Vault-13

WISDOMTREE TR DGRS

US S CAP QTY DIV · ETP · CUSIP 97717X651

127 institutional holders +1 vs Q4 2025
4,236,2204.2m shares reported held*
$224.4mreported value*
16 new 46 added 39 reduced 13 sold out net sold ≈ $6.0m (-113.6k 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 ($789.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.98.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 80Q4 22: 83Q1 23: 84Q2 23: 85Q3 23: 87Q4 23: 92Q1 24: 98Q2 24: 104Q3 24: 110Q4 24: 132Q1 25: 124Q2 25: 123Q3 25: 126Q4 25: 126Q1 26: 127127Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202280
Q4 202283
Q1 202384
Q2 202385
Q3 202387
Q4 202392
Q1 202498
Q2 2024104
Q3 2024110
Q4 2024132
Q1 2025124
Q2 2025123
Q3 2025126
Q4 2025126
Q1 2026127

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q2 24: 44 bought or addedQ2 24: 41 cut or sold outQ3 24: 53 bought or addedQ3 24: 42 cut or sold outQ3 24Q4 24: 67 bought or addedQ4 24: 33 cut or sold outQ1 25: 62 bought or addedQ1 25: 58 cut or sold outQ1 25Q2 25: 57 bought or addedQ2 25: 43 cut or sold outQ3 25: 49 bought or addedQ3 25: 58 cut or sold outQ3 25Q4 25: 44 bought or addedQ4 25: 68 cut or sold outQ1 26: 62 bought or addedQ1 26: 52 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20244441
Q3 20245342
Q4 20246733
Q1 20256258
Q2 20255743
Q3 20254958
Q4 20254468
Q1 20266252

Biggest buyers

BANK OF NOVA SCOTIA New +84,430+84.4k
MORGAN STANLEY Added +74,731+74.7k
Strategic Financial Concepts, LLC New +36,918+36.9k
TWO SIGMA INVESTMENTS, LP New +29,100+29.1k
Stonebridge Financial Group, LLC Added +20,984+21.0k
Modern Wealth Management, LLC Added +17,725+17.7k
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC New +14,907+14.9k
Ascentis Independent Advisors New +13,144+13.1k
LPL Financial LLC Added +11,722+11.7k
Independent Advisor Alliance Added +10,123+10.1k

