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Disclosery

WCLD WISDOMTREE TR

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CMN (fund)

96 managers (96 13F filers) reported a position in WCLD shares at 2025-03-31, 5,159,260 shares in all. 13 filers opened a position and 18 filers sold out during the quarter.

Managers
96
13F filers
96
New
13
Added
26
Reduced
33
Sold out
18
Shares held by filers
5,159,260

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 AG630,683$20.5M<0.01%-12,00513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY608,068$19.7M<0.01%+393,25913F-HRTimelineGroup
Curi Capital, LLC527,580$17.1M0.42%+153,26813F-HRTimeline
Endurance Services Ltd354,500$11.5M2.13%013F-HRTimeline
Selective Wealth Management, Inc.303,774$9.28M4.04%-8,78013F-HRTimeline
Summit Trail Advisors, LLC284,912$9.25M0.3%+29,16913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO228,182$7.4M<0.01%-201,43913F-HRTimelineGroup
IEQ CAPITAL, LLC205,840$6.68M0.05%+60,94913F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/190,631$6.19M<0.01%+156,26413F-HRTimelineGroup
Clearwater Capital Advisors, LLC185,915$6.03M0.58%+11,81713F-HRTimeline
Yarbrough Capital, LLC165,470$5.37M0.23%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC159,079$5.16M<0.01%+8,13313F-HRTimelineGroup
Bremer Bank National Association129,055$4.19M0.75%013F-HRTimeline
StoneCrest Wealth Management, Inc.95,861$3.11M1.98%+2,72213F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC93,609$3.04M1.73%+72913F-HRTimeline
LPL Financial LLC93,048$3.02M<0.01%-22,08013F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…72,481$2.35M0.04%+4,87413F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC65,668$2.13M<0.01%-140,34813F-HR/ATimelineGroup
Wealthfront Advisers LLC61,431$1.99M0.01%-1,90913F-HRTimeline
Qube Research & Technologies Ltd46,723$1.52M<0.01%new13F-HRTimeline
Thrive Capital Management, LLC28,518$1.5M0.89%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC38,639$1.24M<0.01%+30,50013F-HRTimelineGroup
Joseph P. Lucia & Associates, LLC35,860$1.16M0.53%+97913F-HRTimeline
Cetera Investment Advisers33,894$1.1M<0.01%-1,49313F-HRTimeline
PINEBRIDGE INVESTMENTS, L.P.30,712$997K0.01%-2,94913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,043$975K<0.01%-18613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,844$936K<0.01%+5613F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP28,236$916K<0.01%-34613F-HRTimelineGroup
HighTower Advisors, LLC28,051$910K<0.01%-3,85413F-HRTimeline
Perigon Wealth Management, LLC20,974$681K0.02%-4,06613F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC16,949$550K0.07%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,827$546K<0.01%+1,52413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,485$535K<0.01%-88113F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,208$526K<0.01%+4313F-HRTimeline
Bison Wealth, LLC14,812$481K0.04%+30813F-HRTimeline
SFI Advisors, LLC14,760$479K0.35%-24113F-HRTimeline
CWM, LLCin group CWM, LLC14,720$478K<0.01%-90213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources14,408$468K<0.01%-10,75913F-HRTimelineGroup
Arax Advisory Partners13,425$436K0.03%new13F-HRTimeline
FIRST COMMUNITY TRUST NA13,310$432K0.38%013F-HRTimeline
Integrated Wealth Concepts LLC13,075$424K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,792$383K<0.01%-2,71013F-HRTimeline
MARSHALL WACE, LLPin group MARSHALL WACE, LLP10,524$342K<0.01%-10,43713F-HRTimelineGroup
Cypress Point Wealth Management, LLC9,795$318K0.1%013F-HRTimeline
Oxler Private Wealth LLC9,701$315K0.11%-41413F-HRTimeline
Advisory Services Network, LLC8,737$284K0.01%+86313F-HRTimeline
O'ROURKE & COMPANY, Inc8,263$268K0.13%013F-HRTimeline
Graypoint LLC8,078$262K0.02%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,751$251K<0.01%-1,35213F-HRTimelineGroup
Private Advisor Group, LLC7,708$250K<0.01%+23013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC7,819$242K0.11%+1,44813F-HRTimeline
Wolf Group Capital Advisors7,411$240K0.08%-4,46413F-HRTimeline
BLAIR WILLIAM & CO/IL7,245$235K<0.01%-3,98013F-HRTimeline
CEERA INVESTMENTS, LLC7,091$230K0.08%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,824$221K0.01%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise6,707$218K0.01%13F-HRTimelineGroup
Endowment Wealth Management, Inc.6,546$212K0.14%new13F-HRTimeline
Larson Financial Group LLC6,215$202K0.01%-40013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,372$174K0.01%-33013F-HRTimeline
Stelac Advisory Services LLC4,296$139K0.06%+1,13213F-HRTimeline
FMR LLCin group FMR LLC4,133$134K<0.01%+68613F-HRTimelineGroup
Fairman Group, LLC1,560$131K0.12%-1,94013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd3,951$128K0.01%+70013F-HRTimelineGroup
Opal Wealth Advisors, LLC3,912$127K0.04%new13F-HRTimeline
Smartleaf Asset Management LLC3,775$124K0.01%+2013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV3,020$98K0.01%+3,01313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,805$91K<0.01%-54513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,779$90.2K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC2,744$89K<0.01%-33,68913F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,607$52.1K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC1,528$49.6K<0.01%-4813F-HRTimeline
First PREMIER Bank1,384$45K0.01%-21013F-HRTimeline
SVB WEALTH LLC755$24.5K<0.01%new13F-HRTimeline
PSI Advisors, LLC645$20.9K0.01%-7513F-HRTimeline
Garde Capital, Inc.600$19.5K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/577$18.7K<0.01%+23113F-HRTimelineGroup
GPS Wealth Strategies Group, LLC567$18.4K<0.01%-25013F-HRTimeline
HBW ADVISORY SERVICES LLC493$16K<0.01%new13F-HRTimeline
MAI Capital Management416$13.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc400$13K<0.01%013F-HRTimeline
Asset Dedication, LLC399$12.9K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC372$12.1K0.01%-6913F-HRTimeline
Farther Finance Advisors, LLC280$9.2K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC233$7.56K<0.01%013F-HRTimeline
IFP Advisors, Inc225$7.3K<0.01%013F-HRTimeline
Costello Asset Management, INC213$6.91K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC168$5.45K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC150$4.87K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…100$3.25K<0.01%013F-HRTimeline
Continuum Advisory, LLC100$3.25K<0.01%-50013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC71$2.3K<0.01%new13F-HRTimeline
AE Wealth Management LLC59$1.92K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.44$1.43K<0.01%+413F-HRTimeline
COMERICA BANK30$974<0.01%013F-HRTimeline
Clearstead Advisors, LLC25$812<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…5$162<0.01%013F-HRTimeline