Funds holding WisdomTree Trust
ISIN US97717X1312 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 335K $
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 (US97717Y8084)
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree International Hedged Quality Dividend Growth Fund WisdomTree Trust | 6,017 | 259.2K $ | 0.01 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Global Equity Digital Fund WisdomTree Digital Trust | 1,030 | 44.4K $ | 4.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 392 | 16.9K $ | 4.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 337 | 14.5K $ | 3.02 % | 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 Siegel Global Equity Digital Fund WisdomTree Digital Trust | 4.05 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 4.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 3.02 % | as of Jun 30, 2026 ↗ |
| WisdomTree International Hedged Quality Dividend Growth 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 | 4 | 0 | 7,776 | +3.4 % |
| 2026Q2 | 4 | 0 | 7,521 | +3.5 % |
| 2026Q1 | 4 | -1 | 7,269 | -93.3 % |
| 2025Q4 | 5 | 0 | 108,697 | +0.1 % |
| 2025Q3 | 5 | +1 | 108,641 | +1,278.9 % |
| 2025Q2 | 4 | -1 | 7,879 | -70.3 % |
| 2025Q1 | 5 | 0 | 26,526 | -47.6 % |
| 2024Q4 | 5 | 0 | 50,623 | +0.0 % |
| 2024Q3 | 5 | 0 | 50,615 | -4.2 % |
| 2024Q2 | 5 | 0 | 52,840 | +0.6 % |
| 2024Q1 | 5 | +3 | 52,539 | -1.9 % |
| 2023Q4 | 2 | 53,564 |
Institutional managers
145 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,298,870 | 92.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 1,672,545 | 67.1M $ | as of Mar 31, 2026 |
| AlphaCore Capital LLC | 1,080,843 | 43.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 888,093 | 35.6M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 776,239 | 31.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 691,457 | 27.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 636,676 | 25.6M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 599,309 | 24.1M $ | as of Mar 31, 2026 |
| Revolve Wealth Partners, LLC | 432,796 | 17.4M $ | as of Mar 31, 2026 |
| CGN Advisors LLC | 431,835 | 17.3M $ | as of Mar 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | 311,902 | 12.5M $ | as of Mar 31, 2026 |
| One Capital Management, LLC | 305,304 | 12.3M $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 224,821 | 9M $ | as of Mar 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 205,732 | 8.3M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 200,818 | 8.1M $ | as of Mar 31, 2026 |
| Venturi Wealth Management, LLC | 169,234 | 6.8M $ | as of Mar 31, 2026 |
| Rockefeller Capital Management L.P. | 142,769 | 5.7M $ | as of Mar 31, 2026 |
| Premier Path Wealth Partners, LLC | 127,826 | 5.1M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 121,094 | 4.9M $ | as of Mar 31, 2026 |
| Corient Private Wealth LLC | 117,006 | 4.7M $ | as of Mar 31, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | 115,693 | 4.6M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 112,880 | 4.5M $ | as of Mar 31, 2026 |
| Fourth Dimension Wealth, LLC | 109,538 | 4.4M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 109,372 | 4.4M $ | as of Mar 31, 2026 |
| Kathmere Capital Management, LLC | 107,138 | 4.3M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X1312