13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 120 managers

Reported value

$158M

Holders

120

+12 new · −14 exited

Holders’ est. mark

−$3.75M

Price effect on 107 books still in the name

Largest holder

$20.2M

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 LLC714.1K$20.2M−$613.5KAdded$514K
Horizon Wealth Management, LLC550.1K$15.5M−$480.8KAdded$133K
ASSETMARK, INC400.3K$11.3M−$96Added$11.3M
AMERIPRISE FINANCIAL INC282K$7.96M−$253KCut−$103.5K
Kestra Advisory Services, LLC281K$7.93M−$141.5KAdded$3.4M
Hancock Prospecting Pty Ltd274.5K$7.75M−$249.8KCut−$249.8K
Advisory Services Network, LLC272.6K$7.7M−$248.1KCut−$707.1K
Quattro Advisors LLC252.5K$7.13M−$199.4KAdded$743.5K
JPMORGAN CHASE & CO257.7K$6.89M−$8.43KAdded$6.79M
Advocacy Wealth Management, LLC227.1K$6.41M−$174.3KAdded$829.4K
BANK OF AMERICA CORP /DE/159.4K$4.5M−$138.9KAdded$54K
RAYMOND JAMES FINANCIAL INC120.3K$3.4M−$109.5KCut−$746.5K
COMMONWEALTH EQUITY SERVICES, LLC118.2K$3.34M−$101.6KAdded$84.7K
SUSQUEHANNA INTERNATIONAL GROUP, LLP109.3K$3.08M−$93.1KAdded$103.3K
TRUIST FINANCIAL CORP103.8K$2.93M−$91.8KCut−$8.29K
Prospera Financial Services Inc99.4K$2.81M−$90.5KCut−$275.5K
OSAIC HOLDINGS, INC.94.1K$2.66M−$85KCut−$66.3K
Rockefeller Capital Management L.P.93.5K$2.64M−$85.1KCut−$110.2K
Perigon Wealth Management, LLC83.5K$2.36M−$76KCut−$76K
Tradition Wealth Management, LLC71.9K$2.03M−$45.6KAdded$569.9K
AdvisorNet Financial, Inc70.8K$2M−$61.9KAdded$16.4K
STIFEL FINANCIAL CORP65K$1.84M−$48KAdded$298.6K
Private Advisor Group, LLC54.3K$1.53M−$49.4KCut−$82.5K
WADDELL & ASSOCIATES, LLC53.2K$1.5M−$48.4KCut−$48.4K
Cetera Investment Advisers47.5K$1.34M−$35.2KAdded$214.5K
CREATIVE FINANCIAL DESIGNS INC /ADV42.2K$1.19M−$38.4KCut−$108.8K
Breachway Investments LLC34.2K$989K−$6.16KCut−$24.5K
Bison Wealth, LLC22.9K$944.7K$286KAdded$286K
NWAM LLC26.4K$744.2K−$59.5KCut−$51.8K
Berbice Capital Management LLC26.2K$740.8K−$1.58KAdded$690.1K
Integrated Advisors Network LLC25.7K$726.5K−$23.4KCut−$211.9K
Belpointe Asset Management LLC25K$706K−$11.2KAdded$346.2K
Creative Planning24.1K$679.8K−$21.1KAdded$5.17K
Valmark Advisers, Inc.23.1K$652.7K−$14.7KAdded$180.4K
Gateway Wealth Partners, LLC23.1K$652.2K−$9.34KAdded$353.6K
Ausdal Financial Partners, Inc.19.6K$553.4K−$17.8KCut−$26.7K
SWEENEY & MICHEL, LLC16.9K$541.5K$25.6KAdded$51K
Focus Partners Wealth17.3K$487.1K−$15.7KCut−$54.4K
Clearstead Advisors, LLC17.1K$484.1KNew
MML INVESTORS SERVICES, LLC16.5K$467K−$15KCut−$326.5K
KESTRA PRIVATE WEALTH SERVICES, LLC16.5K$465.4K−$15KCut−$153.6K
WMG Financial Advisors, LLC16.1K$455.5K−$14.7KCut−$102.5K
Waldron Private Wealth LLC15.6K$441K−$14.2KCut−$14.2K
Steward Partners Investment Advisory, LLC15.6K$440.9K−$14KCut−$7.13K
Citadel15.4K$434.7KNew
INTEGRITY ALLIANCE, LLC.15.3K$433.1K−$13.8KCut−$8.54K
Mariner, LLC15K$423.5K−$12.5KAdded$23K
ENVESTNET ASSET MANAGEMENT INC13.3K$376.1K−$12.1KCut−$36.4K
Bryn Mawr Trust Advisors, LLC13K$367.6K−$11.8KCut−$11.8K
Western Wealth Management, LLC10.2K$287.6K−$9.27KCut−$32.4K
OXFORD FINANCIAL GROUP, LTD. LLC9.85K$278.2K−$8.97KCut−$8.97K
Tulsa Wealth Advisors, INC9.6K$270.9KNew
Evanson Asset Management, LLC9.56K$270K−$8.7KCut−$8.7K
HighTower Advisors, LLC9.37K$264.5K−$8.32KCut−$1.88K
Key Financial Inc9.37K$264.5K−$8.53KCut−$11.1K
COFG Advisors, LLC9.29K$262.1K−$8.45KCut−$44.4K
HighPoint Advisor Group LLC9K$254.1K−$7.87KAdded$2.01K
