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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

60 managers (60 13F filers) reported a position in WTPI shares at 2024-12-31, 2,306,941 shares in all. 14 filers opened a position and 5 filers sold out during the quarter.

Managers
60
13F filers
60
New
14
Added
19
Reduced
12
Sold out
5
Shares held by filers
2,306,941

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
TRUST POINT INC.351,711$11.6M0.8%+122,63413F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC221,744$7.31M2.88%+17,10713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding185,334$6.11M+82,473Timeline
Granite Bay Wealth Management, LLC163,464$5.39M2%+92,95313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC135,695$4.47M<0.01%13F-HR/ATimelineGroup
LPL Financial LLC134,001$4.42M<0.01%+27,53813F-HRTimeline
Solutions 4 Wealth, Ltd119,175$3.93M7.11%+58,08713F-HRTimeline
Avestar Capital, LLC118,622$3.91M0.36%-4,18513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY113,979$3.76M<0.01%-13,37813F-HR/ATimelineGroup
Opes Wealth Management LLC87,694$2.89M0.59%+1,34913F-HRTimeline
CENTRAL TRUST Co69,323$2.29M0.06%+2,15613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,447$2.19M<0.01%+48,28313F-HRTimelineGroup
Private Capital Management, LLC62,578$2.06M0.22%+13,98913F-HRTimeline
Cetera Investment Advisers56,642$1.87M<0.01%-3,76613F-HRTimeline
Sanctuary Advisors, LLC48,813$1.64M0.01%new13F-HRTimeline
Cresset Asset Management, LLC34,346$1.13M0.01%-2,55513F-HRTimeline
UBS Group AGin group UBS Group AG29,402$969K<0.01%-21513F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,209$963K<0.01%+2,84113F-HR/ATimelineGroup
WCG Wealth Advisors LLC22,458$740K0.05%new13F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,083$657K0.04%new13F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …19,111$630K0.01%+7,10213F-HRTimelineGroup
COMERICA BANK17,768$586K<0.01%new13F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA17,664$582K<0.01%+11,96613F-HRTimelineGroup
Private Advisor Group, LLC16,104$531K<0.01%+2,32513F-HRTimeline
Creative Planningin group Creative Planning13,817$455K<0.01%new13F-HRTimelineGroup
Arkadios Wealth Advisors13,311$439K0.02%-36,67113F-HRTimeline
Pineridge Advisors LLC13,075$431K0.16%-313F-HRTimeline
HB Wealth Management, LLC12,370$408K<0.01%-1,20813F-HRTimeline
Klingman & Associates, LLC11,935$393K0.02%-1,50013F-HRTimeline
Atlantic Private Wealth, LLC9,908$327K0.25%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC9,369$309K0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.8,844$292K0.01%+10413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,545$282K<0.01%+20013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,308$274K<0.01%new13F-HRTimelineGroup
Symmetry Partners, LLC7,911$261K0.04%new13F-HRTimeline
Avory & Company, LLC7,527$248K0.14%new13F-HRTimeline
White & Co Financial Planning Inc6,600$218K0.18%13F-HR/ATimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,386$211K<0.01%-65,56313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN5,975$197K<0.01%+5,97413F-HRTimelineGroup
Tidemark, LLC4,712$155K0.06%new13F-HRTimeline
REAP Financial Group, LLC4,615$152K0.04%-1,06713F-HRTimeline
Smartleaf Asset Management LLC2,892$95.8K0.01%+2,85313F-HRTimeline
Global Wealth Strategies & Associates1,533$50.5K0.02%013F-HRTimeline
Farther Finance Advisors, LLC1,440$47.5K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC950$31.3K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC950$31.3K<0.01%013F-HRTimeline
Park Place Capital Corp784$25.8K0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…750$24.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…750$24.7K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…661$21.8K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO586$19.3K<0.01%-1913F-HRTimelineGroup
AE Wealth Management LLC478$15.8K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC355$11.7K<0.01%013F-HRTimeline
Transce3nd, LLC108$3.56K<0.01%13F-HRTimeline
Covestor Ltd77$3K<0.01%+1313F-HRTimeline
FMR LLCin group FMR LLC29$956<0.01%+2713F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$396<0.01%13F-HRTimeline
Coppell Advisory Solutions LLC9$298<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$66<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.