13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 48 managers

Reported value

$40.2M

Holders

48

+6 new · −5 exited

Holders’ est. mark

$946.1K

Price effect on 42 books still in the name

Largest holder

$8.99M

Mesirow Financial Investment Management, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Mesirow Financial Investment Management, Inc.108.6K$8.99M$201.4KAdded$1.85M
WealthShield Partners, LLC32.1K$2.66M$64.6KAdded$367.5K
MORGAN STANLEY32K$2.65M$72.6KAdded$23.4K
SMITH, MOORE & CO.31.6K$2.62M$71.8KAdded$62.5K
GHP Investment Advisors, Inc.31.5K$2.61M$71.5KAdded$37.1K
Phillip James Consulting Co.31K$2.11MNew
BANK OF AMERICA CORP /DE/23.9K$1.98M$54.4KCut−$58.7K
WELLS FARGO & COMPANY/MN23.6K$1.96M$52.9KAdded$80.8K
Rockefeller Capital Management L.P.22.8K$1.89M$51.8KAdded$23.6K
Sanctuary Advisors, LLC18.7K$1.55M$25.5KAdded$646K
UBS Group AG16.5K$1.37M$37.5KAdded$17K
Cetera Investment Advisers15.6K$1.29M$35.4KCut−$41.2K
Geneos Wealth Management Inc.13.2K$1.09M$29.4KAdded$47K
JANE STREET GROUP, LLC11.9K$985.8K$11.1KAdded$590.9K
ENVESTNET ASSET MANAGEMENT INC9.08K$751.9K$20.7KCut−$24.4K
ROYAL BANK OF CANADA7.86K$651K$18.2KCut−$13K
LPL Financial LLC5.67K$470K$12.3KAdded$32.4K
Invesco Ltd.5.16K$427.7K$11.7KCut−$4.7K
Private Advisor Group, LLC4.72K$391.4K$10.8KCut−$16.3K
CAHILL FINANCIAL ADVISORS INC4.43K$367.4K$9.11KAdded$44.8K
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC3.9K$323K$8.69KAdded$14.5K
Cascade Financial Partners, LLC3.65K$302.3K$8.29KAdded$8.29K
STIFEL FINANCIAL CORP3.63K$300.8K$8.26KAdded$8.35K
Elm3 Financial Group, LLC3.47K$287.7K$7.83KAdded$10.1K
Apollon Wealth Management, LLC3.42K$283K$7.81KAdded$4.11K
COMMONWEALTH EQUITY SERVICES, LLC3.12K$258.1K$7.04KCut−$73.5K
Sigma Planning Corp2.8K$231.9KNew
Wealthcare Capital Partners, LLC2.71K$224.5K$6.15KAdded$6.31K
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.56K$211.6K$5.81KCut−$76.7K
TopTier Wealth Management, LLC2.49K$206.1K$5.72KAdded$5.71K
JONES FINANCIAL COMPANIES LLLP1.89K$151.7K−$413Added$24K
Farther Finance Advisors, LLC1.72K$144.6K$6.04KAdded$6.04K
Washington Trust Advisors, Inc.1.31K$108.7K$2.98KAdded$2.98K
Asset Dedication, LLC1.21K$100.2K$2.75KAdded$2.75K
IFP Advisors, Inc1.14K$94.2K$2.58KAdded$2.75K
SOA Wealth Advisors, LLC.595$49.3K$1.3KAdded$1.39K
MAI Capital Management580$48K$1.27KAdded$1.35K
RMG Wealth Management LLC543$29.8KNew
NATIONAL BANK OF CANADA /FI/165$13.7K$409Added$409
Hilton Head Capital Partners, LLC100$8.29K$231Added$231
Founders Financial Alliance, LLC85$7.04K$192Added$192
Pinnacle Wealth Planning Services, Inc.57$4.72K$129Added$129
Fidelity44$3.67K$99Added$182
Advisory Services Network, LLC37$3.05KNew
Russell Investments Group, Ltd.35$2.9K$79Added$79
FLOW TRADERS U.S. LLC31.8K$2.63K$72Added$25
OSAIC HOLDINGS, INC.20$1.66KNew
PARK AVENUE SECURITIES LLC6.66K$551New

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.