13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 270 managers

Reported value

$1.05B

Holders

270

+25 new · −39 exited

Holders’ est. mark

−$124.3M

Price effect on 226 books still in the name

Largest holder

$142M

MEITAV INVESTMENT HOUSE LTD

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
MEITAV INVESTMENT HOUSE LTD3.48M$142M−$17.4MCut−$5.13M
MORGAN STANLEY2.88M$117.6M−$15.8MCut−$30.8M
LPL Financial LLC1.37M$55.9M−$7.53MCut−$29.2M
JPMORGAN CHASE & CO1.16M$45.9M−$7.35MCut−$4.86M
BANK OF AMERICA CORP /DE/1.05M$42.8M−$5.76MCut−$24.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD987K$40.3M−$5.42MCut−$5.42M
OLD MISSION CAPITAL LLC886.8K$36.2M−$2.89MAdded$11.8M
Composition Wealth, LLC594.4K$24.3M−$3.26MCut−$7.51M
Catalyst Capital Advisors LLC587.8K$24M−$2.42MAdded$3.59M
Millburn Ridgefield LLC /DE/587.8K$24M−$2.42MAdded$3.59M
BARCLAYS PLC561.3K$22.9M−$1.71MAdded$8.52M
CIBC Bancorp USA Inc.488.1K$19.9MHeld
Venture Visionary Partners LLC426.6K$17.4M−$2.35MCut−$3.52M
WELLS FARGO & COMPANY/MN401.1K$16.4M−$2.2MCut−$18.9M
Kestra Advisory Services, LLC383.4K$15.6M−$2.11MCut−$2.41M
RAYMOND JAMES FINANCIAL INC381.8K$15.6M−$2.1MCut−$4.99M
Trajan Wealth LLC374.9K$15.3M−$1.93MCut−$962.1K
CITIGROUP INC356.7K$14.6M−$1.08MAdded$5.49M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD342.4K$14M−$1.88MCut−$1.88M
BlackRock, Inc.337.5K$13.8M−$1.83MCut−$1.69M
AMERIPRISE FINANCIAL INC306.9K$12.5M−$1.68MCut−$4.13M
UBS Group AG300.5K$12.3M−$1.65MCut−$6.01M
MASSACHUSETTS FINANCIAL SERVICES CO /MA/297.5K$12.1M−$1.63MCut−$2.51M
SBI Securities Co., Ltd.289K$11.8M−$1.59MCut−$3.03M
ROYAL BANK OF CANADA266.9K$10.9M−$885.9KAdded$3.42M
GenTrust, LLC237.5K$9.69M−$1.2MCut−$447.5K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO231.5K$9.44M−$1.27MCut−$7.41M
Randolph Co Inc219.3K$8.95M−$1.2MCut−$1.2M
Private Advisor Group, LLC215.1K$8.78M−$1.18MCut−$11.1M
Capital Investment Counsel, LLC207.9K$8.48M−$1.14MCut−$1.27M
COMMONWEALTH EQUITY SERVICES, LLC186.6K$7.61M−$992.3KCut−$753.1K
SUSQUEHANNA INTERNATIONAL GROUP, LLP185.5K$7.57M−$849.5KAdded$404K
NEW VERNON CAPITAL HOLDINGS II LLC177.3K$7.23M−$973.3KCut−$6.79M
Bulltick Wealth Management, LLC159.9K$6.52M−$877.7KCut−$877.7K
Stelac Advisory Services LLC159.5K$6.51MNew
Circle Wealth Management, LLC155.5K$6.35M−$788.9KCut−$306K
Provident Co of the Employees of the Hebrew University LTD155.3K$6.34M−$852.8KCut−$852.8K
Laurel Wealth Planning LLC152.3K$6.21M−$790KCut−$448.9K
NewEdge Wealth, LLC148.6K$6.06M−$816.1KCut−$5.14M
Mariner, LLC145.2K$5.93M−$342.5KAdded$3.04M
Leibman Financial Services, Inc.137.9K$5.63M−$724.6KCut−$481.6K
Equitable Holdings, Inc.117.3K$5.43M−$0Cut−$378.2K
Cullen Capital Management, LLC114.1K$4.66M−$488.4KAdded$539.3K
MML INVESTORS SERVICES, LLC113.3K$4.62M−$622KCut−$5.9M
Grey Ledge Advisors, LLC107.8K$4.4M−$538.1KCut−$141.7K
