WisdomtreeWT
13F holders, Q2 2025 (June 30)247holders −9
31new positions
39sold out
7famous investors
$11.51avg. 13F price*
At the end of Q2 2025, 247 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, down 9 from Q1 2025. 31 opened new positions and 39 sold out. The largest holders were BlackRock, Inc. ($197.1M), Vanguard Group Inc. ($168.9M) and Azora Capital LP ($81.4M). 7 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Wisdomtree Inc.
- CUSIP
- 97717P104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $39.7M |
| Exits | 39 | $11.7M |
All 13F filers, Q1 2025 → Q2 2025: 13,712,543 shares bought and 13,431,756 shares sold, net +280,787 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock, Inc. | 0.00% | Reduce -6.8% | 17,128,455 | $197.1M |
| Vanguard Group Inc. | 0.00% | Reduce -0.5% | 14,675,702 | $168.9M |
| Azora Capital LP | 3.68% | Reduce -22.1% | 7,069,860 | $81.4M |
| Millennium Management | 0.06% | Add +31.5% | 5,612,219 | $64.6M |
| State Street Corp. | 0.00% | Reduce -5.5% | 5,286,613 | $60.8M |
| Simcoe Capital Management, LLC | 8.27% | Add +23.4% | 4,924,550 | $56.7M |
| ArrowMark Colorado Holdings LLC | 0.90% | Reduce -6.5% | 4,340,892 | $50.0M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -3.8% | 3,613,254 | $41.6M |
| Massachusetts Financial Services Co. | 0.01% | Reduce -3.3% | 3,578,599 | $41.2M |
| Invesco Ltd. | 0.01% | Reduce -5.9% | 3,305,126 | $38.0M |
| Wellington Management Group LLP | 0.01% | Add +15.6% | 2,874,976 | $33.1M |
| Janus Henderson Group PLC | 0.02% | Add +5.8% | 2,762,431 | $31.8M |
| Geode Capital Management, LLC | 0.00% | Reduce -4.7% | 2,733,168 | $31.5M |
| Morgan Stanley | 0.00% | Add +9.7% | 2,374,546 | $27.3M |
| Victory Capital Management Inc. | 0.02% | Add +11.3% | 2,313,849 | $26.6M |
| Macquarie Group Ltd. | 0.02% | Reduce -3.0% | 1,751,037 | $20.2M |
| Nuveen, LLC | 0.01% | Reduce -9.9% | 1,716,774 | $19.8M |
| Bank of New York Mellon Corp | 0.00% | Add +8.1% | 1,425,822 | $16.4M |
| Prudential Financial Inc. | 0.02% | Add +1119.9% | 1,423,293 | $16.4M |
| Two Sigma Advisers, LP | 0.03% | Reduce -15.9% | 1,381,600 | $15.9M |
| Tidal Investments LLC | 0.10% | New | 1,359,583 | $15.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.0% | 1,290,334 | $14.9M |
| Northern Trust Corp. | 0.00% | Reduce -8.1% | 1,264,626 | $14.6M |
| Two Sigma Investments, LP | 0.03% | Reduce -22.4% | 1,231,705 | $14.2M |
| Marshall Wace, LLP | 0.02% | Reduce -24.3% | 1,206,662 | $13.9M |
| Balyasny Asset Management L.P. | 0.03% | Add +1432.7% | 1,202,765 | $13.8M |
| FMR LLC | 0.00% | Reduce -20.2% | 1,088,526 | $12.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -5.4% | 996,753 | $11.5M |
| Kornitzer Capital Management Inc. | 0.23% | No change | 970,830 | $11.2M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -34.1% | 942,055 | $10.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.0% | 905,422 | $10.4M |
| American Century Companies Inc. | 0.01% | Add +138.3% | 881,047 | $10.1M |
| ExodusPoint Capital Management, LP | 0.11% | Add +33.9% | 814,192 | $9.4M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -48.6% | 809,421 | $9.3M |
| Citadel Advisors | 0.01% | Add +11.5% | 739,531 | $8.5M |
| Verition Fund Management LLC | 0.05% | Add +4.8% | 731,884 | $8.4M |
| Renaissance Technologies | 0.01% | Add +3.0% | 693,902 | $8.0M |
| Portolan Capital Management, LLC | 0.49% | New | 682,368 | $7.9M |
| D. E. Shaw & Co. | 0.01% | Add +91.1% | 597,344 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +30.4% | 595,924 | $6.9M |
