WISDOMTREE GLOBAL EX-U.S. QUALITY GROWTH FUND · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | <0.01% | <0.01% | #56 | $58.4M | 1.3M | $33.5M | 826,841 | +438,173+52.99% | Add | |
| UBS Group AG | <0.01% | <0.01% | #52 | $32.1M | 696,129 | $28.0M | 693,294 | +2,835+0.41% | Add | |
| Private Advisor Group, LLC | 0.11% | 0.1% | #18 | $25.0M | 541,897 | $20.3M | 502,178 | +39,719+7.91% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #49 | $22.9M | 494,824 | $20.5M | 496,529 | -1,705-0.34% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #47 | $22.3M | 483,790 | $21.4M | 530,055 | -46,265-8.73% | Reduce | |
| Key FInancial Inc | 3.42% | 3.33% | #1 | $20.9M | 452,268 | $18.7M | 462,832 | -10,564-2.28% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #57 | $19.9M | 430,459 | $17.6M | 435,136 | -4,677-1.07% | Reduce | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #64 | $19.2M | 415,717 | $17.0M | 420,498 | -4,781-1.14% | Reduce | |
| BIP Wealth, LLC | 0.34% | 0.4% | #9 | $11.9M | 258,717 | $9.8M | 242,369 | +16,348+6.75% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.02% | 0.02% | #32 | $10.6M | 228,542 | $9.0M | 221,797 | +6,745+3.04% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #62 | $10.2M | 220,712 | $10.0M | 246,720 | -26,008-10.54% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #75 | $9.4M | 206,435 | $8.0M | 204,780 | +1,655+0.81% | Add | |
| ShoreHaven Wealth Partners, LLC | 2.56% | 2.51% | #2 | $8.1M | 176,021 | $7.0M | 173,366 | +2,655+1.53% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #40 | $8.0M | 172,379 | $7.8M | 193,315 | -20,936-10.83% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | <0.01% | <0.01% | #53 | $7.2M | 155,092 | $3.5M | 86,781 | +68,311+78.72% | Add | |
| Kestra Advisory Services, LLC | 0.01% | 0.02% | #35 | $4.3M | 93,394 | $4.7M | 116,835 | -23,441-20.06% | Reduce | |
| Cetera Investment Advisers | <0.01% | <0.01% | #55 | $3.6M | 77,551 | $3.1M | 75,910 | +1,641+2.16% | Add | |
| IEQ CAPITAL, LLC | 0.02% | 0.01% | #31 | $3.5M | 76,836 | $3.1M | 76,836 | 00.00% | Unchanged | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #44 | $2.6M | 56,875 | $2.3M | 56,808 | +67+0.12% | Add | |
| Wealth Watch Advisors, INC | 0.77% | — | #5 | $2.4M | 51,756 | $0 | 0 | +51,756 | New Buy | |
| Collaborative Wealth Managment Inc. | 0.95% | 1.1% | #4 | $2.3M | 49,192 | $2.4M | 59,333 | -10,141-17.09% | Reduce | |
| Well Done, LLC | 0.3% | 0.27% | #10 | $2.2M | 47,681 | $1.8M | 45,089 | +2,592+5.75% | Add | |
| NewEdge Wealth, LLC | 0.02% | 0.02% | #30 | $2.2M | 47,586 | $2.1M | 51,503 | -3,917-7.61% | Reduce | |
| Michels Family Financial, LLC | 1.37% | 1.3% | #3 | $2.1M | 46,264 | $1.8M | 44,656 | +1,608+3.60% | Add | |
| Breakwater Capital Group | 0.26% | 0.25% | #12 | $2.1M | 46,237 | $1.9M | 46,848 | -611-1.30% | Reduce | |
