13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 30 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$32.2M

Holders

30

+0 new · −1 exited

Holders’ est. mark

$5.23K

Price effect on 2 books still in the name

Largest holder

$5.64M

LPL Financial LLC

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
LPL Financial LLC117.5K$5.64M—Held
BANK OF AMERICA CORP /DE/98.1K$4.71M$4.79KAdded$531.2K
ECLECTIC ASSOCIATES INC /ADV85.9K$4.13M—Held
Private Advisor Group, LLC77.4K$3.72M—Held
Citadel63.2K$3.04M—Held
SUSQUEHANNA INTERNATIONAL GROUP, LLP48.3K$2.32M—Held
JANE STREET GROUP, LLC45.9K$2.21M—Held
HF Advisory Group, LLC22K$1.06M—Held
Kestra Advisory Services, LLC20.2K$970.2K—Held
Prime Capital Investment Advisors, LLC17K$817.8K—Held
Insight Advisors, LLC/ PA16.7K$800.3K—Held
WEBSTER BANK, N. A.10.1K$484.3K—Held
Winch Advisory Services, LLC9.86K$473.7K—Held
MORGAN STANLEY7.5K$360.2K$436Cut−$15.7K
Bank of New York Mellon Corp7.11K$341.6K—Held
Herold Advisors, Inc.5.74K$275.8K—Held
Trilogy Capital Inc.4.54K$217.8K—Held
OSAIC HOLDINGS, INC.4.41K$211.6K—Held
NBC SECURITIES, INC.2.69K$129.2K—Held
ROYAL BANK OF CANADA1.8K$87K—Held
Smartleaf Asset Management LLC1.33K$63.8K—Held
JPMORGAN CHASE & CO1.15K$55.3K—Held
FRANKLIN RESOURCES INC800$38.4K—Held
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC416$20K—Held
UBS Group AG112$5.38K—Held
CREATIVE FINANCIAL DESIGNS INC /ADV38$1.82K—Held
FLOW TRADERS U.S. LLC27K$1.3K—Held
CoreCap Advisors, LLC11$528—Held
Smallwood Wealth Investment Management, LLC1$70—Held
WELLS FARGO & COMPANY/MN1$41—Held

Who left

Positions as of Q4 2025. 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.