Funds holding Wisdomtree Trust
ISIN US97717W5884 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 42.4K $
A single tracked fund declares this security: these figures do not say who holds it.
Other securities from the same issuer : Wisdomtree Trust (US97717W5470), Wisdomtree Trust (US97717W4226), Wisdomtree Trust (US97717X5784), Wisdomtree Trust (US97717W3079), WisdomTree Trust (US97717X8671), WisdomTree Trust (US97717W4309)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Quantified Alternative Investment Fund Advisors Preferred Trust | 623 | 42.4K $ | 0.47 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| Quantified Alternative Investment Fund Advisors Preferred Trust | 0.47 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| 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 25 largest follow.
| 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