DOSSIER · 13F Holders · Q2 2026

WISDOMTREE TR

5 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y675·5 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$67M
visible holders
Holders
5
filers reporting
Concentration
99.07%
Valmark Advisers, Inc. #1
top holder share
AI Holders Summary · Q2 2026

5 institutions reported WISDOMTREE TR in Q2 2026. Valmark Advisers, Inc. leads at 99.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Valmark Advisers, Inc.
CIK 0001380443
$66M2.4M0.70%Q2 2026
02
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$329K12K0.00%Q2 2026
03
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$286K11K0.00%Q1 2026
04
UBS Group AG
CIK 0001610520
$5K1840.00%Q2 2026
05
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025