| Interval Partners, LP | 0.16% | Add +39.4% | 593,189 | $6.8M |
| Principal Financial Group Inc. | 0.00% | Reduce -22.7% | 575,213 | $6.6M |
| Crawford Fund Management, LLC | 3.88% | Add +28.8% | 573,174 | $6.6M |
| UBS Group AG | 0.00% | Reduce -12.7% | 569,604 | $6.6M |
| Norges Bank | 0.00% | Add +516.4% | 539,166 | $6.2M |
| CSM Advisors, LLC | 0.18% | New | 523,895 | $6.0M |
| Tudor Investment Corporation | 0.04% | Add +184.7% | 498,150 | $5.7M |
| Voya Investment Management LLC | 0.01% | Reduce -0.7% | 494,187 | $5.7M |
| AQR Capital Management | 0.00% | Add +20.0% | 482,313 | $5.6M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.02% | Reduce -16.2% | 434,334 | $5.0M |
| Nordea Investment Management AB | 0.00% | Add +1.2% | 411,472 | $4.7M |
| Cubist Systematic Strategies, LLC | 0.05% | Reduce -65.2% | 405,320 | $4.7M |
| Public Sector Pension Investment Board | 0.02% | Add +8.8% | 395,016 | $4.5M |
| Bank of America Corp. | 0.00% | Add +46.9% | 376,589 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Add +31.1% | 356,206 | $4.1M |
| Rhumbline Advisers | 0.00% | Reduce -7.7% | 338,216 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.5% | 336,659 | $3.9M |
| Capital Management Corp. | 0.64% | Add +71.4% | 326,270 | $3.8M |
| First Trust Advisors LP | 0.00% | Reduce -26.4% | 324,826 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -2.5% | 320,539 | $3.7M |
| Maltese Capital Management LLC | 0.51% | Add +530.0% | 315,000 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +304.7% | 305,221 | $3.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | Add +35.5% | 301,138 | $3.5M |
| Barclays PLC | 0.00% | Add +24.3% | 280,397 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -42.7% | 276,985 | $3.2M |
| Rothschild Investment LLC | 0.19% | Reduce -1.9% | 268,988 | $3.1M |
| Schonfeld Strategic Advisors LLC | 0.02% | Reduce -14.6% | 252,802 | $2.9M |
| Cinctive Capital Management LP | 0.16% | New | 249,211 | $2.9M |
| Jane Street Group, LLC | 0.00% | Reduce -71.7% | 249,195 | $2.9M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 245,716 | $2.8M |
| Swiss National Bank | 0.00% | Add +5.5% | 238,800 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Add +25.9% | 221,902 | $2.6M |
| Weiss Asset Management LP | 0.05% | New | 219,605 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +4.6% | 214,777 | $2.5M |
| Horizon Kinetics Asset Management LLC | 0.03% | Reduce -1.1% | 198,772 | $2.3M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.1% | 194,150 | $2.2M |
| Man Group plc | 0.00% | Add +6.1% | 188,254 | $2.2M |
| Algert Global LLC | 0.04% | Add +97.3% | 182,013 | $2.1M |
| Squarepoint Ops LLC | 0.00% | Reduce -69.7% | 179,585 | $2.1M |
| HRT Financial LP | 0.01% | Add +105.2% | 178,498 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +19.8% | 163,916 | $1.9M |
| Alliancebernstein L.P. | 0.00% | Add +9.2% | 157,428 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | New | 157,071 | $1.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -6.6% | 153,313 | $1.8M |
| Los Angeles Capital Management LLC | 0.01% | Reduce -32.8% | 151,727 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +23.5% | 143,084 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +0.2% | 129,297 | $1.5M |
| Trexquant Investment LP | 0.02% | Add +154.9% | 127,731 | $1.5M |
| Level Four Advisory Services, LLC | 0.05% | Add +24.8% | 124,851 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -31.5% | 122,696 | $1.4M |
