DOSSIER · 13F Holders · Q2 2026
CXSE

WISDOMTREE TR

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

CUSIP 97717X719·38 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$18M
visible holders
Holders
38
filers reporting
Concentration
16.01%
OLD MISSION CAPITAL LLC #1
top holder share
AI Holders Summary · Q2 2026

38 institutions reported CXSE in Q2 2026. OLD MISSION CAPITAL LLC leads at 16.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M74K0.05%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$3M72K0.00%Q2 2026
03
Cerity Partners LLC
CIK 0001566475
$2M41K0.00%Q2 2026
04
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M35K0.00%Q1 2026
05
Avestar Capital, LLC
CIK 0001704404
$1M32K0.07%Q2 2026
06
UBS Group AG
CIK 0001610520
$1M31K0.00%Q2 2026
07
ROYAL BANK OF CANADA
CIK 0001000275
$1M31K0.00%Q2 2026
08
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M30K0.00%Q2 2026
09
CASTLEKEEP INVESTMENT ADVISORS LLC
CIK 0001404780
$939K24K0.47%Q2 2026
10
LPL Financial LLC
CIK 0001403438
$666K17K0.00%Q2 2026
11
SBI Securities Co., Ltd.
CIK 0001851815
$586K15K0.01%Q2 2026
12
CITADEL ADVISORS LLC
CIK 0001423053
$524K13K0.00%Q2 2026
13
BANK OF AMERICA CORP /DE/
CIK 0000070858
$347K9K0.00%Q2 2026
14
Rockefeller Capital Management L.P.
CIK 0001739439
$304K8K0.00%Q2 2026
15
Corient Private Wealth LLC
CIK 0001948780
$257K7K0.00%Q2 2026
16
GRANVILLE CAPITAL, INC.
CIK 0001404784
$245K6K0.11%Q2 2026
17
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$220K6K0.00%Q1 2026
18
Summit Investment Advisory Services, LLC
CIK 0001914395
$208K5K0.05%Q2 2026
19
Cassaday & Co Wealth Management LLC
CIK 0001963612
$138K4K0.00%Q2 2026
20
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$46K1K0.00%Q2 2026
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