13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 221 managers

Reported value

$717.9M

Holders

221

+15 new · −18 exited

Holders’ est. mark

−$10.2M

Price effect on 203 books still in the name

Largest holder

$134.3M

GOLDMAN SACHS GROUP INC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
GOLDMAN SACHS GROUP INC2.57M$134.3M−$1.95MCut−$5.41M
BANK OF AMERICA CORP /DE/1.35M$70.8M−$1.03MCut−$1.18M
MORGAN STANLEY1.24M$65.1M−$945.6KCut−$2.7M
UBS Group AG827.2K$43.3M−$621.5KCut−$123.1K
LPL Financial LLC532.1K$27.8M−$404.4KCut−$1.38M
WELLS FARGO & COMPANY/MN490.1K$25.6M−$372.5KCut−$469.3K
Fidelity448.1K$23.4M−$339.7KCut−$277.8K
Boothe Investment Group, Inc.446.4K$23.3M−$332.9KAdded$105.7K
ROYAL BANK OF CANADA442.3K$23.1M−$336.4KCut−$504K
Bank of New York Mellon Corp430.9K$22.5M−$326.5KCut−$261.9K
Rockefeller Capital Management L.P.405.2K$21.2M−$306.4KCut−$197K
RAYMOND JAMES FINANCIAL INC341.6K$17.9M−$259.6KCut−$748.5K
PATTEN & PATTEN INC/TN263.2K$13.8M−$199.6KCut−$169.3K
ELEVATION POINT WEALTH PARTNERS, LLC233.6K$12.2M−$154.7KAdded$1.42M
Vestmark Advisory Solutions, Inc.225.6K$11.8M−$151.4KAdded$1.23M
Azimuth Capital Investment Management LLC197.2K$10.3M−$146.1KAdded$111.7K
VALLEY WEALTH MANAGERS, INC.195.5K$10.2M−$122.2KAdded$1.69M
Pathstone Holdings, LLC153.2K$8.01M−$116.5KCut−$116.5K
CONNING INC.144K$7.53M−$109.5KCut−$109.5K
CONDOR CAPITAL MANAGEMENT113.3K$5.92M−$86.1KCut−$3.15M
Sharper & Granite LLC113K$5.91M−$82.5KAdded$147.3K
SUSQUEHANNA INTERNATIONAL GROUP, LLP111.8K$5.85M−$77.7KAdded$424.6K
Federation des caisses Desjardins du Quebec107.7K$5.63M−$73.5KAdded$501.5K
CATHY PARETO & ASSOCIATES, INC99.6K$5.21M−$71.5KAdded$235.6K
ENVESTNET ASSET MANAGEMENT INC94.8K$4.96M−$63.6KAdded$519.5K
JONES FINANCIAL COMPANIES LLLP81K$4.11M−$170.9KAdded$135.4K
HUNTINGTON NATIONAL BANK59.6K$3.12M−$45.3KCut−$71.7K
TRUIST FINANCIAL CORP58.5K$3.06M−$41.6KAdded$158.6K
Curi Capital, LLC58.3K$3.05M−$43.8KCut−$7.86K
JPMORGAN CHASE & CO59.1K$3.02M−$115.8KCut−$347.3K
Citadel57.4K$3M−$43.6KCut−$761.1K
OSAIC HOLDINGS, INC.56.5K$2.95M−$43KCut−$52.8K
NATIONAL BANK OF CANADA /FI/55.4K$2.9M−$26.7KAdded$78.5K
AMERIPRISE FINANCIAL INC53.5K$2.8M−$40.7KCut−$151.2K
Kestra Advisory Services, LLC52.5K$2.75M−$39.9KCut−$193.6K
Allianz Asset Management GmbH52.1K$2.72M−$18.5KAdded$1.43M
Corient Private Wealth LLC50.7K$2.65M−$38.5KCut−$96.4K
PFG Advisors46.7K$2.44M−$32.3KAdded$188.8K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC43.9K$2.32M−$67.2KCut−$1.51M
