Vault-13

WISDOMTREE TR DGRS

US S CAP QTY DIV · ETP · CUSIP 97717X651

131 institutional holders +4 vs Q1 2026
4,017,9264.0m shares reported held*
$238.4mreported value*
11 new 39 added 49 reduced 5 sold out net sold ≈ $9.5m (-160.8k 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 ($884.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $59.34.

Trends to Q2 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: 127Q2 26: 131131Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026131

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q3 24: 53 bought or addedQ3 24: 42 cut or sold outQ4 24: 67 bought or addedQ4 24: 33 cut or sold outQ4 24Q1 25: 62 bought or addedQ1 25: 58 cut or sold outQ2 25: 57 bought or addedQ2 25: 43 cut or sold outQ2 25Q3 25: 49 bought or addedQ3 25: 58 cut or sold outQ4 25: 44 bought or addedQ4 25: 68 cut or sold outQ4 25Q1 26: 62 bought or addedQ1 26: 52 cut or sold outQ2 26: 50 bought or addedQ2 26: 54 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20245342
Q4 20246733
Q1 20256258
Q2 20255743
Q3 20254958
Q4 20254468
Q1 20266252
Q2 20265054

Biggest buyers

OSAIC HOLDINGS, INC. Added +97,959+98.0k
IFG Advisory, LLC New +75,781+75.8k
LPL Financial LLC Added +58,653+58.7k
Cambridge Investment Research Advisors, Inc. Added +33,020+33.0k
MORGAN STANLEY Added +13,866+13.9k
EP Wealth Advisors, LLC New +8,743+8.7k
Stonebridge Financial Group, LLC Added +8,221+8.2k
CITADEL ADVISORS LLC New +6,502+6.5k
HARBOR INVESTMENT ADVISORY, LLC Added +6,115+6.1k
FMR LLC Added +5,000+5.0k

