Funds holding WisdomTree Trust
ISIN US97717W4309 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 2.3M $
2 tracked funds declare 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 (US97717W8771), WisdomTree Trust (US97717X1312), WisdomTree Trust (US97717Y8084)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree Bianco Total Return Fund WisdomTree Trust | 95,280 | 2.1M $ | 2.00 % | as of May 31, 2026 ↗ |
| WisdomTree Short-Duration Income Digital Fund WisdomTree Digital Trust | 8,600 | 193.6K $ | 15.00 % | 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 Short-Duration Income Digital Fund WisdomTree Digital Trust | 15.00 % | as of Jun 30, 2026 ↗ |
| WisdomTree Bianco Total Return Fund WisdomTree Trust | 2.00 % | as of May 31, 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 | 2 | 0 | 103,880 | -53.5 % |
| 2026Q2 | 2 | +1 | 223,509 | +2,845.9 % |
| 2026Q1 | 1 | 0 | 7,587 | +4.0 % |
| 2025Q4 | 1 | 0 | 7,293 | +3.5 % |
| 2025Q3 | 1 | 0 | 7,049 | -0.2 % |
| 2025Q2 | 1 | 0 | 7,062 | +0.1 % |
| 2025Q1 | 1 | 0 | 7,054 | +0.2 % |
| 2024Q4 | 1 | 0 | 7,038 | -0.1 % |
| 2024Q3 | 1 | 0 | 7,042 | +0.1 % |
| 2024Q2 | 1 | 0 | 7,038 | +0.9 % |
| 2024Q1 | 1 | 0 | 6,975 | -40.2 % |
| 2023Q4 | 1 | 11,671 |
Institutional managers
58 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 1,636,601 | 36M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,579,911 | 34.8M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 689,821 | 15.2M $ | as of Mar 31, 2026 |
| Systelligence, LLC | 354,852 | 7.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 335,174 | 7.4M $ | as of Mar 31, 2026 |
| B. Riley Wealth Advisors, Inc. | 272,710 | 6M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 219,449 | 4.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 191,434 | 4.2M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 171,465 | 3.8M $ | as of Mar 31, 2026 |
| Integrated Wealth Concepts LLC | 169,962 | 3.7M $ | as of Mar 31, 2026 |
| Savvy Advisors, Inc. | 160,497 | 3.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 139,173 | 3.1M $ | as of Mar 31, 2026 |
| VICUS CAPITAL | 128,704 | 2.8M $ | as of Mar 31, 2026 |
| Howard Capital Management Inc. | 102,895 | 2.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 96,605 | 2.1M $ | as of Mar 31, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | 89,514 | 2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 74,330 | 1.6M $ | as of Mar 31, 2026 |
| Prospera Financial Services Inc | 69,704 | 1.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 65,394 | 1.4M $ | as of Mar 31, 2026 |
| Advisory Alpha, LLC | 62,643 | 1.4M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 60,889 | 1.3M $ | as of Mar 31, 2026 |
| Avestar Capital, LLC | 60,084 | 1.3M $ | as of Mar 31, 2026 |
| McAdam, LLC | 49,408 | 1.1M $ | as of Mar 31, 2026 |
| Janney Montgomery Scott LLC | 48,738 | 1.1K $ | as of Mar 31, 2026 |
| Empirical Asset Management, LLC | 45,574 | 1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W4309