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Disclosery

WTPI WISDOMTREE TR

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COM (fund)

88 managers (90 13F filers) reported a position in WTPI shares at 2026-03-31, 7,361,876 shares in all. 19 filers opened a position and 14 filers sold out during the quarter.

Managers
88
13F filers
90
New
19
Added
42
Reduced
10
Sold out
14
Shares held by filers
7,361,876

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC1,665,333$53.1M0.01%+637,67113F-HRTimeline
Granite Bay Wealth Management, LLC1,203,749$38.4M8.17%+938,25513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY673,104$21.5M<0.01%+16,57313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding361,571$11.5M+29,334Timeline
CASTLE WEALTH MANAGEMENT LLC275,608$8.79M2.85%+5,66413F-HRTimeline
WealthPlan Investment Management, LLC244,805$7.81M0.44%+156,48113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,710$7.74M<0.01%+143,92413F-HRTimelineGroup
Solutions 4 Wealth, Ltd196,992$6.29M9.45%+10,02613F-HRTimeline
Cetera Investment Advisers187,979$6M0.01%+21,09113F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management165,323$5.28M0.77%new13F-HRTimelineGroup
Compass Financial Services Inc158,923$5.07M2.2%+11,08513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding147,037$4.69M+125,340Timeline
CENTRAL TRUST Co124,544$3.97M0.08%-74113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\116,111$3.71M<0.01%+105,44413F-HRTimelineGroup
Opes Wealth Management LLC115,731$3.69M0.63%+2,95113F-HRTimeline
Private Capital Management, LLC114,716$3.66M0.37%+10,30113F-HRTimeline
TRUST POINT INC.111,816$3.57M0.31%-116,80113F-HRTimeline
UBS Group AGin group UBS Group AG74,301$2.37M<0.01%+8,23313F-HRTimelineGroup
Avestar Capital, LLC58,804$1.88M0.13%-3,11213F-HRTimeline
PFG Investments, LLC55,592$1.77M0.08%+1,10013F-HRTimeline
Tidemark, LLC54,631$1.74M0.44%+2,26913F-HRTimeline
CWM, LLCin group CWM, LLC52,391$1.67M<0.01%+24,15113F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.51,408$1.64M<0.01%+15,23413F-HRTimelineGroup
LANARK FINANCIAL, INC.50,957$1.63M0.12%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC50,086$1.6M<0.01%new13F-HRTimelineGroup
RESOLUTE CAPITAL, LLC48,804$1.56M0.63%+5,93113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding47,786$1.52M-68,666Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA47,173$1.5M<0.01%+56513F-HRTimelineGroup
NewEdge Advisors, LLC47,141$1.5M0.01%+5,31713F-HR/ATimeline
Sanctuary Advisors, LLC43,787$1.4M0.01%-90313F-HRTimeline
Visionary Wealth Advisors40,560$1.29M0.06%+3,18113F-HRTimeline
Arkadios Wealth Advisors36,130$1.15M0.02%-2,47413F-HRTimeline
Creative Planningin group Creative Planning34,375$1.1M<0.01%+10,23013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO34,408$1.07M<0.01%+10,90013F-HR/ATimelineGroup
Cresset Asset Management, LLC32,611$1.04M<0.01%+1,11713F-HRTimeline
Prosperity Financial Group, Inc.in group Prosperity Financial Group, I…30,051$959K0.35%+5,07213F-HRTimelineGroup
Diversify Advisory Services, LLCgroup of 2 filers holding25,851$847K+1,617Timeline
MML INVESTORS SERVICES, LLC23,728$757K<0.01%+9,86213F-HRTimeline
Private Advisor Group, LLC22,148$707K<0.01%+74613F-HRTimeline
HARBOUR INVESTMENTS, INC.21,633$690K0.01%new13F-HRTimeline
Kovack Advisors, Inc.20,096$641K0.03%+1,21013F-HRTimeline
WealthPLAN Partners, LLC17,866$570K0.11%+3,78813F-HRTimeline
WCG Wealth Advisors LLC17,846$569K0.02%-2,61513F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC17,574$561K0.1%new13F-HRTimeline
Western Wealth Management, LLC15,821$505K0.02%new13F-HR/ATimeline
Maridea Wealth Management LLC15,504$495K0.07%new13F-HRTimeline
Avory & Company, LLC15,167$484K0.63%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC14,132$451K0.01%+2,31013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC12,064$385K<0.01%+2,30813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,221$358K0.01%013F-HRTimelineGroup
Advyzon Investment Management, LLC10,667$340K0.03%new13F-HRTimeline
Merit Financial Group, LLC10,403$332K<0.01%013F-HRTimeline
Tactive Advisors, LLC9,502$303K0.09%+1,64513F-HRTimeline
Atlantic Private Wealth, LLC8,793$281K0.18%013F-HRTimeline
Synergy Investment Management, LLC8,346$266K0.09%+14713F-HRTimeline
HB Wealth Management, LLC8,259$264K<0.01%+6513F-HRTimeline
Integrated Wealth Concepts LLC7,842$250K<0.01%new13F-HRTimeline
Roan Capital Partners7,763$248K0.23%13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,573$210K<0.01%new13F-HRTimelineGroup
Alessandra Capital Management, LLC6,456$206K0.18%new13F-HRTimeline
White & Co Financial Planning Inc6,291$201K0.14%-39913F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,711$182K<0.01%new13F-HRTimelineGroup
REAP Financial Group, LLC2,307$73.6K0.01%-30713F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…2,216$70.7K<0.01%new13F-HRTimelineGroup
WELLINGTON-ALTUS USA INC.1,525$50K0.03%+62513F-HRTimeline
Founders Financial Alliance, LLC1,433$45.7K0.01%013F-HRTimeline
Triumph Capital Management1,400$44.7K0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…1,244$39.7K<0.01%+613F-HRTimeline
Farther Finance Advisors, LLC1,198$38.2K<0.01%013F-HRTimeline
Allworth Financial LP1,050$33.5K<0.01%+15013F-HRTimeline
Federation des caisses Desjardins du Qu…661$21.1K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC642$20.5K<0.01%-2,66313F-HRTimeline
Geneos Wealth Management Inc.558$17.8K<0.01%+1013F-HRTimeline
Aptus Capital Advisors, LLC500$16K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC500$16K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates499$15.9K<0.01%013F-HRTimeline
SWAN Capital LLC466$14.9K0.01%new13F-HRTimeline
FMR LLCin group FMR LLC348$11.1K<0.01%+31213F-HRTimelineGroup
Operose Advisors LLC328$10.5K<0.01%new13F-HRTimeline
AE Wealth Management LLC325$10.4K<0.01%013F-HRTimeline
STANCE CAPITAL LLC233$7.43K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC52$1.62K<0.01%013F-HRTimeline
Covestor Ltd40$1K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.20$645<0.01%013F-HRTimeline
SHP Wealth Management14$447<0.01%013F-HRTimeline
Team Financial Group, LLC9$283<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.2$64<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$18<0.01%013F-HR/ATimelineGroup