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

WISDOMTREE TR

AIVI
Institutions
37
Combined AUM (Q2 2026)
$14.3M
Combined Shares (Q2 2026)
253,878
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+21,577
18 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-65,720
14 · 5 Exit · ≈
⚖️ Net
-44,143
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$14.3M
Institutions
37
New Buys
6
Adds
12
Reduces
9
Exits
5
Unchanged
10
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MORGAN STANLEY
<0.01%<0.01%#22$2.9M50,789$3.5M69,959-19,170-27.40%Reduce
LPL Financial LLC
<0.01%<0.01%#15$2.6M46,897$2.4M44,746+2,151+4.81%Add
BIP Wealth, LLC
0.05%0.07%#2$1.9M34,027$1.7M31,286+2,741+8.76%Add
JONES FINANCIAL COMPANIES LLLP
<0.01%<0.01%#18$863,04415,441$805,01115,386+55+0.36%Add
Truvestments Capital LLC
0.12%0.15%#1$828,56814,717$810,75214,981-264-1.76%Reduce
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#12$675,71212,002$622,00011,495+507+4.41%Add
Savant Capital, LLC
<0.01%<0.01%#11$549,9389,960$269,5414,980+4,980+100.00%Add
XML Financial, LLC
0.04%0.04%#4$503,2098,938$490,3299,060-122-1.35%Reduce
CITADEL ADVISORS LLC
<0.01%<0.01%#25$407,4997,238$422,1387,800-562-7.21%Reduce
EP Wealth Advisors, LLC
<0.01%<0.01%#13$335,5485,960$322,5565,96000.00%Unchanged
Creative Planning
<0.01%<0.01%#21$293,3795,211$285,8095,281-70-1.33%Reduce
RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#23$270,9064,812$228,5024,222+590+13.97%Add
Mezzasalma Advisors, LLC
0.05%0.06%#3$256,0284,548$241,7404,467+81+1.81%Add
WELLS FARGO & COMPANY/MN
<0.01%<0.01%#26$232,8624,136$132,3552,446+1,690+69.09%Add
STIFEL FINANCIAL CORP
<0.01%<0.01%#19$225,2004,000$219,1864,050-50-1.23%Reduce
SUSQUEHANNA INTERNATIONAL GROUP, LLP
<0.01%<0.01%#28$210,2243,734$202,0853,73400.00%Unchanged
NewEdge Advisors, LLC
<0.01%<0.01%#16$181,7383,228$31,080574+2,654+462.37%Add
Institute for Wealth Management, LLC.
0.01%#6$150,8282,679$00+2,679New Buy
GHP Investment Advisors, Inc.
0.01%0.01%#7$149,2932,652$176,4723,261-609-18.68%Reduce
Larson Financial Group LLC
<0.01%<0.01%#9$148,0372,629$138,3002,555+74+2.90%Add
TD Waterhouse Canada Inc.
<0.01%<0.01%#17$145,0802,600$142,3762,60000.00%Unchanged
Arax Advisory Partners
<0.01%#14$98,6981,753$00+1,753New Buy
IMA Advisory Services, Inc.
<0.01%#8$77,5211,377$00+1,377New Buy
BLAIR WILLIAM & CO/IL
<0.01%<0.01%#20$68,1231,210$65,4851,21000.00%Unchanged
Spire Wealth Management
<0.01%<0.01%#10$55,793991$53,63399100.00%Unchanged
AMERIFLEX GROUP, INC.
0.02%0.02%#5$45,694812$42,681789+23+2.92%Add
BlackRock, Inc.
<0.01%<0.01%#35$37,327663$35,88266300.00%Unchanged
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#24$14,075250$81,6671,509-1,259-83.43%Reduce
OSAIC HOLDINGS, INC.
<0.01%<0.01%#29$11,260200$71,7091,325-1,125-84.91%Reduce
US BANCORP \DE\
<0.01%<0.01%#30$7,375131$7,09013100.00%Unchanged
UBS Group AG
<0.01%#32$5,855104$00+104New Buy
ROYAL BANK OF CANADA
<0.01%#32$5,00081$00+81New Buy
JPMORGAN CHASE & CO
<0.01%<0.01%#36$2,68547$2,5174700.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#31$1,55328$00+28New Buy
SIMPLEX TRADING, LLC
<0.01%<0.01%#34$1,18221$64912+9+75.00%Add
AdvisorNet Financial, Inc
<0.01%<0.01%#27$61911$5951100.00%Unchanged
FMR LLC
<0.01%<0.01%#37$561$54100.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow