WisdomtreeWT

13F holders, Q2 2026 (June 30)
312holders
52new positions
51sold out
6famous investors
$16.97avg. 13F price*

At the end of Q2 2026, 312 institutions reported holding Wisdomtree Inc. (WT) in their 13F filings, unchanged from Q1 2026. 52 opened new positions and 51 sold out. The largest holders were BlackRock, Inc. ($326.5M), FMR LLC ($229.8M) and Invesco Ltd. ($169.0M). 6 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Wisdomtree Inc.
CUSIP
97717P104
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 205Q1 2024Q2 2024: 224Q2 2024Q3 2024: 233Q3 2024Q4 2024: 271Q4 2024Q1 2025: 256Q1 2025Q2 2025: 247Q2 2025Q3 2025: 269Q3 2025Q4 2025: 288Q4 2025Q1 2026: 312Q1 2026Q2 2026: 312Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions52$110.5M
Exits51$93.3M

All 13F filers, Q1 2026 → Q2 2026: 26,853,366 shares bought and 27,762,293 shares sold, net −908,927 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 312 holders

BlackRock, Inc. 0.00% Add +9.2% 19,274,687 $326.5M
FMR LLC 0.01% Add +6.6% 13,565,042 $229.8M
Invesco Ltd. 0.01% Add +71.6% 9,975,256 $169.0M
Wellington Management Group LLP 0.02% Reduce -20.6% 8,407,113 $142.4M
Vanguard Portfolio Management LLC 0.01% Add +0.9% 8,123,363 $137.6M
Capital World Investors 0.02% Add +10.8% 7,547,094 $127.8M
Azora Capital LP 4.41% Add +3.2% 6,180,510 $104.7M
Vanguard Capital Management LLC 0.00% Add +9.2% 6,066,366 $102.8M
State Street Corp. 0.00% Add +11.1% 5,610,044 $95.0M
Driehaus Capital Management LLC 0.46% Add +186.0% 4,702,705 $79.7M
Dimensional Fund Advisors LP 0.01% Add +3.6% 3,754,933 $63.6M
Geode Capital Management, LLC 0.00% Add +15.5% 3,290,623 $55.8M
Simcoe Capital Management, LLC 8.79% Reduce -42.7% 2,674,045 $45.3M
UBS Group AG 0.01% Add +551.7% 2,658,995 $45.0M
Principal Financial Group Inc. 0.02% Add +13.3% 2,275,955 $38.6M
Loomis Sayles & Co. L P 0.05% Add +31.7% 2,190,641 $37.1M
Nomura Asset Management International Inc. 0.05% Reduce -6.0% 2,107,798 $35.7M
Morgan Stanley 0.00% Reduce -19.9% 2,003,391 $33.9M
Bank of America Corp. 0.00% Reduce -14.4% 1,991,898 $33.7M
Goldman Sachs Group Inc. 0.00% Reduce -57.0% 1,971,158 $33.4M
Lord, Abbett & Co. LLC 0.09% New 1,792,735 $30.4M
Charles Schwab Investment Management Inc. 0.00% Add +16.9% 1,686,776 $28.6M
Jupiter Topco LLC 0.01% — 1,453,084 $24.6M
Nuveen, LLC 0.01% Reduce -11.7% 1,408,925 $23.9M
Northern Trust Corp. 0.00% Add +14.5% 1,392,555 $23.6M
Tidal Investments LLC 0.06% Add +1.8% 1,360,856 $23.1M
Massachusetts Financial Services Co. 0.01% Reduce -6.5% 1,256,855 $21.3M
Junto Capital Management LP 0.37% New 1,171,066 $19.8M
Envestnet Asset Management Inc. 0.00% Add +0.3% 1,074,956 $18.2M
Bank of New York Mellon Corp 0.00% Add +6.2% 1,046,226 $17.7M
Vanguard Fiduciary Trust Co. 0.00% Add +12.7% 921,040 $15.6M
T. Rowe Price Investment Management, Inc. 0.01% Add +12.0% 897,561 $15.2M
Bessemer Group Inc. 0.02% Add +78498.8% 894,454 $15.2M
Kornitzer Capital Management Inc. 0.31% Reduce -9.0% 865,117 $14.7M
Qube Research & Technologies Ltd 0.01% Add +47.1% 767,085 $13.0M
ArrowMark Colorado Holdings LLC 0.54% Reduce -62.6% 764,927 $13.0M
