Vault-13

WISDOMTREE TR QSIG

US SHT TRM CORP · ETP · CUSIP 97717X156

27 institutional holders +2 vs Q1 2026
913,451913.5k shares reported held*
$44.2mreported value*
4 new 9 added 8 reduced 3 sold out net sold ≈ $9.8m (-202.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $48.33.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0102030Q3 22: 16Q4 22: 18Q1 23: 16Q2 23: 16Q3 23: 21Q4 23: 26Q1 24: 23Q2 24: 23Q3 24: 23Q4 24: 24Q1 25: 30Q2 25: 25Q3 25: 26Q4 25: 27Q1 26: 25Q2 26: 2727Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202216
Q4 202218
Q1 202316
Q2 202316
Q3 202321
Q4 202326
Q1 202423
Q2 202423
Q3 202423
Q4 202424
Q1 202530
Q2 202525
Q3 202526
Q4 202527
Q1 202625
Q2 202627

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 15 bought or addedQ3 24: 7 cut or sold outQ4 24: 14 bought or addedQ4 24: 9 cut or sold outQ4 24Q1 25: 23 bought or addedQ1 25: 8 cut or sold outQ2 25: 12 bought or addedQ2 25: 15 cut or sold outQ2 25Q3 25: 17 bought or addedQ3 25: 8 cut or sold outQ4 25: 16 bought or addedQ4 25: 9 cut or sold outQ4 25Q1 26: 19 bought or addedQ1 26: 5 cut or sold outQ2 26: 13 bought or addedQ2 26: 11 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024157
Q4 2024149
Q1 2025238
Q2 20251215
Q3 2025178
Q4 2025169
Q1 2026195
Q2 20261311

Biggest buyers

W.H. Cornerstone Investments Inc. New +8,340+8.3k
FLOW TRADERS U.S. LLC New +6,414+6.4k
WT Wealth Management Added +4,876+4.9k
JT Stratford LLC Added +1,549+1.5k
WealthPoint Financial, LLC Added +605+605
Bank of New York Mellon Corp Added +531+531
NewSquare Capital LLC Added +265+265
HARBOUR INVESTMENTS, INC. Added +165+165
Institute for Wealth Management, LLC. New +100+100
Prime Capital Investment Advisors, LLC Added +52+52

Biggest sellers

OSAIC HOLDINGS, INC. Reduced -68,868-68.9k
JANE STREET GROUP, LLC Reduced -67,831-67.8k
Private Advisor Group, LLC Sold out -44,313-44.3k
Kestra Advisory Services, LLC Sold out -24,830-24.8k
LPL Financial LLC Reduced -8,164-8.2k
JPMORGAN CHASE & CO Reduced -7,674-7.7k
Concurrent Investment Advisors, LLC Reduced -1,367-1.4k
INVENIO WEALTH PARTNERS LLC Reduced -1,101-1.1k
Team Financial Group, LLC Reduced -587-587
TopTier Wealth Management, LLC Sold out -523-523

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Prime Capital Investment Advisors, LLC 0.17% of their portfolio OVERLAND PARK, KS 357,636357.6k $17.3m $17.3m 0.17% Added +52 +52
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 140,532140.5k $6.8m $6.8m 0.00% Reduced -8.2k -8,164
3 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 79,08079.1k $3.8m $3.8m 0.00% Reduced -7.7k -7,674
4 INVENIO WEALTH PARTNERS LLC 1.28% of their portfolio CORAL GABLES, FL 73,86273.9k $3.6m $3.6m 1.28% Reduced -1.1k -1,101
5 WT Wealth Management 0.59% of their portfolio SCOTTSDALE, AZ 44,13144.1k $2.1m $2.1m 0.59% Added +4.9k +4,876
6 Smartleaf Asset Management LLC 0.06% of their portfolio BOSTON, MA 41,30441.3k $2.0m $2.0m 0.06% Unchanged
7 JT Stratford LLC 0.21% of their portfolio GAINESVILLE, GA 40,11240.1k $1.9m $1.9m 0.21% Added +1.5k +1,549
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 26,82726.8k $1.3m $1.3m 0.00% Reduced -67.8k -67,831
9 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 26,23026.2k $1.3m $1.3m 0.00% Reduced -68.9k -68,868
10 WealthPoint Financial, LLC 0.53% of their portfolio CRAMERTON, NC 15,15215.2k $732.2k $732.2k 0.53% Added +605 +605
11 NewSquare Capital LLC 0.05% of their portfolio NEWTOWN SQUARE, PA 14,76814.8k $713.7k $713.7k 0.05% Added +265 +265
12 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 8,9468.9k $432.3k $432.3k 0.00% Reduced -1.4k -1,367
13 W.H. Cornerstone Investments Inc. 0.23% of their portfolio KINGSTON, MA 8,3408.3k $403.0k $403.0k 0.23% New
14 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 6,4146.4k $310.0k $310.0k 0.01% New
15 RFG Advisory, LLC 0.00% of their portfolio BIRMINGHAM, AL 6,2996.3k $304.4k $304.4k 0.00% Added +29 +29
16 Team Financial Group, LLC 0.13% of their portfolio TEMECULA, CA 6,1956.2k $299.4k $299.4k 0.13% Reduced -587 -587
17 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 5,3265.3k $257.4k $257.4k 0.00% Added +531 +531
18 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 5,3165.3k $256.9k $256.9k 0.05% Reduced -8 -8
19 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 3,1493.1k $152.2k $152.2k 0.00% Added +165 +165
20 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,0942.1k $101.2k $101.2k 0.00% First filing
21 CoreCap Advisors, LLC 0.00% of their portfolio SOUTHFIELD, MI 760760 $36.7k $36.7k 0.00% Unchanged
22 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 512512 $24.7k $24.7k 0.00% Unchanged
23 Covestor Ltd 0.01% of their portfolio LONDON, X0 279279 $13.0k $13.0k 0.01% Added +10 +10
24 Institute for Wealth Management, LLC. 0.00% of their portfolio DENVER, CO 100100 $4.8k $4.8k 0.00% New
25 CREATIVE FINANCIAL DESIGNS INC /ADV 0.00% of their portfolio KOKOMO, IN 8686 $4.2k $4.2k 0.00% Unchanged
26 FMR LLC 0.00% of their portfolio BOSTON, MA 11 $48 $48 0.00% New
27 Smallwood Wealth Investment Management, LLC 0.00% of their portfolio RED BANK, NJ 00 $26 $26 0.00% Unchanged