Form 13-F position report

WISDOMTREE TR

Reported by Carmel Capital Partners LLC

ETF profile Manager portfolio Source filing
USFR CUSIP 97717Y527 Manager CIK 0001900481
Latest reported change

Reported 576,938 shares, up 21,596 (3.9%) from the prior quarter.

Reported value 3.9%; share count 3.9% vs. the prior quarter.

Added
% of reported 13F value 10.48% This manager · Q1 2026
Shares 576,938 Quarter-end amount reported
Reported value $29,043,078 Fair value at quarter end
Consecutive quarters held 14 Through Q1 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 769,651 -105,063 (-12.0%) 13.88% $38,782,737 2026-11-03
Q2 2026 Added 874,714 +297,776 (51.6%) 14.52% $44,041,876 2026-07-30
Q1 2026 Added 576,938 +21,596 (3.9%) 10.48% $29,043,078 2026-04-30
Q4 2025 Added 555,342 +15,231 (2.8%) 9.81% $27,944,800 2026-01-29
Q3 2025 Reduced 540,111 -56,681 (-9.5%) 11.45% $27,151,380 2025-10-30
Q2 2025 Reduced 596,792 -97,808 (-14.1%) 10.53% $30,024,609 2025-07-29
Q1 2025 Added 694,600 +77,286 (12.5%) 13.75% $34,959,215 2025-05-05
Q4 2024 Reduced 617,314 -74,889 (-10.8%) 12.53% $31,063,249 2025-02-06
Q3 2024 Reduced 692,203 -133,775 (-16.2%) 13.42% $34,762,456 2024-11-01
Q2 2024 Reduced 825,978 -91,175 (-9.9%) 17.52% $41,554,962 2024-07-31
Q1 2024 Added 917,153 +411,640 (81.4%) 19.07% $46,123,639 2024-04-25
Q4 2023 Reduced 505,513 -293,851 (-36.8%) 12.97% $25,396,982 2024-02-01
Q3 2023 Added 799,364 +59,251 (8.0%) 18.05% $40,224,003 2023-10-27
Q2 2023 Added 740,113 +194,157 (35.6%) 19.19% $37,242,466 2023-07-27
Q1 2023 Reduced 545,956 -21,307 (-3.8%) 16.23% $27,445,204 2023-04-19
Q4 2022 New 567,263 +567,263 (0.0%) 19.72% $28,516,299 2023-01-17
Institutional context

Who else reported the position

649 managers reported WISDOMTREE TR for Q1 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
MORGAN STANLEY Added 17,440,508 +786,989 0.05% $877,955,232 17 qtrs
Bank of America Corporation Added 15,934,091 +1,551,622 0.06% $802,122,141 17 qtrs
LPL Financial LLC Reduced 12,759,066 -95,381 0.17% $642,291,362 16 qtrs
Summit Trail Advisors LLC Added 9,927,563 +1,331,889 7.16% $499,753,541 16 qtrs
NewEdge Wealth LLC Reduced 7,632,376 -698,026 4.58% $384,213,820 2 qtrs
RAYMOND JAMES FINANCIAL INC Reduced 7,040,261 -67,270 0.11% $354,406,763 6 qtrs
CAPTRUST FINANCIAL ADVISORS Reduced 5,254,391 -1,942,001 0.46% $264,506,048 17 qtrs
BIP Wealth LLC Reduced 5,099,716 -206,342 10.44% $256,719,664 13 qtrs
UBS Group AG Reduced 5,091,228 -542,477 0.04% $256,292,418 17 qtrs
WELLS FARGO & COMPANY MN Added 3,939,267 +602,708 0.04% $198,302,697 17 qtrs
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Filing details and methodology As reported
Report period
March 31, 2026
Filed
April 30, 2026
Filing type
13F-HR
Position type
FLOATNG RAT TREA

Voting authority reported

Sole
0
Shared
0
None
576,938

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.