Avid Wealth Partners LLC100.9K$4.12M−$554KCut−$2.58M
Glen Eagle Advisors, LLC97.5K$3.98M−$535KCut−$748.7K
GOLDMAN SACHS GROUP INC92.1K$3.76M−$440.9KAdded$40K
ENVESTNET ASSET MANAGEMENT INC89.2K$3.64M−$489.7KCut−$1.2M
Dynamic Advisor Solutions LLC87.7K$3.58M−$454.5KCut−$253.4K
D. E. Shaw & Co., Inc.87.4K$3.56M−$65.7KAdded$3.01M
MARSHALL WACE, LLP77.8K$3.17MNew
Rockefeller Capital Management L.P.69.6K$2.84M−$338.2KCut−$10.2K
Wealthfront Advisers LLC69K$2.81M−$289.1KAdded$377.4K
STIFEL FINANCIAL CORP65.7K$2.68M−$355.5KCut−$318.8K
Atria Investments, Inc65.6K$2.68M−$340.6KCut−$194.8K
Meridian Wealth Management, LLC61.8K$2.52M−$339.3KCut−$1.61M
Cetera Investment Advisers57.1K$2.33M−$276.3KCut−$1.14K
Merit Financial Group, LLC55.4K$2.26M−$304KCut−$732.1K
Waverly Advisors, LLC54.4K$2.22MNew
ZACKS INVESTMENT MANAGEMENT52.1K$2.13M−$228KAdded$204.7K
Carmel Capital Management L.L.C.51.8K$2.11M−$284.1KCut−$4.27M
Sharper & Granite LLC50.9K$2.08M−$251.8KCut−$45.6K
Narus Financial Partners, LLC49.4K$2.02M−$271.1KCut−$350.4K
Allworth Financial LP48.5K$1.98M−$246.2KCut−$97.3K
JONES FINANCIAL COMPANIES LLLP48.9K$1.95M−$220.7KAdded$370.4K
BLAIR WILLIAM & CO/IL47.1K$1.92M−$258.3KCut−$404.4K
Cohen Klingenstein LLC47K$1.92M−$258KCut−$563.5K
TABLEAUX LLC40.8K$1.66M−$176.5KAdded$534.6K
Migdal Insurance & Financial Holdings Ltd.36.2K$1.48M$1.48MAdded$1.38M
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.33.1K$1.35M−$181.6KCut−$181.6K
Apollon Wealth Management, LLC32.8K$1.34M−$152.8KAdded$52K
Creative Planning32.4K$1.32M−$178.1KCut−$257.1K
TD Waterhouse Canada Inc.32.2K$1.31M−$31.8KAdded$1.05M
BNP PARIBAS FINANCIAL MARKETS31.4K$1.28M−$69.1KAdded$700.3K
Itau Unibanco Holding S.A.29.8K$1.21M−$149.4KCut−$149.4K
Whitaker-Myers Wealth Managers, LTD.28.5K$1.16M−$156.3KCut−$384.2K
Beacon Pointe Advisors, LLC27.3K$1.11M−$59.1KAdded$616.3K
Perigon Wealth Management, LLC27.1K$1.11M−$148.9KCut−$151.9K
CHAPMAN FINANCIAL GROUP, LLC26.9K$1.1M−$146.7KCut−$138.5K
Clearstead Advisors, LLC26.9K$1.1M−$138.3KCut−$70.3K
THEORY FINANCIAL LLC26.6K$1.09M−$90.3KCut−$2.03M
Sunbelt Securities, Inc.26.5K$1.08M−$133.7KCut−$45K
IHT Wealth Management, LLC26.2K$1.07M−$142.7KCut−$136K
MAI Capital Management25.7K$1.05M−$141.1KCut−$150.5K
Oxinas Partners, LLC25.4K$1.04M−$125.1KCut−$17.1K
Strategic Wealth Investment Group, LLC25.3K$1.03M−$139.2KCut−$172.5K
PKS Advisory Services, LLC25.2K$1.03M−$138KCut−$134K
NAPLES GLOBAL ADVISORS, LLC24.2K$988.5K−$133KCut−$133K
Viewpoint Capital Management LLC24K$978.1K−$131.6KCut−$131.6K
Robertson Stephens Wealth Management, LLC23.8K$969K−$130.4KCut−$159.6K
Smartleaf Asset Management LLC24K$949.2K−$141.1KCut−$88.4K
RoundAngle Advisors LLC23K$937K−$126.1KCut−$815K
Squarepoint Ops LLC22.5K$919.3KNew
Mirae Asset Global Investments Co., Ltd.22K$897.6K−$120.8KCut−$120.8K
