13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 41 managers

Reported value

$20.9M

Holders

41

+3 new · −8 exited

Holders’ est. mark

−$577.6K

Price effect on 36 books still in the name

Largest holder

$6.31M

HighTower Advisors, LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
HighTower Advisors, LLC173.3K$6.31M−$169.5KAdded$629.9K
HARBOUR INVESTMENTS, INC.60.6K$2.21M−$65.8KAdded$1.93K
Kestra Advisory Services, LLC35.5K$1.29M−$33.8KAdded$157.4K
Old Port Advisors29.1K$1.06M−$32.3KCut−$23.3K
Mariner, LLC27.5K$999.6K−$28.7KAdded$40.7K
JANE STREET GROUP, LLC27.2K$990.2K−$30.5KCut−$51.8K
Geneos Wealth Management Inc.27.2K$989.4K−$29KAdded$18.8K
MORGAN STANLEY23.7K$864.1K−$26.6KCut−$747.8K
BANK OF MONTREAL /CAN/21.3K$775.1K−$23.9KCut−$248.7K
Berkeley, Inc17.7K$643K−$19.8KCut−$566.9K
Sanctuary Advisors, LLC12K$437.9K−$13.5KCut−$14.7K
OSAIC HOLDINGS, INC.11.4K$415.2K−$4.2KAdded$276.6K
Cetera Investment Advisers11.3K$411.7K−$12.7KCut−$12.3K
LPL Financial LLC10.6K$385.2K−$11KAdded$15.4K
Southland Equity Partners LLC10.6K$384.4K−$11.8KCut−$18K
Valmark Advisers, Inc.9.56K$348.1K−$10.7KCut−$10.7K
CAPITAL MANAGEMENT CORP /VA9.45K$344K−$10.6KCut−$50K
Integrated Wealth Concepts LLC9.19K$334.4KNew
BIP Wealth, LLC8.63K$314.1K−$9.62KCut−$8.53K
ROYAL BANK OF CANADA8.07K$294K−$8.28KCut−$3K
Wealthcare Advisory Partners LLC6.95K$252.9KNew
BEACON FINANCIAL GROUP6.17K$224.8K−$6.92KCut−$6.92K
CITIZENS FINANCIAL GROUP INC/RI5.96K$217K−$6.68KCut−$6.68K
ROTHSCHILD INVESTMENT LLC3.62K$131.8K−$3.97KCut−$1.39K
Federation des caisses Desjardins du Quebec1.5K$54.4K−$1.68KCut−$1.68K
Bernard Wealth Management Corp.1.09K$39.7K−$1.22KCut−$1.22K
SBI Securities Co., Ltd.972$35.4K−$1.07KCut−$564
Steward Partners Investment Advisory, LLC950$34.6K−$1.06KCut−$1.06K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC681$25.1K−$409Cut−$409
Millstone Evans Group, LLC626$22.8K−$702Cut−$702
GUARDIAN WEALTH ADVISORS, LLC / NC559$20.4KNew
Aptus Capital Advisors, LLC559$20.4K−$626Cut−$626
North Star Investment Management Corp.500$18.2K−$560Cut−$560
Glen Eagle Advisors, LLC325$11.8K−$364Cut−$364
Cambridge Investment Research Advisors, Inc.88.2K$3.21K−$99Cut−$360
FLOW TRADERS U.S. LLC73.2K$2.66K−$34Added$1.54K
Colorado Capital Management, Inc.6.25K$228−$7Cut−$7
Forum Finance Group S.A.6.15K$181Held
Fidelity4$145−$5Cut−$11.4K
WELLS FARGO & COMPANY/MN1$53$23Cut−$7
VALLEY WEALTH MANAGERS, INC.0$15Cut−$1

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.