Biggest sellers

RAYMOND JAMES FINANCIAL INC Reduced -191,265-191.3k
IFG Advisory, LLC Sold out -87,035-87.0k
Marshall & Sterling Wealth Advisors Inc. Reduced -33,185-33.2k
Capital Advisors, Ltd. LLC Reduced -29,561-29.6k
Philip James Wealth Mangement, LLC Reduced -21,942-21.9k
Linscomb Wealth, Inc. Reduced -16,484-16.5k
Lido Advisors, LLC Reduced -15,739-15.7k
CITADEL ADVISORS LLC Sold out -13,528-13.5k
WELLS FARGO & COMPANY/MN Reduced -13,207-13.2k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -9,683-9.7k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 558,856558.9k $29.6m $29.6m 0.01% Added +11.7k +11,722
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 521,238521.2k $27.6m $27.6m 0.00% Added +74.7k +74,731
3 Stonebridge Financial Group, LLC 1.23% of their portfolio Wormleysburg, PA 281,579281.6k $14.9m $14.9m 1.23% Added +21.0k +20,984
4 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 235,589235.6k $12.5m $12.5m 0.05% Reduced -15.7k -15,739
5 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 226,964227.0k $12.0m $12.0m 0.00% Reduced -191.3k -191,265
6 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 180,504180.5k $9.6m $9.6m 0.00% Reduced -5.6k -5,561
7 LVM CAPITAL MANAGEMENT LTD/MI 0.72% of their portfolio PORTAGE, MI 144,094144.1k $7.6m $7.6m 0.72% Added +6.6k +6,607
8 United Advisor Group, LLC 0.82% of their portfolio CINCINNATI, OH 124,667124.7k $6.6m $6.6m 0.82% Added +3.1k +3,121
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 106,269106.3k $5.6m $5.6m 0.00% Added +6.4k +6,388
10 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 104,912104.9k $5.6m $5.6m 0.01% Added +3.6k +3,622
11 XML Financial, LLC 0.44% of their portfolio BETHESDA, MD 103,184103.2k $5.5m $5.5m 0.44% Added +9.6k +9,561
12 Linscomb Wealth, Inc. 0.24% of their portfolio Houston, TX 100,693100.7k $5.3m $5.3m 0.24% Reduced -16.5k -16,484
13 Founders Financial Alliance, LLC 0.91% of their portfolio RALEIGH, NC 95,24595.2k $5.0m $5.0m 0.91% Added +2.4k +2,383
14 Modern Wealth Management, LLC 0.09% of their portfolio KANSAS CITY, MO 94,02594.0k $5.0m $5.0m 0.09% Added +17.7k +17,725
15 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 89,73089.7k $4.8m $4.8m 0.00% Reduced -3.0k -3,000
16 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 84,43084.4k $4.5m $4.5m 0.01% New
17 COLUMBIA ADVISORY PARTNERS LLC 2.66% of their portfolio SPOKANE, WA 78,68178.7k $4.2m $4.2m 2.66% Reduced -691 -691
18 Stonebridge Wealth Management, LLC 3.36% of their portfolio OAK BROOK, IL 66,28966.3k $3.5m $3.5m 3.36% Reduced -8.7k -8,663
19 Philip James Wealth Mangement, LLC 0.34% of their portfolio MILTON, GA 55,20155.2k $2.9m $2.9m 0.34% Reduced -21.9k -21,942
20 Independent Advisor Alliance 0.03% of their portfolio CHARLOTTE, NC 54,35654.4k $2.9m $2.9m 0.03% Added +10.1k +10,123
21 CWM, LLC 0.01% of their portfolio OMAHA, NE 48,26448.3k $2.6m $2.6m 0.01% Reduced -2.1k -2,143
22 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 46,73246.7k $2.5m $2.5m 0.03% Reduced -6.1k -6,067
23 Dickmeyer Boyce Financial Management, Inc. 1.32% of their portfolio FORT WAYNE, IN 42,31542.3k $2.2m $2.2m 1.32% First filing
24 Strategic Financial Concepts, LLC 0.48% of their portfolio SAN ANTONIO, TX 36,91836.9k $2.0m $2.0m 0.48% New
25 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 36,01436.0k $1.9m $1.9m 0.02% Added +2.1k +2,108
26 CERTUITY, LLC 0.12% of their portfolio NORTH PALM BEACH, FL 35,51335.5k $1.9m $1.9m 0.12% Reduced -9.6k -9,553
27 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 33,31033.3k $1.8m $1.8m 0.00% Reduced -3.0k -3,049
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 29,49629.5k $1.6m $1.6m 0.01% Added +134 +134
29 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 29,10029.1k $1.5m $1.5m 0.00% New
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 28,66928.7k $1.5m $1.5m 0.00% Added +2.9k +2,871
31 LifeWealth Investments, LLC 0.45% of their portfolio WINTER GARDEN, FL 28,32828.3k $1.5m $1.5m 0.45% Added +4.6k +4,618
32 Everstar Asset Management, LLC 0.73% of their portfolio MOORESVILLE, NC 25,80425.8k $1.4m $1.4m 0.73% Added +1.1k +1,067
33 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 20,70220.7k $1.1m $1.1m 0.00% Added +1.2k +1,217
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,65918.7k $988.1k $988.1k 0.00% Added +9.9k +9,919
35 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 18,23318.2k $965.6k $965.6k 0.00% Reduced -310 -310
36 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,49416.5k $873.5k $873.5k 0.00% Reduced -3.6k -3,627
37 PRECEDENT WEALTH PARTNERS, LLC 0.17% of their portfolio HOUSTON, TX 16,22516.2k $859.2k $859.2k 0.17% Added +201 +201
38 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,99316.0k $835.6k $835.6k 0.00% Added +1.4k +1,395
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 14,90714.9k $789.4k $789.4k 0.00% New
40 HARBOR INVESTMENT ADVISORY, LLC 0.06% of their portfolio LUTHERVILLE, MD 14,18514.2k $751.2k $751.2k 0.06% Added +2.7k +2,683
41 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,43013.4k $711.2k $711.2k 0.00% Reduced -143 -143
42 Ascentis Independent Advisors 0.05% of their portfolio DALLAS, TX 13,14413.1k $696.1k $696.1k 0.05% New
43 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,31612.3k $652.2k $652.2k 0.01% Added +765 +765
44 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 11,71111.7k $667.5k $667.5k 0.05% Added +277 +277
45 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 10,22510.2k $541.5k $541.5k 0.00% Added +220 +220
46 Team Financial Group, LLC 0.24% of their portfolio TEMECULA, CA 10,00910.0k $530.1k $530.1k 0.24% Reduced -1.1k -1,071
47 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 9,8269.8k $520.4k $520.4k 0.01% New
48 WealthPoint Financial, LLC 0.43% of their portfolio CRAMERTON, NC 9,8039.8k $519.1k $519.1k 0.43% Added +611 +611
49 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 9,7929.8k $518.5k $518.5k 0.01% Reduced -1.1k -1,123
50 Princeton Global Asset Management LLC 0.08% of their portfolio PRINCETON, NJ 9,4229.4k $499.0k $499.0k 0.08% Reduced -8.8k -8,835
51 Avidian Wealth Enterprises, LLC 0.02% of their portfolio Houston, TX 9,1019.1k $482.0k $482.0k 0.02% New
52 FIRST NATIONAL BANK SIOUX FALLS 0.14% of their portfolio SIOUX FALLS, SD 9,0529.1k $500.5k $500.5k 0.14% Added +273 +273
53 Opes Wealth Management LLC 0.08% of their portfolio MENLO PARK, CA 8,8688.9k $469.6k $469.6k 0.08% Added +675 +675
54 Wealthcare Capital Partners, LLC 0.21% of their portfolio WEST CHESTER, PA 8,5828.6k $454.5k $454.5k 0.21% Added +30 +30
55 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,3308.3k $441.1k $441.1k 0.00% Added +4.2k +4,201
56 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,2338.2k $436.0k $436.0k 0.01% Added +1.2k +1,237
57 Marshall & Sterling Wealth Advisors Inc. 0.28% of their portfolio POUGHKEEPSIE, NY 8,1958.2k $434.0k $434.0k 0.28% Reduced -33.2k -33,185
58 CAPITAL MANAGEMENT CORP /VA 0.07% of their portfolio GLEN ALLEN, VA 8,1008.1k $429.0k $429.0k 0.07% Reduced -900 -900
59 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 8,0208.0k $424.7k $424.7k 0.00% Added +1.4k +1,423
60 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,3807.4k $390.8k $390.8k 0.00% Unchanged
61 Redmond Asset Management, LLC 0.11% of their portfolio HENRICO, VA 7,3057.3k $386.8k $386.8k 0.11% Added +46 +46
62 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 7,2537.3k $384.1k $384.1k 0.01% New
63 SIGNET FINANCIAL MANAGEMENT, LLC 0.04% of their portfolio PARSIPPANY, NJ 7,1527.2k $378.7k $378.7k 0.04% Reduced -660 -660
64 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,0207.0k $367.9k $367.9k 0.00% Added +570 +570
