Funds holding WisdomTree Trust
1 fund declares a position · 0 ETFs and 1 other funds · 498.1K $ · US97717W5058
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust | 9,481 | 498.1K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
Institutional managers
461 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| 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 |