Funds holding WisdomTree Trust
ISIN US97717W8771 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 1.9M $
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 (US97717X1312), WisdomTree Trust (US97717Y8084)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree Emerging Markets High Dividend Fund WisdomTree Trust | 27,185 | 1.9M $ | 0.05 % | 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 Emerging Markets High Dividend Fund WisdomTree Trust | 0.05 % | 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 | 27,185 | -26.8 % |
| 2026Q2 | 1 | 0 | 37,143 | +31.6 % |
| 2026Q1 | 1 | 0 | 28,217 | +25.0 % |
| 2025Q4 | 1 | 0 | 22,567 | +240.2 % |
| 2025Q3 | 1 | 0 | 6,634 | -16.5 % |
| 2025Q2 | 1 | 0 | 7,941 | -84.9 % |
| 2025Q1 | 1 | 0 | 52,500 | +172.0 % |
| 2024Q2 | 1 | 0 | 19,303 | -69.8 % |
| 2024Q1 | 1 | 0 | 63,960 | +223.6 % |
| 2023Q4 | 1 | 19,766 |
Institutional managers
41 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| Joseph Group Capital Management | 209,165 | 13.9M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 123,927 | 8.2M $ | as of Mar 31, 2026 |
| Stonebridge Wealth Management, LLC | 91,036 | 6M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 74,290 | 4.9M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 72,450 | 4.8M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 61,619 | 4.1M $ | as of Mar 31, 2026 |
| Hudock, Inc. | 53,514 | 3.5M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 49,781 | 3.3M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 37,144 | 2.5M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 36,919 | 2.4M $ | as of Mar 31, 2026 |
| UBS Group AG | 33,146 | 2.2M $ | as of Mar 31, 2026 |
| Asset Dedication, LLC | 31,784 | 2.1M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 26,305 | 1.7M $ | as of Mar 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | 24,382 | 1.6K $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 10,387 | 689K $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 8,907 | 590.8K $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 8,599 | 570.3K $ | as of Mar 31, 2026 |
| JONES FINANCIAL COMPANIES LLLP | 6,518 | 424.5K $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 5,364 | 355.8K $ | as of Mar 31, 2026 |
| E-Wealth Partners, LLC | 5,066 | 312K $ | as of Dec 31, 2025 |
| Vertex Planning Partners, LLC | 5,034 | 333.9K $ | as of Mar 31, 2026 |
| &PARTNERS | 4,715 | 312.8K $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 3,675 | 243.8K $ | as of Mar 31, 2026 |
| Sanctuary Advisors, LLC | 3,579 | 237.4K $ | as of Mar 31, 2026 |
| SBI Securities Co., Ltd. | 3,467 | 230K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717W8771