TUDOR INVESTMENT CORP ET AL21.9K$894.2K−$25.2KAdded$682K
Caprock Group, LLC21.8K$891.3K−$117.4KCut−$98.2K
BANK OF NOVA SCOTIA21.8K$891.1K−$119.8KCut−$119.8K
HighTower Advisors, LLC21.1K$862.8K−$101.5KAdded$7.11K
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC21K$856.8K−$115.3KCut−$115.3K
Verity Asset Management, Inc.20.9K$853.7K−$112.2KCut−$92.5K
OSAIC HOLDINGS, INC.20.5K$836.1K−$105.4KCut−$52.2K
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP20.1K$825.8K−$98.3KAdded$14.3K
Savant Capital, LLC19.9K$812.9K−$109.4KCut−$128.9K
Sanctuary Advisors, LLC19.6K$800.2K−$104.2KCut−$78.1K
&PARTNERS19.6K$798.5KNew
Stratos Wealth Advisors, LLC18.3K$747.1K−$52.2KAdded$307.2K
Beacon Financial Advisory LLC17.3K$705.1K−$94.9KCut−$178K
Focus Partners Wealth15.1K$614.8K−$82.7KCut−$82.7K
WASHINGTON GROWTH STRATEGIES LLC14.9K$607.2K−$81.7KCut−$81.7K
NBC SECURITIES, INC.14.6K$597.5K−$80.4KCut−$157.4K
Corient Private Wealth LLC26.3K$595K−$344.2KCut−$79.5K
Harbour Capital Advisors, LLC13.3K$579.7K−$41.2KCut−$41.2K
INSIGNEO ADVISORY SERVICES, LLC14K$569.4K−$75.4KCut−$66.4K
BigSur Wealth Management LLC13.8K$561.8K−$54.9KAdded$98.9K
SILVERCREST ASSET MANAGEMENT GROUP LLC13.7K$559K−$75.2KCut−$75.2K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC13.5K$551.8K−$75.4KCut−$400.8K
NEUBERGER BERMAN GROUP LLC13.2K$539K−$72.5KCut−$72.5K
BALDWIN WEALTH PARTNERS LLC/MA13.1K$533.3K−$71.8KCut−$71.8K
FIFTH THIRD BANCORP13K$530.8KNew
KINGSWOOD WEALTH ADVISORS, LLC13K$528.7K−$64.1KCut−$11.4K
Goldenstone Wealth Management LLC11.7K$478.8K−$62.2KCut−$45.5K
Concurrent Investment Advisors, LLC11.7K$477.8K−$64.3KCut−$653.1K
MERCER GLOBAL ADVISORS INC /ADV11.6K$474.4K−$63.8KCut−$121.5K
LEVEL FOUR ADVISORY SERVICES, LLC11.5K$470.9K−$63.3KCut−$1.7M
JENNISON ASSOCIATES LLC11.2K$455K−$61.2KCut−$1.04M
SWEENEY & MICHEL, LLC10.3K$443.5K−$33KCut−$24.4K
IFP Advisors, Inc10.8K$439.7K−$59.2KCut−$61K
Cascade Financial Partners, LLC10.7K$437.1K−$58.8KCut−$215.6K
Congress Park Capital LLC10.5K$430K−$46.7KAdded$35.9K
Sigma Planning Corp10.2K$414.5K−$55.8KCut−$84.5K
DGS Capital Management, LLC10.1K$410.3K−$29.9KAdded$158K
LOOMIS SAYLES & CO L P9.99K$407.7K−$54.9KCut−$2.59M
Mutual Advisors, LLC9.84K$401.6K−$54KCut−$65K
D.A. DAVIDSON & CO.9.84K$401.4K−$54KCut−$54K
Western Wealth Management, LLC9.56K$390K−$52.5KCut−$65.4K
Golden State Equity Partners9.5K$387.7K−$52.2KCut−$239.4K
HARBOUR INVESTMENT MANAGEMENT LLC9.19K$375K−$50.5KCut−$62.7K
Stratos Wealth Partners, LTD.9.16K$373.8K−$50.3KCut−$9M
Crewe Advisors LLC9.15K$373.3K−$36.5KAdded$65.5K
MOODY LYNN & LIEBERSON, LLC9.05K$369.3K−$49.7KCut−$49.7K
DF DENT & CO INC9K$367.2K−$49.4KCut−$49.4K
Pathstone Holdings, LLC8.97K$365.9K−$47.6KCut−$35.3K
Blue Zone Wealth Advisors, LLC8.88K$362.4K−$48.8KCut−$105.5K
Riverview Capital Advisers, LLC8.86K$361.3K−$48.6KCut−$48.6K
