13FBOX
WISDOMTREE TR · 13F Institutional Holdings
Options Calculator Rankings
W

WISDOMTREE TR

QSIG
Institutions
27
Combined AUM (Q2 2026)
$44.2M
Combined Shares (Q2 2026)
913,478
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+25,058
15 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-225,267
12 · 4 Exit · ≈
⚖️ Net
-200,209
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$44.2M
Institutions
27
New Buys
6
Adds
9
Reduces
8
Exits
4
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
Prime Capital Investment Advisors, LLC
0.17%0.2%#6$17.3M357,636$17.3M357,584+52+0.01%Add
LPL Financial LLC
<0.01%<0.01%#18$6.8M140,532$7.2M148,696-8,164-5.49%Reduce
JPMORGAN CHASE & CO
<0.01%<0.01%#22$3.8M79,080$4.2M86,754-7,674-8.85%Reduce
INVENIO WEALTH PARTNERS LLC
1.28%1.44%#1$3.6M73,862$3.6M74,963-1,101-1.47%Reduce
WT Wealth Management
0.59%0.57%#2$2.1M44,131$1.9M39,255+4,876+12.42%Add
Smartleaf Asset Management LLC
0.06%0.07%#8$2.0M41,304$2.0M41,30400.00%Unchanged
JT Stratford LLC
0.21%0.24%#5$1.9M40,112$1.9M38,563+1,549+4.02%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#24$1.3M26,827$4.6M94,658-67,831-71.66%Reduce
OSAIC HOLDINGS, INC.
<0.01%0.01%#19$1.3M26,230$4.6M95,098-68,868-72.42%Reduce
WealthPoint Financial, LLC
0.53%0.59%#3$732,23715,152$705,82014,547+605+4.16%Add
NewSquare Capital LLC
0.05%0.06%#9$713,68014,768$703,68614,503+265+1.83%Add
Concurrent Investment Advisors, LLC
<0.01%0.01%#14$432,3158,946$500,38810,313-1,367-13.26%Reduce
W.H. Cornerstone Investments Inc.
0.23%#4$403,0288,340$00+8,340New Buy
FLOW TRADERS U.S. LLC
0.01%#11$309,9646,414$00+6,414New Buy
RFG Advisory, LLC
<0.01%0.01%#13$304,3996,299$304,2206,270+29+0.46%Add
Team Financial Group, LLC
0.13%0.15%#7$299,3806,195$329,0636,782-587-8.66%Reduce
Bank of New York Mellon Corp
<0.01%<0.01%#25$257,3955,326$232,6444,795+531+11.07%Add
Beacon Financial Advisory LLC
0.05%0.06%#10$256,9025,316$258,3205,324-8-0.15%Reduce
HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#15$152,1793,149$144,7842,984+165+5.53%Add
Global Retirement Partners, LLC
<0.01%#17$101,1762,094$00+2,094New Buy
CoreCap Advisors, LLC
<0.01%<0.01%#20$36,728760$36,87576000.00%Unchanged
LANARK FINANCIAL, INC.
<0.01%<0.01%#16$24,742512$24,84251200.00%Unchanged
Covestor Ltd
0.01%0.01%#12$13,483279$13,000269+10+3.72%Add
Institute for Wealth Management, LLC.
<0.01%#21$4,833100$00+100New Buy
CREATIVE FINANCIAL DESIGNS INC /ADV
<0.01%<0.01%#23$4,15686$4,1738600.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#26$1,30527$00+27New Buy
FMR LLC
<0.01%#27$481$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow