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

WISDOMTREE TR

WTRE
Institutions
15
Combined AUM (Q2 2026)
$3.4M
Combined Shares (Q2 2026)
135,166
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+11,697
5 · 3 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-12,731
8 · 3 Exit · ≈
⚖️ Net
-1,034
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$3.4M
Institutions
15
New Buys
3
Adds
2
Reduces
5
Exits
3
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
LPL Financial LLC
<0.01%<0.01%#6$937,09037,416$869,40940,146-2,730-6.80%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#11$707,39628,245$633,00529,230-985-3.37%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#7$458,67418,314$396,60818,31400.00%Unchanged
AE Wealth Management LLC
<0.01%<0.01%#4$366,92314,650$297,84613,754+896+6.51%Add
JANE STREET GROUP, LLC
<0.01%<0.01%#12$349,00213,935$466,90321,560-7,625-35.37%Reduce
Virtu Financial LLC
0.01%#3$241,9359,660$00+9,660New Buy
JTC Employer Solutions Trustee Ltd
0.01%0.01%#2$145,2615,800$126,0005,80000.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#14$68,2232,724$70,6893,176-452-14.23%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#9$55,1232,200$30,3241,400+800+57.14%Add
Murphy & Mullick Capital Management Corp
0.02%0.02%#1$27,0721,081$23,4101,08100.00%Unchanged
Farther Finance Advisors, LLC
<0.01%<0.01%#8$14,977598$24,0171,098-500-45.54%Reduce
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#13$8,520340$00+340New Buy
Geneos Wealth Management Inc.
<0.01%<0.01%#10$2,555102$2,20910200.00%Unchanged
Glen Eagle Advisors, LLC
<0.01%<0.01%#5$2,505100$2,16610000.00%Unchanged
FMR LLC
<0.01%#15$251$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow