WTMF institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding84
Shares held4,681,486
Reported value$191.3m
Quarter flows11 new, 32 added, 26 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY1,147,194$46.9m0.0%
LPL Financial LLC502,047$20.5m0.0%
Tidemark, LLC432,433$17.7m4.0%
OneDigital Investment Advisors LLC315,199$12.9m0.1%
Stewardship Advisors, LLC291,438$11.9m2.5%
Cetera Investment Advisers276,616$11.3m0.0%
EARNED WEALTH ADVISORS, LLC273,756$11.2m0.7%
Stillwater Private Wealth, LLC168,608$7.0m4.6%
Avestar Capital, LLC131,519$5.4m0.3%
ENVESTNET ASSET MANAGEMENT INC76,053$3.1m0.0%
WELLS FARGO & COMPANY/MN71,809$2.9m0.0%
Cambridge Investment Research Advisors, Inc.65,048$2.7m0.0%
KINGSWOOD WEALTH ADVISORS, LLC51,188$2.1m0.1%
Vestmark Advisory Solutions, Inc.50,399$2.1m0.0%
SUSQUEHANNA INTERNATIONAL GROUP, LLP45,561$1.9m0.0%
Columbus Macro, LLC41,669$1.7m0.2%
RAYMOND JAMES FINANCIAL INC37,268$1.5m0.0%
Ethos Financial Group, LLC35,749$1.5m0.1%
Asset Allocation Strategies LLC33,725$1.4m0.2%
Comprehensive Wealth Management, LLC31,506$1.3m0.6%
ASSETMARK, INC30,913$1.3m0.0%
OSAIC HOLDINGS, INC.26,963$1.1m0.0%
Kestra Advisory Services, LLC26,477$1.1m0.0%
STIFEL FINANCIAL CORP25,539$1.0m0.0%
Private Advisor Group, LLC25,508$1.0m0.0%

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

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