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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

65 managers (65 13F filers) reported a position in WTPI shares at 2025-03-31, 3,648,776 shares in all. 11 filers opened a position and 6 filers sold out during the quarter.

Managers
65
13F filers
65
New
11
Added
32
Reduced
10
Sold out
6
Shares held by filers
3,648,776

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
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,032,167$32.1M1.02%+846,83313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY296,291$9.23M<0.01%+182,31213F-HRTimelineGroup
TRUST POINT INC.284,746$8.87M0.81%-66,96513F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC235,067$7.32M2.87%+13,32313F-HRTimeline
Granite Bay Wealth Management, LLC173,147$5.39M1.87%+9,68313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC166,883$5.2M<0.01%+31,18813F-HRTimelineGroup
Solutions 4 Wealth, Ltd154,914$4.82M8.51%+35,73913F-HRTimeline
LPL Financial LLC147,270$4.59M<0.01%+13,26913F-HRTimeline
Cetera Investment Advisers141,095$4.39M0.01%+84,45313F-HRTimeline
Opes Wealth Management LLC101,591$3.16M0.64%+13,89713F-HRTimeline
Avestar Capital, LLC100,820$3.14M0.3%-17,80213F-HRTimeline
Private Capital Management, LLC87,399$2.72M0.3%+24,82113F-HRTimeline
CENTRAL TRUST Co86,912$2.71M0.07%+17,58913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC68,235$2.12M<0.01%+1,78813F-HRTimelineGroup
Sanctuary Advisors, LLC50,263$1.57M0.01%+1,45013F-HRTimeline
UBS Group AGin group UBS Group AG47,828$1.49M<0.01%+18,42613F-HRTimelineGroup
WCG Wealth Advisors LLC37,826$1.18M0.09%+15,36813F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,087$1.12M<0.01%+6,87813F-HRTimelineGroup
Cresset Asset Management, LLC34,499$1.07M0.01%+15313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,676$800K<0.01%new13F-HR/ATimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,971$778K<0.01%+18,58513F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …23,181$712K0.04%+3,09813F-HRTimelineGroup
Visionary Wealth Advisors22,747$708K0.04%new13F-HRTimeline
Arkadios Wealth Advisors18,870$588K0.02%+5,55913F-HRTimeline
Private Advisor Group, LLC18,801$585K<0.01%+2,69713F-HRTimeline
Smartleaf Asset Management LLC17,876$555K0.05%+14,98413F-HRTimeline
Tidemark, LLC14,982$467K0.17%+10,27013F-HRTimeline
Creative Planningin group Creative Planning14,869$463K<0.01%+1,05213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA14,092$439K<0.01%-3,57213F-HR/ATimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,062$438K0.01%-5,04913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.13,917$433K<0.01%+5,37213F-HRTimeline
Pineridge Advisors LLC13,835$431K0.17%+76013F-HRTimeline
Klingman & Associates, LLC11,935$372K0.02%013F-HRTimeline
HB Wealth Management, LLC11,237$350K<0.01%-1,13313F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,165$348K<0.01%+2,85713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.10,702$333K0.01%+1,85813F-HRTimeline
MML INVESTORS SERVICES, LLC9,174$286K<0.01%new13F-HRTimeline
HighTower Advisors, LLC9,164$285K<0.01%new13F-HRTimeline
Atlantic Private Wealth, LLC8,793$274K0.2%-1,11513F-HRTimeline
Avory & Company, LLC7,527$234K0.15%013F-HRTimeline
Kovack Advisors, Inc.7,483$233K0.02%new13F-HRTimeline
Synergy Investment Management, LLC7,473$233K0.1%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,405$231K0.01%new13F-HRTimelineGroup
White & Co Financial Planning Inc6,448$200K0.17%-15213F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,425$138K0.02%new13F-HRTimeline
REAP Financial Group, LLC3,308$103K0.03%-1,30713F-HRTimeline
Compass Financial Services Inc2,527$78.7K0.04%new13F-HRTimeline
Global Wealth Strategies & Associates1,533$47.7K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,440$44.9K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC950$29.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC950$29.6K<0.01%013F-HRTimeline
AE Wealth Management LLC803$25K<0.01%+32513F-HRTimeline
Steward Partners Investment Advisory, L…750$23.4K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…661$20.6K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO604$18.8K<0.01%+1813F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…578$18K<0.01%new13F-HRTimelineGroup
Founders Financial Alliance, LLC444$13.8K<0.01%+8913F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC185$5.76K<0.01%new13F-HRTimeline
Transce3nd, LLC108$3.36K<0.01%013F-HRTimeline
Covestor Ltd39$1K<0.01%-3813F-HRTimeline
FMR LLCin group FMR LLC31$965<0.01%+213F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$374<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$63<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$38<0.01%-5,97413F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.