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WIMA · WisdomTree International Adaptive Moving Average Fund · Holdings ETF

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$42.29 +0.10 (+0.25%) At close · Oct 6
Volume · Oct 6 265 Avg daily vol (3M) 4921

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 →
Some SEC filings for this period have not finished importing. Holder totals and changes may be incomplete; these filings remain queued for recovery.
Holders: 3
Total Value: $67,736,174
Total Shares: 1,609,700

Institutional Ownership Trend

2 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
99.4%
Mar 2026 → Jun 2026 · range 98.5% – 99.4%
+0.9 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
9,890
Mar 2026 → Jun 2026 · range 9,713 – 9,890
Highly concentrated+176

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
1
Unchanged
0
Holder count: +1
Institutional value: +11.4%
Shares held: +3.6%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
HALBERT HARGROVE GLOBAL ADVISORS, LLC +69,153 1,600,768

Top Sellers

vs Mar 31, 2026
No qualifying movers this quarter.

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
JANE STREET GROUP, LLC 8,924 $375,521
FMR LLC 8 $336

Top Sold-Out Positions

vs Mar 31, 2026
Institution Previously Held Last Value (USD) Open
CITADEL ADVISORS LLC 22,604 $884,042
Filter: New 2 Increased 1 Reduced 0 Sold out 1 Unchanged 0
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
HALBERT HARGROVE GLOBAL ADVISORS, LLC WIMA $67,360,317 99.45% 1,600,768
JANE STREET GROUP, LLC WIMA $375,521 0.55% 8,924
FMR LLC WIMA $336 0.00% 8