Danske Bank A/S 0.02% Reduce -3.5% 668,432 $11.3M
Two Sigma Investments, LP 0.01% Reduce -61.4% 646,210 $10.9M
Intrinsic Edge Capital Management LLC 1.29% Reduce -11.4% 620,000 $10.5M
First Trust Advisors LP 0.01% Add +44.6% 618,814 $10.5M
Citigroup Inc. 0.00% Reduce -28.6% 578,923 $9.8M
Crawford Fund Management, LLC 2.99% Reduce -43.9% 575,654 $9.8M
CSM Advisors, LLC 0.20% Add +5.6% 551,313 $9.3M
Voloridge Investment Management, LLC 0.04% Reduce -56.2% 542,250 $9.2M
Wells Fargo & Company 0.00% Add +127.0% 542,137 $9.2M
Credit Agricole S A 0.02% No change 490,723 $8.3M
Arrowstreet Capital, Limited Partnership 0.00% Reduce -88.2% 487,892 $8.3M
Connor, Clark & Lunn Investment Management Ltd. 0.02% Add +123.5% 487,766 $8.3M
Nordea Investment Management AB 0.01% Reduce -0.7% 437,938 $7.5M
Mutual of America Capital Management LLC 0.07% Reduce -5.0% 437,122 $7.4M
Public Sector Pension Investment Board 0.02% Add +5.2% 432,286 $7.3M
Interval Partners, LP 0.24% Add +40.3% 431,922 $7.3M
Victory Capital Management Inc. 0.00% Add +26.7% 424,165 $7.2M
Barclays PLC 0.00% Add +444.0% 422,548 $7.2M
American Century Companies Inc. 0.00% Reduce -61.4% 420,354 $7.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -4.3% 407,769 $6.9M
Phillip James Consulting Co. 4.46% New 89,570 $6.7M
Karl Kapital LLC 3.86% New 382,391 $6.5M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% Add +1268.5% 380,007 $6.4M
Healthcare of Ontario Pension Plan Trust Fund 0.01% New 373,296 $6.3M
Millennium Management 0.00% Reduce -73.4% 365,482 $6.2M
HSBC Holdings PLC 0.00% Add +576.4% 362,700 $6.1M
AQR Capital Management 0.00% Reduce -23.0% 350,275 $5.9M
Weiss Asset Management LP 0.10% New 347,921 $5.9M
Voya Investment Management LLC 0.01% Reduce -28.0% 342,935 $5.8M
Ameriprise Financial Inc. 0.00% Reduce -5.0% 327,417 $5.5M
Rhumbline Advisers 0.00% Reduce -2.4% 308,105 $5.2M
Brevan Howard Capital Management LP 0.08% Add +29.6% 303,153 $5.2M
Legal & General Group Plc 0.00% Add +10.3% 298,070 $5.0M
Russell Investments Group, Ltd. 0.00% Add +94.6% 282,397 $4.8M
XTX Topco Ltd 0.06% Add +477.9% 268,859 $4.6M
Royal Bank of Canada 0.00% Add +122.0% 265,508 $4.5M
Point72 Asset Management 0.01% Add +39.4% 264,070 $4.5M
Rothschild Investment LLC 0.16% Reduce -0.4% 258,787 $4.4M
Citadel Advisors 0.00% New 249,893 $4.2M
Swiss National Bank 0.00% Reduce -0.6% 249,100 $4.2M
Raymond James Financial Inc. 0.00% Reduce -4.4% 222,628 $3.8M
Sei Investments Co. 0.00% Add +8.7% 221,122 $3.7M
Teachers Retirement System of the State of Kentucky 0.02% Reduce -2.5% 214,701 $3.6M
MML Investors Services, LLC 0.01% Add +39.4% 206,584 $3.5M
Engineers Gate Manager LP 0.04% Reduce -2.2% 203,153 $3.4M
Chase Investment Counsel Corp. 0.69% New 192,923 $3.3M
Intech Investment Management LLC 0.03% Add +6.3% 191,514 $3.2M
T. Rowe Price Associates Inc. 0.00% Reduce -53.4% 186,964 $3.2M
Quantinno Capital Management LP 0.00% Add +10.9% 181,548 $3.1M
New York State Teachers Retirement System 0.01% Reduce -2.0% 174,026 $2.9M
Stifel Financial Corp. 0.00% Reduce -2.6% 173,648 $2.9M
SummitTX Capital, L.P. 0.08% Add +80.8% 172,948 $2.9M
Neo Ivy Capital Management 0.67% New 171,295 $2.9M
Schroder Investment Management Group 0.00% Reduce -12.6% 167,586 $2.8M
Horizon Kinetics Asset Management LLC 0.03% Reduce -1.1% 166,115 $2.8M
Odyssean, LLC 0.46% Add +89.0% 165,432 $2.8M
Pacific Capital Partners Ltd 2.38% New 162,457 $2.8M
BNP Paribas Financial Markets 0.00% Reduce -59.6% 155,595 $2.6M
Maltese Capital Management LLC 0.47% New 150,000 $2.5M
Polen Capital Management LLC 0.02% Add +36.7% 149,051 $2.5M
Militia Capital Management LLC 0.45% New 147,632 $2.5M
California State Teachers Retirement System 0.00% Reduce -9.4% 143,309 $2.4M
LPL Financial LLC 0.00% Add +4.7% 141,973 $2.4M
Deutsche Bank AG 0.00% Add +19.0% 139,195 $2.4M
Kiker Wealth Management, LLC 0.91% Reduce -5.5% 138,005 $2.3M
Creative Planning 0.00% Reduce -3.5% 137,799 $2.3M
Globeflex Capital L P 0.30% Add +0.1% 136,640 $2.3M
Alliancebernstein L.P. 0.00% Add +8.2% 153,529 $2.2M
Prudential Financial Inc. 0.00% Add +9.8% 131,948 $2.2M
Level Four Advisory Services, LLC 0.06% Reduce -3.2% 131,102 $2.2M
Inspire Investing, LLC 0.08% New 121,824 $2.1M
Group One Trading LLC 0.06% New 117,353 $2.0M
Osaic Holdings, Inc. 0.00% Add +8.3% 113,951 $1.9M
VANGUARD ASSET MANAGEMENT, Ltd 0.00% No change 110,788 $1.9M
Susquehanna International Group, LLP 0.00% Add +127.6% 110,210 $1.9M
Truist Financial Corp. 0.00% Reduce -2.7% 107,825 $1.8M
Corient Private Wealth LP 0.00% Reduce -0.2% 104,830 $1.8M
JPMorgan Chase & Co. 0.00% Reduce -86.4% 96,900 $1.7M
Y-Intercept (Hong Kong) Ltd 0.03% Reduce -47.9% 101,392 $1.7M
Algert Global LLC 0.02% Add +13.3% 100,590 $1.7M
CANADA LIFE ASSURANCE Co 0.00% Add +3.6% 100,019 $1.7M
Amundi 0.00% Add +390.5% 99,579 $1.7M
Integrated Quantitative Investments LLC 0.26% Reduce -5.5% 92,150 $1.6M
State of Alaska, Department of Revenue 0.02% Reduce -14.6% 91,829 $1.6M
D. E. Shaw & Co. 0.00% Reduce -72.0% 91,295 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -25.2% 90,080 $1.5M
Moran Wealth Management, LLC 0.04% Add +17.9% 89,668 $1.5M
Cookson Peirce & Co. Inc. 0.05% New 84,818 $1.4M
Benjamin Edwards Inc. 0.01% Add +2.8% 82,934 $1.4M
Wakefield Asset Management LLLP 0.32% Add +1.9% 82,900 $1.4M
MetLife Investment Management, LLC 0.01% Add +21.3% 79,387 $1.3M
Quantbot Technologies LP 0.05% Reduce -33.8% 77,903 $1.3M
Cetera Investment Advisers 0.00% Reduce -4.2% 77,084 $1.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% Reduce -42.7% 76,059 $1.3M
Calamos Advisors LLC 0.01% Add +49.8% 75,415 $1.3M
Diametric Capital, LP 0.13% New 73,575 $1.2M
Oppenheimer & Co. Inc. 0.01% Reduce -0.7% 72,765 $1.2M
Numerai GP LLC 0.10% Reduce -29.9% 72,254 $1.2M
Squarepoint Ops LLC 0.00% Reduce -90.7% 70,082 $1.2M
Illinois Municipal Retirement Fund 0.01% Add +7.6% 69,003 $1.2M
VIRGINIA RETIREMENT SYSTEMS ET Al 0.01% Reduce -45.4% 68,950 $1.2M
Natixis 0.01% Reduce -6.3% 68,295 $1.2M
Park Avenue Securities LLC 0.01% Add +0.6% 64,312 $1.1M
State Board of Administration of Florida Retirement System 0.00% No change 63,973 $1.1M
Manufacturers Life Insurance Company, The 0.00% Add +14.3% 62,620 $1.1M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +7.8% 62,526 $1.1M
North Star Investment Management Corp. 0.06% No change 61,913 $1.0M
