13F Insight
DOSSIER · 13F Holders · Q1 2026
DDLS

WISDOMTREE TR

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

CUSIP 97717X271·47 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
47
filers reporting
Concentration
13.53%
AE Wealth Management LLC #1
top holder share
AI Holders Summary · Q1 2026

47 institutions reported DDLS in Q1 2026. AE Wealth Management LLC leads at 13.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
AE Wealth Management LLC
CIK 0001697723
$11M252K0.06%Q1 202602
Stonebridge Wealth Management, LLC
CIK 0002082460
$10M228K8.97%Q2 202603
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$9M218K0.12%Q1 202604
Cetera Investment Advisers
CIK 0001666741
$9M203K0.01%Q1 202605
Berkeley, Inc
CIK 0002051965
$8M189K2.61%Q2 202606
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$8M174K0.24%Q1 202607
High Note Wealth, LLC
CIK 0001807283
$6M134K1.01%Q2 202608
Lido Advisors, LLC
CIK 0001650150
$4M81K0.01%Q1 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
$2M55K0.00%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M47K0.00%Q1 202613
CERTUITY, LLC
CIK 0001800752
$2M41K0.12%Q1 202614
JT Stratford LLC
CIK 0001689013
$2M37K0.21%Q1 202615
United Advisor Group, LLC
CIK 0002004873
$1M24K0.13%Q1 202616
TOUNJIAN ADVISORY PARTNERS, LLC
CIK 0002039850
$634K15K0.23%Q1 202617
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$455K12K0.00%Q2 202518
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$380K9K0.00%Q1 202619
CITADEL ADVISORS LLC
CIK 0001423053
$312K7K0.00%Q4 202520
Miracle Mile Advisors, LLC
CIK 0001585859
$266K6K0.00%Q2 2026
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