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

WISDOMTREE TR

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

CUSIP 97717X263·155 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
155
filers reporting
Concentration
16.71%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

155 institutions reported DDWM in Q2 2026. LPL Financial LLC leads at 16.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$184M4.0M0.04%Q2 202602
PARK NATIONAL CORP /OH/
CIK 0000805676
$174M3.8M4.86%Q2 202603
MORGAN STANLEY
CIK 0000895421
$109M2.4M0.01%Q2 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$70M1.5M0.02%Q2 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$66M1.4M1.89%Q2 202606
Capital Asset Advisory Services LLC
CIK 0001666024
$58M1.3M2.10%Q2 202607
AXXCESS WEALTH MANAGEMENT, LLC
CIK 0001911056
$57M1.2M0.91%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$50M1.1M0.00%Q2 202609
UBS Group AG
CIK 0001610520
$37M796K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$37M795K0.03%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M751K0.01%Q2 202612
SK Wealth Management, LLC
CIK 0001867958
$33M694K7.45%Q2 202613
Steward Partners Investment Advisory, LLC
CIK 0001723397
$33M705K0.17%Q2 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$31M669K0.06%Q2 202615
Stratos Investment Management, LLC
CIK 0001707206
$28M612K1.02%Q2 202616
Baird Financial Group, Inc.
CIK 0001648711
$24M519K0.03%Q2 202617
Horizon Wealth Management, LLC
CIK 0001815123
$20M443K2.60%Q2 202618
Lido Advisors, LLC
CIK 0001650150
$20M439K0.06%Q2 202619
Exchange Capital Management, Inc.
CIK 0001317733
$18M442K2.61%Q2 202520
Choice Wealth Advisors, LLC
CIK 0001842357
$16M357K5.78%Q2 2026
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