Funds holding WisdomTree Trust
1 fund declares a position · 0 ETFs and 1 other funds · 2.7K $ · US97717W7039
Each line carries its report date.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | WisdomTree Global ex-U.S. Quality Growth Fund WisdomTree Trust | 39 | 2.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
Institutional managers
130 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 | 950,131 | 66.4M $ | as of Mar 31, 2026 |
| LPL Financial LLC | 476,008 | 33.3M $ | as of Mar 31, 2026 |
| WELLS FARGO & COMPANY/MN | 431,853 | 30.2M $ | as of Mar 31, 2026 |
| LRI Investments, LLC | 386,546 | 27M $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 385,118 | 26.9M $ | as of Mar 31, 2026 |
| Valmark Advisers, Inc. | 309,543 | 21.6M $ | as of Mar 31, 2026 |
| UBS Group AG | 220,766 | 15.4M $ | as of Mar 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 208,173 | 14.7M $ | as of Mar 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | 111,713 | 7.8M $ | as of Mar 31, 2026 |
| Kestra Advisory Services, LLC | 107,653 | 7.5M $ | as of Mar 31, 2026 |
| MOLLER WEALTH PARTNERS | 98,295 | 6.9M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 89,090 | 6.2M $ | as of Mar 31, 2026 |
| AMERIPRISE FINANCIAL INC | 88,851 | 6.2M $ | as of Mar 31, 2026 |
| Cetera Investment Advisers | 84,255 | 5.9M $ | as of Mar 31, 2026 |
| NewSquare Capital LLC | 76,369 | 5.3M $ | as of Mar 31, 2026 |
| JFS WEALTH ADVISORS, LLC | 65,890 | 4.6M $ | as of Mar 31, 2026 |
| Key Financial Inc | 63,808 | 4.5M $ | as of Mar 31, 2026 |
| MML INVESTORS SERVICES, LLC | 63,806 | 4.5M $ | as of Mar 31, 2026 |
| Smallwood Wealth Investment Management, LLC | 57,609 | 4M $ | as of Mar 31, 2026 |
| MISSION WEALTH MANAGEMENT, LP | 57,071 | 4M $ | as of Mar 31, 2026 |
| Merit Financial Group, LLC | 56,932 | 4M $ | as of Mar 31, 2026 |
| HBK Sorce Advisory LLC | 52,749 | 3.9M $ | as of Mar 31, 2026 |
| CIBC WORLD MARKET INC. | 53,660 | 3.8M $ | as of Mar 31, 2026 |
| Phillip James Consulting Co. | 37,269 | 3M $ | as of Mar 31, 2026 |
| SEI INVESTMENTS CO | 41,319 | 2.9M $ | as of Mar 31, 2026 |