65 TopTier Wealth Management, LLC 0.22% of their portfolio MUSKEGO, WI 6,7796.8k $359.0k $359.0k 0.22% Added +24 +24
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,7706.8k $360.3k $360.3k 0.00% Reduced -7.2k -7,231
67 Asset Dedication, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,4246.4k $340.2k $340.2k 0.02% Unchanged
68 RMR Wealth Builders 0.03% of their portfolio Montclair, NJ 6,3326.3k $335.3k $335.3k 0.03% Reduced -567 -567
69 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6,2786.3k $332.5k $332.5k 0.00% Added +3 +3
70 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 6,1996.2k $328.3k $328.3k 0.00% Added +157 +157
71 Quartz Partners, LLC 0.12% of their portfolio SARATOGA SPRINGS, NY 6,1026.1k $323.1k $323.1k 0.12% Added +1.1k +1,146
72 Joseph Group Capital Management 0.08% of their portfolio COLUMBUS, OH 6,0826.1k $322.1k $322.1k 0.08% Reduced -538 -538
73 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,0346.0k $320.0k $320.0k 0.00% Added +832 +832
74 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.09% of their portfolio WALTHAM, MA 5,7525.8k $304.7k $304.7k 0.09% Added +142 +142
75 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 5,7275.7k $303.3k $303.3k 0.01% Unchanged
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,4385.4k $288.0k $288.0k 0.00% Reduced -8 -8
77 Cascade Financial Partners, LLC 0.03% of their portfolio SAN DIEGO, CA 5,3725.4k $284.5k $284.5k 0.03% Unchanged
78 Venturi Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 5,1745.2k $274.0k $274.0k 0.01% Reduced -4.0k -4,010
79 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,9184.9k $260.5k $260.5k 0.00% Reduced -298 -298
80 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 4,7014.7k $265.0k $265.0k 0.01% Reduced -27 -27
81 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 4,5794.6k $242.5k $242.5k 0.00% New
82 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,5564.6k $241.3k $241.3k 0.00% New
83 Empirical Asset Management, LLC 0.06% of their portfolio WELLESLEY, MA 4,3794.4k $231.9k $231.9k 0.06% Reduced -518 -518
84 Redwood Family Wealth LLC 0.20% of their portfolio ADDISON, TX 3,9363.9k $208.5k $208.5k 0.20% New
85 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 3,9193.9k $215.8k $215.8k 0.02% Reduced -256 -256
86 Beacon Financial Advisory LLC 0.05% of their portfolio CLEVELAND, OH 3,8523.9k $204.0k $204.0k 0.05% Reduced -474 -474
87 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 3,8323.8k $202.9k $202.9k 0.00% New
88 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,5273.5k $187.0k $187.0k 0.00% Reduced -2.7k -2,749
89 REAP Financial Group, LLC 0.04% of their portfolio AUSTIN, TX 3,3513.4k $177.5k $177.5k 0.04% Reduced -562 -562
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,3003.3k $174.8k $174.8k 0.00% Unchanged
91 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 3,2333.2k $171.2k $171.2k 0.00% Added +2.3k +2,260
92 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,0963.1k $164.0k $164.0k 0.01% Reduced -285 -285
93 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 3,0203.0k $159.9k $159.9k 0.01% Unchanged
94 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,6002.6k $137.7k $137.7k 0.00% Unchanged
95 Capital Advisors, Ltd. LLC 0.02% of their portfolio SHAKER HEIGHTS, OH 2,6002.6k $138.0k $138.0k 0.02% Reduced -29.6k -29,561
96 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1282.1k $112.7k $112.7k 0.00% Reduced -3 -3
97 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 2,0302.0k $107.5k $107.5k 0.00% Reduced -29 -29
98 CREATIVE FINANCIAL DESIGNS INC /ADV 0.01% of their portfolio KOKOMO, IN 1,8481.8k $97.9k $97.9k 0.01% Added +258 +258
99 Golden State Wealth Management, LLC 0.01% of their portfolio SANTA ANA, CA 1,4111.4k $74.8k $74.8k 0.01% Added +3 +3
100 Root Financial Partners, LLC 0.00% of their portfolio ENCINITAS, CA 1,2601.3k $66.7k $66.7k 0.00% Unchanged