13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 248 managers

Reported value

$1.54B

Holders

248

+21 new · −22 exited

Holders’ est. mark

−$19.5M

Price effect on 225 books still in the name

Largest holder

$181.7M

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 LLC3.77M$181.7M−$1.92MCut−$24.8M
MORGAN STANLEY3.42M$164.7M−$1.74MCut−$880.3K
BANK OF AMERICA CORP /DE/2.34M$112.8M−$1.19MCut−$14.5M
RAYMOND JAMES FINANCIAL INC1.73M$83.5M−$854.5KAdded$1.95M
Ameritas Advisory Services, LLC973K$46.9M−$496.3KCut−$7.89M
Falcon Wealth Planning938.3K$45.2M−$438.9KAdded$3.31M
Creative Planning922.1K$44.4M−$470.3KCut−$2.95M
AE Wealth Management LLC869.3K$41.9M−$328.6KAdded$10.5M
UBS Group AG805.9K$38.8M−$411KCut−$2.58M
STIFEL FINANCIAL CORP775.1K$37.3M−$395.3KCut−$2.47M
Trilogy Capital Inc.773K$37.2M−$313.4KAdded$7.31M
ENVESTNET ASSET MANAGEMENT INC764.1K$36.8M−$379.3KAdded$593.2K
AMERIPRISE FINANCIAL INC645.9K$31.1M−$312KCut−$841.4K
Eagle Strategies LLC586.9K$28.3M−$299.3KCut−$333.8K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO490.1K$23.6M−$250KCut−$3.24M
CAPITAL WEALTH MANAGEMENT, LLC442.4K$21.3M−$191.5KAdded$3.03M
SUSQUEHANNA INTERNATIONAL GROUP, LLP405.6K$19.5M−$3.6KAdded$19.2M
Summit Asset Management, LLC384.9K$18.5M−$195.5KCut−$113.4K
WESCAP Management Group, Inc.382K$18.4M−$194.8KCut−$197.9K
Marietta Wealth Management, LLC375.8K$18.1M−$189.9KCut−$23.3K
OSAIC HOLDINGS, INC.375.3K$18.1M−$194.5KCut−$4.95M
WEALTH MANAGEMENT RESOURCES, INC.316.2K$15.2M−$160.9KCut−$123.9K
Gaddis Premier Wealth Advisors LLC310.8K$15M−$155.8KAdded$104K
WELLS FARGO & COMPANY/MN309K$14.9M−$157.5KCut−$3.84M
Prepared Retirement Institute LLC268.7K$12.9M−$137KCut−$271.8K
Pathstone Holdings, LLC251.9K$12.1M−$128.4KCut−$404.3K
Curi Capital, LLC247.3K$11.9M−$126.1KCut−$172.2K
Dynamic Advisor Solutions LLC240K$11.6M−$121.9KCut−$75.7K
Trinity Wealth Management, LLC239.6K$11.5M−$122.2KCut−$2.81M
VestGen Advisors, LLC229.2K$11.4M$199KAdded$3.22M
Solano Wealth Investment Advisors LLC225.4K$10.9M−$112.5KAdded$116.9K
Mariner, LLC219.4K$10.6M−$111.5KCut−$76K
JANE STREET GROUP, LLC208.9K$10.1M−$52KAdded$5.1M
AssuredPartners Investment Advisors, LLC203.5K$9.99M$86.2KAdded$241.1K
Melone Private Wealth, LLC205K$9.87M−$104.5KCut−$203.9K
Cetera Investment Advisers204.7K$9.86M−$100.3KAdded$281.4K
Wealthspire Retirement, LLC191.1K$9.2M−$89.1KAdded$700.5K
Concurrent Investment Advisors, LLC181.1K$8.72M−$92.3KCut−$310.8K
Argo Wealth Advisory, LLC178.5K$8.6M−$87.8KAdded$221.5K
Berkeley, Inc177.9K$8.56M−$90.7KCut−$653.4K
Lido Advisors, LLC176.8K$8.51M−$43.6KAdded$3.79M
Steward Partners Investment Advisory, LLC174.8K$8.42M−$84.5KAdded$353.8K
Farther Finance Advisors, LLC162.3K$7.95M$1.36KAdded$7.73M
ROYAL BANK OF CANADA163K$7.85M−$82.9KCut−$4.76M
Kestra Advisory Services, LLC143K$6.88M−$58KAdded$1.35M
KESTRA PRIVATE WEALTH SERVICES, LLC140K$6.74M−$67.4KAdded$312.7K
UNITED CAPITAL FINANCIAL ADVISORS, LLC128.4K$6.18M−$59.5KAdded$499.1K
Private Advisor Group, LLC126.9K$6.11M−$64.7KCut−$772K
JONES FINANCIAL COMPANIES LLLP127.4K$5.97M−$223.7KCut−$13.9K
COMMONWEALTH EQUITY SERVICES, LLC109.3K$5.26M−$55.8KCut−$444K
LAUREL OAK WEALTH MANAGEMENT, LLC106.8K$5.14M−$54.5KCut−$2.33M
MML INVESTORS SERVICES, LLC101.2K$4.87M−$51.6KCut−$1.01M
Western Wealth Management, LLC96K$4.62M−$49KCut−$245.7K
Americana Partners, LLC95.4K$4.59M−$48.6KCut−$528K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC89.8K$4.39M−$96.1KCut−$2.1M
ADAMSBROWN WEALTH CONSULTANTS LLC90K$4.33M−$45.9KCut−$369.4K
Sachetta, LLC86.5K$4.17M−$44.1KCut−$63.1K
Rockefeller Capital Management L.P.79.7K$3.84M−$40.6KCut−$293.7K
Nvest Wealth Strategies, Inc.78.3K$3.77M−$39.9KCut−$1.65M
&PARTNERS76.1K$3.66M−$38.8KCut−$548.7K
PRINCIPAL SECURITIES, INC.75.1K$3.61M−$37KAdded$80.7K
RHUMBLINE ADVISERS74.5K$3.59M−$38KCut−$38K
Prism Advisors, Inc.73.4K$3.54M−$37.5KCut−$101.3K
ELEVATION POINT WEALTH PARTNERS, LLC72.7K$3.5MNew
Vestmark Advisory Solutions, Inc.72.1K$3.47MNew
Fortis Capital Management LLC71.7K$3.45M−$31.2KAdded$470.5K
OPPENHEIMER & CO INC67.4K$3.25M−$32.5KAdded$145.2K
JPMORGAN CHASE & CO68.1K$3.21M−$92KAdded$391.1K
Independent Advisor Alliance65.4K$3.15MNew
Baird Financial Group, Inc.63.6K$3.06M−$32.4KCut−$4.5M
Sculati Wealth Management, LLC60.7K$2.92M−$30.9KCut−$279.5K
D.A. DAVIDSON & CO.59.6K$2.87M−$30.4KCut−$238.6K
IFP Advisors, Inc59.2K$2.85M−$22.7KAdded$688.8K
Hobbs Group Advisors, LLC57.4K$2.76M−$29.3KCut−$132.6K
Mutual Advisors, LLC52.2K$2.51M−$26.6KCut−$34.3K
Choice Wealth Advisors, LLC50.9K$2.45M−$25.9KCut−$15M
OLD NATIONAL BANCORP /IN/47.3K$2.28M−$24.1KCut−$28.3K
MERCER GLOBAL ADVISORS INC /ADV46.4K$2.23M−$23.6KCut−$331.5K
TOUNJIAN ADVISORY PARTNERS, LLC44.6K$2.15M−$22.8KCut−$113.6K
DHJJ Financial Advisors, Ltd.44.4K$2.14M−$22.7KCut−$170.5K
Platform Technology Partners43.8K$2.11M−$19.3KAdded$268.8K
PFG Advisors43.4K$2.09M−$22.1KCut−$1.46M
PURSUIT WEALTH STRATEGIES, LLC42.1K$2.03M−$16.3KAdded$470.5K
Focus Financial Network, Inc.40.2K$1.94M−$20.5KCut−$274.2K
Greykasell Wealth Strategies, Inc.37.3K$1.8M−$19KCut−$715.7K
Bank of New York Mellon Corp37K$1.78M−$18.9KCut−$18.9K
Provident Wealth Management, LLC36.6K$1.76M−$16.4KAdded$200.4K
Mach-1 Financial Group, LLC36.3K$1.75M−$13.7KAdded$443.8K
World Investment Advisors36.2K$1.74M−$18.5KCut−$70.4K
GREAT VALLEY ADVISOR GROUP, INC.35.9K$1.73M−$17.9KCut−$956.3K
Merit Financial Group, LLC35.5K$1.71M−$18.1KCut−$248.7K
XY Planning Network, Inc.33.2K$1.63M$9.55KAdded$81.7K
Southland Equity Partners LLC33.5K$1.61M−$17.1KCut−$27K
