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

WISDOMTREE TR

NTSE
Institutions
19
Combined AUM (Q2 2026)
$34.4M
Combined Shares (Q2 2026)
707,800
Overall Trend
Decrease
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+51,810
10 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-70,240
7 · 3 Exit · ≈
⚖️ Net
-18,430
Net Sell
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$34.4M
Institutions
19
New Buys
4
Adds
6
Reduces
4
Exits
3
Unchanged
5
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
MATHER GROUP, LLC.
0.1%0.08%#4$11.2M229,815$7.9M199,324+30,491+15.30%Add
OneDigital Investment Advisors LLC
0.07%0.07%#5$8.5M175,369$7.3M183,818-8,449-4.60%Reduce
Wealthcare Advisory Partners LLC
0.11%0.09%#3$5.6M114,276$4.5M113,663+613+0.54%Add
Professional Financial Advisors, LLC
0.45%0.42%#1$2.6M53,042$2.0M51,346+1,696+3.30%Add
OLD MISSION CAPITAL LLC
0.04%0.02%#6$2.5M50,426$1.5M36,794+13,632+37.05%Add
LPL Financial LLC
<0.01%<0.01%#8$2.1M43,856$1.6M39,149+4,707+12.02%Add
DRIVE WEALTH MANAGEMENT, LLC
0.19%0.2%#2$1.1M22,493$926,35523,305-812-3.48%Reduce
COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#9$302,8906,231$249,7206,282-51-0.81%Reduce
HALBERT HARGROVE GLOBAL ADVISORS, LLC
0.01%0.01%#7$276,5635,689$260,6976,558-869-13.25%Reduce
AQR CAPITAL MANAGEMENT LLC
<0.01%<0.01%#11$261,8705,387$214,1395,38700.00%Unchanged
OSAIC HOLDINGS, INC.
<0.01%<0.01%#13$40,100825$11,248283+542+191.52%Add
Steward Partners Investment Advisory, LLC
<0.01%<0.01%#12$10,937225$8,94422500.00%Unchanged
FIDUCIARY FINANCIAL ADVISORS
<0.01%#10$3,11164$00+64New Buy
Integrated Wealth Concepts LLC
<0.01%#15$1,66734$00+34New Buy
Aptus Capital Advisors, LLC
<0.01%<0.01%#14$1,65334$1,3523400.00%Unchanged
MERCER GLOBAL ADVISORS INC /ADV
<0.01%#17$1,45830$00+30New Buy
Strategic Wealth Partners, Ltd.
<0.01%<0.01%#16$1192$97200.00%Unchanged
MORGAN STANLEY
<0.01%<0.01%#18$571$59100.00%Unchanged
FMR LLC
<0.01%#18$491$00+1New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow