13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 93 managers

Reported value

$110.2M

Holders

93

+16 new · −22 exited

Holders’ est. mark

−$15M

Price effect on 77 books still in the name

Largest holder

$35.5M

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 INC1.3M$35.5M−$1.46MAdded$28.8M
Endurance Services Ltd354.5K$9.68M−$2.73MCut−$2.73M
Clearwater Capital Advisors, LLC261K$7.13M−$1.68MCut−$534.8K
Concentric Capital Strategies, LP260.1K$7.11MNew
TWO SIGMA INVESTMENTS, LP213.7K$5.84M−$1.32MCut−$162.3K
Selective Wealth Management, Inc.210.1K$5.74M−$1.13MCut−$2.81M
Curi Capital, LLC190.9K$5.22M−$277.9KAdded$3.95M
BANK OF AMERICA CORP /DE/174.8K$4.78M−$311.1KAdded$3.36M
IEQ CAPITAL, LLC132K$3.61M−$1.02MCut−$1.02M
UBS Group AG115.9K$3.17M−$817.7KCut−$557.3K
MORGAN STANLEY101.3K$2.77M−$779.4KCut−$4.09M
SUSQUEHANNA INTERNATIONAL GROUP, LLP56.2K$1.54M−$87.7KAdded$1.14M
LPL Financial LLC45.9K$1.26M−$353.3KCut−$767.7K
Yarbrough Capital, LLC38.6K$1.05M−$296.6KCut−$296.6K
ROYAL BANK OF CANADA34.6K$946K−$236.8KCut−$135K
SUMITOMO MITSUI FINANCIAL GROUP, INC.33.4K$912K−$228.6KCut−$128.8K
Wealthfront Advisers LLC30K$819.6K−$230.7KCut−$1.08M
GTS SECURITIES LLC27.6K$753KNew
IHT Wealth Management, LLC26.1K$713.7KNew
Cetera Investment Advisers22.6K$618K−$173.9KCut−$195.2K
Joseph P. Lucia & Associates, LLC20.3K$555.3K−$156.3KCut−$383.7K
JANE STREET GROUP, LLC19.7K$539.5K−$102KAdded$75.1K
Endowment Wealth Management, Inc.19.1K$521.9K−$118.7KCut−$18.7K
Renaissance Technologies19K$519.1KNew
Cerity Partners LLC19K$517.9K−$117.7KCut−$17.9K
Arax Advisory Partners18.2K$496K−$134.8KCut−$117.8K
Cypress Point Wealth Management, LLC17.6K$481.7K−$135.6KCut−$135.6K
Bison Wealth, LLC17.2K$473.7K−$8.1KCut−$8.1K
WELLS FARGO & COMPANY/MN17.2K$469.3K−$132.1KCut−$518K
CREATIVE FINANCIAL DESIGNS INC /ADV13.8K$375.7K−$99.1KCut−$75.3K
Tower Research Capital LLC (TRC)13.7K$374.8K−$54.5KAdded$126.9K
FIRST COMMUNITY TRUST NA13.3K$363.6K−$102.4KCut−$105.9K
LODESTAR PRIVATE ASSET MANAGEMENT LLC13.1K$358K−$44.7KAdded$154.3K
Trexquant Investment LP11.8K$321.4K−$45.9KAdded$112.5K
HighTower Advisors, LLC11.2K$305K−$85.8KCut−$85.8K
Citadel11K$300.1KNew
CWM, LLC10.2K$279.3K$278.9KAdded$278.8K
TWO SIGMA SECURITIES, LLC9.52K$260.2KNew
Advisory Services Network, LLC9.07K$247.8K−$69.8KCut−$81.2K
Oxler Private Wealth LLC8.69K$237.3K−$66.8KCut−$89.2K
Osbon Capital Management LLC8.48K$231.7K−$59.7KCut−$39.9K
OSAIC HOLDINGS, INC.8.31K$226.9K−$63.9KCut−$352.7K
COMMONWEALTH EQUITY SERVICES, LLC8.24K$225.1K−$53KCut−$16K
D. E. Shaw & Co., Inc.7.85K$214.4K−$60.4KCut−$251.9K