James Investment Research, Inc. 0.11% No change 61,515 $1.0M
Toronto Dominion Bank 0.00% New 60,840 $1.0M
Fisher Asset Management 0.00% Reduce -46.4% 60,150 $1.0M
State of New Jersey Common Pension Fund D 0.00% New 59,819 $1.0M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 58,013 $983K
Atom Investors LP 0.09% New 56,857 $963K
Mangrove Partners Im, LLC 0.06% New 55,585 $942K
Louisiana State Employees Retirement System 0.01% Add +8.0% 55,100 $933K
Dark Forest Capital Management LP 0.06% Add +16.9% 53,431 $905K
Vanguard Global Advisers, LLC 0.00% Add +8.5% 50,406 $854K
New York State Common Retirement Fund 0.00% Add +25.1% 47,864 $811K
Jennison Associates LLC 0.00% New 43,143 $731K
Allstate Corp. 0.01% Add +0.3% 40,756 $690K
Police & Firemen's Retirement System of New Jersey 0.01% Add +20.1% 40,219 $681K
TT International Asset Management LTD 0.08% Reduce -26.7% 38,661 $655K
NorthCrest Asset Manangement, LLC 0.02% Add +0.5% 32,800 $651K
Gsa Capital Partners LLP 0.04% Reduce -63.8% 36,605 $620K
Susquehanna Fundamental Investments, LLC 0.01% Reduce -34.1% 34,598 $586K
Arizona State Retirement System 0.00% Reduce -1.8% 34,192 $579K
Amalgamated Bank 0.00% Add +2.2% 34,086 $577K
Walleye Trading LLC 0.01% New 33,440 $566K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Reduce -4.5% 33,398 $566K
Alps Advisors Inc. 0.00% Add +2.0% 33,108 $561K
State of Tennessee, Department of Treasury 0.00% Add +26.9% 32,299 $547K
Yousif Capital Management, LLC 0.01% Add +4.7% 32,268 $547K
SG Americas Securities, LLC 0.00% Reduce -38.6% 31,735 $538K
Mercer Global Advisors Inc. 0.00% Add +4.8% 31,336 $531K
State of Wyoming 0.05% Reduce -46.2% 30,757 $521K
Aquatic Capital Management LLC 0.02% New 30,749 $521K
Simplex Trading, LLC 0.01% New 30,676 $520K
Man Group plc 0.00% Reduce -96.7% 30,664 $519K
Canada Pension Plan Investment Board 0.00% Reduce -27.8% 30,600 $518K
TD Asset Management Inc 0.00% Add +12.4% 30,442 $516K
Vanguard Investments Australia, Ltd. 0.00% No change 29,784 $505K
Marshall Wace, LLP 0.00% Reduce -62.2% 29,199 $495K
Personal Cfo Solutions, LLC 0.07% Add +0.9% 28,664 $486K
Oregon Public Employees Retirement Fund 0.01% Add +8.7% 28,604 $485K
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -65.6% 28,345 $480K
KLP Kapitalforvaltning As 0.00% No change 28,300 $479K
Asset Management One Co., Ltd. 0.00% New 27,662 $469K
Ares Systematic Credit Ltd 0.95% New 27,517 $466K
&partners 0.00% Add +39.1% 26,872 $455K
Principal Securities, Inc. 0.01% Add +0.4% 26,378 $447K
Fifth Third Bancorp 0.00% Add +3.4% 25,946 $440K
Atria Investments, Inc 0.00% Add +29.3% 25,485 $432K
Guggenheim Capital LLC 0.00% New 25,147 $426K
Elo Mutual Pension Insurance Co 0.01% New 24,238 $411K
Tobam 0.10% Reduce -1.9% 24,192 $410K
Pinnacle Wealth Planning Services, Inc. 0.04% Add +0.2% 23,920 $405K
Jefferies Financial Group Inc. 0.00% New 23,692 $401K
Magnetar Financial LLC 0.00% Add +66.8% 22,584 $383K
JGP Wealth Management, LLC 0.03% No change 21,980 $372K
Pictet Asset Management Holding SA 0.00% No change 21,947 $372K
SMH Capital Advisors Inc. 1.45% Add +15.8% 21,888 $371K
R Squared Ltd 0.19% Reduce -31.5% 21,174 $359K
