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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

71 managers (71 13F filers) reported a position in WTPI shares at 2025-09-30, 4,572,355 shares in all. 8 filers opened a position and 8 filers sold out during the quarter.

Managers
71
13F filers
71
New
8
Added
31
Reduced
17
Sold out
8
Shares held by filers
4,572,355

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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…1,009,913$33.6M0.87%-3,77113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY493,742$16.4M<0.01%+146,29413F-HR/ATimelineGroup
LPL Financial LLC279,171$9.29M<0.01%+98,64913F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC262,552$8.74M2.95%+10,91213F-HRTimeline
Granite Bay Wealth Management, LLC234,250$7.79M2.03%+40,48513F-HRTimeline
TRUST POINT INC.229,753$7.64M0.62%-131,30013F-HRTimeline
Solutions 4 Wealth, Ltd186,902$6.22M9.65%+20,51913F-HRTimeline
Cetera Investment Advisers173,431$5.77M0.01%-7,57513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC168,031$5.59M<0.01%-1,63013F-HRTimelineGroup
Compass Financial Services Inc135,804$4.52M2%+12,32413F-HRTimeline
CENTRAL TRUST Co115,984$3.86M0.08%+11,04513F-HRTimeline
Opes Wealth Management LLC109,931$3.66M0.64%+3,20013F-HRTimeline
Private Capital Management, LLC101,542$3.38M0.31%+12,11913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC95,509$3.18M<0.01%+64,04513F-HRTimelineGroup
Avestar Capital, LLC94,553$3.15M0.22%-8,26513F-HRTimeline
NewEdge Advisors, LLC66,512$2.21M0.01%+25,93113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,428$2.21M<0.01%+29,82413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…62,271$2.07M<0.01%+32,21113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.57,255$1.88M<0.01%+19,71413F-HRTimelineGroup
UBS Group AGin group UBS Group AG47,334$1.57M<0.01%-53113F-HRTimelineGroup
Tidemark, LLC46,821$1.56M0.45%+20,79913F-HRTimeline
Sanctuary Advisors, LLC43,766$1.46M0.01%-73613F-HR/ATimeline
Visionary Wealth Advisors35,904$1.19M0.06%+1,80513F-HRTimeline
Cresset Asset Management, LLC35,387$1.18M0.01%+90113F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA33,564$1.12M<0.01%+13,20313F-HRTimelineGroup
PFG Advisors33,318$1.11M0.05%new13F-HRTimeline
Creative Planningin group Creative Planning27,098$902K<0.01%013F-HRTimelineGroup
Arkadios Wealth Advisors27,027$899K0.02%+6,68513F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…25,856$860K0.32%new13F-HRTimelineGroup
WCG Wealth Advisors LLC24,193$805K0.05%-1,43013F-HRTimeline
Private Advisor Group, LLC20,886$695K<0.01%+22913F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …20,020$674K0.02%-2,80413F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC18,134$603K<0.01%-1,65313F-HRTimelineGroup
CWM, LLCin group CWM, LLC16,583$552K<0.01%+15,33513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,248$474K0.01%+2713F-HRTimelineGroup
MML INVESTORS SERVICES, LLC12,443$414K<0.01%+2,56713F-HRTimeline
Klingman & Associates, LLC11,935$397K0.02%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,221$373K0.01%013F-HRTimelineGroup
HB Wealth Management, LLC11,149$371K<0.01%+4,01813F-HRTimeline
Tactive Advisors, LLC10,860$361K0.1%+2,04213F-HRTimeline
Merit Financial Group, LLC10,403$346K<0.01%013F-HR/ATimeline
Kovack Advisors, Inc.10,156$338K0.03%+1,32413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,650$321K0.02%+6,65013F-HRTimelineGroup
Collaborative Wealth Managment Inc.9,200$306K0.12%+2,10713F-HRTimeline
Atlantic Private Wealth, LLC8,793$293K0.19%013F-HRTimeline
Synergy Investment Management, LLC7,850$261K0.1%+22913F-HRTimeline
Avory & Company, LLC7,527$250K0.15%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC7,452$248K<0.01%new13F-HRTimeline
Pineridge Advisors LLC7,174$239K0.07%-8,24913F-HRTimeline
White & Co Financial Planning Inc6,719$224K0.17%-8213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,178$206K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC2,750$91.5K0.02%-10913F-HRTimeline
Farther Finance Advisors, LLC1,198$39.9K<0.01%013F-HRTimeline
COMERICA BANK978$32.5K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC773$25.7K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO661$22K<0.01%013F-HR/ATimelineGroup
Federation des caisses Desjardins du Qu…661$22K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC594$19.8K<0.01%+15013F-HRTimeline
Geneos Wealth Management Inc.524$17.4K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC500$16.6K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates499$16.6K<0.01%-1,03413F-HRTimeline
AE Wealth Management LLC325$10.8K<0.01%013F-HRTimeline
STANCE CAPITAL LLC223$7.42K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC150$5K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC45$1.49K<0.01%-18,50513F-HRTimeline
Covestor Ltd40$1K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC28$932<0.01%-213F-HRTimelineGroup
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$400<0.01%013F-HRTimeline
Team Financial Group, LLC8$278<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$67<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%-213F-HRTimelineGroup