Funds holding WISDOMTREE TRUST
ISIN US97717W4226 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 26.4M $
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 (US97717W5470), WISDOMTREE TRUST (US97717W3079), WisdomTree Trust (US97717W1099), WisdomTree Trust (US97717X8671), WisdomTree Trust (US97717W4309), WisdomTree Trust (US97717W8771), WisdomTree Trust (US97717X1312), WisdomTree Trust (US97717Y8084)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund MUTUAL FUND SERIES TRUST | 617,149 | 26.4M $ | 0.25 % | 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 | |
|---|---|---|
| Catalyst/Millburn Hedge Strategy Fund MUTUAL FUND SERIES TRUST | 0.25 % | 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 | 617,149 | +5.0 % |
| 2026Q2 | 1 | 0 | 587,752 | +33.4 % |
| 2026Q1 | 1 | 0 | 440,569 | -5.2 % |
| 2025Q4 | 1 | 0 | 464,642 | +7.2 % |
| 2025Q3 | 1 | 0 | 433,341 | -11.4 % |
| 2025Q2 | 1 | -1 | 489,104 | +9.8 % |
| 2025Q1 | 2 | -5 | 445,474 | -48.0 % |
| 2024Q4 | 7 | 0 | 857,090 | -19.8 % |
| 2024Q3 | 7 | 0 | 1,069,135 | -1.6 % |
| 2024Q2 | 7 | 0 | 1,086,194 | +37.8 % |
| 2024Q1 | 7 | +3 | 788,508 | +45.3 % |
| 2023Q4 | 4 | 542,821 |
Institutional managers
269 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 3,480,035 | 142M $ | as of Mar 31, 2026 |
| Clal Insurance Enterprises Holdings Ltd | 3,000,000 | 122.4K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,883,045 | 117.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,371,038 | 55.9M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 1,160,366 | 45.9M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,049,136 | 42.8M $ | as of Mar 31, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 987,040 | 40.3M $ | as of Mar 31, 2026 |
| OLD MISSION CAPITAL LLC | 886,809 | 36.2M $ | as of Mar 31, 2026 |
| Composition Wealth, LLC | 594,399 | 24.3M $ | as of Mar 31, 2026 |
| Catalyst Capital Advisors LLC | 587,752 | 24M $ | as of Mar 31, 2026 |
| Millburn Ridgefield LLC /DE/ | 587,752 | 24M $ | as of Mar 31, 2026 |
| BARCLAYS PLC | 561,344 | 22.9M $ | as of Mar 31, 2026 |
| CIBC Bancorp USA Inc. | 488,142 | 19.9M $ | as of Mar 31, 2026 |
| Venture Visionary Partners LLC | 426,639 | 17.4M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 401,130 | 16.4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 383,440 | 15.6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 381,804 | 15.6M $ | as of Mar 31, 2026 |
| Trajan Wealth LLC | 374,884 | 15.3M $ | as of Mar 31, 2026 |
| CITIGROUP INC | 356,669 | 14.6M $ | as of Mar 31, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 342,373 | 14M $ | as of Mar 31, 2026 |
| BlackRock, Inc. | 337,490 | 13.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 306,857 | 12.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 300,458 | 12.3M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 297,517 | 12.1M $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 289,026 | 11.8M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WISDOMTREE TRUST". https://titelia.com/en/stocks/wisdomtree-trust-US97717W4226