Perigon Wealth Management, LLC7.82K$213.6K−$60.1KCut−$192.6K
RAYMOND JAMES FINANCIAL INC7.57K$206.9K−$58.2KCut−$283.4K
Merit Financial Group, LLC7.33K$200.2K−$56.4KCut−$56.4K
Opal Wealth Advisors, LLC6.23K$170.2KNew
HALBERT HARGROVE GLOBAL ADVISORS, LLC5.71K$156K−$41.3KCut−$32.1K
Stelac Advisory Services LLC5.56K$151.9KNew
Smartleaf Asset Management LLC5.44K$144.5K−$41.9KCut−$23.6K
FRANKLIN RESOURCES INC5.22K$142.7K−$40.2KCut−$40.2K
Larson Financial Group LLC4.41K$120.5K−$33.9KCut−$63.3K
Keating Financial Advisory Services, Inc.3.89K$106.3K−$29.9KCut−$83K
TWIN PEAKS WEALTH ADVISORS, LLC3.31K$90.3KNew
Y.D. More Investments Ltd2.8K$76.4K−$22KCut−$36.1K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO2.71K$74K−$20.8KCut−$20.8K
JPMORGAN CHASE & CO2.18K$57.8K−$18.4KCut−$4.4M
Rockefeller Capital Management L.P.2.07K$56.6K−$10.8KAdded$7.32K
MCF Advisors LLC1.1K$30.1KNew
Destiny Wealth Partners, LLC843$23KNew
AlphaCore Capital LLC692$18.9K−$5.32KCut−$12.3K
Carolina Wealth Advisors, LLC618$16.9K−$3.89KCut−$831
Parallel Advisors, LLC475$13K−$3.65KCut−$3.65K
Fidelity454$12.4K−$3.5KCut−$95.5K
Farther Finance Advisors, LLC430$11.8K−$3.24KCut−$5.94K
Versant Capital Management, Inc400$10.9K−$3.08KCut−$3.08K
Asset Dedication, LLC399$10.9K−$3.07KCut−$3.07K
Lavaca Capital LLC339$9.26K−$2.61KCut−$2.61K
NBC SECURITIES, INC.284$7.76K−$2.18KCut−$2.18K
Costello Asset Management, INC200$5.46K−$1.54KCut−$1.99K
MAI Capital Management180$4.92K−$1.38KCut−$5.55K
Western Wealth Management, LLC177$4.84KNew
Frazier Financial Advisors, LLC168$4.59K−$1.29KCut−$1.29K
EVOLUTION WEALTH MANAGEMENT INC.162$4.43K−$1.25KCut−$1.25K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC160$4.39KNew
Founders Financial Alliance, LLC150$4.1KNew
IFP Advisors, Inc125$3.42K−$961Cut−$961
Steward Partners Investment Advisory, LLC100$2.73K−$769Cut−$769
BANK OF MONTREAL /CAN/86$2.35K−$661Cut−$661
Pinnacle Wealth Planning Services, Inc.64$1.75K−$493Cut−$493
AE Wealth Management LLC58$1.58K−$446Cut−$446
Marshall & Sterling Wealth Advisors Inc.44$1.2K−$338Cut−$338
Glen Eagle Advisors, LLC33$902−$253Cut−$253
FIFTH THIRD BANCORP30$820New
SHP Wealth Management27$737−$208Cut−$208
Clearstead Advisors, LLC25$683−$193Cut−$193
Cambridge Investment Research Advisors, Inc.14.4K$394−$102Cut−$68
TD Waterhouse Canada Inc.10$275New
Federation des caisses Desjardins du Quebec5$137−$38Cut−$38
Team Financial Group, LLC4$109−$30Cut−$3.13K
Financial Management Professionals, Inc.1$27−$8Cut−$8
First PREMIER Bank574$16−$4Cut−$5

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.