13F Insight
DOSSIER · 13F Holders · Q3 2026
CEW

WISDOMTREE TR

15 institutions still hold WISDOMTREE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717W133·15 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$6M
visible holders
Holders
15
filers reporting
Concentration
44.88%
Cetera Investment Advisers #1
top holder share
AI Holders Summary · Q3 2026

15 institutions reported CEW in Q3 2026. Cetera Investment Advisers leads at 44.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Cetera Investment Advisers
CIK 0001666741
$3M133K0.00%Q3 202602
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M78K0.00%Q3 202603
Belpointe Asset Management LLC
CIK 0001721242
$556K28K0.02%Q3 202604
3EDGE Asset Management, LP
CIK 0001665605
$506K26K0.02%Q3 202605
17 CAPITAL PARTNERS, LLC
CIK 0001727407
$454K23K0.20%Q2 202606
Key FInancial Inc
CIK 0001801720
$108K6K0.02%Q3 202607
Blue Trust, Inc.
CIK 0001856022
$20K1K0.00%Q3 202608
Parallel Advisors, LLC
CIK 0001690010
$16K8000.00%Q3 202609
MORGAN STANLEY
CIK 0000895421
$5K2500.00%Q3 202610
CWM, LLC
CIK 0001535847
$4K2200.00%Q1 202611
Steward Partners Investment Advisory, LLC
CIK 0001723397
$4K2000.00%Q3 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$4K2000.00%Q3 202613
Transamerica Financial Advisors, LLC
CIK 0001502149
$408200.00%Q3 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$600.00%Q2 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025