870$19.6K$53Cut−$37
Dogwood Wealth Management LLC826$18.6K$51Added$51
Larson Financial Group LLC246$5.54K$22Added$67
Golden State Wealth Management, LLC166$3.74K$10Added$10
Western Wealth Management, LLC92$2.07KNew
FLOW TRADERS U.S. LLC11.4K$257$1Cut−$194
WELLS FARGO & COMPANY/MN1$32$12Added$12
MORGAN STANLEY1$28$5Added$5
Fidelity1$23$1Cut−$314

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.