13F Insight
DOSSIER · 13F Holders · Q2 2026
DDLS

WISDOMTREE TR

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

CUSIP 97717X271·44 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$79M
visible holders
Holders
44
filers reporting
Concentration
14.15%
KESTRA PRIVATE WEALTH SERVICES, LLC #1
top holder share
AI Holders Summary · Q2 2026

44 institutions reported DDLS in Q2 2026. KESTRA PRIVATE WEALTH SERVICES, LLC leads at 14.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$11M255K0.12%Q2 202602
Stonebridge Wealth Management, LLC
CIK 0002082460
$10M228K8.97%Q2 202603
Cetera Investment Advisers
CIK 0001666741
$9M214K0.01%Q2 202604
Berkeley, Inc
CIK 0002051965
$8M189K2.61%Q2 202605
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$8M174K0.24%Q1 202606
AE Wealth Management LLC
CIK 0001697723
$7M153K0.03%Q2 202607
High Note Wealth, LLC
CIK 0001807283
$6M134K1.01%Q2 202608
Lido Advisors, LLC
CIK 0001650150
$4M81K0.01%Q2 202609
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$3M65K0.01%Q1 202610
Exchange Capital Management, Inc.
CIK 0001317733
$3M70K0.41%Q2 202511
LPL Financial LLC
CIK 0001403438
$2M51K0.00%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M47K0.00%Q1 202613
CERTUITY, LLC
CIK 0001800752
$2M41K0.09%Q2 202614
JT Stratford LLC
CIK 0001689013
$2M39K0.19%Q2 202615
United Advisor Group, LLC
CIK 0002004873
$1M25K0.11%Q2 202616
Creative Planning
CIK 0001540235
$534K12K0.00%Q2 202617
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$482K11K0.00%Q2 202618
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$455K12K0.00%Q2 202519
Quantinno Capital Management LP
CIK 0001759654
$373K8K0.00%Q2 202620
Miracle Mile Advisors, LLC
CIK 0001585859
$266K6K0.00%Q2 2026
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