Peak Financial Management, Inc.8.85K$361K−$48.6KCut−$48.6K
Prospect Financial Services LLC8.68K$354.3K−$47.7KCut−$47.7K
Envestnet Portfolio Solutions, Inc.8.62K$351.8K−$44KCut−$19.1K
DIVERSIFIED TRUST CO8.56K$349.2K−$47KCut−$47K
Quadrature Capital Ltd8.46K$345.3K−$46.5KCut−$550.2K
Capital Investment Advisory Services, LLC8.45K$344.8K−$46.4KCut−$48.7K
EP Wealth Advisors, LLC8.43K$343.9K−$46.3KCut−$453.4K
Cosner Financial Group, LLC8.14K$332K−$44.4KCut−$42K
GHP Investment Advisors, Inc.8.1K$330.6K−$44.5KCut−$44.5K
Moors & Cabot, Inc.8.06K$328.8K−$44.2KCut−$79K
Steward Partners Investment Advisory, LLC7.84K$319.7K−$43KCut−$110.2K
INDEPENDENT FINANCIAL GROUP, LLC7.79K$317.8K−$42.8KCut−$105.8K
HARBOUR INVESTMENTS, INC.7.65K$312.2K−$33.3KAdded$31.3K
Aptus Capital Advisors, LLC7.63K$311.1K−$35.1KAdded$14.8K
TWO SIGMA SECURITIES, LLC7.47K$304.9KNew
NORTHERN TRUST CORP7.3K$297.8K−$40.1KCut−$40.1K
UMB Bank, n.a.7.26K$296.1K−$39.8KCut−$39.8K
RAINEY & RANDALL WEALTH ADVISORS INC.7.07K$294.9K−$28.2KCut−$20K
KESTRA PRIVATE WEALTH SERVICES, LLC7.12K$290.3KNew
Pachira Investments Inc.7.07K$288.5K−$38.8KCut−$368.4K
Integrated Wealth Concepts LLC6.93K$282.8KNew
Procyon Advisors, LLC6.91K$282.1K−$34.6KCut−$10.1K
Exit Wealth Advisors, LLC.6.69K$273.1K−$36.7KCut−$102.3K
Fidelity6.38K$260.4K−$35KCut−$45.1K
HARBOR INVESTMENT ADVISORY, LLC6.35K$259.1K−$34.9KCut−$44.1K
Pettinga Financial Advisors LLC6.2K$253K−$34KCut−$34K
Summit Financial, LLC6.03K$246.1K−$33.1KCut−$75.9K
Arta Finance Wealth Management LLC6K$245K−$33KCut−$77.4K
BCS Private Wealth Management, Inc.6K$244.8K−$24.7KAdded$36.5K
Portland Global Advisors LLC5.67K$231.3K−$31.1KCut−$42.7K
J.W. COLE ADVISORS, INC.5.54K$226.2KNew
FLC Capital Advisors5.47K$223.2K−$30KCut−$30K
Dunhill Financial, LLC5.45K$222.5K−$29.9KCut−$29.9K
Prosperity Consulting Group, LLC5.27K$214.9K−$28.9KCut−$3.71M
RFG Advisory, LLC5.27K$214.9K−$27.6KCut−$17.8K
E&G Advisors, LP5.25K$214.4K−$28.3KCut−$24.2K
ASSETMARK, INC5.18K$211.3K−$28.4KCut−$34.5K
Wealthcare Advisory Partners LLC5.12K$209K−$28.1KCut−$85.4K
Sava Infond d.o.o.5K$204K−$27.5KCut−$27.4K
Gateway Wealth Partners, LLC4.99K$203.5K−$27.4KCut−$236.3K
PlanVest Financial, Inc4.99K$203.4KHeld
CIBC WORLD MARKET INC.4.92K$200.6K−$26.6KCut−$24.1K
Global Trust Asset Management, LLC4.88K$199.1K−$25.7KCut−$17.5K
FWL INVESTMENT MANAGEMENT, LLC4.71K$192K−$22.6KAdded$1.61K
TopTier Wealth Management, LLC4.69K$191.3KNew
TRUST CO OF TOLEDO NA /OH/4.44K$181.3K−$13.5KAdded$67.2K
BARTLETT & CO. WEALTH MANAGEMENT LLC4.1K$175.5K−$14.3KCut−$14.3K
Rosenberg Matthew Hamilton4.09K$167K−$22.5KCut−$22.5K
PNC Financial Services Group, Inc.3.72K$151.9K−$20.4KCut−$20.4K
Keating Financial Advisory Services, Inc.3.28K$133.9K−$18KCut−$41.5K
CWM, LLC3.27K$133.5K$133.3KAdded$133.3K
Farther Finance Advisors, LLC3.27K$133.4K−$8.97KAdded$58.2K
PRIVATE TRUST CO NA3.17K$129.5K−$17.4KCut−$81.9K
