Funds holding WisdomTree Trust
1 fund declares a position · 0 ETFs and 1 other funds · 2.2M $ · US97717W5702
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | WisdomTree U.S. SmallCap Fund WisdomTree Trust | 32,463 | 2.2M $ | 0.34 % | as of Mar 31, 2026 · Original filing |
Institutional managers
171 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 | |
|---|---|---|---|
| DAVENPORT & Co LLC | 722,893 | 48.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 580,020 | 39M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 494,646 | 33.3M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 459,906 | 30.9M $ | as of Mar 31, 2026 |
| TRUIST FINANCIAL CORP | 438,925 | 29.5M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 429,148 | 28.8M $ | as of Mar 31, 2026 |
| Baird Financial Group, Inc. | 322,814 | 21.7M $ | as of Mar 31, 2026 |
| Freedom Investment Management, Inc. | 294,048 | 19.8M $ | as of Mar 31, 2026 |
| CPC Advisors, LLC | 262,309 | 17.6M $ | as of Mar 31, 2026 |
| IEQ CAPITAL, LLC | 203,578 | 13.7M $ | as of Mar 31, 2026 |
| Clearwater Capital Advisors, LLC | 191,663 | 12.9M $ | as of Mar 31, 2026 |
| Private Advisor Group, LLC | 175,021 | 11.8M $ | as of Mar 31, 2026 |
| ROYAL BANK OF CANADA | 152,224 | 10.2M $ | as of Mar 31, 2026 |
| HighTower Advisors, LLC | 140,645 | 9.5M $ | as of Mar 31, 2026 |
| JPMORGAN CHASE & CO | 119,997 | 7.9M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 115,106 | 7.7M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 107,249 | 7.2M $ | as of Mar 31, 2026 |
| Steward Partners Investment Advisory, LLC | 104,497 | 7M $ | as of Mar 31, 2026 |
| Provident Wealth Management, LLC | 99,591 | 6.7M $ | as of Mar 31, 2026 |
| THEORY FINANCIAL LLC | 89,563 | 6M $ | as of Mar 31, 2026 |
| Pinnacle Financial Partners, Inc. | 86,876 | 5.8M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 84,360 | 5.7M $ | as of Mar 31, 2026 |
| Davidson Kahn Capital Management, LLC | 80,606 | 5.4M $ | as of Mar 31, 2026 |
| Breakwater Capital Group | 79,810 | 5.4M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 61,681 | 4.1M $ | as of Mar 31, 2026 |