WISDOMTREE TRUST EFFICIENT GOLD PLUS EQUITY STRATEGY FD · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 7.41% | 9.65% | #3 | $100.1M | 1.6M | $125.1M | 2.0M | -350,206-17.61% | Reduce | |
| Alpine Bank Wealth Management | 4.82% | 5.68% | #4 | $37.6M | 615,018 | $39.0M | 620,565 | -5,547-0.89% | Reduce | |
| Magnolia Private Wealth, LLC | 3.55% | 4.4% | #5 | $12.5M | 204,920 | $6.6M | 213,455 | -8,535-4.00% | Reduce | |
| Wealthcare Advisory Partners LLC | 0.16% | 0.16% | #19 | $8.3M | 135,041 | $8.1M | 129,271 | +5,770+4.46% | Add | |
| McGrath & Associates, Inc. | 10.52% | 11.26% | #1 | $8.1M | 132,140 | $7.7M | 121,717 | +10,423+8.56% | Add | |
| STAPP WEALTH MANAGEMENT, PLLC | 9.87% | 9.71% | #2 | $7.6M | 123,616 | $7.6M | 120,937 | +2,679+2.22% | Add | |
| OneDigital Investment Advisors LLC | 0.06% | 0.07% | #25 | $7.0M | 113,875 | $7.1M | 112,225 | +1,650+1.47% | Add | |
| Kestra Advisory Services, LLC | 0.02% | 0.02% | #36 | $6.1M | 100,543 | $5.2M | 82,494 | +18,049+21.88% | Add | |
| Fermata Advisors, LLC | 1.08% | 1.1% | #7 | $5.3M | 87,185 | $4.9M | 77,456 | +9,729+12.56% | Add | |
| Cambridge Investment Research Advisors, Inc. | 0.01% | 0.01% | #38 | $3.5M | 57,182 | $3.7M | 58,376 | -1,194-2.05% | Reduce | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | <0.01% | <0.01% | #58 | $3.5M | 56,608 | $1.9M | 29,657 | +26,951+90.88% | Add | |
| GREAT VALLEY ADVISOR GROUP, INC. | 0.05% | 0.06% | #26 | $3.2M | 52,002 | $3.3M | 52,230 | -228-0.44% | Reduce | |
| OSAIC HOLDINGS, INC. | <0.01% | <0.01% | #47 | $2.4M | 39,512 | $3.3M | 52,840 | -13,328-25.22% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #61 | $2.2M | 36,444 | $535,750 | 9,332 | +27,112+290.53% | Add | |
| AMERIPRISE FINANCIAL INC | <0.01% | <0.01% | #53 | $2.2M | 35,553 | $2.7M | 43,256 | -7,703-17.81% | Reduce | |
| Aspire Capital Advisors LLC | 0.42% | 0.38% | #12 | $2.1M | 34,885 | $1.7M | 26,712 | +8,173+30.60% | Add | |
| SFG Wealth Management, LLC. | 0.73% | 0.86% | #8 | $2.0M | 33,019 | $2.1M | 33,244 | -225-0.68% | Reduce | |
| OPTIMA CAPITAL LLC | 0.66% | 0.99% | #9 | $1.7M | 27,272 | $2.1M | 34,036 | -6,764-19.87% | Reduce | |
| Arkadios Wealth Advisors | 0.02% | 0.02% | #33 | $1.6M | 26,603 | $1.1M | 17,441 | +9,162+52.53% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #64 | $1.5M | 25,437 | $973,704 | 16,393 | +9,044+55.17% | Add | |
| Spinnaker Investment Group, LLC | 0.24% | 0.29% | #15 | $1.5M | 24,597 | $1.4M | 22,358 | +2,239+10.01% | Add | |
| Elequin Capital, LP | 0.04% | — | #28 | $1.4M | 22,620 | $0 | 0 | +22,620 | New Buy | |
| SteelPeak Wealth, LLC | 0.03% | 0.04% | #31 | $1.2M | 20,096 | $1.2M | 18,367 | +1,729+9.41% | Add | |
| LWM Advisory Services, LLC | 2.18% | 1.36% | #6 | $1.2M | 20,000 | $1.3M | 20,192 | -192-0.95% | Reduce | |
