Funds holding WisdomTree Trust
ISIN US97717X6691 · United States · LEI 549300CUR4PM3HKSPL88
- Fund holders
- 4
- Of which ETFs
- 0 4 other funds
- Value held
- 28.1M $
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| Potomac Tactical Rotation Fund PFS Funds | 290,900 | 27.8M $ | 9.93 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Global Equity Digital Fund WisdomTree Digital Trust | 2,267 | 216.8K $ | 19.80 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 730 | 69.8K $ | 14.54 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 351 | 33.6K $ | 7.99 % | 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 | 19.80 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 14.54 % | as of Jun 30, 2026 ↗ |
| Potomac Tactical Rotation Fund PFS Funds | 9.93 % | as of Jun 30, 2026 ↗ |
| WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 7.99 % | 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 | 294,248 | +883.7 % |
| 2026Q2 | 4 | 0 | 29,911 | +1,102.2 % |
| 2026Q1 | 4 | -2 | 2,488 | -98.9 % |
| 2025Q4 | 6 | -3 | 234,467 | +1,921.8 % |
| 2025Q3 | 9 | +4 | 11,597 | +193.4 % |
| 2025Q2 | 5 | +2 | 3,953 | +131.3 % |
| 2025Q1 | 3 | -1 | 1,709 | -99.1 % |
| 2024Q4 | 4 | -2 | 181,920 | -15.3 % |
| 2024Q3 | 6 | +1 | 214,680 | +14,356.6 % |
| 2024Q2 | 5 | +1 | 1,485 | -99.1 % |
| 2024Q1 | 4 | +3 | 166,468 | -84.7 % |
| 2023Q4 | 1 | 1,084,922 |
Institutional managers
768 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 11,704,650 | 1B $ | as of Mar 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | 11,696,187 | 1B $ | as of Mar 31, 2026 |
| LPL Financial LLC | 11,527,081 | 1B $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 8,988,724 | 789.6M $ | as of Mar 31, 2026 |
| Hamilton Capital, LLC | 7,220,684 | 634.3M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 6,841,705 | 601M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 3,440,502 | 302.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 2,832,094 | 248.8M $ | as of Mar 31, 2026 |
| UBS Group AG | 2,766,363 | 243M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 2,589,945 | 227.5M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 2,157,249 | 189.5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 1,654,013 | 145.3M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 1,507,750 | 132.4M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 1,407,611 | 123.6M $ | as of Mar 31, 2026 |
| Focus Partners Wealth | 1,319,213 | 115.9M $ | as of Mar 31, 2026 |
| Larson Financial Group LLC | 1,215,864 | 106.8M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 1,149,149 | 100.9M $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 1,079,247 | 94.8M $ | as of Mar 31, 2026 |
| WADDELL & ASSOCIATES, LLC | 1,026,457 | 90.2M $ | as of Mar 31, 2026 |
| Stratos Investment Management, LLC | 940,629 | 82.6M $ | as of Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | 930,174 | 81.7M $ | as of Mar 31, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | 927,276 | 81.5M $ | as of Mar 31, 2026 |
| Bouchey Financial Group Ltd | 874,519 | 79.4M $ | as of Mar 31, 2026 |
| FIFTH THIRD BANCORP | 856,692 | 75.3M $ | as of Mar 31, 2026 |
| RVW Wealth, LLC | 829,962 | 72.9M $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717X6691