Funds holding WisdomTree Trust
ISIN US97717X1569 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 257.3K $
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 Short-Duration Income Digital Fund WisdomTree Digital Trust | 5,325 | 257.3K $ | 19.95 % | 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 Short-Duration Income Digital Fund WisdomTree Digital Trust | 19.95 % | 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 | 5,325 | +11.1 % |
| 2026Q2 | 1 | 0 | 4,793 | +3.2 % |
| 2026Q1 | 1 | 0 | 4,645 | +5.8 % |
| 2025Q4 | 1 | 0 | 4,392 | +3.5 % |
| 2025Q3 | 1 | 0 | 4,245 | -0.2 % |
| 2025Q2 | 1 | 0 | 4,253 | +0.1 % |
| 2025Q1 | 1 | 0 | 4,248 | +0.2 % |
| 2024Q4 | 1 | 0 | 4,239 | -0.0 % |
| 2024Q3 | 1 | 0 | 4,241 | +0.0 % |
| 2024Q2 | 1 | 0 | 4,239 | +0.9 % |
| 2024Q1 | 1 | 0 | 4,202 | -0.8 % |
| 2023Q4 | 1 | 4,237 |
Institutional managers
25 managers declare this security to the SEC (Form 13F).
| Manager | Shares | Value | |
|---|---|---|---|
| Prime Capital Investment Advisors, LLC | 357,584 | 17.3M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 148,696 | 7.2M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 95,098 | 4.6M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 94,658 | 4.6M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 86,754 | 4.2M $ | as of Mar 31, 2026 |
| INVENIO WEALTH PARTNERS LLC | 74,963 | 3.6M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 44,313 | 2.2M $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 41,304 | 2M $ | as of Mar 31, 2026 |
| WT Wealth Management | 39,255 | 1.9M $ | as of Mar 31, 2026 |
| JT Stratford LLC | 38,563 | 1.9M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 24,830 | 1.2M $ | as of Mar 31, 2026 |
| NewSquare Capital LLC | 14,503 | 703.7K $ | as of Mar 31, 2026 |
| WealthPoint Financial, LLC | 13,314 | 652.2K $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 10,313 | 500.4K $ | as of Mar 31, 2026 |
| Team Financial Group, LLC | 6,782 | 329.1K $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 6,270 | 304.2K $ | as of Mar 31, 2026 |
| Beacon Financial Advisory LLC | 5,324 | 258.3K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 4,795 | 232.6K $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 2,984 | 144.8K $ | as of Mar 31, 2026 |
| CoreCap Advisors, LLC | 760 | 36.9K $ | as of Mar 31, 2026 |
| TopTier Wealth Management, LLC | 523 | 25.4K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 512 | 24.8K $ | as of Mar 31, 2026 |
| Covestor Ltd | 269 | 13 $ | as of Mar 31, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 86 | 4.2K $ | as of Mar 31, 2026 |
| Smallwood Wealth Investment Management, LLC | 0 | 26 $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X1569