Funds holding WisdomTree Trust
ISIN US97717X5115 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 139K $
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 Moderate Digital Fund WisdomTree Digital Trust | 1,774 | 77.1K $ | 16.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 1,423 | 61.9K $ | 14.74 % | 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 Moderate Digital Fund WisdomTree Digital Trust | 16.07 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 14.74 % | 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 | 3,197 | +36.4 % |
| 2026Q2 | 2 | 0 | 2,344 | +34.9 % |
| 2026Q1 | 2 | 0 | 1,737 | +22.7 % |
| 2025Q4 | 2 | 0 | 1,416 | +0.2 % |
| 2025Q3 | 2 | 0 | 1,413 | +4.4 % |
| 2025Q2 | 2 | 0 | 1,353 | +10.7 % |
| 2025Q1 | 2 | 0 | 1,222 | +10.8 % |
| 2024Q4 | 2 | 0 | 1,103 | +2.1 % |
| 2024Q3 | 2 | 0 | 1,080 | +14.9 % |
| 2024Q2 | 2 | 0 | 940 | +28.4 % |
| 2024Q1 | 2 | 732 |
Institutional managers
161 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 2,380,754 | 103.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 1,503,200 | 65.3M $ | as of Mar 31, 2026 |
| CWM, LLC | 1,286,071 | 55.9M $ | as of Mar 31, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | 1,258,475 | 54.7M $ | as of Mar 31, 2026 |
| Prestige Wealth Management Group LLC | 686,094 | 29.8M $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 675,916 | 29.4M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 627,024 | 27.2M $ | as of Mar 31, 2026 |
| Savant Capital, LLC | 587,789 | 25.5M $ | as of Mar 31, 2026 |
| UBS Group AG | 584,935 | 25.4M $ | as of Mar 31, 2026 |
| WealthPlan Investment Management, LLC | 507,625 | 22.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 431,859 | 18.8M $ | as of Mar 31, 2026 |
| FIRST FOUNDATION ADVISORS | 320,599 | 13.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 283,335 | 12.3M $ | as of Mar 31, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | 267,413 | 11.6M $ | as of Mar 31, 2026 |
| Grey Ledge Advisors, LLC | 264,850 | 11.5M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 264,791 | 11.5M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 264,328 | 11.5M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 263,486 | 11.4M $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 258,041 | 11.2M $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 251,297 | 10.9M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 209,397 | 9.1M $ | as of Mar 31, 2026 |
| Broussard Financial Group LLC | 183,633 | 8M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 158,989 | 6.9M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 151,712 | 6.6M $ | as of Mar 31, 2026 |
| STIFEL FINANCIAL CORP | 135,553 | 5.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X5115