Biggest sellers

Lido Advisors, LLC Sold out -235,589-235.6k
Founders Financial Alliance, LLC Reduced -90,695-90.7k
RAYMOND JAMES FINANCIAL INC Reduced -85,250-85.2k
BANK OF NOVA SCOTIA Reduced -21,150-21.1k
Ascentis Independent Advisors Sold out -13,144-13.1k
BANK OF AMERICA CORP /DE/ Reduced -12,716-12.7k
TWO SIGMA INVESTMENTS, LP Reduced -10,600-10.6k
UBS Group AG Reduced -6,551-6.6k
XML Financial, LLC Reduced -6,056-6.1k
Independent Advisor Alliance Reduced -5,978-6.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 617,509617.5k $36.7m $36.7m 0.01% Added +58.7k +58,653
2 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 535,104535.1k $31.8m $31.8m 0.00% Added +13.9k +13,866
3 Stonebridge Financial Group, LLC 1.30% of their portfolio Wormleysburg, PA 289,800289.8k $17.2m $17.2m 1.30% Added +8.2k +8,221
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 167,788167.8k $10.0m $10.0m 0.00% Reduced -12.7k -12,716
5 LVM CAPITAL MANAGEMENT LTD/MI 0.74% of their portfolio PORTAGE, MI 148,480148.5k $8.8m $8.8m 0.74% Added +4.4k +4,386
6 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 141,714141.7k $8.4m $8.4m 0.00% Reduced -85.2k -85,250
7 United Advisor Group, LLC 0.80% of their portfolio CINCINNATI, OH 127,703127.7k $7.6m $7.6m 0.80% Added +3.0k +3,036
8 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 116,618116.6k $6.9m $6.9m 0.01% Added +98.0k +97,959
9 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 101,805101.8k $6.0m $6.0m 0.01% Reduced -3.1k -3,107
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 99,71899.7k $5.9m $5.9m 0.00% Reduced -6.6k -6,551
11 Modern Wealth Management, LLC 0.07% of their portfolio KANSAS CITY, MO 97,42797.4k $5.8m $5.8m 0.07% Added +3.4k +3,402
12 XML Financial, LLC 0.42% of their portfolio BETHESDA, MD 97,12897.1k $5.8m $5.8m 0.42% Reduced -6.1k -6,056
13 Linscomb Wealth, Inc. 0.25% of their portfolio Houston, TX 96,20396.2k $5.7m $5.7m 0.25% Reduced -4.5k -4,490
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 83,91983.9k $5.0m $5.0m 0.00% Reduced -5.8k -5,811
15 COLUMBIA ADVISORY PARTNERS LLC 2.60% of their portfolio SPOKANE, WA 79,48279.5k $4.7m $4.7m 2.60% Added +801 +801
16 IFG Advisory, LLC 0.16% of their portfolio ATLANTA, GA 75,78175.8k $4.5m $4.5m 0.16% New
17 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 63,28063.3k $3.8m $3.8m 0.01% Reduced -21.1k -21,150
18 Stonebridge Wealth Management, LLC 3.25% of their portfolio OAK BROOK, IL 61,14261.1k $3.6m $3.6m 3.25% Reduced -5.1k -5,147
19 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 53,72253.7k $3.2m $3.2m 0.00% Added +33.0k +33,020
20 Philip James Wealth Mangement, LLC 0.35% of their portfolio MILTON, GA 52,78852.8k $3.1m $3.1m 0.35% Reduced -2.4k -2,413
21 Independent Advisor Alliance 0.07% of their portfolio CHARLOTTE, NC 48,37848.4k $2.9m $2.9m 0.07% Reduced -6.0k -5,978
22 Stratos Wealth Partners, LTD. 0.03% of their portfolio BEACHWOOD, OH 44,86844.9k $2.7m $2.7m 0.03% Reduced -1.9k -1,864
23 Dickmeyer Boyce Financial Management, Inc. 1.33% of their portfolio FORT WAYNE, IN 43,20543.2k $2.6m $2.6m 1.33% Added +890 +890
24 Strategic Financial Concepts, LLC 0.71% of their portfolio SAN ANTONIO, TX 40,18440.2k $2.4m $2.4m 0.71% Added +3.3k +3,266
25 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 36,01436.0k $2.1m $2.1m 0.02% Unchanged
26 CERTUITY, LLC 0.10% of their portfolio NORTH PALM BEACH, FL 35,50835.5k $2.1m $2.1m 0.10% Reduced -5 -5
27 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 33,30033.3k $2.0m $2.0m 0.00% Reduced -10 -10
28 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 32,25732.3k $1.9m $1.9m 0.01% Added +2.8k +2,761
29 LifeWealth Investments, LLC 0.50% of their portfolio WINTER GARDEN, FL 31,83131.8k $1.9m $1.9m 0.50% Added +3.5k +3,503
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 30,50430.5k $1.8m $1.8m 0.00% Added +1.8k +1,835
