Funds holding WisdomTree Trust
ISIN US97717X6519 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 3
- Of which ETFs
- 0 3 other funds
- Value held
- 86.1K $
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 Global Equity Digital Fund WisdomTree Digital Trust | 930 | 55.2K $ | 5.04 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 289 | 17.2K $ | 4.09 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 232 | 13.8K $ | 2.87 % | 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 | 5.04 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 4.09 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 2.87 % | 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 | 3 | 0 | 1,451 | +6.1 % |
| 2026Q2 | 3 | 0 | 1,367 | +18.7 % |
| 2026Q1 | 3 | 0 | 1,152 | +77.5 % |
| 2025Q4 | 3 | 0 | 649 | +4.2 % |
| 2025Q3 | 3 | 0 | 623 | +32.6 % |
| 2025Q2 | 3 | 0 | 470 | +8.3 % |
| 2025Q1 | 3 | 0 | 434 | +6.6 % |
| 2024Q4 | 3 | 0 | 407 | -58.0 % |
| 2024Q3 | 3 | 0 | 968 | +10.0 % |
| 2024Q2 | 3 | 0 | 880 | +225.9 % |
| 2024Q1 | 3 | 270 |
Institutional managers
126 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| LPL Financial LLC | 558,856 | 29.6M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 521,238 | 27.6M $ | as of Mar 31, 2026 |
| Stonebridge Financial Group, LLC | 281,579 | 14.9M $ | as of Mar 31, 2026 |
| Lido Advisors, LLC | 235,589 | 12.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 226,964 | 12M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 180,504 | 9.6M $ | as of Mar 31, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | 144,094 | 7.6K $ | as of Mar 31, 2026 |
| United Advisor Group, LLC | 124,667 | 6.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 106,269 | 5.6M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 104,912 | 5.6M $ | as of Mar 31, 2026 |
| XML Financial, LLC | 103,184 | 5.5M $ | as of Mar 31, 2026 |
| Linscomb Wealth, Inc. | 100,693 | 5.3M $ | as of Mar 31, 2026 |
| Founders Financial Alliance, LLC | 95,245 | 5M $ | as of Mar 31, 2026 |
| Modern Wealth Management, LLC | 94,025 | 5M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 89,730 | 4.8M $ | as of Mar 31, 2026 |
| BANK OF NOVA SCOTIA | 84,430 | 4.5M $ | as of Mar 31, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | 78,681 | 4.2M $ | as of Mar 31, 2026 |
| Stonebridge Wealth Management, LLC | 66,289 | 3.5M $ | as of Mar 31, 2026 |
| Philip James Wealth Mangement, LLC | 55,201 | 2.9M $ | as of Mar 31, 2026 |
| Independent Advisor Alliance | 54,356 | 2.9M $ | as of Mar 31, 2026 |
| CWM, LLC | 48,264 | 2.6M $ | as of Mar 31, 2026 |
| Stratos Wealth Partners, LTD. | 46,732 | 2.5M $ | as of Mar 31, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | 42,315 | 2.2M $ | as of Mar 31, 2026 |
| Strategic Financial Concepts, LLC | 36,918 | 2M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 36,014 | 1.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X6519