Funds holding WisdomTree Trust
2 funds declare a position · 0 ETFs and 2 other funds · 263.3K $ · US97717Y7250
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| WisdomTree Short-Duration Income Digital Fund WisdomTree Digital Trust | 5,266 | 232.8K $ | 20.00 % | as of Mar 31, 2026 · Original filing |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 690 | 30.5K $ | 8.98 % | as of Mar 31, 2026 · Original filing |
Institutional managers
45 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| IHT Wealth Management, LLC | 185,887 | 8.2M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 165,698 | 7.3M $ | as of Mar 31, 2026 |
| Vericrest Private Wealth | 137,147 | 6.1M $ | as of Mar 31, 2026 |
| Atria Investments, Inc | 124,735 | 5.5M $ | as of Mar 31, 2026 |
| Mariner, LLC | 70,597 | 3.1M $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 64,967 | 2.9M $ | as of Mar 31, 2026 |
| Oxinas Partners, LLC | 48,728 | 2.2M $ | as of Mar 31, 2026 |
| RFG Advisory, LLC | 45,397 | 2M $ | as of Mar 31, 2026 |
| WealthPoint Financial, LLC | 38,686 | 1.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 38,152 | 1.7M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 36,423 | 1.6M $ | as of Mar 31, 2026 |
| HARBOUR INVESTMENTS, INC. | 31,580 | 1.4M $ | as of Mar 31, 2026 |
| Concurrent Investment Advisors, LLC | 28,983 | 1.3M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 24,661 | 1.1M $ | as of Mar 31, 2026 |
| Bison Wealth, LLC | 22,067 | 973.8K $ | as of Mar 31, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 17,681 | 781.6K $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 16,204 | 716.2K $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 15,872 | 701.6K $ | as of Mar 31, 2026 |
| Empirical Asset Management, LLC | 14,041 | 620.7K $ | as of Mar 31, 2026 |
| Ascentis Independent Advisors | 13,104 | 579.2K $ | as of Mar 31, 2026 |
| Gateway Wealth Partners, LLC | 12,690 | 560.9K $ | as of Mar 31, 2026 |
| EJMK Ventures LLC | 11,992 | 530.1K $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 9,764 | 431.6K $ | as of Mar 31, 2026 |
| PSI Advisors, LLC | 8,872 | 392.2K $ | as of Mar 31, 2026 |
| Wealthcare Advisory Partners LLC | 7,750 | 342.6K $ | as of Mar 31, 2026 |