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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

82 managers (85 13F filers) reported a position in WTPI shares at 2026-06-30, 8,246,983 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
82
13F filers
85
New
8
Added
42
Reduced
20
Sold out
11
Shares held by filers
8,246,983

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.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC1,883,263$61.8M0.01%+217,93013F-HRTimeline
Granite Bay Wealth Management, LLC1,259,604$41.3M3.8%+55,85513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY853,355$28M<0.01%+180,25113F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding452,363$14.8M+90,792Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC298,239$9.78M<0.01%+55,52913F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC284,265$9.32M2.76%+8,65713F-HRTimeline
WealthPlan Investment Management, LLC242,352$7.95M0.39%-2,45313F-HRTimeline
Solutions 4 Wealth, Ltd240,518$7.89M10.18%+43,52613F-HRTimeline
Cetera Investment Advisers221,580$7.27M0.01%+33,60113F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …202,105$6.63M0.05%new13F-HRTimelineGroup
Compass Financial Services Inc175,132$5.74M2.15%+16,20913F-HRTimeline
CENTRAL TRUST Co174,550$5.72M0.1%+50,00613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding164,662$5.4M+17,625Timeline
Private Capital Management, LLC123,547$4.05M0.37%+8,83113F-HRTimeline
EP Wealth Advisors, LLC122,881$4.03M0.02%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116,111$3.81M<0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO96,737$3.15M<0.01%+62,32913F-HRTimelineGroup
TRUST POINT INC.85,822$2.81M0.24%-25,99413F-HRTimeline
UBS Group AGin group UBS Group AG74,645$2.45M<0.01%+34413F-HRTimelineGroup
RESOLUTE CAPITAL, LLC64,023$2.1M0.72%+15,21913F-HRTimeline
Avestar Capital, LLC63,764$2.09M0.12%+4,96013F-HRTimeline
LANARK FINANCIAL, INC.63,321$2.08M0.14%+12,36413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,526$1.89M<0.01%+6,11813F-HRTimelineGroup
PFG Investments, LLC55,442$1.82M0.07%-15013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA53,911$1.77M<0.01%+6,73813F-HRTimelineGroup
Visionary Wealth Advisors47,191$1.55M0.06%+6,63113F-HRTimeline
Tidemark, LLC46,978$1.54M0.35%-7,65313F-HRTimeline
Sanctuary Advisors, LLC44,481$1.46M0.01%+69413F-HRTimeline
NewEdge Advisors, LLC40,600$1.33M<0.01%-6,54113F-HRTimeline
Arkadios Wealth Advisors39,632$1.3M0.02%+3,50213F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding39,072$1.28M+13,221Timeline
Creative Planningin group Creative Planning38,434$1.26M<0.01%+4,05913F-HRTimelineGroup
Cresset Asset Management, LLC36,261$1.19M<0.01%+3,65013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management35,376$1.16M0.15%-129,94713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…34,752$1.14M<0.01%new13F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC33,982$1.11M<0.01%-13,80413F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…30,472$999K0.31%+42113F-HRTimelineGroup
OLD MISSION CAPITAL LLC27,705$908K0.02%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC26,906$882K<0.01%-23,18013F-HRTimelineGroup
WealthPLAN Partners, LLC24,544$805K0.15%+6,67813F-HRTimeline
Private Advisor Group, LLC24,521$804K<0.01%+2,37313F-HRTimeline
HARBOUR INVESTMENTS, INC.22,377$734K0.01%+74413F-HRTimeline
Kovack Advisors, Inc.19,669$646K0.03%-42713F-HRTimeline
MML INVESTORS SERVICES, LLC19,499$639K<0.01%-4,22913F-HRTimeline
Avory & Company, LLC15,267$501K0.63%+10013F-HRTimeline
Maridea Wealth Management LLC14,094$462K0.05%-1,41013F-HRTimeline
Arax Advisory Partners13,977$458K<0.01%new13F-HRTimeline
Advyzon Investment Management, LLC12,830$421K0.03%+2,16313F-HRTimeline
Tactive Advisors, LLC12,432$408K0.1%+2,93013F-HRTimeline
WCG Wealth Advisors LLC12,012$394K0.01%-5,83413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC11,746$385K<0.01%-31813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,221$368K<0.01%013F-HRTimelineGroup
Merit Financial Group, LLC10,403$341K<0.01%013F-HR/ATimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,817$322K0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC8,600$282K<0.01%+75813F-HRTimeline
Synergy Investment Management, LLC8,600$282K0.07%+25413F-HRTimeline
Roan Capital Partners7,227$237K0.2%-53613F-HRTimeline
White & Co Financial Planning Inc6,638$218K0.13%+34713F-HRTimeline
Alessandra Capital Management, LLC6,606$217K0.15%+15013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,207$204K<0.01%-36613F-HRTimelineGroup
Allworth Financial LP2,150$70.5K<0.01%+1,10013F-HRTimeline
REAP Financial Group, LLC1,697$55.6K0.01%-61013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,494$49K<0.01%+25013F-HRTimeline
Triumph Capital Management1,400$45.9K0.01%013F-HRTimeline
Founders Financial Alliance, LLC1,233$40.4K0.01%-20013F-HRTimeline
Geneos Wealth Management Inc.1,225$40.2K<0.01%+66713F-HRTimeline
Farther Finance Advisors, LLC1,198$39.3K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,192$39.1K<0.01%-1,02413F-HRTimelineGroup
SWAN Capital LLC1,151$37.7K0.01%+68513F-HRTimeline
PIN OAK INVESTMENT ADVISORS INC1,030$34K0.02%new13F-HR/ATimeline
Highland Investment Advisors LLC783$25.7K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…661$21.7K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC500$16.4K<0.01%013F-HRTimeline
COMPASS FINANCIAL MANAGEMENT LLC425$13.9K<0.01%13F-HRTimeline
AE Wealth Management LLC325$10.7K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN320$10.5K<0.01%+31913F-HRTimelineGroup
FMR LLCin group FMR LLC224$7.34K<0.01%-12413F-HRTimelineGroup
Smartleaf Asset Management LLC52$1.7K<0.01%013F-HRTimeline
Covestor Ltd40$1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$662<0.01%013F-HRTimeline
SHP Wealth Management14$459<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$66<0.01%013F-HRTimeline