13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 33 managers

Reported value

$32.7M

Holders

33

+8 new · −7 exited

Holders’ est. mark

−$634.9K

Price effect on 25 books still in the name

Largest holder

$18.7M

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 INC494.1K$18.7MNew
SUSQUEHANNA INTERNATIONAL GROUP, LLP81.9K$3.1M−$113.4KAdded$1.11M
MORGAN STANLEY73.4K$2.78M−$167.9KCut−$489.6K
Cerity Partners LLC41.3K$1.56MNew
UBS Group AG33.3K$1.26M−$76.2KCut−$143.6K
Avestar Capital, LLC30.9K$1.17M−$65KAdded$27.5K
CASTLEKEEP INVESTMENT ADVISORS LLC24.2K$913.6K−$55.3KCut−$505.8K
LPL Financial LLC18.1K$685.3K−$41.5KCut−$89.4K
SBI Securities Co., Ltd.16.2K$612.9K−$32.6KAdded$41.4K
BANK OF AMERICA CORP /DE/8.98K$339.7K−$20.5KCut−$167K
WELLS FARGO & COMPANY/MN7.76K$293.5K−$6.58KAdded$178.3K
GRANVILLE CAPITAL, INC.6.3K$238.4K−$14.4KCut−$14.3K
JANE STREET GROUP, LLC5.82K$220.1K−$13.3KCut−$603.2K
Summit Investment Advisory Services, LLC5.35K$202.2KNew
ROYAL BANK OF CANADA4.6K$174K−$10.4KCut−$3.14M
Cassaday & Co Wealth Management LLC3.54K$133.8KNew
Rockefeller Capital Management L.P.1.82K$68.8K−$4.16KCut−$4.16K
Ankerstar Wealth, LLC1.41K$53.1K−$3.21KCut−$7.35K
HARBOUR INVESTMENTS, INC.1.31K$49.5KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1.18K$44.5K−$1.88KAdded$11.4K
WHITTIER TRUST CO OF NEVADA INC980$36.9K−$4.3KCut−$4.3K
Dunhill Financial, LLC800$30.3KNew
OSAIC HOLDINGS, INC.700$26.5K−$1.6KCut−$1.6K
Fidelity631$23.9K−$1.43KCut−$1.55K
BANK OF MONTREAL /CAN/616$23.3K−$1.41KCut−$14.4K
Triumph Capital Management225$8.51K−$515Cut−$515
Founders Financial Alliance, LLC155$5.86K−$355Cut−$355
PNC Financial Services Group, Inc.50$1.89K−$114Cut−$114
TopTier Wealth Management, LLC38$1.44KNew
Cambridge Investment Research Advisors, Inc.34.9K$1.32K−$80Cut−$101
CWM, LLC32$1.2K$1.2KAdded$1.2K
Farther Finance Advisors, LLC8$303New
Activest Wealth Management1$27−$2Cut−$2

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.