Funds holding WisdomTree Trust
ISIN US97717W7948 · United States · LEI 549300BNQFH6IFLEV339
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 529.2K $
2 tracked funds declare this security: these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree International High Dividend Fund WisdomTree Trust | 7,471 | 507.9K $ | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 287 | 21.3K $ | 0.00 % | as of Feb 28, 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 | |
|---|---|---|
| WisdomTree International High Dividend Fund WisdomTree Trust | 0.08 % | as of Mar 31, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 0.00 % | as of Feb 28, 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 | 2 | +1 | 7,758 | +899.7 % |
| 2026Q1 | 1 | 0 | 776 | -90.1 % |
| 2025Q4 | 1 | 0 | 7,837 | +967.7 % |
| 2025Q3 | 1 | 0 | 734 | +73,300.0 % |
| 2025Q2 | 1 | 0 | 1 | -98.9 % |
| 2025Q1 | 1 | 0 | 88 | -82.4 % |
| 2024Q4 | 1 | 0 | 500 | -50.0 % |
| 2024Q3 | 1 | 0 | 1,000 | -95.4 % |
| 2024Q1 | 1 | 0 | 21,930 | +67.7 % |
| 2023Q4 | 1 | 13,080 |
Institutional managers
109 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| Manager | Shares | Value | |
|---|---|---|---|
| Creative Planning | 2,696,930 | 183.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,085,063 | 73.8M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 363,593 | 24M $ | as of Mar 31, 2026 |
| Key Financial Inc | 321,335 | 21.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 311,412 | 21.2M $ | as of Mar 31, 2026 |
| BIP Wealth, LLC | 292,888 | 19.9M $ | as of Mar 31, 2026 |
| Cascade Financial Partners, LLC | 269,551 | 18.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 238,711 | 16.2M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 206,333 | 14M $ | as of Mar 31, 2026 |
| M&T Bank Corp | 129,068 | 8.8M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 125,485 | 8.5M $ | as of Mar 31, 2026 |
| Avidian Wealth Enterprises, LLC | 110,925 | 7.5M $ | as of Mar 31, 2026 |
| Evernest Financial Advisors, LLC | 92,400 | 6.6M $ | as of Mar 31, 2026 |
| Powers Advisory Group, LLC | 83,638 | 5.7M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 80,780 | 5.5M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 80,412 | 5.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 76,759 | 5.2M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 75,005 | 5.1M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 67,060 | 4.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 62,251 | 4.2M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 58,717 | 4M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 56,465 | 3.8M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 52,282 | 3.6M $ | as of Mar 31, 2026 |
| First Heartland Consultants, Inc. | 45,544 | 3.1M $ | as of Mar 31, 2026 |
| Gladstone Institutional Advisory LLC | 42,972 | 2.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W7948