| Modern Wealth Management, LLC | 0.01% | 0.02% | #37 | $1.2M | 20,000 | $1.3M | 20,000 | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #57 | $1.2M | 19,871 | $1.1M | 17,755 | +2,116+11.92% | Add | |
| Kingsview Wealth Management, LLC | 0.02% | 0.02% | #34 | $1.2M | 19,295 | $1.2M | 19,295 | 00.00% | Unchanged | |
| Sanctuary Advisors, LLC | 0.01% | 0.01% | #40 | $1.1M | 18,289 | $1.9M | 30,284 | -11,995-39.61% | Reduce | |
| Worth Asset Management, LLC | 0.33% | 0.43% | #13 | $1.0M | 16,923 | $1.2M | 18,303 | -1,380-7.54% | Reduce | |
| CITADEL ADVISORS LLC | <0.01% | <0.01% | #62 | $916,425 | 15,000 | $1.3M | 19,930 | -4,930-24.74% | Reduce | |
| BROWN ADVISORY INC | <0.01% | <0.01% | #50 | $781,527 | 12,792 | $804,617 | 12,792 | 00.00% | Unchanged | |
| Lunt Capital Management, Inc. | 0.29% | 0.31% | #14 | $778,900 | 12,749 | $819,398 | 13,027 | -278-2.13% | Reduce | |
| M Wealth Management, LLC | 0.57% | 0.57% | #10 | $719,822 | 11,782 | $682,465 | 10,850 | +932+8.59% | Add | |
| Elm3 Financial Group, LLC | 0.44% | 0.6% | #11 | $642,920 | 10,523 | $710,411 | 11,294 | -771-6.83% | Reduce | |
| LPL Financial LLC | <0.01% | <0.01% | #60 | $537,819 | 8,803 | $239,901 | 3,814 | +4,989+130.81% | Add | |
| Triton Wealth Management, PLLC | 0.16% | 2.31% | #18 | $512,368 | 8,264 | $6.2M | 96,556 | -88,292-91.44% | Reduce | |
| XY Planning Network, Inc. | 0.06% | 0.08% | #24 | $483,139 | 7,908 | $501,133 | 7,840 | +68+0.87% | Add | |
| UBS Group AG | <0.01% | <0.01% | #66 | $481,979 | 7,889 | $503,011 | 7,997 | -108-1.35% | Reduce | |
| Redhawk Wealth Advisors, Inc. | 0.04% | 0.05% | #29 | $399,967 | 6,547 | $444,114 | 7,061 | -514-7.28% | Reduce | |
| HOWARD BAILEY SECURITIES, LLC | 0.14% | 0.2% | #21 | $369,136 | 6,042 | $487,286 | 7,747 | -1,705-22.01% | Reduce | |
| Optivise Advisory Services LLC | 0.19% | 0.23% | #17 | $367,792 | 6,020 | $378,658 | 6,020 | 00.00% | Unchanged | |
| Kelman-Lazarov, Inc. | 0.05% | 0.05% | #27 | $366,814 | 6,004 | $377,652 | 6,004 | 00.00% | Unchanged | |
| Atria Investments, Inc | <0.01% | 0.01% | #46 | $335,391 | 5,490 | $540,494 | 8,593 | -3,103-36.11% | Reduce | |
| J HAGAN CAPITAL, INC. | 0.15% | 0.14% | #20 | $313,845 | 5,137 | $261,475 | 4,157 | +980+23.57% | Add | |
| CreativeOne Wealth, LLC | 0.01% | 0.01% | #39 | $303,459 | 4,967 | $311,670 | 4,955 | +12+0.24% | Add | |
| Prospera Financial Services Inc | <0.01% | 0.01% | #41 | $300,825 | 4,924 | $395,573 | 6,289 | -1,365-21.70% | Reduce | |
| MERCER GLOBAL ADVISORS INC /ADV | <0.01% | <0.01% | #54 | $272,731 | 4,464 | $860,035 | 13,673 | -9,209-67.35% | Reduce | |
| Quantinno Capital Management LP | <0.01% | <0.01% | #55 | $272,300 | 4,457 | $449,169 | 7,141 | -2,684-37.59% | Reduce | |
| Corient Private Wealth LLC | <0.01% | — | #59 | $269,062 | 4,404 | $0 | 0 | +4,404 | New Buy | |
| Noble Wealth Management PBC | 0.11% | 0.09% | #22 | $251,406 | 4,115 | $187,757 | 2,985 | +1,130+37.86% | Add |