Companies / WisdomTree Trust

WisdomTree Trust

CIK 1350487NEW YORK, NY

Ownership

13F as of Jun 30, 2026

Share count not yet available for this company — ownership percentages can’t be computed.

Insiders 0

View all →
Insider% of sharesShares
No insiders recorded yet.

Institutional holders 466

View all →
HolderValue% of shares
LPL Financial LLC$395.49M—
The PNC Financial Services Group, Inc.$335.70M—
Morgan Stanley$252.02M—
Focus Partners Wealth$227.17M—
Ameriprise Financial Inc$156.46M—
Creative Planning$122.07M—
UBS Group AG$119.74M—
Great Valley Advisor Group, Inc.$113.60M—
Bank of America Corp /De$100.61M—
Trilogy Capital Inc.$98.45M—

Activity

Jun 30, 2026View all →
InsidersInstitutions
Who's accumulating and trimming this stock (13F).
DateActorActionSecurityValueShares ΔPosition afterImpact
Q2 2026
as of
LPL Financial LLC
13F manager
Add—$51.11M+531K
+14.84%
4,105,997
high
Q2 2026
as of
The PNC Financial Services Group, Inc.
13F manager
Trim—$-35.26M-366K
-9.50%
3,485,235
medium
Q1 2026
as of
Advisors Capital Management, LLC
13F manager
Trim—$-7.34M-82K
-97.13%
2,424
medium
Q4 2025
as of
Howard Bailey Securities, LLC
13F manager
Trim—$-6.93M-79K
-92.46%
6,416
medium
Q1 2026
as of
Bank of New York Mellon Corp/The
13F manager
Trim—$-5.10M-57K
-85.03%
10,051
medium
Q1 2026
as of
Royal Bank of Canada
13F manager
Trim—$-4.03M-45K
-8.82%
466,523
low
Q2 2026
as of
Lido Advisors, LLC
13F manager
Trim—$-2.51M-26K
-84.40%
4,807
low
Q4 2025
as of
Sanctuary Advisors, LLC
13F manager
Add—$2.06M+23K
+13.05%
202,912
low

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
The PNC Financial Services Group, Inc.Passive13G/A—3,103,240—
The PNC Financial Services Group, Inc.Passive13G/A—3,889,894—
Halbert Hargrove Global Advisors, LLCPassive13G———
Alchemi Wealth, LLCPassive13G—4,540—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
———97717W307—
———97717Y410—