Funds holding WisdomTree Trust
1 fund declares a position · 0 ETFs and 1 other funds · 17.2K $ · US97717W1255
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | WisdomTree Siegel Longevity Digital Fund WisdomTree Digital Trust | 434 | 17.2K $ | 5.09 % | as of Mar 31, 2026 · Original filing |
Institutional managers
82 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| MORGAN STANLEY | 1,108,158 | 44M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 476,311 | 18.9M $ | as of Mar 31, 2026 |
| Tidemark, LLC | 407,816 | 16.2M $ | as of Mar 31, 2026 |
| OneDigital Investment Advisors LLC | 319,248 | 12.7M $ | as of Mar 31, 2026 |
| Stewardship Advisors, LLC | 282,078 | 11.2M $ | as of Mar 31, 2026 |
| EARNED WEALTH ADVISORS, LLC | 272,900 | 10.8M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 269,132 | 10.7M $ | as of Mar 31, 2026 |
| Avestar Capital, LLC | 126,704 | 5M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 67,706 | 2.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 66,925 | 2.7M $ | as of Mar 31, 2026 |
| Vestmark Advisory Solutions, Inc. | 50,399 | 2M $ | as of Mar 31, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | 48,034 | 1.9M $ | as of Mar 31, 2026 |
| OSAIC HOLDINGS, INC. | 40,394 | 1.6M $ | as of Mar 31, 2026 |
| Ethos Financial Group, LLC | 39,689 | 1.5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 37,898 | 1.5M $ | as of Mar 31, 2026 |
| Columbus Macro, LLC | 37,210 | 1.5M $ | as of Mar 31, 2026 |
| Efficient Advisors, LLC | 35,208 | 1.4M $ | as of Mar 31, 2026 |
| Asset Allocation Strategies LLC | 31,486 | 1.2M $ | as of Mar 31, 2026 |
| Comprehensive Wealth Management, LLC | 29,664 | 1.2M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 24,100 | 956.4K $ | as of Mar 31, 2026 |
| Global Wealth Management Investment Advisory, Inc. | 23,120 | 917.5K $ | as of Mar 31, 2026 |
| Financial Enhancement Group LLC | 21,426 | 863.7K $ | as of Mar 31, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,311 | 806.1K $ | as of Mar 31, 2026 |
| Empirical Asset Management, LLC | 18,593 | 737.9K $ | as of Mar 31, 2026 |
| Advisor Resource Council | 18,516 | 734.8K $ | as of Mar 31, 2026 |