Companies / WisdomTree Trust / Activity
Activity — WisdomTree Trust
73 moves.
Top impactInsider · CEO movesInsider · biggest buysInsider · biggest sellsInstitution · biggest movesInstitution · new positions
| Date | Actor | Action | Security | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|---|
| Q2 2026 as of | LPL Financial LLC 13F manager | Add | Common stock | $51.11M | +531K +14.84% | 4,105,997 | high |
| Q2 2026 as of | The PNC Financial Services Group, Inc. 13F manager | Trim | Common stock | $-35.26M | -366K -9.50% | 3,485,235 | medium |
| Q1 2026 as of | Advisors Capital Management, LLC 13F manager | Trim | Common stock | $-7.34M | -82K -97.13% | 2,424 | medium |
| Q4 2025 as of | Howard Bailey Securities, LLC 13F manager | Trim | Common stock | $-6.93M | -79K -92.46% | 6,416 | medium |
| Q1 2026 as of | Bank of New York Mellon Corp/The 13F manager | Trim | Common stock | $-5.10M | -57K -85.03% | 10,051 | medium |
| Q1 2026 as of | Royal Bank of Canada 13F manager | Trim | Common stock | $-4.03M | -45K -8.82% | 466,523 | low |
| Q2 2026 as of | Lido Advisors, LLC 13F manager | Trim | Common stock | $-2.51M | -26K -84.40% | 4,807 | low |
| Q4 2025 as of | Sanctuary Advisors, LLC 13F manager | Add | Common stock | $2.06M | +23K +13.05% | 202,912 | low |
| Q2 2026 as of | BlackRock, Inc. 13F manager | Add | Common stock | $1.65M | +17K +8920.31% | 17,319 | low |
| Q4 2025 as of | Bank of America Corp /De 13F manager | Trim | Common stock | $-1.55M | -18K -1.52% | 1,142,263 | low |
| Q1 2026 as of | Rhumbline Advisers 13F manager | Trim | Common stock | $-1.53M | -17K -60.14% | 11,352 | low |
| Q3 2025 as of | Sanctuary Advisors, LLC 13F manager | Add | Common stock | $1.48M | +17K +10.43% | 179,491 | low |
| Q1 2026 as of | Northwestern Mutual Wealth Management Co 13F manager | Add | Common stock | $1.41M | +16K +6.92% | 243,855 | low |
| Q1 2026 as of | Equitable Holdings, Inc. 13F manager | Add | Common stock | $1.20M | +14K +14.76% | 106,068 | low |
| Q1 2026 as of | &Partners 13F manager | Add | Common stock | $887.9K | +10K +35.06% | 38,252 | low |
| Q1 2026 as of | MAI Capital Management 13F manager | Add | Common stock | $801.5K | +9K +3.60% | 258,248 | low |
| Q1 2026 as of | Hilltop Holdings Inc. 13F manager | Trim | Common stock | $-755.3K | -8K -40.81% | 12,264 | low |
| Q1 2026 as of | Compass Capital Management, Inc 13F manager | New | Common stock | $746.8K | +8K | 8,360 | low |
| Q1 2026 as of | Brighton Jones LLC 13F manager | New | Common stock | $668.7K | +7K | 7,486 | low |
| Q3 2025 as of | Cresset Asset Management, LLC 13F manager | Add | Common stock | $583.3K | +7K +17.09% | 45,913 | low |
| Q2 2026 as of | Citizens Financial Group INC/RI 13F manager | Add | Common stock | $516.3K | +5K +148.68% | 8,965 | low |
| Q1 2026 as of | Founders Financial Securities LLC 13F manager | Exit | Common stock | $-371.9K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Millennium Management LLC 13F manager | Exit | Common stock | $-361.6K | -4K -100.00% | 0 | low |
| Q1 2026 as of | Linscomb Wealth, Inc. 13F manager | Trim | Common stock | $-356.7K | -4K -8.62% | 42,308 | low |
