Funds holding WisdomTree Trust
ISIN US97717W7039 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 2.9K $
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 Global ex-U.S. Quality Growth Fund WisdomTree Trust | 39 | 2.9K $ | 0.00 % | 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 Global ex-U.S. Quality Growth Fund WisdomTree Trust | 0.00 % | 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 | 39 | 0.0 % |
| 2026Q2 | 1 | 0 | 39 | 0.0 % |
| 2026Q1 | 1 | 0 | 39 | 0.0 % |
| 2025Q4 | 1 | 0 | 39 | -94.0 % |
| 2025Q3 | 1 | 0 | 652 | -76.5 % |
| 2025Q2 | 1 | 0 | 2,780 | -70.2 % |
| 2025Q1 | 1 | 0 | 9,339 | +296.6 % |
| 2024Q4 | 1 | 0 | 2,355 | +65.8 % |
| 2024Q3 | 1 | 0 | 1,420 | +14,100.0 % |
| 2024Q2 | 1 | 0 | 10 | -60.0 % |
| 2024Q1 | 1 | 0 | 25 | -99.5 % |
| 2023Q4 | 1 | 5,333 |
Institutional managers
130 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 950,131 | 66.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 476,008 | 33.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 431,853 | 30.2M $ | as of Mar 31, 2026 |
| LRI Investments, LLC | 386,546 | 27M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 385,118 | 26.9M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 309,543 | 21.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 220,766 | 15.4M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208,173 | 14.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 111,713 | 7.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 107,653 | 7.5M $ | as of Mar 31, 2026 |
| MOLLER WEALTH PARTNERS | 98,295 | 6.9M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 95,342 | 6.7K $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 89,090 | 6.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 88,851 | 6.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 84,255 | 5.9M $ | as of Mar 31, 2026 |
| NewSquare Capital LLC | 76,369 | 5.3M $ | as of Mar 31, 2026 |
| JFS WEALTH ADVISORS, LLC | 65,890 | 4.6M $ | as of Mar 31, 2026 |
| Key Financial Inc | 63,808 | 4.5M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 63,806 | 4.5M $ | as of Mar 31, 2026 |
| Smallwood Wealth Investment Management, LLC | 57,609 | 4M $ | as of Mar 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | 57,071 | 4M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 56,932 | 4M $ | as of Mar 31, 2026 |
| CIBC WORLD MARKET INC. | 53,660 | 3.8M $ | as of Mar 31, 2026 |
| HBK Sorce Advisory LLC | 52,749 | 3.9M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 41,319 | 2.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W7039