FIFTH THIRD BANCORP44.3K$2.31M−$13.2KAdded$1.39M
Creative Planning44K$2.3M−$32.6KAdded$22.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO42.3K$2.21M−$32.2KCut−$402.4K
COMMONWEALTH EQUITY SERVICES, LLC34.5K$1.8M−$26.2KCut−$161.3K
Sage Capital Management, LLC34.4K$1.8M−$26.1KCut−$30.8K
HSBC HOLDINGS PLC32.5K$1.7M−$24.7KCut−$24.7K
LAUREL OAK WEALTH MANAGEMENT, LLC31.9K$1.67M−$24.3KCut−$75.7K
KESTRA PRIVATE WEALTH SERVICES, LLC29.4K$1.54M−$22.3KCut−$105.1K
Cetera Investment Advisers29.1K$1.52M−$22.1KCut−$139.5K
Cerity Partners LLC29K$1.52M−$22.1KCut−$377K
Robertson Stephens Wealth Management, LLC26.8K$1.4M−$20.4KCut−$20.4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26.5K$1.38M−$3.63KAdded$1.13M
STIFEL FINANCIAL CORP26.4K$1.38M−$19.8KCut−$2.96K
PARSONS CAPITAL MANAGEMENT INC/RI23.3K$1.22M−$17.3KAdded$6.21K
HighTower Advisors, LLC22.1K$1.16M−$16.3KAdded$25K
New England Private Wealth Advisors LLC21K$1.1M−$16KCut−$16K
GenTrust, LLC20.4K$1.06M−$15.5KCut−$15.5K
Eagle Strategies LLC20.2K$1.06M−$8.23KAdded$480.8K
Hyposwiss Advisors SA20.7K$1.05M$3.73KAdded$3.73K
M&T Bank Corp19.5K$1.02M−$14.8KCut−$14.8K
Geneos Wealth Management Inc.18.7K$977.2K−$12.1KAdded$129.5K
FIRST NATIONAL BANK OF OMAHA18.2K$929.9K−$37.3KCut−$118.4K
DEUTSCHE BANK AG\17.7K$925.7K−$13.5KCut−$13.5K
Karnit Road Accident Victims Compensation Fund17.6K$921K−$13.4KCut−$91.4K
Fiduciary Trust Co16.8K$878.3K−$12.8KCut−$12.8K
UNITED CAPITAL FINANCIAL ADVISORS, LLC16K$837.7K−$12.2KCut−$54.6K
HOURGLASS CAPITAL, LLC16K$837.3KNew
Harbour Capital Advisors, LLC14.8K$809.6K$17.2KAdded$17.2K
Lido Advisors, LLC14.9K$781.6K$27.7KAdded$27.7K
Sloy Dahl & Holst, LLC14.9K$779.3K−$11.3KCut−$11.3K
Prospera Financial Services Inc14.5K$757.7K−$11KCut−$9.39K
Clearwater Capital Advisors, LLC13.6K$713.4K−$10.4KCut−$10.4K
MML INVESTORS SERVICES, LLC13.6K$711.9K−$9.39KAdded$55.9K
CITIGROUP INC13.5K$708.4K−$10.3KCut−$21.3K
MMBG INVESTMENT ADVISORS CO.13K$679.4K−$9.87KCut−$9.87K
FULCRUM WEALTH ADVISORS, LLC11.9K$621.1K−$5.14KAdded$262.1K
M. Kulyk & Associates, LLC11.8K$617.9K−$8.98KCut−$1.01M
Independent Advisor Alliance11.7K$611.2KNew
RiverFront Investment Group, LLC11.6K$608.9K−$8.85KCut−$17.1K
Portland Financial Advisors Inc11.4K$597.8K−$8.69KCut−$8.69K
Hickory Point Bank & Trust11.4K$594.9K−$8.64KCut−$8.64K
Bogart Wealth, LLC11.1K$578.7K−$8.37KCut−$5.65K
Cooksen Wealth, LLC11K$576.6K−$8.38KCut−$29.9K
