13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 5 managers

Reported value

$14.7M

Holders

5

+0 new · −0 exited

Holders’ est. mark

$589.4K

Price effect on 4 books still in the name

Largest holder

$10.8M

Savant Capital, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Savant Capital, LLC212.7K$10.8M$450.9KCut−$378K
HOWARD BAILEY SECURITIES, LLC61.2K$3.12M$123.6KAdded$273.2K
Cresset Asset Management, LLC7.73K$393.8KHeld
Pine Valley Investments Ltd Liability Co6.07K$309.2K$12.9KCut−$59.7K
Medallion Wealth Advisors, LLC665$34.6K$2.06KAdded$840

Positions as of Q2 2025. 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.