| Aquatic Capital Management LLC | 0.03% | Add +60.3% | 120,940 | $1.4M |
| Globeflex Capital L P | 0.12% | No change | 120,684 | $1.4M |
| Creative Planning | 0.00% | Add +4.7% | 118,563 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -85.7% | 118,371 | $1.4M |
| Fisher Asset Management | 0.00% | Add +0.0% | 111,643 | $1.3M |
| California State Teachers Retirement System | 0.00% | Reduce -2.4% | 108,251 | $1.2M |
| Brevan Howard Capital Management LP | 0.01% | Add +230.8% | 105,647 | $1.2M |
| State of Wisconsin Investment Board | 0.00% | Add +50.3% | 103,531 | $1.2M |
| Engineers Gate Manager LP | 0.01% | Reduce -7.7% | 103,002 | $1.2M |
| Quantbot Technologies LP | 0.03% | Reduce -12.8% | 102,626 | $1.2M |
| Nebula Research & Development LLC | 0.09% | Reduce -33.1% | 94,374 | $1.1M |
| Sei Investments Co. | 0.00% | Add +688.7% | 93,039 | $1.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +6.5% | 89,484 | $1.0M |
| Osaic Holdings, Inc. | 0.00% | Add +1.5% | 87,126 | $1.0M |
| Truist Financial Corp. | 0.00% | Add +3.7% | 86,237 | $993K |
| Cetera Investment Advisers | 0.00% | Reduce -5.0% | 85,958 | $989K |
| SummitTX Capital, L.P. | 0.04% | Reduce -21.5% | 82,852 | $954K |
| BNP Paribas Financial Markets | 0.00% | Reduce -76.9% | 81,455 | $938K |
| LPL Financial LLC | 0.00% | Add +46.8% | 74,955 | $863K |
| MetLife Investment Management, LLC | 0.01% | Reduce -0.9% | 74,456 | $857K |
| WINTON GROUP Ltd | 0.04% | Reduce -80.7% | 70,248 | $809K |
| Heartland Advisors Inc. | 0.04% | New | 69,650 | $802K |
| North Star Investment Management Corp. | 0.06% | No change | 69,313 | $798K |
| State of Alaska, Department of Revenue | 0.01% | Add +8.8% | 68,973 | $793K |
| Graham Capital Management, L.P. | 0.02% | Reduce -76.2% | 66,565 | $766K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +172.5% | 66,541 | $766K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -17.4% | 65,964 | $759K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.6% | 64,700 | $745K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 63,973 | $736K |
| Tobam | 0.28% | Add +12.8% | 62,150 | $715K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -8.5% | 61,501 | $708K |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -6.7% | 57,486 | $662K |
| Axq Capital, LP | 0.20% | New | 54,955 | $633K |
| Louisiana State Employees Retirement System | 0.01% | Add +0.4% | 54,100 | $623K |
| James Investment Research, Inc. | 0.07% | Reduce -15.9% | 53,971 | $621K |
| Benjamin Edwards Inc. | 0.01% | Add +23.4% | 51,842 | $597K |
| Intech Investment Management LLC | 0.01% | Reduce -25.5% | 47,890 | $551K |
| Militia Capital Partners, LP | 0.26% | Add +67.6% | 47,600 | $548K |
| Yousif Capital Management, LLC | 0.01% | Add +1.1% | 43,160 | $497K |
| Park Avenue Securities LLC | 0.00% | Add +20.9% | 39,863 | $459K |
| AlphaQuest LLC | 0.04% | Reduce -78.9% | 39,846 | $459K |
| Comerica Bank | 0.00% | Add +0.6% | 39,521 | $455K |
| Arizona State Retirement System | 0.00% | Add +8.8% | 36,476 | $420K |
| Ieq Capital, LLC | 0.00% | Add +232.9% | 34,984 | $403K |
| Alberta Investment Management Corp | 0.00% | No change | 34,634 | $399K |
| Maryland State Retirement & Pension System | 0.01% | Add +2.3% | 34,056 | $392K |
| Amalgamated Bank | 0.00% | Add +0.8% | 33,866 | $390K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | Add +2.9% | 32,500 | $374K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.7% | 29,752 | $342K |
| New York State Common Retirement Fund | 0.00% | Reduce -23.6% | 29,464 | $339K |
| KLP Kapitalforvaltning As | 0.00% | Add +31.8% | 29,400 | $338K |
| Pinnacle Wealth Planning Services, Inc. | 0.04% | Reduce -10.9% | 28,703 | $330K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 27,472 | $316K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -8.7% | 27,331 | $315K |
| ProShare Advisors LLC | 0.00% | Reduce -14.3% | 26,786 | $308K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Reduce -0.5% | 26,585 | $306K |
| Amundi | 0.00% | Reduce -52.4% | 24,719 | $303K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.4% | 26,156 | $301K |
| Gator Capital Management, LLC | 0.09% | New | 24,074 | $277K |
| Raymond James Financial Inc. | 0.00% | Add +25.9% | 23,515 | $271K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +4.2% | 22,957 | $264K |
| Bank of Montreal | 0.00% | Add +0.1% | 22,769 | $262K |
| Jain Global LLC | 0.00% | Add +61.4% | 22,619 | $260K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.5% | 22,290 | $257K |
| Pathstone Holdings, LLC | 0.00% | Add +18.5% | 22,224 | $256K |
| Praxis Investment Management Inc. | 0.02% | No change | 21,350 | $246K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 20,529 | $236K |
| Freestone Grove Partners LP | 0.00% | Reduce -1.4% | 20,351 | $234K |
| Walleye Capital LLC | 0.00% | New | 19,796 | $228K |
| Principal Securities, Inc. | 0.00% | Add +52.0% | 19,540 | $225K |
| Quantinno Capital Management LP | 0.00% | Add +64.6% | 19,217 | $221K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -48.7% | 17,611 | $220K |
| Teacher Retirement System of Texas | 0.00% | Add +10.8% | 18,928 | $218K |
| Pictet Asset Management Holding SA | 0.00% | No change | 18,232 | $210K |
| State of Wyoming | 0.02% | Add +229.4% | 17,499 | $201K |
| Freedom Investment Management, Inc. | 0.02% | Reduce -3.4% | 17,426 | $201K |
| SMH Capital Advisors Inc. | 0.44% | Reduce -4.3% | 16,893 | $194K |
| Mariner, LLC | 0.00% | Add +6.5% | 16,539 | $190K |
| Neuberger Berman Group LLC | 0.00% | Add +4.5% | 16,186 | $186K |
| HSBC Holdings PLC | 0.00% | Reduce -18.7% | 16,153 | $186K |
| Stonebridge Wealth Management, LLC | 0.18% | — | 16,140 | $186K |
| Aigen Investment Management, LP | 0.02% | Reduce -64.7% | 15,696 | $181K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +67.3% | 15,625 | $180K |
| Mutual of America Capital Management LLC | 0.00% | Reduce -10.7% | 14,886 | $171K |
| Cibc World Markets Corp. | 0.00% | Reduce -50.2% | 14,831 | $171K |
| Navellier & Associates Inc. | 0.02% | No change | 14,058 | $162K |
| Kestra Advisory Services, LLC | 0.00% | New | 13,768 | $158K |
| Entropy Technologies, LP | 0.01% | Reduce -34.6% | 13,600 | $157K |
| Impact Partnership Wealth, LLC | 0.03% | Reduce -0.4% | 13,531 | $156K |
| Personal Cfo Solutions, LLC | 0.03% | Add +7.9% | 13,422 | $154K |
| SCS Capital Management LLC | 0.00% | New | 13,000 | $150K |
| &partners | 0.00% | Reduce -3.3% | 12,588 | $147K |
| Cwm, LLC | 0.00% | Add +312.8% | 12,429 | $143K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -9.8% | 12,290 | $141K |
| Cooper Financial Group | 0.02% | Add +5.3% | 11,983 | $138K |
| JGP Wealth Management, LLC | 0.02% | No change | 11,828 | $136K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,662 | $134K |
| Austin Private Wealth, LLC | 0.01% | Add +3.4% | 11,244 | $129K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | New | 11,152 | $128K |
| Sherbrooke Park Advisers LLC | 0.05% | New | 10,923 | $126K |
| Wolverine Trading, LLC | 0.00% | New | 10,592 | $121K |
| Sowell Financial Services LLC | 0.00% | New | 10,414 | $120K |
| Russell Investments Group, Ltd. | 0.00% | Add +1.2% | 7,068 | $81K |
| Versant Capital Management, Inc | 0.01% | Add +5.8% | 5,570 | $64K |
| Traub Capital Management LLC | 0.05% | — | 5,000 | $58K |
| KBC Group NV | 0.00% | Reduce -42.1% | 4,511 | $52K |
| GAMMA Investing LLC | 0.00% | Reduce -3.3% | 4,380 | $50K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.01% | New | 4,008 | $46K |
| Arax Advisory Partners | 0.00% | Add +4958.1% | 3,743 | $43K |
| First Horizon Advisors, Inc. | 0.00% | Add +8.1% | 2,578 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +5.6% | 2,565 | $30K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -35.4% | 2,448 | $28K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -14.6% | 2,300 | $26K |
| Whittier Trust Co. | 0.00% | No change | 1,631 | $19K |
| Federated Hermes, Inc. | 0.00% | Reduce -28.4% | 1,464 | $17K |
| Manchester Capital Management LLC | 0.00% | No change | 1,351 | $16K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +448.4% | 1,338 | $15K |
| Nisa Investment Advisors, LLC | 0.00% | Add +781.3% | 1,322 | $15K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 1,277 | $15K |
| ORG Partners LLC | 0.00% | No change | 1,000 | $11K |
| SBI Securities Co., Ltd. | 0.00% | Add +0.8% | 887 | $10K |
| UMB Bank, n.a. | 0.00% | Add +2008.8% | 717 | $8K |
| Adirondack Trust Co. | 0.00% | No change | 600 | $7K |
| Group One Trading LLC | 0.00% | New | 555 | $6K |
| HM Payson & Co. | 0.00% | Reduce -66.7% | 500 | $6K |
| Brooklyn Investment Group | 0.00% | Reduce -7.1% | 471 | $5K |
| Allworth Financial LP | 0.00% | Add +9.3% | 437 | $5K |
| Bessemer Group Inc. | 0.00% | Add +55.5% | 454 | $5K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Add +0.5% | 420 | $5K |
| Blue Trust, Inc. | 0.00% | No change | 400 | $5K |
| Clearstead Advisors, LLC | 0.00% | New | 398 | $5K |
| Hantz Financial Services, Inc. | 0.00% | New | 356 | $4K |
| Sterling Capital Management LLC | 0.00% | Add +110.9% | 291 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Add +1047.6% | 241 | $3K |
| MAI Capital Management | 0.00% | Add +17.4% | 236 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +121.7% | 235 | $3K |
| Fifth Third Bancorp | 0.00% | Reduce -44.8% | 211 | $2K |
| Elequin Capital, LP | 0.00% | New | 188 | $2K |
| Whipplewood Advisors, LLC | 0.00% | New | 180 | $2K |
| Covestor Ltd | 0.00% | Reduce -16.7% | 135 | $2K |
| IFP Advisors, Inc | 0.00% | Add +838.9% | 169 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -71.5% | 164 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 163 | $2K |
| Huntington National Bank | 0.00% | Reduce -19.9% | 145 | $2K |
| Quarry LP | 0.00% | Reduce -97.9% | 124 | $1K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 90 | $1K |
| Picton Mahoney Asset Management | 0.00% | No change | 120 | $1K |
| Clearstead Trust, LLC | 0.00% | New | 84 | $967 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 70 | $806 |
| Jones Financial Companies LLLP | 0.00% | New | 68 | $777 |
| Essential Partners LLC | 0.00% | — | 55 | $633 |
| True Wealth Design, LLC | 0.00% | Add +46.0% | 54 | $622 |
| National Bank of Canada | 0.00% | New | 53 | $609 |
| Abound Wealth Management | 0.00% | Reduce -10.0% | 18 | $208 |
| Larson Financial Group LLC | 0.00% | Reduce -89.5% | 14 | $161 |
| Ameritas Advisory Services, LLC | 0.00% | New | 9 | $109 |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 2 | $27 |
"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.