Core Wealth Advisors, Inc.33.2K$1.6M−$14.1KAdded$262K
PERSPECTIVE WEALTH ADVISORS LLC33.1K$1.6M−$16.9KCut−$63.8K
SHEETS SMITH WEALTH MANAGEMENT32.4K$1.56M−$16.5KCut−$44K
NORTHBRIDGE FINANCIAL GROUP, LLC30.4K$1.54M$57.8KAdded$20.2K
Sowell Financial Services LLC31.5K$1.52M−$13.8KAdded$204.4K
Redhawk Wealth Advisors, Inc.30.9K$1.49M−$15.8KCut−$599.3K
DIVERSIFY WEALTH MANAGEMENT, LLC29.4K$1.44M−$32.3KAdded$537.8K
Stonebridge Wealth Management, LLC29.4K$1.42M−$15KCut−$82.4K
Rehmann Capital Advisory Group28.6K$1.38M−$208.4KCut−$259.2K
DRIVE WEALTH MANAGEMENT, LLC26.6K$1.28M−$11.8KAdded$156.7K
United Advisor Group, LLC26.4K$1.27M−$13.5KCut−$17.1K
Sanctuary Advisors, LLC25.8K$1.24M−$13.2KCut−$26.1K
Stratos Wealth Partners, LTD.25.5K$1.23M−$13KCut−$19.9K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV24.7K$1.19M−$12.6KCut−$28.5K
J.W. COLE ADVISORS, INC.24.1K$1.16M$187.7KAdded$167.5K
Geneos Wealth Management Inc.23.3K$1.12M−$11.7KAdded$1.12K
COZAD ASSET MANAGEMENT INC23K$1.11M−$11.7KCut−$54.9K
KMG FIDUCIARY PARTNERS, LLC23K$1.11M−$11.4KAdded$25K
NWAM LLC22.9K$1.1M−$47.4KCut−$46.8K
Sloy Dahl & Holst, LLC21.4K$1.03M−$10.7KAdded$8.73K
Jacobi Capital Management LLC20.7K$994.6K−$10.3KAdded$8.77K
First Heartland Consultants, Inc.20.3K$976.4K−$10.3KCut−$29.3K
Prospera Financial Services Inc20.1K$966.1K−$10.2KCut−$29.3K
DENVER WEALTH MANAGEMENT, INC.20K$962.8K−$10.2KCut−$59K
Brookstone Capital Management19.8K$951.9K−$9.23KAdded$72.7K
SUMMIT WEALTH GROUP LLC / CO18.9K$908.7K−$5.85KAdded$349.6K
TopTier Wealth Management, LLC18.5K$890.2K−$9.43KCut−$16.5K
Equitable Holdings, Inc.18K$871.4K−$1.71KAdded$208.7K
TITLEIST ASSET MANAGEMENT, LLC17.7K$852.3K−$9.03KCut−$31.5K
Cordatus Wealth Management LLC16.9K$814K−$8.62KCut−$8.62K
Capital Developers, LLC14.7K$706.1K−$7.48KCut−$66.2K
EARNED WEALTH ADVISORS, LLC14.2K$682.9K−$7.21KCut−$14.6K
INSIGHT 2811, INC.13.2K$636.5K−$6.74KCut−$6.74K
Wealthcare Advisory Partners LLC11.3K$542.1K−$5.74KCut−$13K
IHT Wealth Management, LLC11K$530.3K−$5.64KCut−$5.4K
Avestar Capital, LLC10.9K$526.3K−$5.47KAdded$4.21K
Golden State Equity Partners10.8K$519K$8.98KCut−$565K
Parallel Advisors, LLC10.3K$498K−$5.25KCut−$88.8K
WORLD EQUITY GROUP, INC.10K$482K−$5.1KCut−$6.17K
Focus Partners Wealth9.76K$479.9K$4.8KAdded$13.6K
Centerpoint Advisory Group9.95K$479K−$5.08KCut−$6.3K
Fidelity9.87K$475K−$4.18KAdded$73.6K
Strategic Family Wealth Counselors, L.L.C.8.57K$412.6K−$12.4KCut−$38.5K
YANKCOM Partnership8.4K$404.5K−$4.28KCut−$4.28K
MTM Investment Management, LLC8.01K$385.4K−$4.08KCut−$4.08K
Atria Investments, Inc7.99K$384.5K−$4.07KCut−$142.3K
LongView Wealth Management7.5K$381.2K−$1.12KCut−$1.13K
U.S. Capital Wealth Advisors, LLC7.75K$373.2K−$3.95KCut−$3.95K
QTR Family Wealth, LLC7.21K$366.4K−$1.87KCut−$19.9K
FIFTH THIRD BANCORP7.52K$362K−$1.93KAdded$177.6K
Alchemi Wealth, LLC7.45K$358.7K−$3.78KCut−$677.5K
Gateway Wealth Partners, LLC7.45K$358.6KNew
TRUIST FINANCIAL CORP7.42K$357.1K−$3.78KCut−$11.6K
Insight Advisors, LLC/ PA7.4K$356.2K−$3.78KCut−$55.6K
FORONJY FINANCIAL LLC6.98K$336.3K−$3.53KCut−$3.53K
WILLNER & HELLER, LLC6.95K$334.7K−$3.51KCut−$2.31K
Astoria Portfolio Advisors LLC.6.74K$334.4K−$12.2KCut−$16.6K
NORTHERN TRUST CORP6.71K$323K−$3.42KCut−$10.1K
Clark Asset Management, LLC6.68K$321.7K−$3.41KCut−$3.41K
Cerity Partners LLC6.56K$316.1K−$3.35KCut−$53.4K
HighTower Advisors, LLC6.56K$315.9K−$3.35KCut−$6.27K
CITIGROUP INC6.54K$315K−$3.34KCut−$18.2K
PFG Investments, LLC6.49K$312.6K−$3.12KAdded$14.1K
Bogart Wealth, LLC6.38K$307.2K−$3.25KCut−$3.25K
Ifrah Financial Services, Inc.6.37K$306.5K−$3.23KCut−$11.7K
Cardinal Point Capital Management ULC6.35K$305.8K−$3.24KCut−$143.7K
MAI Capital Management6.25K$300.9K−$2.88KAdded$27.9K
Montis Financial, LLC6.12K$294.5K−$3.12KCut−$17.7K
BFSG, LLC5.66K$272.7K−$2.89KCut−$256.9K
Beacon Pointe Advisors, LLC5.48K$263.8KNew
Amplius Wealth Advisors, LLC5.18K$249.4K−$2.64KCut−$2.64K
Herold Advisors, Inc.5.15K$248.1K−$2.63KCut−$14.4K
Family Investment Center, Inc.5.08K$244.8K−$2.57KCut−$139.3K
Essex Financial Services, Inc.5K$240.8K−$2.55KCut−$2.55K
SAGESPRING WEALTH PARTNERS, LLC4.9K$235.8K−$2.53KCut−$53.4K
SEI INVESTMENTS CO4.84K$233.1K−$2.31KAdded$12.5K
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC4.77K$229.7KHeld
Bison Wealth, LLC4.57K$229.4K$16.9KAdded$17.1K
Koshinski Asset Management, Inc.4.74K$228.1K−$2.42KCut−$2.42K
Apollon Wealth Management, LLC4.65K$223.9K−$2.37KCut−$269.5K
Visionary Wealth Advisors4.53K$218.1K−$2.28KCut−$1.38M
Garden State Investment Advisory Services LLC4.43K$213.2K−$2.26KCut−$2.26K
Kraft, Davis & Associates, LLC4.08K$202.9K−$4.57KCut−$4.57K
Clearstead Advisors, LLC4.11K$197.8K−$2.14KCut−$2.09K
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV4.01K$193.3K−$2.05KCut−$2.05K
Signature Equity Partners, LLC3.75K$180.4K−$867Added$98.3K
CWM, LLC3.6K$173.1K$172.9KAdded$172.9K
Allworth Financial LP3.57K$171.9K−$1.82KCut−$87.8K
AlphaCore Capital LLC3.35K$161.1K−$1.7KCut−$6.57K
ASSETMARK, INC3.31K$159.3K−$1.6KAdded$7.02K
Medallion Wealth Advisors, LLC3.28K$158.1K−$1.68KCut−$1.68K
FIRST FINANCIAL CORP /IN/3.25K$156.5K−$1.66KCut−$1.66K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3.13K$150.9K−$1.25KAdded$32K
DiNuzzo Private Wealth, Inc.3.09K$148.8K−$1.58KCut−$1.58K
Pinnacle Bancorp, Inc.3.08K$148.1K−$1.53KAdded$2.08K
Versant Capital Management, Inc3.06K$147.5K−$1.56KCut−$216.7K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2.98K$143.4K−$933Added$54.3K
