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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

83 managers (85 13F filers) reported a position in WTPI shares at 2025-12-31, 5,002,335 shares in all. 20 filers opened a position and 9 filers sold out during the quarter.

Managers
83
13F filers
85
New
20
Added
33
Reduced
16
Sold out
9
Shares held by filers
5,002,335

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC1,027,662$33.9M0.01%+748,49113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY656,531$21.7M<0.01%+162,78913F-HR/ATimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding332,237$11M-677,676Timeline
CASTLE WEALTH MANAGEMENT LLC269,944$8.91M2.95%+7,39213F-HRTimeline
Granite Bay Wealth Management, LLC265,494$8.77M2.12%+31,24413F-HRTimeline
TRUST POINT INC.228,617$7.55M0.6%-1,13613F-HRTimeline
Solutions 4 Wealth, Ltd186,966$6.17M9.33%+6413F-HRTimeline
Cetera Investment Advisers166,888$5.51M0.01%-6,54313F-HRTimeline
Compass Financial Services Inc147,838$4.88M2.1%+12,03413F-HRTimeline
CENTRAL TRUST Co125,285$4.14M0.08%+9,30113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding116,452$3.85M+50,024Timeline
Opes Wealth Management LLC112,780$3.72M0.63%+2,84913F-HRTimeline
Private Capital Management, LLC104,415$3.45M0.33%+2,87313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC98,786$3.26M<0.01%-69,24513F-HRTimelineGroup
WealthPlan Investment Management, LLC88,324$2.92M0.19%new13F-HRTimeline
UBS Group AGin group UBS Group AG66,068$2.18M<0.01%+18,73413F-HRTimelineGroup
Avestar Capital, LLC61,916$2.04M0.14%-32,63713F-HRTimeline
PFG Investments, LLC54,492$1.8M0.08%new13F-HRTimeline
Tidemark, LLC52,362$1.73M0.49%+5,54113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA46,608$1.54M<0.01%+13,04413F-HRTimelineGroup
Sanctuary Advisors, LLC44,690$1.48M0.01%+92413F-HRTimeline
RESOLUTE CAPITAL, LLC42,873$1.42M0.59%13F-HRTimeline
NewEdge Advisors, LLC41,824$1.38M0.01%-24,68813F-HRTimeline
Arkadios Wealth Advisors38,604$1.27M0.03%+11,57713F-HRTimeline
Visionary Wealth Advisors37,379$1.23M0.06%+1,47513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,174$1.2M<0.01%-21,08113F-HRTimelineGroup
TrueMark Investments, LLCin group TrueMark Investments, LLC34,568$1.14M0.22%new13F-HRTimelineGroup
Cresset Asset Management, LLC31,494$1.04M<0.01%-3,89313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC28,795$951K0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC28,240$932K<0.01%+11,65713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC26,328$869K0.02%new13F-HRTimelineGroup
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…24,979$825K0.3%-87713F-HRTimelineGroup
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,234$816K0.03%+4,21413F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…24,568$811K<0.01%new13F-HR/ATimelineGroup
Creative Planningin group Creative Planning24,145$797K<0.01%-2,95313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO23,508$776K<0.01%+22,84713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,697$716K<0.01%+3,56313F-HRTimelineGroup
Private Advisor Group, LLC21,402$707K<0.01%+51613F-HRTimeline
WCG Wealth Advisors LLC20,461$676K0.02%-3,73213F-HRTimeline
Kovack Advisors, Inc.18,886$624K0.03%+8,73013F-HR/ATimeline
Avory & Company, LLC15,167$501K0.32%+7,64013F-HRTimeline
WealthPLAN Partners, LLC14,078$465K0.07%new13F-HRTimeline
MML INVESTORS SERVICES, LLC13,866$458K<0.01%+1,42313F-HRTimeline
Meridian Wealth Management, LLC13,805$456K0.02%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC11,822$390K0.01%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,221$371K0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\10,667$352K<0.01%new13F-HRTimelineGroup
Merit Financial Group, LLC10,403$344K<0.01%013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,756$322K<0.01%+2,30413F-HRTimeline
Collaborative Wealth Managment Inc.9,610$317K0.11%+41013F-HRTimeline
Atlantic Private Wealth, LLC8,793$290K0.19%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,737$288K<0.01%-53,53413F-HRTimelineGroup
Synergy Investment Management, LLC8,199$271K0.1%+34913F-HRTimeline
HB Wealth Management, LLC8,194$271K<0.01%-2,95513F-HRTimeline
Tactive Advisors, LLC7,857$259K0.08%-3,00313F-HRTimeline
White & Co Financial Planning Inc6,690$221K0.17%-2913F-HRTimeline
Keating Financial Advisory Services, In…6,643$219K0.03%13F-HRTimeline
Cascades Capital Asset Management, LLC4,100$135K0.06%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC3,305$109K<0.01%new13F-HRTimeline
REAP Financial Group, LLC2,614$86.3K0.02%-13613F-HRTimeline
COMERICA BANK2,274$75.1K<0.01%+1,29613F-HRTimeline
Founders Financial Alliance, LLC1,433$47.3K0.01%+83913F-HRTimeline
Triumph Capital Management1,400$46.2K0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,238$40.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC1,198$39.6K<0.01%013F-HRTimeline
Allworth Financial LP900$29.7K<0.01%new13F-HRTimeline
WELLINGTON-ALTUS USA INC.900$29.7K0.02%13F-HRTimeline
Federation des caisses Desjardins du Qu…661$21.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.548$18.1K<0.01%+2413F-HRTimeline
Aptus Capital Advisors, LLC500$16.5K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates499$16.5K<0.01%013F-HRTimeline
AE Wealth Management LLC325$10.7K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…214$7.07K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC52$1.73K<0.01%+713F-HRTimeline
FMR LLCin group FMR LLC36$1.19K<0.01%+813F-HRTimelineGroup
Covestor Ltd40$1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$667<0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL18$600<0.01%new13F-HRTimeline
SHP Wealth Management14$462<0.01%13F-HRTimeline
BRIDGE GENERATIONS WEALTH MANAGEMENT LLC12$397<0.01%013F-HRTimeline
Team Financial Group, LLC9$288<0.01%+113F-HRTimeline
DHJJ Financial Advisors, Ltd.2$67<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$31<0.01%013F-HRTimelineGroup