WAMA WISDOMTREE TR
FollowU S ADAPTIVE MVN (fund)
5 managers (5 13F filers) reported a position in WAMA shares at 2026-06-30, 7,086,462 shares in all. 4 filers opened a position and 1 filer sold out during the quarter.
- Managers
- 5
- 13F filers
- 5
- New
- 4
- Added
- 1
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 7,086,462
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7,039,294 | $184M | 8.01% | +85,571 | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 24,294 | $636K | <0.01% | new | 13F-HRTimelineGroup |
| Alvarez & Marsal Private Wealth Partner… | 14,915 | $390K | 0.05% | new | 13F-HRTimeline |
| Kensington Investment Counsel, LLC | 7,951 | $208K | 0.09% | new | 13F-HRTimeline |
| FMR LLCin group FMR LLC | 8 | $209 | <0.01% | new | 13F-HRTimelineGroup |