DOSSIER · 13F Holders · Q1 2026BellwetherCompounder

WISDOMTREE TR

4 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W901·4 13F holders·last filed Mar 31, 2026
Market cap
9.9%
vs prior quarter
13F value held
$16M
53.0% inst. owned
of float
Holders
4
+63 QoQ
filers reporting
Activity
+47 / −34
+897 added · −808 reduced
this quarter
Concentration
84.86%
Value Investment Professionals, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported WISDOMTREE TR in Q1 2026. Value Investment Professionals, LLC leads at 84.9% of the visible book. +63 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Value Investment Professionals, LLC
CIK 0002110205
$13M267K12.30%Q1 2026
02
IMC-Chicago, LLC
CIK 0001452861· Market maker
$2M14K0.00%Q1 2026
03
GROUP ONE TRADING LLC
CIK 0000932540
$253,7282K0.00%Q1 2026
04
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025