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Disclosery

WCLD WISDOMTREE TR

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CMN (fund)

102 managers (102 13F filers) reported a position in WCLD shares at 2024-12-31, 5,238,685 shares in all. 13 filers opened a position and 16 filers sold out during the quarter.

Managers
102
13F filers
102
New
13
Added
23
Reduced
31
Sold out
16
Shares held by filers
5,238,685

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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.

HolderSharesValue% of portfolioChangeSource
UBS Group AGin group UBS Group AG642,688$24.1M0.01%-35,04613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO429,621$16.1M<0.01%-102,76313F-HRTimelineGroup
Curi Capital, LLC374,312$14M0.32%new13F-HRTimeline
Endurance Services Ltd354,500$13.3M2.23%013F-HRTimeline
Stonebridge Financial Group, LLC327,021$12.3M1.35%13F-HRTimeline
Selective Wealth Management, Inc.312,554$11.6M4.7%-11,22913F-HRTimeline
Summit Trail Advisors, LLC255,743$9.6M0.35%+49,71913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY214,809$8.06M<0.01%+8,31913F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC206,016$7.73M<0.01%-72,94513F-HRTimelineGroup
Clearwater Capital Advisors, LLC174,098$6.53M0.64%-7,90913F-HRTimeline
Yarbrough Capital, LLC165,470$6.21M0.24%-9,94113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC150,946$5.66M<0.01%13F-HR/ATimelineGroup
IEQ CAPITAL, LLC144,891$5.44M0.05%+38,91013F-HRTimeline
Bremer Bank National Association129,055$4.84M0.96%013F-HRTimeline
LPL Financial LLC115,128$4.32M<0.01%-8,34113F-HRTimeline
StoneCrest Wealth Management, Inc.93,139$3.49M2.28%+54,19813F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC92,880$3.48M1.55%13F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…67,607$2.54M0.03%-1,51813F-HRTimelineGroup
Wealthfront Advisers LLC63,340$2.38M0.01%+2,98713F-HR/ATimeline
EPIQ Capital Group, LLC59,418$2.23M0.58%+42413F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP50,486$1.89M<0.01%new13F-HRTimelineGroup
Schonfeld Strategic Advisors LLC38,600$1.45M0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC36,433$1.37M<0.01%+4,64713F-HRTimelineGroup
Cetera Investment Advisers35,387$1.33M<0.01%-7,83113F-HRTimeline
Joseph P. Lucia & Associates, LLC34,881$1.31M0.58%+3,12713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/34,367$1.29M<0.01%-46,87813F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.33,661$1.26M0.01%+26,74213F-HRTimeline
HighTower Advisors, LLC31,905$1.2M<0.01%+6913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,229$1.13M<0.01%+22713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,788$1.08M<0.01%-3,01813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,582$1.07M<0.01%-6,27413F-HRTimelineGroup
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD27,213$1.02M0.02%013F-HRTimelineGroup
Perigon Wealth Management, LLC25,040$954K0.02%+19813F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources25,167$944K<0.01%+73013F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP20,961$786K<0.01%new13F-HRTimelineGroup
HRT FINANCIAL LP18,386$689K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…17,366$652K<0.01%-28,86913F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,949$636K0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…16,165$607K<0.01%-2,77413F-HRTimeline
CWM, LLCin group CWM, LLC15,622$586K<0.01%-2,16113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,303$574K<0.01%013F-HRTimelineGroup
SFI Advisors, LLC15,001$563K0.4%-20,91013F-HRTimeline
Bison Wealth, LLC14,504$544K0.07%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC14,502$544K<0.01%-3,14213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,283$536K0.01%+9,00213F-HRTimelineGroup
FIRST COMMUNITY TRUST NA13,310$499K0.36%+12013F-HRTimeline
BLAIR WILLIAM & CO/IL11,225$421K<0.01%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC11,191$420K0.09%+62313F-HRTimeline
Oxler Private Wealth LLC10,115$380K0.12%-4,72613F-HRTimeline
Wolf Group Capital Advisors11,875$376K0.18%013F-HRTimeline
Cypress Point Wealth Management, LLC9,795$368K0.11%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,387$352K<0.01%-4013F-HR/ATimeline
GTS SECURITIES LLC9,164$344K0.02%+2,30613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,103$342K<0.01%+1,20513F-HR/ATimelineGroup
O'ROURKE & COMPANY, Inc8,263$310K0.15%+1,39413F-HRTimeline
Insight Advisors, LLC/ PA8,138$307K0.05%+1,31113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC8,139$305K<0.01%-5,56513F-HRTimelineGroup
Graypoint LLC8,078$303K0.02%013F-HRTimeline
Advisory Services Network, LLC7,874$295K0.01%+1,00613F-HRTimeline
Private Advisor Group, LLC7,478$281K<0.01%-5,48513F-HRTimeline
CEERA INVESTMENTS, LLC7,091$266K0.09%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,824$256K0.01%013F-HRTimeline
Larson Financial Group LLC6,615$248K0.01%013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC6,371$239K0.1%-1,72913F-HRTimeline
Merit Financial Group, LLC5,840$219K<0.01%new13F-HRTimeline
Vontobel Holding Ltd.in group Vontobel Holding Ltd.5,800$218K<0.01%-1,80013F-HRTimelineGroup
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,702$214K0.01%new13F-HR/ATimeline
Robertson Stephens Wealth Management, L…5,362$201K0.01%-94913F-HRTimeline
Smartleaf Asset Management LLC3,755$142K0.01%-15413F-HRTimeline
Fairman Group, LLC3,500$131K0.11%013F-HRTimeline
FMR LLCin group FMR LLC3,447$129K<0.01%+2,85613F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,350$126K<0.01%-64413F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,251$122K0.01%+2,05113F-HRTimelineGroup
Stelac Advisory Services LLC3,164$119K0.05%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,779$104K<0.01%-12413F-HRTimelineGroup
First PREMIER Bank1,594$60K0.02%013F-HRTimeline
Parallel Advisors, LLC1,576$59.2K<0.01%-10313F-HRTimeline
GPS Wealth Strategies Group, LLC817$30.7K<0.01%013F-HRTimeline
PSI Advisors, LLC720$27K0.01%-10013F-HRTimeline
ALBION FINANCIAL GROUP /UT622$23.3K<0.01%-20613F-HRTimeline
Continuum Advisory, LLC600$22.5K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC441$16.5K0.01%013F-HRTimeline
MAI Capital Management416$15.6K<0.01%new13F-HRTimeline
Versant Capital Management, Inc400$15K<0.01%013F-HRTimeline
Asset Dedication, LLC399$15K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/346$13K<0.01%013F-HRTimelineGroup
Legend Financial Advisors, Inc.280$10.5K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC233$8.74K<0.01%013F-HRTimeline
IFP Advisors, Inc225$8.44K<0.01%-16213F-HRTimeline
Frazier Financial Advisors, LLC168$6.34K0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…165$6.19K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC150$5.63K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC119$4.49K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…100$3.75K<0.01%013F-HRTimeline
Global Retirement Partners, LLC100$3.75K<0.01%013F-HRTimeline
AE Wealth Management LLC59$2.21K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc45$1.69K<0.01%new13F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.40$1.5K<0.01%13F-HRTimeline
COMERICA BANK30$1.13K<0.01%new13F-HR/ATimeline
Clearstead Advisors, LLC25$938<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV7$263<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…5$188<0.01%013F-HRTimeline