Funds holding WisdomTree Trust
ISIN US97717Y7250 · United States · LEI 549300G1I6Q5G66HEK33
- Fund holders
- 2
- Of which ETFs
- 0 2 other funds
- Value held
- 263.3K $
2 tracked funds declare this security: these figures do not say who holds it.
| Fund | Shares | Value | Weight in fund | |
|---|---|---|---|---|
| WisdomTree Short-Duration Income Digital Fund WisdomTree Digital Trust | 5,266 | 232.8K $ | 20.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 690 | 30.5K $ | 8.98 % | as of Mar 31, 2026 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table counts shares; this one measures how much this security weighs inside each fund.
| Fund | Weight in fund | |
|---|---|---|
| WisdomTree Short-Duration Income Digital Fund WisdomTree Digital Trust | 20.00 % | as of Mar 31, 2026 ↗ |
| WisdomTree Siegel Moderate Digital Fund WisdomTree Digital Trust | 8.98 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each SEC quarterly data set, newest first. The change is read against the quarter before it.
| Quarter | Holders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 2 | 0 | 5,956 | +6.0 % |
| 2026Q1 | 2 | 0 | 5,617 | +7.6 % |
| 2025Q4 | 2 | 0 | 5,221 | +3.3 % |
| 2025Q3 | 2 | 0 | 5,056 | +0.1 % |
| 2025Q2 | 2 | 0 | 5,052 | +1.2 % |
| 2025Q1 | 2 | 0 | 4,994 | +1.1 % |
| 2024Q4 | 2 | 0 | 4,940 | +0.2 % |
| 2024Q3 | 2 | 0 | 4,929 | +0.9 % |
| 2024Q2 | 2 | 0 | 4,884 | -1.0 % |
| 2024Q1 | 2 | +1 | 4,931 | +41.7 % |
| 2023Q4 | 1 | 3,480 |
Institutional managers
45 managers declare this security to the SEC (Form 13F); the 25 largest follow.
| 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 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717Y7250