Funds holding Wisdomtree Trust
ISIN US97717W5884 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 0
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)
No tracked fund declares this company in its latest report.
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 |
|---|---|---|---|---|
| 2026Q2 | 1 | 0 | 623 | -17.8 % |
| 2026Q1 | 1 | 0 | 758 | -36.2 % |
| 2025Q4 | 1 | 0 | 1,188 | +463.0 % |
| 2025Q2 | 1 | 0 | 211 | -96.3 % |
| 2025Q1 | 1 | 5,704 |
Institutional managers
170 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Fiduciary Trust Co | 1,859,134 | 126.6M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,512,378 | 103M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 889,676 | 60.6M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 798,789 | 54.4M $ | as of Mar 31, 2026 |
| Garrett Wealth Advisory Group, LLC | 750,033 | 51.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 693,592 | 47.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 660,022 | 45M $ | as of Mar 31, 2026 |
| CWM, LLC | 465,565 | 31.7M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 459,137 | 31.3M $ | as of Mar 31, 2026 |
| Team Financial Group, LLC | 450,773 | 30.7M $ | as of Mar 31, 2026 |
| Financial Gravity Asset Management, Inc. | 286,548 | 19.5M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 281,211 | 19.2M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 265,154 | 18.1M $ | as of Mar 31, 2026 |
| INTEGRITY ALLIANCE, LLC. | 262,448 | 17.9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 196,817 | 13.4M $ | as of Mar 31, 2026 |
| Stenger Family Office, LLC | 191,968 | 13.1M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 191,360 | 13M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 167,727 | 11.1M $ | as of Mar 31, 2026 |
| Systelligence, LLC | 143,482 | 9.8M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 141,423 | 9.6M $ | as of Mar 31, 2026 |
| WIN ADVISORS, INC | 128,568 | 8.8M $ | as of Mar 31, 2026 |
| EASTERN BANK | 110,134 | 7.5M $ | as of Mar 31, 2026 |
| Marietta Wealth Management, LLC | 99,590 | 6.8M $ | as of Mar 31, 2026 |
| Maia Wealth LLC | 96,254 | 6.6M $ | as of Mar 31, 2026 |
| Creative Planning | 89,769 | 6.1M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding Wisdomtree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W5884