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Disclosery

WCLD WISDOMTREE TR

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CMN (fund)

94 managers (94 13F filers) reported a position in WCLD shares at 2025-06-30, 4,158,548 shares in all. 11 filers opened a position and 13 filers sold out during the quarter.

Managers
94
13F filers
94
New
11
Added
22
Reduced
33
Sold out
13
Shares held by filers
4,158,548

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.

HolderSharesValue% of portfolioChangeSource
Curi Capital, LLC598,972$21.6M0.41%+71,39213F-HRTimeline
Endurance Services Ltd354,500$12.8M2.23%013F-HRTimeline
Selective Wealth Management, Inc.295,066$10.9M3.97%-8,70813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY249,934$9.03M<0.01%-358,13413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO227,808$8.23M<0.01%-37413F-HRTimelineGroup
Clearwater Capital Advisors, LLC205,870$7.44M0.68%+19,95513F-HRTimeline
IEQ CAPITAL, LLC199,456$7.21M0.04%-6,38413F-HRTimeline
Summit Trail Advisors, LLC178,271$6.44M0.11%-106,64113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC165,762$5.99M<0.01%+6,68313F-HRTimelineGroup
Yarbrough Capital, LLC165,470$5.98M0.21%013F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP155,486$5.62M0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG151,497$5.48M<0.01%-479,18613F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/129,055$4.66M0.08%new13F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC94,900$3.43M1.71%+1,29113F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC86,173$3.11M<0.01%+20,50513F-HRTimelineGroup
LPL Financial LLC83,492$3.02M<0.01%-9,55613F-HRTimeline
Wealthfront Advisers LLC61,892$2.24M0.01%+46113F-HRTimeline
SUMITOMO MITSUI FINANCIAL GROUP, INC.in group SUMITOMO MITSUI FINANCIAL GRO…58,506$2.11M0.03%-13,97513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/36,397$1.32M<0.01%-154,23413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA36,071$1.3M<0.01%+7,22713F-HR/ATimelineGroup
Joseph P. Lucia & Associates, LLC33,955$1.23M0.5%-1,90513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP30,969$1.12M<0.01%+2,73313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN30,922$1.12M<0.01%+87913F-HRTimelineGroup
Cetera Investment Advisers30,380$1.1M<0.01%-3,51413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC27,920$1.01M<0.01%+25,17613F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP26,605$962K<0.01%+16,08113F-HRTimelineGroup
PINEBRIDGE INVESTMENTS, L.P.26,364$953K0.01%-4,34813F-HRTimeline
FLOW TRADERS U.S. LLC24,619$890K0.03%new13F-HRTimeline
HighTower Advisors, LLC23,050$833K<0.01%-5,00113F-HRTimeline
Qube Research & Technologies Ltd17,361$627K<0.01%-29,36213F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC16,194$585K<0.01%-63313F-HRTimelineGroup
CWM, LLCin group CWM, LLC15,176$548K<0.01%+45613F-HRTimelineGroup
Arax Advisory Partners14,725$532K0.02%+1,30013F-HRTimeline
Cambridge Investment Research Advisors,…14,717$532K<0.01%-1,49113F-HRTimeline
SFI Advisors, LLC14,509$524K0.36%-25113F-HRTimeline
Bison Wealth, LLC14,492$524K0.04%-32013F-HRTimeline
Cubist Systematic Strategies, LLC14,412$521K0.01%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources14,253$515K<0.01%-15513F-HRTimelineGroup
CW Advisors, LLC13,366$483K<0.01%new13F-HRTimeline
FIRST COMMUNITY TRUST NA13,310$481K0.39%013F-HRTimeline
Perigon Wealth Management, LLC12,160$439K0.01%-8,81413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,130$366K<0.01%-6,35513F-HRTimelineGroup
Cypress Point Wealth Management, LLC9,795$354K0.09%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,773$353K<0.01%-2,01913F-HRTimeline
Oxler Private Wealth LLC9,701$351K0.11%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,092$329K<0.01%+1,34113F-HR/ATimelineGroup
Advisory Services Network, LLC9,198$322K0.01%+46113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC8,843$320K0.04%-8,10613F-HRTimeline
Endowment Wealth Management, Inc.8,309$300K0.15%+1,76313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…8,306$300K0.01%new13F-HRTimelineGroup
Graypoint LLC8,078$292K0.02%013F-HRTimeline
Private Advisor Group, LLC7,458$270K<0.01%-25013F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC8,044$265K0.09%+22513F-HRTimeline
BLAIR WILLIAM & CO/IL7,195$260K<0.01%-5013F-HRTimeline
CEERA INVESTMENTS, LLC7,091$256K0.08%013F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC6,824$247K0.01%013F-HRTimeline
O'ROURKE & COMPANY, Inc6,744$244K0.11%-1,51913F-HRTimeline
TWO SIGMA SECURITIES, LLC6,038$218K0.03%new13F-HRTimeline
Larson Financial Group LLC5,915$214K0.01%-30013F-HRTimeline
Opal Wealth Advisors, LLC5,634$204K0.06%+1,72213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,600$202K0.01%+2,58013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC5,372$194K0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd5,251$190K0.01%+1,30013F-HRTimelineGroup
Smartleaf Asset Management LLC4,428$158K0.01%+65313F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise3,354$121K<0.01%-3,35313F-HRTimelineGroup
FMR LLCin group FMR LLC3,126$113K<0.01%-1,00713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,805$101K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,779$100K<0.01%013F-HRTimelineGroup
North Star Investment Management Corp.1,625$58.7K<0.01%new13F-HRTimeline
Fairman Group, LLC1,560$56.4K0.05%013F-HRTimeline
Parallel Advisors, LLC1,286$46.5K<0.01%-24213F-HRTimeline
First PREMIER Bank664$24K0.01%-72013F-HRTimeline
GPS Wealth Strategies Group, LLC567$20.5K<0.01%013F-HRTimeline
Carolina Wealth Advisors, LLC442$16K0.01%+7013F-HRTimeline
MAI Capital Management416$15K<0.01%013F-HRTimeline
Versant Capital Management, Inc400$14.5K<0.01%013F-HRTimeline
Asset Dedication, LLC399$14.4K<0.01%013F-HRTimeline
Global Retirement Partners, LLC350$12.6K<0.01%13F-HRTimeline
HORIZON FINANCIAL SERVICES, LLC283$10.2K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC280$10.1K<0.01%013F-HRTimeline
IFP Advisors, Inc225$8.13K<0.01%013F-HRTimeline
Costello Asset Management, INC213$7.7K<0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/186$6.72K<0.01%-39113F-HRTimelineGroup
Frazier Financial Advisors, LLC168$6.07K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.162$5.86K0.01%13F-HRTimeline
Team Financial Group, LLC105$3.78K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…100$3.61K<0.01%013F-HRTimeline
AE Wealth Management LLC59$2.13K<0.01%013F-HRTimeline
Marshall & Sterling Wealth Advisors Inc.44$1.59K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC33$1.19K<0.01%-20013F-HRTimeline
COMERICA BANK30$1.08K<0.01%013F-HRTimeline
Clearstead Advisors, LLC25$904<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…5$181<0.01%013F-HRTimeline
Financial Management Professionals, Inc.1$36<0.01%new13F-HRTimeline