Osbon Capital Management LLC3.05K$124.3K−$16.7KCut−$16.7K
Clal Insurance Enterprises Holdings Ltd3M$122.4K−$16.5KCut−$16.5K
ISLAY CAPITAL MANAGEMENT, LLC3K$122.4K−$16.5KCut−$16.5K
Arax Advisory Partners2.88K$117.6KNew
BANK OF MONTREAL /CAN/2.76K$112.4K−$12.7KAdded$5.01K
Greykasell Wealth Strategies, Inc.2.43K$99K−$13.3KCut−$13.3K
Stone House Investment Management, LLC2.36K$96.5KNew
GLENMEDE TRUST CO NA2.34K$95.6K−$12.9KCut−$12.9K
Advisory Services Network, LLC2.11K$86.1KNew
SIGNATUREFD, LLC1.56K$63.8K−$2.47KAdded$43K
FINANCIAL CONSULATE, INC1.5K$61.2K−$8.24KCut−$8.23K
IAG Wealth Partners, LLC1.42K$58.1K−$143Added$56.9K
Murphy & Mullick Capital Management Corp1.36K$55.4K−$7.46KCut−$7.46K
US BANCORP \DE\1.33K$54.3K−$7.3KCut−$7.3K
Russell Investments Group, Ltd.1.32K$53.8K−$7.24KCut−$7.24K
Federation des caisses Desjardins du Quebec1.2K$48.8K−$1.08KAdded$39.5K
HUNTINGTON NATIONAL BANK1.12K$45.7K−$6.15KCut−$6.15K
PROTECTIVE LIFE CORP1.07K$43.9KNew
Evelyn Partners Investment Management LLP1K$40.8K−$5.49KCut−$5.49K
AE Wealth Management LLC984$40.2K−$2.22KAdded$21.5K
Parallel Advisors, LLC800$32.6K−$4.39KCut−$4.39K
ROTHSCHILD INVESTMENT LLC800$32.6K−$4.39KCut−$4.39K
NATIONAL BANK OF CANADA /FI/755$30.8K−$4.14KCut−$18K
Breakwater Investment Management621$25.3K−$3.41KCut−$3.41K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC595$24.3K−$3.28KCut−$4.91K
SRH ADVISORS, LLC565$23.1K−$3.1KCut−$3.1K
Tower Research Capital LLC (TRC)561$22.9KNew
CALDWELL SUTTER CAPITAL, INC.530$21.6K−$2.86KCut−$2.45K
CoreCap Advisors, LLC470$19.2K−$2.38KCut−$914
Steigerwald, Gordon & Koch Inc.448$18.3K−$2.46KCut−$2.46K
Horizon Investments, LLC400$16.3K−$1.1KAdded$7.06K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC392$16KNew
Hamrick Investment Counsel, llc350$14.3KNew
Allianz SE272$11.1KNew
Washington Trust Advisors, Inc.212$8.65K−$1.16KCut−$1.16K
Spire Wealth Management200$8.16K−$1.1KCut−$1.1K
Investment Research & Advisory Group, Inc.200$8.16K−$1.1KCut−$1.1K
Medallion Wealth Advisors, LLC186$7.61K−$1.02KCut−$1.02K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC151$6.16K−$829Cut−$829
Sunrise Financial Services, LLC149$6.08K−$818Cut−$818
Johnson Financial Group, Inc.148$6.04KNew
LM Advisors LLC217$5.32K$630Added$500
FLOW TRADERS U.S. LLC121.9K$4.97KNew
Bogart Wealth, LLC102$4.16K−$559Cut−$559
Walsh & Associates, LLC100$4.08K−$548Cut−$548
Geneos Wealth Management Inc.100$4.08K−$549Cut−$549
KELLEHER FINANCIAL ADVISORS89$3.63K−$489Cut−$489
CREATIVE FINANCIAL DESIGNS INC /ADV85$3.48K−$469Cut−$469
Zurcher Kantonalbank (Zurich Cantonalbank)87$3.43K−$558Cut−$489.4K
Harel Insurance Investments & Financial Services Ltd.66K$2.69K−$362Cut−$72.4K
Davis Capital Management64$2.61K−$352Cut−$352
MATHER GROUP, LLC.58$2.37KNew

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.