Funds holding WisdomTree Trust
ISIN US97717X1726 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 44.6K $
2 tracked funds declare 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 Siegel Longevity Digital Fund WisdomTree Digital Trust | 717 | 32.8K $ | 7.82 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 257 | 11.8K $ | 2.45 % | 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 Longevity Digital Fund WisdomTree Digital Trust | 7.82 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 2.45 % | 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 | 974 | +110.4 % |
| 2026Q2 | 2 | 0 | 463 | +35.8 % |
| 2026Q1 | 2 | 0 | 341 | +20.1 % |
| 2025Q4 | 2 | 0 | 284 | +0.7 % |
| 2025Q3 | 2 | 0 | 282 | +5.2 % |
| 2025Q2 | 2 | 0 | 268 | +8.9 % |
| 2025Q1 | 2 | 0 | 246 | +9.8 % |
| 2024Q4 | 2 | 0 | 224 | +0.9 % |
| 2024Q3 | 2 | 0 | 222 | +14.4 % |
| 2024Q2 | 2 | 0 | 194 | +11.5 % |
| 2024Q1 | 2 | 174 |
Institutional managers
71 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| CWM, LLC | 1,690,271 | 77M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 1,165,892 | 53.1M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 229,310 | 10.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 203,070 | 9.2M $ | as of Mar 31, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 149,652 | 6.8M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 117,246 | 5.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 88,503 | 4M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 75,456 | 3.4M $ | as of Mar 31, 2026 |
| Goldstone Financial Group, LLC | 59,939 | 2.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 55,293 | 2.5M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 53,545 | 2.4M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 42,428 | 1.9M $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 40,485 | 1.8M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 37,278 | 1.7M $ | as of Mar 31, 2026 |
| Barnes Wealth Management Group, Inc | 33,382 | 1.5M $ | as of Mar 31, 2026 |
| Millington Financial Advisors, LLC | 33,078 | 1.5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 30,815 | 1.4M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 27,656 | 1.3M $ | as of Mar 31, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 26,706 | 1.2M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 26,414 | 1.2M $ | as of Mar 31, 2026 |
| Oxinas Partners, LLC | 21,439 | 976.3K $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 19,829 | 903K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 19,319 | 879.8K $ | as of Mar 31, 2026 |
| Vericrest Private Wealth | 18,456 | 840.5K $ | as of Mar 31, 2026 |
| NewSquare Capital LLC | 16,297 | 742.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X1726