Funds holding WisdomTree Trust
ISIN US97717Y8084 · United States · LEI 549300SEVJBU47TE8855
- Fund holders
- 1
- Of which ETFs
- 0 1 other fund
- Value held
- 321.5K $
A single tracked fund declares 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 Short-Duration Income Digital Fund WisdomTree Digital Trust | 6,793 | 321.5K $ | 24.92 % | 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 Short-Duration Income Digital Fund WisdomTree Digital Trust | 24.92 % | 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 | 1 | 0 | 6,793 | -7.4 % |
| 2026Q2 | 1 | 0 | 7,336 | +3.2 % |
| 2026Q1 | 1 | 0 | 7,111 | +6.6 % |
| 2025Q4 | 1 | 0 | 6,671 | +3.5 % |
| 2025Q3 | 1 | 0 | 6,448 | -0.2 % |
| 2025Q2 | 1 | 0 | 6,460 | +0.1 % |
| 2025Q1 | 1 | 0 | 6,453 | +0.2 % |
| 2024Q4 | 1 | 0 | 6,438 | -0.0 % |
| 2024Q3 | 1 | 0 | 6,441 | +0.0 % |
| 2024Q2 | 1 | 0 | 6,438 | +1.6 % |
| 2024Q1 | 1 | 0 | 6,336 | -0.9 % |
| 2023Q4 | 1 | 6,393 |
Institutional managers
34 managers declare this security to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 127,809 | 6.1M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 85,593 | 4.1M $ | as of Mar 31, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | 83,065 | 4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 81,500 | 3.9M $ | as of Mar 31, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | 66,393 | 3.2M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 40,762 | 1.9M $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 36,129 | 1.7M $ | as of Mar 31, 2026 |
| JANE STREET GROUP, LLC | 30,603 | 1.5M $ | as of Mar 31, 2026 |
| FLOW TRADERS U.S. LLC | 27,263 | 1.3K $ | as of Mar 31, 2026 |
| HF Advisory Group, LLC | 23,061 | 1.1M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 22,310 | 1.1M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 20,153 | 958.9K $ | as of Mar 31, 2026 |
| Prime Capital Investment Advisors, LLC | 17,101 | 813.7K $ | as of Mar 31, 2026 |
| Insight Advisors, LLC/ PA | 17,097 | 813.5K $ | as of Mar 31, 2026 |
| WEBSTER BANK, N. A. | 11,524 | 548.3K $ | as of Mar 31, 2026 |
| Winch Advisory Services, LLC | 10,122 | 481.6K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 7,337 | 349.1K $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 7,067 | 336.2K $ | as of Mar 31, 2026 |
| Herold Advisors, Inc. | 5,427 | 258.2K $ | as of Mar 31, 2026 |
| Trilogy Capital Inc. | 4,520 | 215K $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 3,463 | 165K $ | as of Mar 31, 2026 |
| NBC SECURITIES, INC. | 2,348 | 111.7K $ | as of Mar 31, 2026 |
| Smartleaf Asset Management LLC | 1,518 | 72.1K $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 991 | 47.1K $ | as of Mar 31, 2026 |
| AMERIFLEX GROUP, INC. | 802 | 38.2K $ | as of Mar 31, 2026 |
Cite this page
Titelia. "Funds holding WisdomTree Trust". https://titelia.com/en/stocks/wisdomtree-trust-US97717Y8084