Wealthcare Advisory Partners LLC8.98K$253.5K−$8.17KCut−$8.17K
MORGAN STANLEY8.47K$239K−$6.08KAdded$44.4K
W.H. Cornerstone Investments Inc.8.38K$236.6K−$7.63KCut−$7.63K
Kovack Advisors, Inc.8.08K$234K−$1.45KCut−$1.45K
Geneos Wealth Management Inc.8.13K$229.4K−$7.39KCut−$36.5K
Cerity Partners LLC7.93K$224K−$7.22KCut−$7.22K
Clearwater Capital Advisors, LLC7.91K$223.4K−$7.2KCut−$10.1K
D. E. Shaw & Co., Inc.7.86K$222K−$7.07KCut−$74.1K
Ashton Thomas Private Wealth, LLC7.6K$214.5K−$6.91KCut−$7.99K
Provident Wealth Management, LLC7.13K$201.4K−$6.49KCut−$18.7K
HALBERT HARGROVE GLOBAL ADVISORS, LLC6.92K$195.4K−$6.1KAdded$141
First Command Advisory Services, Inc.5.92K$167.2K−$5.39KCut−$5.39K
MidFirst Bank5.76K$162.7K−$5.25KCut−$5.25K
Smartleaf Asset Management LLC5.65K$151K−$15.6KCut−$25.9K
UBS Group AG4K$112.9KNew
HARBOR INVESTMENT ADVISORY, LLC3.61K$102K−$2.82KAdded$11.6K
Arax Advisory Partners3.53K$99.6K−$3.22KCut−$22.2K
HARBOUR INVESTMENTS, INC.3.42K$96.7K−$524Added$79.9K
Farther Finance Advisors, LLC2.85K$82.6K−$513Cut−$3.54K
WOLFF WIESE MAGANA LLC2.73K$77K−$2.17KAdded$7.4K
AE Wealth Management LLC2.67K$75.3K−$2.01KAdded$10.9K
MAI Capital Management2.62K$74K−$975Added$42.8K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC2.48K$72K−$447Cut−$2.19K
Larson Financial Group LLC2.5K$70.6K−$2.28KCut−$2.27K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.45K$69K−$424Added$55.5K
PRIVATE TRUST CO NA2.26K$63.8K−$1.47KAdded$16.6K
Allworth Financial LP2.21K$62.3K−$2KCut−$59.3K
Center for Financial Planning, Inc.2K$56.6KNew
PNC Financial Services Group, Inc.2K$56.5K−$1.82KCut−$1.82K
Frazier Financial Advisors, LLC1.96K$55.3KNew
Team Financial Group, LLC1.68K$47.4KNew
Sherman Asset Management, Inc.1.68K$47.3K−$631Added$27.1K
EFG International AG1.5K$42.3K−$1.37KCut−$1.36K
WELLS FARGO & COMPANY/MN1.47K$41.5K−$1.32KCut−$72.1K
SIMPLEX TRADING, LLC1.43K$40.5K−$1.3KCut−$11.3K
Prestige Wealth Management Group LLC1.05K$29.6K−$955Cut−$955
Glass Jacobson Investment Advisors llc1.01K$28.5K−$738Added$4.88K
EPG Wealth Management LLC1K$28.2K−$910Cut−$910
JNBA Financial Advisors1K$28.2K−$910Cut−$910
Lloyd Advisory Services, LLC.913$25.8KNew
Kingdom Financial Group LLC.913$25.8K−$831Cut−$831
Provenance Wealth Advisors, LLC769$21.7K−$700Cut−$700
FINANCIAL CONSULATE, INC672$19KNew
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV650$18.4K−$591Cut−$591
Comprehensive Financial Planning, Inc./PA612$17.3K−$558Cut−$558
MCF Advisors LLC585$16.5K−$532Cut−$532
Fidelity573$16.2K−$510Cut−$425
Gen-Wealth Partners Inc417$11.8K−$379Cut−$379
Golden State Wealth Management, LLC407$11.5K−$371Cut−$371
Aptus Capital Advisors, LLC351$9.91K−$175Added$4.31K
Founders Financial Alliance, LLC320$9.03K−$291Cut−$291
EVOLUTION WEALTH MANAGEMENT INC.317$8.95K−$288Cut−$288
Wiser Advisor Group LLC312$8.81K−$284Cut−$284
CWM, LLC164$4.62K$4.61KAdded$4.61K
GUARDIAN WEALTH ADVISORS, LLC / NC114$3.22KNew
FLOW TRADERS U.S. LLC66.4K$1.88K−$60Cut−$2.35K
Janney Montgomery Scott LLC65.6K$1.85K−$18Added$1.27K
Murphy & Mullick Capital Management Corp63$1.78K−$58Cut−$58
Atlantic Union Bankshares Corp51$1.44KNew
O'SHAUGHNESSY ASSET MANAGEMENT, LLC26$734New
Cambridge Investment Research Advisors, Inc.25.6K$723−$20Added$83
Forum Finance Group S.A.1.86K$44Held
Centerpoint Advisors, LLC575$16−$1Cut−$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.