13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 65 managers

Reported value

$104.9M

Holders

65

+22 new · −1 exited

Holders’ est. mark

$8.05M

Price effect on 43 books still in the name

Largest holder

$15.4M

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 LLC282.5K$15.4M$1.1MAdded$8.92M
Berkeley, Inc222.8K$12.1M$1.77MAdded$1.77M
Horizon Wealth Management, LLC210K$11.4MNew
JANE STREET GROUP, LLC118.6K$6.45M$92.9KAdded$5.91M
CHANNEL WEALTH LLC102.4K$5.57M$730.1KAdded$1.31M
MORGAN STANLEY89.8K$4.88M$671.8KAdded$966K
Quadrature Capital Ltd70.4K$3.83MNew
TAGStone Capital, Inc.69.7K$3.79M$430.4KAdded$1.28M
SUSQUEHANNA INTERNATIONAL GROUP, LLP69.2K$3.76M$130.7KAdded$3M
Signal Advisors Wealth, LLC65.4K$3.55M$329.8KAdded$1.63M
D.A. DAVIDSON & CO.65.2K$3.55M$417.2KAdded$1.11M
Private Advisor Group, LLC46.5K$2.53MNew
Steward Partners Investment Advisory, LLC40.1K$2.18M$319.2KAdded$314K
INTEGRITY ALLIANCE, LLC.36.2K$1.97MNew
Citadel34.4K$1.87M$240.6KAdded$469.8K
Sanctuary Advisors, LLC33.4K$1.82MNew
BANK OF AMERICA CORP /DE/32.8K$1.78M$260.9KAdded$67K
WJ Wealth Management, LLC32.7K$1.78MNew
JONES FINANCIAL COMPANIES LLLP31.3K$1.66M$23.4KAdded$1.49M
Corient Private Wealth LLC25.6K$1.39M$204.1KAdded$201.4K
ENVESTNET ASSET MANAGEMENT INC25.5K$1.39M$185.4KAdded$307.3K
BEARING POINT CAPITAL, LLC25.2K$1.37M$172.4KAdded$363.1K
Eldridge Investment Advisors, Inc.23.8K$1.29M$189.3KCut−$12.1K
Maridea Wealth Management LLC22.3K$1.21M$177.5KAdded$163.2K
STIFEL FINANCIAL CORP20K$1.09MNew
E&G Advisors, LP20K$1.09M$37.4KAdded$869.1K
Security National Bank15.5K$842.3KNew
Evelyn Partners Investment Management LLP14.8K$807.1K$118.2KAdded$118.2K
CIBC WORLD MARKET INC.10.2K$556.9K$81.5KAdded$43.3K
SCOTIA CAPITAL INC.9.44K$512.9KNew
WBI INVESTMENTS, LLC9.37K$509.1K$74.5KCut−$130.4K
Essential Partners LLC7.63K$414.9K$60.8KAdded$58.7K
Spire Wealth Management7.2K$391.1KNew
Kestra Advisory Services, LLC6.15K$334.2K$38KAdded$112.8K
Geneos Wealth Management Inc.5.3K$288.1K$42.2KAdded$42.2K
Cetera Investment Advisers5.12K$278.2KNew
PFG Investments, LLC4.69K$255.2K$37.4KAdded$17.7K
World Investment Advisors4.4K$239.2K$35KAdded$35K
ROBERTS GLORE & CO INC /IL/4.34K$235.7K$34.5KAdded$29.9K
ROYAL BANK OF CANADA3.39K$184KNew
AdvisorNet Financial, Inc1.79K$97.1K$14.2KAdded$14.2K
PRIVATE TRUST CO NA920$50KNew
NATIONAL BANK OF CANADA /FI/780$42.4K$6.34KAdded$6.34K
Western Wealth Management, LLC570$31KNew
SBI Securities Co., Ltd.536$29.1K$1.72KAdded$19.1K
Main Street Group, LTD532$28.9KNew
Your Advocates Ltd., LLP444$24.1K$3.53KAdded$3.53K
Farther Finance Advisors, LLC393$22K$678Added$18.6K
OSAIC HOLDINGS, INC.304$16.5K$1.82KAdded$5.9K
Allworth Financial LP292$15.9K$1.86KAdded$5.12K
Smartleaf Asset Management LLC284$15.1K$1.62KAdded$4.17K
Grove Bank & Trust200$10.9K$1.59KAdded$1.59K
NVWM, LLC150$8.15KNew
Greykasell Wealth Strategies, Inc.133$7.25K$1.06KAdded$1.06K
Fidelity115$6.23K$883Cut−$511
NewEdge Advisors, LLC3.91K$3.91KNew
SIMPLEX TRADING, LLC50$2.72KNew
ASSETMARK, INC41$2.23K$327Added$327
Cambridge Investment Research Advisors, Inc.12.8K$695$96Added$134
FARMERS & MERCHANTS INVESTMENTS INC10$544New
Greenwich Wealth Management LLC5.03K$273New
Janney Montgomery Scott LLC4K$217New
Bogart Wealth, LLC1$54$8Added$8
WELLS FARGO & COMPANY/MN1$35$11Added$11
Capital Analysts, LLC150$8New

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.