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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

73 managers (73 13F filers) reported a position in WTPI shares at 2025-06-30, 4,159,453 shares in all. 12 filers opened a position and 5 filers sold out during the quarter.

Managers
73
13F filers
73
New
12
Added
34
Reduced
14
Sold out
5
Shares held by filers
4,159,453

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
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…1,013,684$32.5M0.91%-18,48313F-HRTimelineGroup
TRUST POINT INC.361,053$11.6M1.09%+76,30713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY347,448$11.1M<0.01%+51,15713F-HRTimelineGroup
CASTLE WEALTH MANAGEMENT LLC251,640$8.06M2.93%+16,57313F-HRTimeline
Granite Bay Wealth Management, LLC193,765$6.21M1.99%+20,61813F-HRTimeline
Cetera Investment Advisers181,006$5.8M0.01%+39,91113F-HRTimeline
LPL Financial LLC180,522$5.78M<0.01%+33,25213F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC169,661$5.44M<0.01%+2,77813F-HRTimelineGroup
Solutions 4 Wealth, Ltd166,383$5.33M8.89%+11,46913F-HRTimeline
Compass Financial Services Inc123,480$3.96M1.92%+120,95313F-HRTimeline
Opes Wealth Management LLC106,731$3.42M0.61%+5,14013F-HRTimeline
CENTRAL TRUST Co104,939$3.36M0.08%+18,02713F-HRTimeline
Avestar Capital, LLC102,818$3.29M0.24%+1,99813F-HRTimeline
Private Capital Management, LLC89,423$2.87M0.29%+2,02413F-HRTimeline
UBS Group AGin group UBS Group AG47,865$1.53M<0.01%+3713F-HRTimelineGroup
Sanctuary Advisors, LLC44,502$1.43M0.01%-5,76113F-HRTimeline
NewEdge Advisors, LLC40,581$1.3M0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,541$1.2M<0.01%+1,45413F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,604$1.17M<0.01%-31,63113F-HRTimelineGroup
Cresset Asset Management, LLC34,486$1.1M0.01%-1313F-HR/ATimeline
Visionary Wealth Advisors34,099$1.09M0.06%+11,35213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,464$1.01M<0.01%+5,78813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,060$963K<0.01%+5,08913F-HRTimelineGroup
Three Magnolias Financial Advisors, LLC29,843$956K0.67%new13F-HRTimeline
Creative Planningin group Creative Planning27,098$868K<0.01%+12,22913F-HRTimelineGroup
Tidemark, LLC26,022$834K0.27%+11,04013F-HRTimeline
WCG Wealth Advisors LLC25,623$821K0.05%-12,20313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …22,824$748K0.03%-35713F-HRTimelineGroup
Private Advisor Group, LLC20,657$662K<0.01%+1,85613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA20,361$652K<0.01%+6,26913F-HR/ATimelineGroup
Arkadios Wealth Advisors20,342$652K0.02%+1,47213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,787$634K<0.01%+8,62213F-HRTimelineGroup
Smartleaf Asset Management LLC18,550$595K0.05%+67413F-HRTimeline
OLD MISSION CAPITAL LLC17,643$565K0.02%new13F-HRTimeline
Pineridge Advisors LLC15,423$494K0.18%+1,58813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,221$456K0.01%+15913F-HRTimelineGroup
Klingman & Associates, LLC11,935$382K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,221$360K0.01%+3,81613F-HRTimelineGroup
Merit Financial Group, LLC10,403$333K<0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.10,291$330K<0.01%-3,62613F-HRTimeline
MML INVESTORS SERVICES, LLC9,876$316K<0.01%+70213F-HRTimeline
Independent Advisor Alliance9,356$300K0.01%new13F-HRTimeline
Kovack Advisors, Inc.8,832$283K0.03%+1,34913F-HRTimeline
Tactive Advisors, LLC8,818$283K0.09%13F-HRTimeline
Atlantic Private Wealth, LLC8,793$282K0.19%013F-HRTimeline
Synergy Investment Management, LLC7,621$244K0.15%+14813F-HRTimeline
Avory & Company, LLC7,527$241K0.15%013F-HRTimeline
HB Wealth Management, LLC7,131$229K<0.01%-4,10613F-HRTimeline
Collaborative Wealth Managment Inc.7,093$227K0.1%new13F-HRTimeline
Cambridge Investment Research Advisors,…6,850$219K<0.01%new13F-HRTimeline
White & Co Financial Planning Inc6,801$218K0.17%+35313F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…4,425$142K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,000$96.1K0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC2,859$91.6K0.02%-44913F-HRTimeline
Global Wealth Strategies & Associates1,533$49.1K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC1,248$40K<0.01%new13F-HRTimelineGroup
Farther Finance Advisors, LLC1,198$38.4K<0.01%-24213F-HRTimeline
COMERICA BANK978$31.3K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO661$21.2K<0.01%+5713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…661$21.2K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC500$16K<0.01%-45013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC500$16K<0.01%-45013F-HRTimeline
Founders Financial Alliance, LLC444$14.2K<0.01%013F-HRTimeline
AE Wealth Management LLC325$10.4K<0.01%-47813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…222$7.11K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC108$3.46K<0.01%013F-HRTimeline
Covestor Ltd39$1K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC30$961<0.01%-113F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$385<0.01%013F-HRTimeline
Team Financial Group, LLC8$260<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3$97<0.01%+213F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2$65<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.