WT · Company research
WisdomTree, Inc. (WT): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1321993 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2708 | 258960 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Aspen Investment Management Inc | 1541596 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 58678 | 2387 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Great Diamond Partners, LLC | 1801112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20525 | 1104040 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| Apeiron RIA LLC | 1801846 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 88465 | 5000048 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1849497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3566 | 230756 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Harpswell Capital Advisors, LLC | 1806630 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10000 | 963200 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| REGIMEN WEALTH, LLC | 1963863 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 300141 | 15112104 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advisors, Ltd. LLC | 1597878 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20627 | 1972 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| C M BIDWELL & ASSOCIATES LTD | 1091860 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1278 | 51989 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 928047 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 62620 | 1060783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Alhambra Investment Management LLC | 1802696 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4409 | 249197 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Interval Partners, LP | 1590228 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 431922 | 7316759 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Davis Capital Management | 1811806 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 195 | 9818 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Imprint Wealth LLC | 1972653 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12855 | 1238194 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Pinnacle Financial Partners, Inc. | 2082866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 162448 | 7989190 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ipswich Investment Management Co., Inc. | 1463753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2270 | 217057 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Americana Partners, LLC | 1797678 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12150 | 1381270 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| TRUST CO OF TOLEDO NA /OH/ | 1008937 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 155340 | 15801224 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| True Wealth Design, LLC | 1966033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 915 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Sava Infond d.o.o. | 2055882 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5000 | 213900 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| United Asset Strategies, Inc. | 1539948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 491959 | 24770131 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Lionsbridge Wealth Management LLC | 1800533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 81542 | 2050683 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lauer Wealth, LLC | 1860063 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 151513 | 14584625 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Weinberger Asset Management, Inc | 2051705 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5260 | 302580 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PARK NATIONAL CORP /OH/ | 805676 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 259 | 29443 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| SWMG, LLC | 1839255 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6235 | 490695 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | 911927 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 243709 | 11985630 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| INDEPENDENT FINANCIAL GROUP, LLC | 275484 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67442 | 3649299 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Marex Group Ltd | 1997464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4800 | 205344 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Friedenthal Financial | 1598611 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23482 | 1182319 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Orion Porfolio Solutions, LLC | 1360533 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90403 | 4862780 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22005 | 1107949 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Squarepoint Ops LLC | 1642575 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 70082 | 1187189 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CDM FINANCIAL COUNSELING SERVICES, INC. | 2107537 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6942 | 663794 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Systelligence, LLC | 1882691 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 160487 | 16324738 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Laird Norton Wetherby Trust Company, LLC | 723204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8558 | 824307 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Redmond Asset Management, LLC | 1567890 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12408 | 701300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EP Wealth Advisors, LLC | 1540569 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5960 | 335548 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1477 | 256289 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OneAscent Financial Services LLC | 1780985 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40898 | 2358395 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| OLD MISSION CAPITAL LLC | 1455915 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 332421 | 21510962 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Third View Private Wealth, LLC | 2083406 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3234 | 309235 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Kemnay Advisory Services Inc. | 1555283 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7620 | 129083 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Csenge Advisory Group | 1715593 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 110702 | 7163496 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| CSM Advisors, LLC | 1863523 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 551313 | 9340 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kennebec Savings Bank | 2043536 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1418 | 80145 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10572 | 716651 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Aspen Grove Capital, LLC | 1806027 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3000 | 393394 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| EARNED WEALTH ADVISORS, LLC | 1905663 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 273756 | 11182951 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 101392 | 1717580 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Park Edge Advisors, LLC | 1965659 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 233609 | 5874986 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Valor Advisors LLC | 2108599 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4673 | 810859 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 1639754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 342373 | 14646717 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 1639753 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 987040 | 42225571 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| R Squared Ltd | 1896148 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21174 | 358688 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Rockingstone Advisors LLC | 2027176 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11200 | 602448 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLC | 2105785 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2338 | 223514 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| RTD Financial Advisors, Inc. | 1810555 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4252 | 406577 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| OMNI 360 Wealth, Inc. | 2010436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22056 | 1246577 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 950591 | 47862279 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 32235 | 1688469 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Drucker Wealth 3.0, LLC | 2031642 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3064 | 292980 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Nan Shan Life Insurance Co., Ltd. | 1730464 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 170000 | 9144300 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| FIRST HAWAIIAN BANK | 764106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25604 | 1447138 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Advyzon Investment Management, LLC | 2011872 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 553489 | 14805818 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SYM FINANCIAL Corp | 764739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2462956 | 114773750 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2265528 | 38378047 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| MFA WEALTH ADVISORS, LLC | 1688184 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3703 | 239611 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Windward Private Wealth Management Inc. | 1835866 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8478 | 710372 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| CREDIT AGRICOLE S A | 1191672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 490723 | 8312848 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| RWA WEALTH PARTNERS, LLC | 1544576 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9218 | 887878 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| BESSEMER GROUP INC | 1054074 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3527 | 209 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ARMSTRONG ADVISORY GROUP, INC | 1932952 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1570 | 150124 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| IEQ CAPITAL, LLC | 1779789 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 265154 | 20626330 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Investment Research Partners LLC | 2069274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47948 | 1950525 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Main Street Group, LTD | 1965796 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1164 | 64960 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Millington Financial Advisors, LLC | 1924615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 36377 | 1671340 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Veracity Capital LLC | 1811005 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3526 | 337136 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Sanchez Wealth Management Group | 1697740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 378315 | 36174499 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 79387 | 1344816 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.