Funds holding WisdomTree Trust
ISIN US97717W5058 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 313.9K $
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 (US97717W4309), WisdomTree Trust (US97717W8771), WisdomTree Trust (US97717X1312)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree U.S. MidCap Fund WisdomTree Trust | 4,323 | 244.3K $ | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 1,231 | 69.6K $ | 0.00 % | 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 U.S. MidCap Fund WisdomTree Trust | 0.03 % | as of Jun 30, 2026 ↗ |
| WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 0.00 % | 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 | 2 | +1 | 5,554 | -41.4 % |
| 2026Q2 | 1 | -1 | 9,481 | -91.1 % |
| 2026Q1 | 2 | 0 | 106,316 | +389.6 % |
| 2025Q4 | 2 | 0 | 21,715 | -3.7 % |
| 2025Q3 | 2 | 0 | 22,539 | -79.7 % |
| 2025Q2 | 2 | 0 | 110,767 | +10.8 % |
| 2025Q1 | 2 | 0 | 99,937 | +1,399.2 % |
| 2024Q4 | 2 | -3 | 6,666 | -84.7 % |
| 2024Q3 | 5 | 0 | 43,588 | -26.3 % |
| 2024Q2 | 5 | 0 | 59,145 | -68.4 % |
| 2024Q1 | 5 | +3 | 187,365 | +1,861.7 % |
| 2023Q4 | 2 | 9,551 |
Institutional managers
461 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 4,645,518 | 244.1M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 2,390,779 | 125.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 1,883,131 | 98.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,848,389 | 97.1M $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 1,658,884 | 85.8M $ | as of Mar 31, 2026 |
| Linscomb Wealth, Inc. | 1,578,807 | 83M $ | as of Mar 31, 2026 |
| Creative Planning | 1,518,247 | 79.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 1,353,416 | 71.1M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,003,719 | 52.7M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,001,100 | 52.6M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 712,930 | 37.5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 526,235 | 27.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 520,381 | 27.3M $ | as of Mar 31, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | 512,431 | 26.9M $ | as of Mar 31, 2026 |
| IAG Wealth Partners, LLC | 500,699 | 26.3M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 466,862 | 24.5M $ | as of Mar 31, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | 465,970 | 24.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 405,679 | 21.3M $ | as of Mar 31, 2026 |
| Stonebridge Financial Group, LLC | 388,062 | 20.4M $ | as of Mar 31, 2026 |
| Trajan Wealth LLC | 365,015 | 19.2M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 364,806 | 19.2M $ | as of Mar 31, 2026 |
| AE Wealth Management LLC | 358,439 | 18.8M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 354,423 | 18.6M $ | as of Mar 31, 2026 |
| MAI Capital Management | 328,941 | 17.3M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 304,356 | 16M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W5058