Funds holding WISDOMTREE TRUST
ISIN US97717W5470 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 5
- Of which ETFs
- 0 5 other funds
- Value held
- 25.9M $
This issuer has other securities: WisdomTree Trust (US97717Y4695), WISDOMTREE TRUST (US97717X5784), WISDOMTREE TRUST (US97717W4226), 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 | |
|---|---|---|---|---|
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 99,009 | 10.1M $ | 5.13 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth Fund Northern Lights Fund Trust | 87,028 | 8.9M $ | 5.83 % | as of Jun 30, 2026 ↗ |
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 49,277 | 5M $ | 6.82 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 17,522 | 1.8M $ | 2.94 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income Fund Northern Lights Fund Trust | 2,063 | 209.8K $ | 2.20 % | 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 | |
|---|---|---|
| Ladenburg Aggressive Growth Fund Northern Lights Fund Trust | 6.82 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth Fund Northern Lights Fund Trust | 5.83 % | as of Jun 30, 2026 ↗ |
| Ladenburg Growth & Income Fund Northern Lights Fund Trust | 5.13 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income & Growth Fund Northern Lights Fund Trust | 2.94 % | as of Jun 30, 2026 ↗ |
| Ladenburg Income Fund Northern Lights Fund Trust | 2.20 % | 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 | 5 | 0 | 254,899 | -23.5 % |
| 2026Q2 | 5 | 0 | 333,223 | -0.3 % |
| 2026Q1 | 5 | 0 | 334,141 | +0.2 % |
| 2025Q4 | 5 | 0 | 333,545 | +5.2 % |
| 2025Q3 | 5 | 317,201 |
Institutional managers
217 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 3,536,335 | 335M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 1,986,281 | 188.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,746,280 | 165.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,614,340 | 152.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 1,424,059 | 134.7M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 1,242,810 | 117.7M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 525,408 | 49.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 424,918 | 40.3M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 352,839 | 33.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 315,673 | 29.9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 308,847 | 29.3M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 284,102 | 26.9M $ | as of Mar 31, 2026 |
| Mariner, LLC | 282,605 | 26.8M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 260,832 | 24.7M $ | as of Mar 31, 2026 |
| RESOLUTE CAPITAL, LLC | 254,257 | 24.1M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 237,958 | 22.5M $ | as of Mar 31, 2026 |
| Legacy Financial Advisors, Inc. | 225,627 | 21.4M $ | as of Mar 31, 2026 |
| Systelligence, LLC | 221,641 | 21M $ | as of Mar 31, 2026 |
| Anderson Financial Strategies, LLC | 221,408 | 21.9M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 220,375 | 20.9K $ | as of Mar 31, 2026 |
| Onyx Bridge Wealth Group LLC | 204,293 | 19.4M $ | as of Mar 31, 2026 |
| OPPENHEIMER & CO INC | 197,770 | 18.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 196,567 | 18.6M $ | as of Mar 31, 2026 |
| Prism Advisors, Inc. | 184,607 | 17.5M $ | as of Mar 31, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | 168,051 | 15.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WISDOMTREE TRUST". https://titelia.com/en/stocks/wisdomtree-trust-US97717W5470