Funds holding WisdomTree Trust
ISIN US97717W5702 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 71.2K $
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 (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. SmallCap Fund WisdomTree Trust | 940 | 71.2K $ | 0.01 % | 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. SmallCap Fund WisdomTree Trust | 0.01 % | 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 | 940 | -97.1 % |
| 2026Q2 | 1 | 0 | 32,463 | +8.0 % |
| 2026Q1 | 1 | 0 | 30,063 | +120.8 % |
| 2025Q4 | 1 | 0 | 13,613 | -70.2 % |
| 2025Q1 | 1 | 0 | 45,650 | +13,775.4 % |
| 2024Q4 | 1 | 0 | 329 | 0.0 % |
| 2024Q3 | 1 | 0 | 329 | -90.3 % |
| 2024Q2 | 1 | 0 | 3,380 | +18.9 % |
| 2024Q1 | 1 | 2,842 |
Institutional managers
171 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| DAVENPORT & Co LLC | 722,893 | 48.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 580,020 | 39M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 494,646 | 33.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 459,906 | 30.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 438,925 | 29.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 429,148 | 28.8M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 322,814 | 21.7M $ | as of Mar 31, 2026 |
| Freedom Investment Management, Inc. | 294,048 | 19.8M $ | as of Mar 31, 2026 |
| CPC Advisors, LLC | 262,309 | 17.6M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 203,578 | 13.7M $ | as of Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | 191,663 | 12.9M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 175,021 | 11.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 152,224 | 10.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 140,645 | 9.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 119,997 | 7.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 115,106 | 7.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 107,249 | 7.2M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 104,497 | 7M $ | as of Mar 31, 2026 |
| Provident Wealth Management, LLC | 99,591 | 6.7M $ | as of Mar 31, 2026 |
| THEORY FINANCIAL LLC | 89,563 | 6M $ | as of Mar 31, 2026 |
| Pinnacle Financial Partners, Inc. | 86,876 | 5.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 84,360 | 5.7M $ | as of Mar 31, 2026 |
| Davidson Kahn Capital Management, LLC | 80,606 | 5.4M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 80,211 | 5.4K $ | as of Mar 31, 2026 |
| Breakwater Capital Group | 79,810 | 5.4M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W5702