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WAMA · WisdomTree U.S. Adaptive Moving Average Fund ETF

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$27.05 -0.12 (-0.44%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 1
Total Value: $636,016
Total Shares: 24,294

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 1 13F filers · Δ vs Mar 31, 2026
Top Holder
100.0%
Mar 2026 → Jun 2026 · range 99.4% – 100.0%
+0.6 pts
Top 5
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
Top 10
100.0%
Mar 2026 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
10,000
Mar 2026 → Jun 2026 · range 9,891 – 10,000
Highly concentrated+109

Quarterly Activity

vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
2
Unchanged
0
Holder count: -1
Institutional value: -99.6%
Shares held: -99.7%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
CITADEL ADVISORS LLC 24,294 $636,016

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
HALBERT HARGROVE GLOBAL ADVISORS, LLC 6,953,723 $167,306,575
JANE STREET GROUP, LLC 38,476 $925,732
Filter: New 1 Increased 0 Reduced 0 Sold out 2 Unchanged 0
Showing 1 of 1
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
CITADEL ADVISORS LLC WAMA $636,016 100.00% 24,294