| Q1 2026 as of | AQR Capital Management, LLC 13F manager | Add | Common stock | $267.2K | +3K +25.28% | 14,823 | low |
| Q3 2025 as of | Howard Bailey Securities, LLC 13F manager | Add | Common stock | $246.5K | +3K +3.44% | 85,098 | low |
| Q1 2026 as of | D.a. Davidson & Co. 13F manager | Add | Common stock | $210.6K | +2K +1.12% | 213,330 | low |
| Q1 2026 as of | Renaissance Technologies LLC 13F manager | Add | Common stock | $205.5K | +2K +46.94% | 7,200 | low |
| Q3 2024 as of | Prestige Wealth Management Group LLC 13F manager | New | Common stock | $188.3K | +4K | 3,650 | low |
| Q1 2026 as of | Courier Capital LLC 13F manager | Trim | Common stock | $-178.6K | -2K -29.11% | 4,867 | low |
| Q2 2025 as of | Howard Bailey Securities, LLC 13F manager | Add | Common stock | $172.4K | +2K +2.62% | 82,266 | low |
| Q4 2025 as of | Summit Wealth Group LLC / Co 13F manager | Trim | Common stock | $-156.8K | -2K -18.82% | 7,677 | low |
| Q1 2026 as of | Private Trust Co NA 13F manager | Trim | Common stock | $-127.3K | -1K -9.25% | 13,974 | low |
| Q1 2026 as of | Coldstream Capital Management Inc 13F manager | Add | Common stock | $121.1K | +1K +4.52% | 31,359 | low |
| Q1 2026 as of | Ameritas Investment Partners, Inc. 13F manager | New | Common stock | $103.7K | +1K | 1,161 | low |
| Q1 2026 as of | Brown Advisory Inc 13F manager | Trim | Common stock | $-100.9K | -1K -12.51% | 7,897 | low |
| Q1 2026 as of | Assetmark, Inc 13F manager | Trim | Common stock | $-93.4K | -1K -2.37% | 43,028 | low |
| Q2 2025 as of | Sanctuary Advisors, LLC 13F manager | Trim | Common stock | $-86.8K | -1K -0.65% | 162,532 | low |
| Q1 2026 as of | Valmark Advisers, Inc. 13F manager | Add | Common stock | $82.4K | +922 +15.94% | 6,707 | low |
| Q1 2026 as of | Staley Capital Advisers Inc 13F manager | Trim | Common stock | $-82.4K | -922 -14.27% | 5,540 | low |
| Q2 2026 as of | Tounjian Advisory Partners, LLC 13F manager | New | Common stock | $71.2K | +739 | 739 | low |
| Q2 2026 as of | Sigma Planning Corp 13F manager | Trim | Common stock | $-66.7K | -692 -1.26% | 54,264 | low |
| Q1 2026 as of | Culbertson a N & Co Inc 13F manager | Trim | Common stock | $-60.7K | -680 -3.06% | 21,560 | low |
| Q2 2026 as of | MidFirst Bank 13F manager | Trim | Common stock | $-52.0K | -540 -72.97% | 200 | low |
| Q3 2024 as of | Prestige Wealth Management Group LLC 13F manager | Trim | Common stock | $-51.5K | -655 -47.60% | 721 | low |
| Q2 2026 as of | Gerber Kawasaki Wealth & Investment Management 13F manager | Trim | Common stock | $-50.5K | -524 -14.55% | 3,078 | low |
| Q2 2025 as of | Prestige Wealth Management Group LLC 13F manager | Exit | Common stock | $-47.6K | -600 -100.00% | 0 | low |
| Q2 2026 as of | Main Street Financial Solutions, LLC 13F manager | Add | Common stock | $44.1K | +458 +0.24% | 192,864 | low |
| Q2 2026 as of | Mml Investors Services, LLC 13F manager | Add | Common stock | $35.5K | +369 +0.87% | 43,003 | low |
| Q2 2026 as of | Perfromance Wealth Partners, LLC 13F manager | Trim | Common stock | $-33.7K | -350 -7.37% | 4,400 | low |