Cornerstone Planning Group LLC10.3K$564.9K$7.55KCut−$1.74M
Focus Partners Wealth10.6K$553.5K−$8.04KCut−$8.04K
Napier Financial, LLC10.5K$549.5K−$7.98KCut−$33.6K
COMMERCE BANK10.4K$546K−$7.93KCut−$7.93K
Prime Capital Investment Advisors, LLC10.4K$544.2K−$7.91KCut−$46.3K
Marion Wealth Management10.2K$535.1K−$21.8KCut−$10.8K
Meridian Wealth Management, LLC9.98K$522.1K−$7.59KCut−$25.1K
&PARTNERS9.85K$514.7K−$6.67KAdded$73.8K
IHT Wealth Management, LLC9.72K$508.6K−$7.39KCut−$31.8K
Steward Partners Investment Advisory, LLC9.2K$481.1K−$6.99KCut−$45.2K
NorthRock Partners, LLC8.9K$465.6K−$6.77KCut−$6.77K
CALDWELL SUTTER CAPITAL, INC.8.36K$437K−$6.3KCut−$2.64K
AlphaCore Capital LLC8.33K$435.9K−$6.33KCut−$6.33K
MERCER GLOBAL ADVISORS INC /ADV8.17K$427.1KNew
Capstone Wealth Management Group LLC8.01K$419K−$6.09KCut−$6.09K
DAVENPORT & Co LLC7.9K$412.9K−$5.77KAdded$10K
E&G Advisors, LP7.78K$406.8K−$5.91KCut−$6.44K
ALETHEA CAPITAL MANAGEMENT, LLC7.43K$388.6K−$5.65KCut−$5.65K
Thrive Wealth Management, LLC7.32K$383K−$5.57KCut−$8.8K
Investment Partners Asset Management, Inc.7.31K$382.1K−$5.55KCut−$10.9K
Next Level Private LLC7.26K$379.8K−$5.52KCut−$5.52K
HOLDERNESS INVESTMENTS CO7.12K$372.3K−$5.39KCut−$3.71K
TD Waterhouse Canada Inc.6.83K$360.8K$205Cut−$66.8K
INSIGNEO ADVISORY SERVICES, LLC6.71K$351.2K−$5.1KCut−$14.5K
Sanctuary Advisors, LLC6.59K$344.6K−$5.01KCut−$27K
Finley Financial, LLC6.58K$344.1K−$5KCut−$5K
RDA Financial Network6.44K$336.8K−$4.89KCut−$20.8K
Waverly Advisors, LLC6.41K$335.2K−$4.87KCut−$4.87K
Kingsview Wealth Management, LLC6.35K$331.9K−$4.82KCut−$48.3K
Belpointe Asset Management LLC6.28K$328.3K−$4.77KCut−$4.77K
NWF Advisory Services Inc.6.09K$318.4K−$4.47KAdded$6.62K
CURA WEALTH ADVISORS, LLC5.98K$312.9K−$4.55KCut−$4.55K
Mariner, LLC5.8K$303.3KNew
Chancellor Financial Group WB LP5.7K$297.9K−$4.33KCut−$26.6K
BigSur Wealth Management LLC5.6K$292.9K−$4.26KCut−$4.26K
SCOTIA CAPITAL INC.5.5K$287.8K−$4.13KCut−$4.13K
Boreal Capital Management LLC1$284.5KCut−$4.13K
HB Wealth Management, LLC5.44K$284.4K−$4.13KCut−$4.13K
Jefferies Financial Group Inc.5.43K$284.2K−$4.13KCut−$4.13K
Baird Financial Group, Inc.5.37K$280.6K−$3.61KAdded$28.3K
GREAT VALLEY ADVISOR GROUP, INC.5.24K$274K−$3.98KCut−$3.98K
Sovran Advisors, LLC4.94K$269.6K−$2.13KAdded$43.6K
Beacon Pointe Advisors, LLC5.06K$264.7KNew
CRUX WEALTH ADVISORS5.02K$262.5KNew
BANK OF MONTREAL /CAN/4.99K$260.8K−$3.64KAdded$6.82K
Clear Harbor Asset Management, LLC4.9K$256.3K−$3.73KCut−$4.26K
WealthTrust Axiom LLC4.9K$256.3K−$3.72KCut−$3.72K
BLB&B Advisors, LLC4.87K$254.5K−$3.7KCut−$3.7K
MAI Capital Management4.62K$241.8K−$3.51KCut−$15.9K
BROWN ADVISORY INC4.49K$234.7K−$3.21KAdded$10.8K
17 CAPITAL PARTNERS, LLC4.42K$231.4K−$2.95KAdded$25.8K
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4.41K$230.6KNew
Sunesis Advisors, LLC4.4K$230.1K−$3.34KCut−$3.34K
HOWARD WEALTH MANAGEMENT, LLC4.39K$229.9K−$3.34KCut−$3.34K
RETIREMENT FINANCIAL SOLUTIONS, LLC4.36K$228.2K−$3.32KCut−$3.32K
Merit Financial Group, LLC4.18K$218.4K−$3.17KCut−$14.3K
CAPTRUST FINANCIAL ADVISORS4.1K$214.3K−$3.11KCut−$10K
Savvy Advisors, Inc.4.06K$212.3KNew
Parallel Advisors, LLC4K$209.2K−$3.04KCut−$3.04K
Addison Advisors LLC4K$209.2K−$3.04KCut−$3.04K
IPG Investment Advisors LLC3.9K$204K−$2.96KCut−$2.96K
West Financial Advisors, LLC3.56K$186.1K−$2.7KCut−$11K
WHITTIER TRUST CO3.41K$181K−$3.82KCut−$3.82K
Westside Investment Management, Inc.3.36K$175.5K−$2.55KCut−$2.55K
BAYBAN3.22K$168.4K−$2.45KCut−$2.45K
Bernard Wealth Management Corp.3.21K$167.9K−$2.44KCut−$14.6K
Atlantic Edge Private Wealth Management, LLC3K$156.9K−$2.28KCut−$2.28K
BLAIR WILLIAM & CO/IL2.91K$152.1K−$2.22KCut−$130.2K
Vanguard National Trust Co2.72K$142.3KHeld
CWM, LLC2.57K$134.4K$126KAdded$134.3K
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2.57K$134.2K−$1.95KCut−$1.95K
Smartleaf Asset Management LLC2.21K$113.1K−$4.54KCut−$725.7K
FRANKLIN RESOURCES INC2.01K$105.3K−$1.53KCut−$49.3K
GLENMEDE TRUST CO NA1.9K$99.4K−$1.44KCut−$1.44K
TOMPKINS FINANCIAL CORP1.56K$81.6K−$1.19KCut−$1.19K
AE Wealth Management LLC1.3K$68.2K−$991Cut−$991
IFP Advisors, Inc1.22K$63.9K−$929Cut−$6.5K
United Community Bank1.18K$61.7K−$897Cut−$897
Front Row Advisors LLC1.12K$58.4K−$848Cut−$848
LFA - Lugano Financial Advisors SA1.02K$53.5K−$776Cut−$776
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC904$47.7K−$206Added$2.12K
GAMMA Investing LLC753$39.4K−$572Cut−$572
Farther Finance Advisors, LLC742$39.2K−$178Cut−$9.52K
CoreCap Advisors, LLC732$38.3K−$556Cut−$556
WealthShield Partners, LLC724$37.9K−$550Cut−$550
Community Financial Services Group, LLC668$35.3KNew
SBI Securities Co., Ltd.657$34.4K−$499Cut−$1.24K
Capital Investment Advisory Services, LLC568$29.7K−$432Cut−$432
Founders Financial Alliance, LLC533$27.9K−$405Cut−$405
Clearstead Trust, LLC500$26.1K−$380Cut−$380
Noble Wealth Management PBC450$23.5K−$342Cut−$342
Glen Eagle Advisors, LLC414$21.6K−$314Cut−$314
Pinnacle Bancorp, Inc.400$20.9K−$304Cut−$304
BROWN, LISLE/CUMMINGS, INC.338$17.7K−$257Cut−$257
Qube Research & Technologies Ltd336$17.6K−$255Cut−$52.8K
EDMOND DE ROTHSCHILD HOLDING S.A.325$17K−$247Cut−$16.2K
FINANCIAL CONSULATE, INC322$16.8K−$245Cut−$245
Provenance Wealth Advisors, LLC314$16.4K−$239Cut−$239
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/306$16K−$232Cut−$232
EverSource Wealth Advisors, LLC272$14.2K−$206Cut−$206
Cornerstone Financial Management LLC268$14K−$204Cut−$204
NBC SECURITIES, INC.250$13.1K−$190Cut−$114.5K
FIRST HORIZON CORP248$13K−$189Cut−$39.7K
Activest Wealth Management238$12.5K−$181Cut−$181
Key Financial Inc218$11.4K−$166Cut−$166
RMG Wealth Management LLC200$11KNew
Strategic Investment Solutions, Inc. /IL200$10.5K−$152Cut−$152
Clayton Financial Group LLC200$10.5K−$152Cut−$152
VANGUARD ADVISERS INC197$10.3KHeld
Cullen/Frost Bankers, Inc.184$9.62K−$140Cut−$140
ASSETMARK, INC177$9.26K−$135Cut−$11.6K
Arax Advisory Partners166$8.68K−$123Added$86
ASHTON THOMAS SECURITIES, LLC138$7.22KNew
Western Wealth Management, LLC132$6.89KNew
Elevated Capital Advisors, LLC120$6.28K−$91Cut−$91
Janney Montgomery Scott LLC112.7K$5.89K−$82Added$178
Migdal Insurance & Financial Holdings Ltd.110$5.75K$5.75KAdded$5.75K
Allworth Financial LP94$4.92K−$71Cut−$71
SIGNATUREFD, LLC89$4.68K−$69Cut−$69
FLOW TRADERS U.S. LLC78.4K$4.1K−$32Added$1.88K
Kingdom Financial Group LLC.74$3.87K−$56Cut−$56
Lloyd Advisory Services, LLC.74$3.87KNew
HARBOR INVESTMENT ADVISORY, LLC72$3.77K−$54Cut−$54
Harel Insurance Investments & Financial Services Ltd.68.1K$3.56K−$47Added$253
Main Street Group, LTD60$3.14KNew
Greykasell Wealth Strategies, Inc.42$2.18K−$32Cut−$32
EVOLUTION WEALTH MANAGEMENT INC.40$2.09K−$30Cut−$1.78K
THOROUGHBRED FINANCIAL SERVICES, LLC35.1K$1.84K−$26Added$19
Cambridge Investment Research Advisors, Inc.27K$1.41K−$20Cut−$73
Investors Research Corp25$1.33K−$19Cut−$19
Quest 10 Wealth Builders, Inc.16$858−$10Cut−$118
Cheviot Value Management, LLC11$550−$17Cut−$17
BESSEMER GROUP INC7.26K$380−$5Cut−$5
PARK AVENUE SECURITIES LLC5.72K$299−$4Cut−$25
Tower Research Capital LLC (TRC)4$209−$1Added$156
Steigerwald, Gordon & Koch Inc.2$105−$1Cut−$1
Ayalon Insurance Comp Ltd.1.06K$55−$1Cut−$1
Russell Investments Group, Ltd.1$30−$1Cut−$1
BALLAST ADVISORS LLC317$17New

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.