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

WISDOMTREE TR

XC
Institutions
29
Combined AUM (Q2 2026)
$55.3M
Combined Shares (Q2 2026)
1.7M
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+197,450
14 · 6 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-643,779
21 · 10 Exit · ≈
⚖️ Net
-446,329
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$55.3M
Institutions
29
New Buys
6
Adds
8
Reduces
11
Exits
10
Unchanged
4
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
OARSMAN CAPITAL, INC.
1.28%1.37%#4$12.1M382,488$11.1M354,790+27,698+7.81%Add
Aprio Wealth Management, LLC
0.47%0.55%#5$9.4M297,246$10.0M321,683-24,437-7.60%Reduce
tru Independence LLC
3.03%3.17%#1$6.9M218,648$6.4M205,292+13,356+6.51%Add
LPL Financial LLC
<0.01%<0.01%#14$6.6M208,967$5.0M160,309+48,658+30.35%Add
Noble Wealth Management PBC
1.79%1.87%#3$4.0M126,292$3.7M119,064+7,228+6.07%Add
CITADEL ADVISORS LLC
<0.01%<0.01%#20$3.4M108,701$3.3M105,371+3,330+3.16%Add
Chicago Partners Investment Group LLC
0.06%0.07%#8$3.1M100,147$3.2M98,763+1,384+1.40%Add
Viaable, LLC
2%#2$2.4M76,150$00+76,150New Buy
OLD MISSION CAPITAL LLC
0.03%0.05%#10$1.7M55,044$3.1M98,024-42,980-43.85%Reduce
Cetera Investment Advisers
<0.01%<0.01%#16$1.0M32,520$713,01422,853+9,667+42.30%Add
Creative Planning
<0.01%<0.01%#19$859,87027,125$842,33526,998+127+0.47%Add
Kestra Advisory Services, LLC
<0.01%<0.01%#12$709,30022,375$737,49523,638-1,263-5.34%Reduce
Legacy Financial Advisors, Inc.
0.09%0.14%#7$701,96022,143$1.0M32,942-10,799-32.78%Reduce
Goldenstone Wealth Management LLC
0.28%0.3%#6$422,00713,300$415,51713,301-1-0.01%Reduce
Dynamic Advisor Solutions LLC
0.01%0.03%#11$394,81312,454$907,02229,071-16,617-57.16%Reduce
Sanctuary Advisors, LLC
<0.01%<0.01%#13$378,22111,931$405,81813,007-1,076-8.27%Reduce
Private Advisor Group, LLC
<0.01%<0.01%#15$258,2988,148$303,7949,737-1,589-16.32%Reduce
SMI Advisory Services, LLC
0.04%#9$241,4227,501$00+7,501New Buy
HRT FINANCIAL LP
<0.01%<0.01%#21$205,0406,468$577,00018,523-12,055-65.08%Reduce
Farther Finance Advisors, LLC
<0.01%<0.01%#17$108,2583,415$107,2313,41500.00%Unchanged
ROYAL BANK OF CANADA
<0.01%#25$36,0001,150$00+1,150New Buy
CENTRAL TRUST Co
<0.01%#22$19,021600$00+600New Buy
JPMORGAN CHASE & CO
<0.01%#27$19,017600$00+600New Buy
ROTHSCHILD INVESTMENT LLC
<0.01%<0.01%#18$15,090476$14,85147600.00%Unchanged
Ashton Thomas Private Wealth, LLC
<0.01%<0.01%#23$14,836468$14,60246800.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#26$3,867122$3,899125-3-2.40%Reduce
Aptus Capital Advisors, LLC
<0.01%<0.01%#24$2,28272$2,2467200.00%Unchanged
FMR LLC
<0.01%<0.01%#28$1,27340$1,48948-8-16.67%Reduce
MORGAN STANLEY
<0.01%#29$371$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow