Funds holding WisdomTree Trust
ISIN US97717W1255 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 20.7K $
A single tracked fund declares this security. So these figures do not say who holds it.
This issuer has other securities: WisdomTree Trust (US97717Y4695), WISDOMTREE TRUST (US97717X5784), WISDOMTREE TRUST (US97717W4226), WISDOMTREE TRUST (US97717W5470), WISDOMTREE TRUST (US97717W3079), WisdomTree Trust (US97717W1099), WisdomTree Trust (US97717X8671), WisdomTree Trust (US97717W4309), WisdomTree Trust (US97717W8771), WisdomTree Trust (US97717X1312)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 506 | 20.7K $ | 4.92 % | as of Jun 30, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of this security in each fund.
| Fund | Weight in fund | |
|---|---|---|
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 4.92 % | as of Jun 30, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 1 | 0 | 506 | +16.6 % |
| 2026Q2 | 1 | 0 | 434 | +35.2 % |
| 2026Q1 | 1 | 0 | 321 | +13.4 % |
| 2025Q4 | 1 | 0 | 283 | 0.0 % |
| 2025Q3 | 1 | 0 | 283 | +13.2 % |
| 2025Q2 | 1 | 0 | 250 | +5.9 % |
| 2025Q1 | 1 | 0 | 236 | +7.3 % |
| 2024Q4 | 1 | -1 | 220 | -98.1 % |
| 2024Q3 | 2 | -2 | 11,296 | -96.2 % |
| 2024Q2 | 4 | +1 | 293,695 | +1,002.2 % |
| 2024Q1 | 3 | 0 | 26,646 | -92.5 % |
| 2023Q4 | 3 | 355,385 |
Institutional managers
82 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,108,158 | 44M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 476,311 | 18.9M $ | as of Mar 31, 2026 |
| Tidemark, LLC | 407,816 | 16.2M $ | as of Mar 31, 2026 |
| OneDigital Investment Advisors LLC | 319,248 | 12.7M $ | as of Mar 31, 2026 |
| Stewardship Advisors, LLC | 282,078 | 11.2M $ | as of Mar 31, 2026 |
| EARNED WEALTH ADVISORS, LLC | 272,900 | 10.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 269,132 | 10.7M $ | as of Mar 31, 2026 |
| Avestar Capital, LLC | 126,704 | 5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 67,706 | 2.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 66,925 | 2.7M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 50,399 | 2M $ | as of Mar 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | 48,034 | 1.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 40,394 | 1.6M $ | as of Mar 31, 2026 |
| Ethos Financial Group, LLC | 39,689 | 1.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 37,898 | 1.5M $ | as of Mar 31, 2026 |
| Columbus Macro, LLC | 37,210 | 1.5M $ | as of Mar 31, 2026 |
| Efficient Advisors, LLC | 35,208 | 1.4M $ | as of Mar 31, 2026 |
| Asset Allocation Strategies LLC | 31,486 | 1.2M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 30,901 | 1.2K $ | as of Mar 31, 2026 |
| Comprehensive Wealth Management, LLC | 29,664 | 1.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 24,100 | 956.4K $ | as of Mar 31, 2026 |
| Global Wealth Management Investment Advisory, Inc. | 23,120 | 917.5K $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 21,426 | 863.7K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,311 | 806.1K $ | as of Mar 31, 2026 |
| Empirical Asset Management, LLC | 18,593 | 737.9K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W1255