| HighTower Advisors, LLC | <0.01% | <0.01% | #61 | $1.9M | 40,899 | $1.7M | 41,544 | -645-1.55% | Reduce | |
| RAYMOND JAMES FINANCIAL INC | <0.01% | <0.01% | #78 | $1.8M | 39,320 | $1.6M | 38,798 | +522+1.35% | Add | |
| Rockefeller Capital Management L.P. | <0.01% | <0.01% | #59 | $1.7M | 37,473 | $1.5M | 37,864 | -391-1.03% | Reduce | |
| Stratos Wealth Partners, LTD. | 0.02% | 0.01% | #33 | $1.5M | 33,402 | $1.2M | 30,739 | +2,663+8.66% | Add | |
| SENTINEL PENSION ADVISORS, LLC | 0.11% | 0.18% | #19 | $1.3M | 29,356 | $1.2M | 29,378 | -22-0.07% | Reduce | |
| Element Wealth, LLC | 0.47% | 0.47% | #6 | $1.3M | 27,467 | $1.1M | 27,925 | -458-1.64% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #92 | $1.2M | 27,028 | $2.0M | 48,937 | -21,909-44.77% | Reduce | |
| JANE STREET GROUP, LLC | <0.01% | <0.01% | #93 | $1.1M | 24,443 | $1.9M | 46,869 | -22,426-47.85% | Reduce | |
| 5T Wealth, LLC | 0.41% | 0.39% | #7 | $1.1M | 24,083 | $998,027 | 24,722 | -639-2.58% | Reduce | |
| DRIVE WEALTH MANAGEMENT, LLC | 0.16% | 0.17% | #16 | $901,448 | 19,520 | $813,381 | 20,148 | -628-3.12% | Reduce | |
| Creative Planning | <0.01% | <0.01% | #77 | $872,527 | 18,894 | $739,837 | 18,326 | +568+3.10% | Add | |
| STIFEL FINANCIAL CORP | <0.01% | <0.01% | #70 | $870,487 | 18,851 | $748,674 | 18,544 | +307+1.66% | Add | |
| Sowa Financial Group, Inc. | 0.38% | 0.35% | #8 | $813,553 | 17,617 | $711,000 | 17,608 | +9+0.05% | Add | |
| Argent Trust Co | 0.02% | 0.02% | #29 | $764,741 | 16,560 | $668,527 | 16,560 | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #88 | $711,192 | 15,400 | $631,890 | 15,652 | -252-1.61% | Reduce | |
| Arax Advisory Partners | <0.01% | 0.02% | #50 | $695,452 | 15,060 | $641,933 | 15,901 | -841-5.29% | Reduce | |
| Manske Wealth Management | 0.17% | 0.17% | #15 | $677,098 | 14,662 | $595,912 | 14,761 | -99-0.67% | Reduce | |
| WealthPlan Investment Management, LLC | 0.03% | 0.03% | #25 | $670,603 | 14,521 | $607,515 | 15,049 | -528-3.51% | Reduce | |
| AQR CAPITAL MANAGEMENT LLC | <0.01% | <0.01% | #85 | $654,832 | 14,180 | $406,930 | 10,080 | +4,100+40.67% | Add | |
| HOWARD WEALTH MANAGEMENT, LLC | 0.24% | 0.24% | #13 | $640,701 | 13,874 | $560,093 | 13,874 | 00.00% | Unchanged | |
| Ameritas Advisory Services, LLC | 0.01% | — | #39 | $632,764 | 13,702 | $0 | 0 | +13,702 | New Buy | |
| Onyx Bridge Wealth Group LLC | 0.05% | 0.06% | #23 | $561,168 | 12,152 | $517,340 | 12,815 | -663-5.17% | Reduce | |
| US BANCORP \DE\ | <0.01% | <0.01% | #74 | $555,084 | 12,020 | $485,247 | 12,020 | 00.00% | Unchanged | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | <0.01% | #72 | $538,126 | 11,653 | $837,838 | 20,754 | -9,101-43.85% | Reduce | |
| United Advisor Group, LLC | 0.06% | 0.06% | #21 | $530,050 | 11,478 | $461,510 | 11,432 | +46+0.40% | Add |