QHY institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding73
Shares held2,863,052
Reported value$131.2m
Quarter flows9 new, 28 added, 27 trimmed, 6 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/1,192,991$54.7m0.0%
WealthPlan Investment Management, LLC248,058$11.4m0.6%
Cetera Investment Advisers203,626$9.3m0.0%
AMERICAN FINANCIAL & TAX STRATEGIES INC149,153$6.8m3.1%
LPL Financial LLC129,939$6.0m0.0%
MORGAN STANLEY99,749$4.6m0.0%
Goldstone Financial Group, LLC59,327$2.7m0.2%
COMMONWEALTH EQUITY SERVICES, LLC54,686$2.5m0.0%
JANE STREET GROUP, LLC40,553$1.9m0.0%
Smartleaf Asset Management LLC40,485$1.9m0.1%
Atria Investments, Inc40,121$1.8m0.0%
Vestmark Advisory Solutions, Inc.37,278$1.7m0.0%
JPMORGAN CHASE & CO37,148$1.7m0.0%
Millington Financial Advisors, LLC36,377$1.7m0.7%
Barnes Wealth Management Group, Inc33,769$1.5m0.7%
Private Advisor Group, LLC31,192$1.4m0.0%
ENVESTNET ASSET MANAGEMENT INC27,961$1.3m0.0%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC26,706$1.2m0.0%
OSAIC HOLDINGS, INC.25,339$1.2m0.0%
Oxinas Partners, LLC22,394$1.0m0.4%
Vericrest Private Wealth22,141$1.0m0.9%
WealthPLAN Partners, LLC21,559$987,6260.2%
Kestra Advisory Services, LLC20,842$954,7650.0%
RAYMOND JAMES FINANCIAL INC17,446$799,2080.0%
Mariner, LLC16,732$766,5000.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("QHY"). QHY price history · All 13F data

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