31 Everstar Asset Management, LLC 0.86% of their portfolio MOORESVILLE, NC 30,01930.0k $1.8m $1.8m 0.86% Added +4.2k +4,215
32 HARBOR INVESTMENT ADVISORY, LLC 0.08% of their portfolio LUTHERVILLE, MD 20,30020.3k $1.2m $1.2m 0.08% Added +6.1k +6,115
33 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 18,50018.5k $1.1m $1.1m 0.00% Reduced -10.6k -10,600
34 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 17,94017.9k $1.1m $1.1m 0.00% Reduced -293 -293
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,32716.3k $969.1k $969.1k 0.00% Reduced -167 -167
36 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 16,27216.3k $961.0k $961.0k 0.00% Added +279 +279
37 PRECEDENT WEALTH PARTNERS, LLC 0.15% of their portfolio HOUSTON, TX 15,68115.7k $930.7k $930.7k 0.15% Reduced -544 -544
38 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 14,90714.9k $884.8k $884.8k 0.00% Unchanged
39 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 13,44213.4k $797.8k $797.8k 0.00% Added +12 +12
40 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 12,67712.7k $752.4k $752.4k 0.01% Added +361 +361
41 Sovran Advisors, LLC 0.05% of their portfolio SAN DIEGO, CA 11,25811.3k $681.2k $681.2k 0.05% Reduced -453 -453
42 Team Financial Group, LLC 0.25% of their portfolio TEMECULA, CA 10,04410.0k $596.1k $596.1k 0.25% Added +35 +35
43 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,97910.0k $592.3k $592.3k 0.00% Reduced -246 -246
44 WealthPoint Financial, LLC 0.43% of their portfolio CRAMERTON, NC 9,97010.0k $591.8k $591.8k 0.43% Added +167 +167
45 Summit Financial, LLC 0.01% of their portfolio PARSIPPANY, NJ 9,5879.6k $569.0k $569.0k 0.01% Reduced -239 -239
46 Princeton Global Asset Management LLC 0.08% of their portfolio PRINCETON, NJ 9,1799.2k $544.8k $544.8k 0.08% Reduced -243 -243
47 FIRST NATIONAL BANK SIOUX FALLS 0.14% of their portfolio SIOUX FALLS, SD 9,0529.1k $500.5k $500.5k 0.14% Unchanged
48 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 8,9208.9k $529.4k $529.4k 0.01% Added +687 +687
49 Wealthcare Capital Partners, LLC 0.22% of their portfolio WEST CHESTER, PA 8,9198.9k $529.4k $529.4k 0.22% Added +337 +337
50 Avidian Wealth Enterprises, LLC 0.01% of their portfolio Houston, TX 8,8658.9k $526.2k $526.2k 0.01% Reduced -236 -236
51 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 8,7438.7k $518.9k $518.9k 0.00% New
52 CAPITAL MANAGEMENT CORP /VA 0.07% of their portfolio GLEN ALLEN, VA 8,1008.1k $480.8k $480.8k 0.07% Unchanged
53 COMPASS FINANCIAL MANAGEMENT LLC 0.06% of their portfolio TAMPA, FL 8,0768.1k $479.3k $479.3k 0.06% First filing
54 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 7,9768.0k $448.9k $448.9k 0.00% Added +4.1k +4,144
55 IHT Wealth Management, LLC 0.01% of their portfolio Chicago, IL 7,8157.8k $463.8k $463.8k 0.01% Reduced -2.0k -1,977
56 Redmond Asset Management, LLC 0.12% of their portfolio HENRICO, VA 7,7657.8k $460.9k $460.9k 0.12% Added +460 +460
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 7,4907.5k $446.7k $446.7k 0.00% Added +470 +470
58 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 7,3807.4k $438.0k $438.0k 0.00% Unchanged
59 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 7,3657.4k $437.1k $437.1k 0.00% Reduced -965 -965
60 FMR LLC 0.00% of their portfolio BOSTON, MA 7,1287.1k $423.1k $423.1k 0.00% Added +5.0k +5,000
61 TopTier Wealth Management, LLC 0.24% of their portfolio MUSKEGO, WI 6,7806.8k $402.4k $402.4k 0.24% Added +1 +1
62 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 6,5026.5k $385.9k $385.9k 0.00% New
63 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 6,4966.5k $386.0k $386.0k 0.00% Added +462 +462
64 Quartz Partners, LLC 0.13% of their portfolio SARATOGA SPRINGS, NY 6,4866.5k $385.0k $385.0k 0.13% Added +384 +384
65 Asset Dedication, LLC 0.02% of their portfolio SAN FRANCISCO, CA 6,4246.4k $381.3k $381.3k 0.02% Unchanged
