Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund include Future You Wealth Llc .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,017 | 0.16 | 0 | |||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 594 | 21.72 | 12 | 22.22 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 636,417 | 7.51 | 12,661 | 9.09 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 610,848 | 1.67 | 12,152 | 3.16 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22,338 | 20.16 | 444 | 21.98 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 112,965 | 8.69 | 2,247 | 10.31 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 48,784 | 1 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 26,560 | 4.15 | 528 | 5.81 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10,131 | 202 | ||||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 11,229 | 1.04 | 223 | 2.76 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 41,006 | 5.68 | 816 | 7.24 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 34,558 | 15.05 | 688 | 16.64 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 21,450 | 99.76 | 427 | 102.86 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 342 | 73.60 | 7 | 100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 137,848 | 0.48 | 2,742 | 1.97 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 16,268 | 0.10 | 324 | 1.57 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 558,423 | 6.05 | 11,109 | 7.61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 63,927 | 19.97 | 1,272 | 21.74 | ||||
| 2025-07-31 | 13F | Future You Wealth Llc | 49,468 | 983 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 417,436 | 60.02 | 8,312 | 62.53 |
