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WISDOMTREE TR
Ticker: WCBR
CUSIP: 97717Y659
Class: 0
Holders for Q4 2025
Position Changes for Q4 2025
Note: Option positions (PUT/CALL) are excluded.
Institution
Shares
Value ($000)
HighTower Advisors, LLC
1,049,217
$29,224
LPL Financial LLC
189,210
$5,270
Procyon Advisors, LLC
98,921
$2,755
Sunbelt Securities, Inc.
78,717
$2,193
BANK OF AMERICA CORP /DE/
66,904
$1,863
Grange Capital, LLC
58,340
$1,625
JANE STREET GROUP, LLC
36,511
$1,017
NWAM LLC
29,702
$828
NewEdge Advisors, LLC
28,415
$791
CITADEL ADVISORS LLC
26,897
$749
Bison Wealth, LLC
20,409
$528
FLOW TRADERS U.S. LLC
18,578
$1
TWO SIGMA INVESTMENTS, LP
16,300
$454
ENVESTNET ASSET MANAGEMENT INC
15,770
$439
CREATIVE FINANCIAL DESIGNS INC /ADV
15,142
$422
Cetera Investment Advisers
13,273
$370
Summit Financial, LLC
13,205
$368
RAYMOND JAMES FINANCIAL INC
11,221
$313
OSAIC HOLDINGS, INC.
9,754
$272
HALBERT HARGROVE GLOBAL ADVISORS, LLC
8,289
$231
Rockefeller Capital Management L.P.
8,184
$228
BROWN, LISLE/CUMMINGS, INC.
7,450
$208
CALTON & ASSOCIATES, INC.
7,400
$206
Bogart Wealth, LLC
6,127
$171
Smartleaf Asset Management LLC
5,568
$157
SIGNATUREFD, LLC
2,700
$75
IFP Advisors, Inc
1,654
$46
BOKF, NA
1,000
$28
PNC Financial Services Group, Inc.
1,000
$28
Parallel Advisors, LLC
991
$28
Cedar Mountain Advisors, LLC
500
$14
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
400
$11
Boreal Capital Management LLC
335
$9
NBC SECURITIES, INC.
313
$9
Ares Financial Consulting, LLC
304
$8
HOLLENCREST CAPITAL MANAGEMENT
285
$8
FMR LLC
223
$6
Steward Partners Investment Advisory, LLC
213
$6
EVOLUTION WEALTH MANAGEMENT INC.
202
$6
MARK SHEPTOFF FINANCIAL PLANNING, LLC
200
$6
MORGAN STANLEY
101
$3
Aventura Private Wealth, LLC
100
$3
CWM, LLC
98
$0
Farther Finance Advisors, LLC
87
$2
Concord Wealth Partners
50
$1
Federation des caisses Desjardins du Quebec
50
$1
BANK OF MONTREAL /CAN/
47
$1
AE Wealth Management LLC
16
$0
JPMORGAN CHASE & CO
5
$0
Total (49 institutions)
1,850,378
$50,981