DOSSIER · 13F Holders · Q1 2026High-convictionMulti-bagger

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

—

▲ 3.3%

vs prior quarter

13F value held

$70M

60.0% inst. owned

of float

Holders

47

-20 QoQ

filers reporting

Activity

+30 / −107

+849 added · −862 reduced

this quarter

Concentration

15.58%

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 15.6% of the visible book. -20 net institutions QoQ — distribution reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

AE Wealth Management LLC

$11M252K0.06%Q1 2026 02

Stonebridge Wealth Management, LLC

$10M223K9.27%Q1 2026 03

KESTRA PRIVATE WEALTH SERVICES, LLC

$9M218K0.12%Q1 2026 04

Cetera Investment Advisers

$9M203K0.01%Q1 2026 05

$8M184K2.69%Q1 2026 06

High Note Wealth, LLC

$6M131K1.12%Q1 2026 07

Lido Advisors, LLC

$4M81K0.01%Q1 2026 08

Exchange Capital Management, Inc.

$3M70K0.41%Q2 2025 09

LPL Financial LLC

$2M55K0.00%Q1 2026 10

JANE STREET GROUP, LLC

CIK 0001595888· Market maker

$2M47K0.00%Q1 2026 11

$2M41K0.12%Q1 2026 12

JT Stratford LLC

$2M37K0.21%Q1 2026 13

United Advisor Group, LLC

$1M24K0.13%Q1 2026 14

TOUNJIAN ADVISORY PARTNERS, LLC

$634,08415K0.23%Q1 2026 15

AVANTAX ADVISORY SERVICES, INC.

$455,42412K0.00%Q2 2025 16

MERCER GLOBAL ADVISORS INC /ADV

$380,0279K0.00%Q1 2026 17

CITADEL ADVISORS LLC

$311,6487K0.00%Q4 2025 18

Miracle Mile Advisors, LLC

$299,6807K0.00%Q1 2026 19

Compound Planning, Inc.

$266,2156K0.01%Q1 2026 20

COMMONWEALTH EQUITY SERVICES, LLC

$248,6106K0.00%Q1 2026

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