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 6,3026.3k $370.7k $370.7k 0.00% Reduced -468 -468
67 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 6,2836.3k $373.0k $373.0k 0.00% Added +5 +5
68 RMR Wealth Builders 0.02% of their portfolio Montclair, NJ 6,1676.2k $366.1k $366.1k 0.02% Reduced -165 -165
69 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 5,9475.9k $353.0k $353.0k 0.00% Reduced -252 -252
70 Joseph Group Capital Management 0.07% of their portfolio COLUMBUS, OH 5,9235.9k $351.5k $351.5k 0.07% Reduced -159 -159
71 FLAGSHIP HARBOR ADVISORS, LLC 0.01% of their portfolio BOSTON, MA 5,7275.7k $339.9k $339.9k 0.01% Unchanged
72 PENSION & WEALTH MANAGEMENT ADVISORS, INC. 0.09% of their portfolio WALTHAM, MA 5,5795.6k $331.2k $331.2k 0.09% Reduced -173 -173
73 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,4325.4k $322.4k $322.4k 0.00% Reduced -2.6k -2,588
74 Marshall & Sterling Wealth Advisors Inc. 0.19% of their portfolio POUGHKEEPSIE, NY 5,4075.4k $320.9k $320.9k 0.19% Reduced -2.8k -2,788
75 Cascade Financial Partners, LLC 0.03% of their portfolio SAN DIEGO, CA 5,3725.4k $318.8k $318.8k 0.03% Unchanged
76 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 5,3175.3k $315.6k $315.6k 0.00% Reduced -121 -121
77 Venturi Wealth Management, LLC 0.01% of their portfolio AUSTIN, TX 5,1485.1k $305.5k $305.5k 0.01% Reduced -26 -26
78 IMC-Chicago, LLC 0.00% of their portfolio CHICAGO, IL 5,1465.1k $305.4k $305.4k 0.00% Added +567 +567
79 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 4,6924.7k $278.5k $278.5k 0.00% Reduced -226 -226
80 Founders Financial Alliance, LLC 0.04% of their portfolio RALEIGH, NC 4,5504.5k $270.1k $270.1k 0.04% Reduced -90.7k -90,695
81 Chicago Partners Investment Group LLC 0.01% of their portfolio CHICAGO, IL 4,5354.5k $269.9k $269.9k 0.01% Reduced -166 -166
82 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 4,4954.5k $266.8k $266.8k 0.00% Reduced -61 -61
83 FLOW TRADERS U.S. LLC 0.01% of their portfolio NEW YORK, NY 4,3814.4k $260.0k $260.0k 0.01% New
84 Empirical Asset Management, LLC 0.06% of their portfolio WELLESLEY, MA 4,1414.1k $245.8k $245.8k 0.06% Reduced -238 -238
85 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 3,9053.9k $231.8k $231.8k 0.00% New
86 Redwood Family Wealth LLC 0.20% of their portfolio ADDISON, TX 3,7663.8k $223.6k $223.6k 0.20% Reduced -170 -170
87 Beacon Financial Advisory LLC 0.04% of their portfolio CLEVELAND, OH 3,6813.7k $218.5k $218.5k 0.04% Reduced -171 -171
88 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 3,6743.7k $218.0k $218.0k 0.00% New
89 OPTIMA CAPITAL LLC 0.08% of their portfolio PORTLAND, OR 3,6193.6k $214.8k $214.8k 0.08% New
90 BESSEMER GROUP INC 0.00% of their portfolio WOODBRIDGE, NJ 3,5273.5k $209.0k $209.0k 0.00% Unchanged
91 Bison Wealth, LLC 0.02% of their portfolio ATLANTA, GA 3,4733.5k $204.6k $204.6k 0.02% Reduced -446 -446
92 Gateway Wealth Partners, LLC 0.01% of their portfolio APPLETON, WI 3,4113.4k $202.5k $202.5k 0.01% Reduced -3.8k -3,842
93 Seek First Inc. 0.13% of their portfolio Campbell, CA 3,3813.4k $200.7k $200.7k 0.13% New
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 3,3003.3k $195.9k $195.9k 0.00% Unchanged
95 CENTAURUS FINANCIAL, INC. 0.01% of their portfolio ANAHEIM, CA 3,1453.1k $187.0k $187.0k 0.01% Added +49 +49
96 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 2,6002.6k $154.2k $154.2k 0.00% Unchanged
97 Capital Advisors, Ltd. LLC 0.02% of their portfolio SHAKER HEIGHTS, OH 2,6002.6k $154.0k $154.0k 0.02% Unchanged
98 REAP Financial Group, LLC 0.02% of their portfolio AUSTIN, TX 2,3442.3k $139.1k $139.1k 0.02% Reduced -1.0k -1,007
99 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 2,2342.2k $132.6k $132.6k 0.00% New
100 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 1,9802.0k $117.5k $117.5k 0.00% Reduced -50 -50