PNC Financial Services Group, Inc.2.67K$128.3KNew
NBC SECURITIES, INC.2.08K$100K−$1KAdded$4.1K
NewEdge Advisors, LLC98K$98K−$4.66MCut−$4.66M
IAG Wealth Partners, LLC1.97K$95K−$1.01KCut−$1.01K
CoreCap Advisors, LLC1.83K$88.2K−$933Cut−$64.5K
TOMPKINS FINANCIAL CORP1.56K$74.9K−$794Cut−$794
GLENMEDE TRUST CO NA1.53K$73.9K−$782Cut−$23.1K
MeadowBrook Investment Advisors LLC1.38K$66.4K−$704Cut−$704
Root Financial Partners, LLC1.32K$63.5KNew
NATIONAL BANK OF CANADA /FI/1.14K$54.7K−$499Added$705
JNBA Financial Advisors910$43.8K−$464Cut−$464
Aptus Capital Advisors, LLC888$42.8K−$453Cut−$2.84K
TD Capital Management LLC865$41.7K−$406Cut−$406
HALBERT HARGROVE GLOBAL ADVISORS, LLC750$36.1K−$382Cut−$8.85K
Indiana Trust & Investment Management Co609$29.3KNew
North Star Investment Management Corp.607$29.2K−$310Cut−$310
BANK OF MONTREAL /CAN/598$28.8K−$305Cut−$26.7K
Glen Eagle Advisors, LLC568$27.4K−$279Cut−$279
GUARDIAN WEALTH ADVISORS, LLC / NC502$24.2KNew
Financial Gravity Asset Management, Inc.501$24.1K−$252Added$85
Hurley Capital, LLC475$22.9K−$270Cut−$222
BROWN BROTHERS HARRIMAN & CO456$22K−$233Cut−$233
Accordant Advisory Group Inc440$21.2KNew
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC423.4K$20.4K−$214Cut−$3.39K
MATHER GROUP, LLC.344$16.6KNew
BARRETT & COMPANY, INC.342$16.5K−$175Cut−$175
AdvisorNet Financial, Inc274$13.2K−$125Cut−$5.71K
Advisory Services Network, LLC265$12.8KNew
Cambridge Investment Research Advisors, Inc.255.4K$12.3K−$123Added$632
Smartleaf Asset Management LLC254$12K−$446Cut−$14.2K
General Partner, Inc.225$10.8K−$115Cut−$115
TWIN PEAKS WEALTH ADVISORS, LLC224$10.8KNew
Sunbelt Securities, Inc.220$10.6K−$151Cut−$103
FLOW TRADERS U.S. LLC194.2K$9.35K−$60Added$3.68K
HARBOUR INVESTMENTS, INC.193$9.29K−$97Cut−$5.5K
Elevated Capital Advisors, LLC191$9.2K−$97Cut−$97
Cheviot Value Management, LLC116$5.58K−$194Cut−$194
PRIVATE TRUST CO NA100$4.82KNew
Operose Advisors LLC99$4.77K−$50Cut−$50
Arax Advisory Partners89$4.27KNew
BAYBAN70$3.37K−$35Cut−$35
Pflug Koory, LLC68$3.29K−$32Cut−$32
ASHTON THOMAS SECURITIES, LLC67$3.23KNew
HOLLENCREST CAPITAL MANAGEMENT35$1.69K−$18Cut−$18
VALLEY NATIONAL ADVISERS INC31.4K$1.51K−$16Cut−$11
VANGUARD ADVISERS INC29$1.4KHeld
Mosley Wealth Management27$1.24KNew
Trust Co24$1.16KNew
Capital Advisors, Ltd. LLC15.8K$758−$8Cut−$8
Colorado Capital Management, Inc.15K$721−$7Cut−$7
PARK AVENUE SECURITIES LLC12.1K$582−$5Cut−$13
THOROUGHBRED FINANCIAL SERVICES, LLC6.87K$330−$4Cut−$11
HRT FINANCIAL LP6.35K$305New
Aspen Investment Management Inc5.65K$272−$3Cut−$3
Thrivent Financial for Lutherans4.63K$223−$2Cut−$2
Tower Research Capital LLC (TRC)3$144New
BESSEMER GROUP INC1.2K$58$0Held
HANTZ FINANCIAL SERVICES, INC.69$3New

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.