Funds holding WisdomTree Trust
ISIN US97717W8698 · United States
- Fund holders
- 2
- Of which ETFs
- 1 1 other fund
- Value held
- 2.6M $
2 tracked funds declare this security. So these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| 3EDGE Dynamic International Equity ETF ADVISORS' INNER CIRCLE FUND II | 34,530 | 2.5M $ | 2.87 % | as of Jun 30, 2026 ↗ |
| WisdomTree International SmallCap Dividend Fund WisdomTree Trust | 1,549 | 111.5K $ | 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 | |
|---|---|---|
| 3EDGE Dynamic International Equity ETF ADVISORS' INNER CIRCLE FUND II | 2.87 % | as of Jun 30, 2026 ↗ |
| WisdomTree International SmallCap Dividend 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 | 2 | 0 | 36,079 | +9.1 % |
| 2026Q2 | 2 | 0 | 33,084 | -28.8 % |
| 2026Q1 | 2 | 0 | 46,459 | +28.8 % |
| 2025Q4 | 2 | +1 | 36,067 | +1,712.4 % |
| 2025Q3 | 1 | 0 | 1,990 | +4.7 % |
| 2025Q2 | 1 | 0 | 1,900 | -24.8 % |
| 2024Q4 | 1 | 0 | 2,525 | -57.7 % |
| 2024Q3 | 1 | 0 | 5,975 | +52.1 % |
| 2024Q2 | 1 | 0 | 3,929 | -60.2 % |
| 2024Q1 | 1 | 0 | 9,879 | +124.1 % |
| 2023Q4 | 1 | 4,408 |
Institutional managers
62 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 112,829 | 8.1M $ | as of Mar 31, 2026 |
| COURIER CAPITAL LLC | 74,899 | 5.4M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 71,052 | 5.1M $ | as of Mar 31, 2026 |
| UBS Group AG | 51,995 | 3.7M $ | as of Mar 31, 2026 |
| Vontobel Holding Ltd. | 34,776 | 2.5M $ | as of Mar 31, 2026 |
| Virtus Family Office LLC | 27,302 | 2M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 25,876 | 1.9M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 24,173 | 1.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 19,579 | 1.4M $ | as of Mar 31, 2026 |
| Gotham Asset Management, LLC | 15,185 | 1.1M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 13,792 | 989.3K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 10,421 | 747.5K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 10,223 | 733.2K $ | as of Mar 31, 2026 |
| Lynx Investment Advisory | 8,944 | 641.6K $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 8,022 | 575.5K $ | as of Mar 31, 2026 |
| 3EDGE Asset Management, LP | 7,571 | 525.8K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 7,502 | 538.2K $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 6,597 | 473.2K $ | as of Mar 31, 2026 |
| Financial Perspectives, Inc | 6,035 | 432.9K $ | as of Mar 31, 2026 |
| RWA WEALTH PARTNERS, LLC | 5,840 | 418.9K $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 5,218 | 374.3K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 4,830 | 346.5K $ | as of Mar 31, 2026 |
| Sovereign Financial Group, Inc. | 4,691 | 336.5K $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 4,614 | 331K $ | as of Mar 31, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | 4,308 | 309K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W8698