Wisdomtree TR

CUSIP: 97717Y592 | 20 institutional holders

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Institutional Holders — Q1 2025

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Jane Street Group, LLC27,809

0.0% of portfolio$725.4K

Farther Finance Advisors, LLC3,288

0.0% of portfolio$86.0K

Osaic Holdings, Inc.2,000

0.0% of portfolio$52.2K

MAI Capital Management815

0.0% of portfolio$21.3K

Cherry Tree Wealth Management, LLC286

0.0% of portfolio$7.5K

Founders Financial Alliance, LLC130

0.0% of portfolio$3.4K

Steward Partners Investment Advisory, LLC100

0.0% of portfolio$2.6K

Glen Eagle Advisors, LLC85

0.0% of portfolio$2.2K

Harbour Investments, Inc.56

0.0% of portfolio$1.5K

0.0% of portfolio$1.2K

Rise Advisors, LLC31

0.0% of portfolio$801

Morgan Stanley1

0.0% of portfolio$32

Proequities, Inc.0

0.0% of portfolio$0

				Style	Turnover	Location	Filed
Jane Street Group, LLC	27,809	$725.4K	0.0%	Core	Very High	New York, NY	2025-05-19
Farther Finance Advisors, LLC	3,288	$86.0K	0.0%	Index	Low	San Francisco, CA	2025-04-14
Osaic Holdings, Inc.	2,000	$52.2K	0.0%	Index	Low	Scottsdale, AZ	2025-05-12
MAI Capital Management	815	$21.3K	0.0%	Index	Very Low	Independence, OH	2025-05-15
Cherry Tree Wealth Management, LLC	286	$7.5K	0.0%	ETF	Very Low	Minnetonka, MN	2025-04-21
Founders Financial Alliance, LLC	130	$3.4K	0.0%	Core	Low	Raleigh, NC	2025-05-12
Steward Partners Investment Advisory, LLC	100	$2.6K	0.0%	Core	Low	Stamford, CT	2025-05-13
Glen Eagle Advisors, LLC	85	$2.2K	0.0%	Core	Low	Kingston, NJ	2025-05-15
Harbour Investments, Inc.	56	$1.5K	0.0%	ETF	Low	Madison, WI	2025-05-08
UBS Group AG	46	$1.2K	0.0%	Core	Medium	Zurich, Switzerland	2025-05-13
Rise Advisors, LLC	31	$801	0.0%	ETF	Medium	Rochester, NY	2025-05-15
Morgan Stanley	1	$32	0.0%	Core	Low	New York, NY	2025-05-15
Proequities, Inc.	0	$0	0.0%	Growth	Very Low	Birmingham, AL	2025-05-14