Pathstone Holdings, LLC 0.00% Reduce -40.5% 20,897 $354K
Vanguard Personalized Indexing Management, LLC 0.00% Reduce -13.0% 20,796 $352K
Public Employees Retirement Association of Colorado 0.00% No change 20,529 $348K
Picton Mahoney Asset Management 0.00% Reduce -88.4% 20,510 $347K
Neuberger Berman Group LLC 0.00% Add +6.9% 19,376 $328K
ProShare Advisors LLC 0.00% Add +0.8% 19,327 $327K
Maryland State Retirement & Pension System 0.01% Add +10.1% 18,264 $309K
Praxis Investment Management Inc. 0.02% No change 18,255 $309K
Cerity Partners LLC 0.00% Reduce -24.7% 17,487 $296K
PNC Financial Services Group, Inc. 0.00% Reduce -1.5% 17,396 $295K
Lanark Financial, Inc. 0.02% Add +46.4% 16,809 $285K
State of Wisconsin Investment Board 0.00% Reduce -75.2% 16,602 $281K
Captrust Financial Advisors 0.00% New 16,563 $281K
Stonebridge Wealth Management, LLC 0.24% No change 15,640 $265K
Navellier & Associates Inc. 0.02% Reduce -71.8% 15,252 $258K
Wedbush Securities Inc. 0.01% Reduce -7.0% 15,130 $256K
Exchange Traded Concepts, LLC 0.00% Reduce -12.2% 15,108 $256K
Round Rock Advisors LLC 0.03% Add +49.5% 15,062 $255K
Bank of Montreal 0.00% Add +9.3% 15,059 $255K
Abel Hall, LLC 0.04% Add +0.7% 14,420 $244K
Xponance LLC 0.00% Add +14.7% 13,735 $233K
Synergy Asset Management, LLC 0.02% New 13,236 $224K
World Investment Advisors 0.00% Add +24.2% 14,814 $224K
Federated Hermes, Inc. 0.00% Add +4.5% 13,102 $222K
Natixis Advisors, LLC 0.00% New 12,954 $219K
Franklin Resources Inc. 0.00% Add +1.0% 12,832 $217K
Impact Partnership Wealth, LLC 0.02% Add +5.0% 12,501 $212K
Ameritas Investment Partners, Inc. 0.01% Add +23.1% 12,375 $210K
Cooper Financial Group 0.02% Add +2.1% 12,192 $207K
SEB Asset Management AB 0.00% Add +0.8% 12,080 $205K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -3.6% 44,256 $199K
Occudo Quantitative Strategies LP 0.01% New 11,415 $193K
VestGen Advisors, LLC 0.01% Reduce -1.9% 10,794 $183K
CreativeOne Wealth, LLC 0.00% New 10,123 $171K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% New 10,112 $171K
LSV Asset Management 0.00% No change 8,900 $151K
Kemnay Advisory Services Inc. 0.02% Reduce -0.5% 7,620 $129K
Rockefeller Capital Management L.P. 0.00% Add +180.1% 7,251 $123K
Hantz Financial Services, Inc. 0.00% Reduce -4.1% 6,664 $113K
Versant Capital Management, Inc 0.01% Add +1.4% 5,928 $100K
Tower Research Capital LLC (TRC) 0.00% Reduce -72.6% 5,254 $89K
GAMMA Investing LLC 0.00% Add +2.8% 5,122 $87K
KBC Group NV 0.00% No change 4,511 $76K
Persistent Asset Partners Ltd 0.02% New 4,420 $75K
Arax Advisory Partners 0.00% Add +115.2% 4,078 $69K
Elevation Wealth Partners, LLC 0.02% Add +0.2% 3,630 $61K
Quent Capital, LLC 0.00% No change 3,378 $57K
Walleye Capital LLC 0.00% New 3,081 $52K
Hollencrest Capital Management 0.00% New 2,689 $46K
Federation des caisses Desjardins du Quebec 0.00% Reduce -52.0% 2,565 $43K
Nisa Investment Advisors, LLC 0.00% Add +64.0% 2,458 $42K
Eurizon Capital SGR S.p.A. 0.00% New 2,210 $38K
Bayforest Capital Ltd 0.03% New 2,169 $37K
Transamerica Financial Advisors, LLC 0.00% Reduce -10.0% 2,128 $36K
First Horizon Corp. 0.00% Add +0.2% 2,126 $36K
Salomon & Ludwin, LLC 0.00% Add +37.6% 2,006 $35K
Caitong International Asset Management Co., Ltd 0.00% Reduce -83.3% 1,931 $33K
Jones Financial Companies LLLP 0.00% Reduce -0.9% 1,850 $32K
Whittier Trust Co. 0.00% No change 1,631 $30K
Nykredit A/S 0.00% — 1,572 $27K
SBI Securities Co., Ltd. 0.00% Add +72.9% 1,402 $24K
Public Employees Retirement System of Ohio 0.00% Reduce -1.4% 1,231 $21K
Optiver Holding B.V. 0.00% Add +565.6% 1,198 $20K
US Bancorp \de 0.00% Reduce -13.9% 1,094 $19K
Spire Wealth Management 0.00% New 1,000 $17K
UMB Bank, n.a. 0.00% Add +3.8% 973 $16K
Smartleaf Asset Management LLC 0.00% No change 941 $16K
Allworth Financial LP 0.00% Reduce -23.8% 713 $12K
Accent Capital Management, LLC 0.00% Reduce -6.3% 657 $11K
EverSource Wealth Advisors, LLC 0.00% Reduce -54.9% 629 $11K
Farther Finance Advisors, LLC 0.00% Reduce -96.6% 602 $10K
Adirondack Trust Co. 0.00% No change 600 $10K
Hazlett, Burt & Watson, Inc. 0.00% No change 600 $10K
Covestor Ltd 0.01% Add +988.2% 555 $9K
Sterling Capital Management LLC 0.00% Reduce -40.4% 479 $8K
Parkside Financial Bank & Trust 0.00% No change 405 $7K
Blue Trust, Inc. 0.00% No change 400 $7K
Los Angeles Capital Management LLC 0.00% Reduce -97.2% 353 $6K
J.Safra Asset Management Corp 0.00% No change 320 $5K
United Financial Planning Group LLC 0.00% No change 314 $5K
Parallel Advisors, LLC 0.00% Reduce -33.6% 276 $5K
IFP Advisors, Inc 0.00% Reduce -7.0% 252 $4K
Global Retirement Partners, LLC 0.00% — 244 $4K
SJS Investment Consulting Inc. 0.00% Add +5850.0% 238 $4K
MassMutual Private Wealth & Trust, FSB 0.00% No change 175 $3K
Huntington National Bank 0.00% No change 145 $2K
Horizon Financial Services, LLC 0.00% New 133 $2K
West Paces Advisors Inc. 0.00% New 120 $2K
Ares Financial Consulting, LLC 0.00% No change 113 $2K
Keating Financial Advisory Services, Inc. 0.00% No change 90 $2K
Assetmark, Inc. 0.00% No change 86 $1K
Torren Management, LLC 0.00% No change 73 $1K
Farmers & Merchants Investments Inc. 0.00% No change 65 $1K
Essential Partners LLC 0.00% No change 55 $932
True Wealth Design, LLC 0.00% No change 54 $915
Ankerstar Wealth, LLC 0.00% No change 49 $830
Cornerstone Planning Group LLC 0.00% No change 38 $757
Zions Bancorporation, National Association 0.00% New 39 $661
National Bank of Canada 0.00% Reduce -42.2% 37 $626
Rossby Financial, LCC 0.00% No change 35 $593
Clearstead Advisors, LLC 0.00% New 30 $509
Investors Portfolio Services LLC 0.00% No change 28 $474
JFS Wealth Advisors, LLC 0.00% New 21 $356
Cedar Mountain Advisors, LLC 0.00% No change 20 $339
Caitlin John, LLC 0.00% No change 17 $288
Plante Moran Financial Advisors, LLC 0.00% New 15 $254
Gilpin Wealth Management, LLC 0.00% New 12 $204
Ameritas Advisory Services, LLC 0.00% New 9 $161
Abound Wealth Management 0.00% No change 8 $136
Davis Capital Management 0.00% New 6 $102
GHP Investment Advisors, Inc. 0.00% No change 5 $85
Dunhill Financial, LLC 0.00% No change 3 $58
Mascoma Wealth Management LLC 0.00% New 2 $34
Evolution Advisers, Inc. 0.00% New 22 $0

"% of holder's portfolio" is WT's weight in each manager's 13F, not the share of Wisdomtree Inc. the manager owns.