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

WISDOMTREE TR

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

CUSIP 97717X263·150 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$966M
visible holders
Holders
150
filers reporting
Concentration
17.98%
PARK NATIONAL CORP /OH/ #1
top holder share
AI Holders Summary · Q2 2026

150 institutions reported DDWM in Q2 2026. PARK NATIONAL CORP /OH/ leads at 18.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
PARK NATIONAL CORP /OH/
CIK 0000805676
$174M3.8M4.86%Q2 202602
LPL Financial LLC
CIK 0001403438
$140M3.2M0.04%Q1 202603
MORGAN STANLEY
CIK 0000895421
$95M2.2M0.01%Q1 202604
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$66M1.4M1.89%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M1.4M0.02%Q1 202606
Capital Asset Advisory Services LLC
CIK 0001666024
$55M1.2M2.11%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M1.0M0.00%Q1 202608
SK Wealth Management, LLC
CIK 0001867958
$45M990K12.53%Q4 202509
Cetera Investment Advisers
CIK 0001666741
$33M739K0.03%Q1 202610
Steward Partners Investment Advisory, LLC
CIK 0001723397
$31M701K0.16%Q1 202611
UBS Group AG
CIK 0001610520
$31M699K0.00%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$30M691K0.01%Q1 202613
Stratos Investment Management, LLC
CIK 0001707206
$26M594K1.05%Q1 202614
MML INVESTORS SERVICES, LLC
CIK 0000701059
$23M526K0.06%Q1 202615
Baird Financial Group, Inc.
CIK 0001648711
$21M483K0.03%Q1 202616
Lido Advisors, LLC
CIK 0001650150
$20M458K0.06%Q1 202617
Horizon Wealth Management, LLC
CIK 0001815123
$20M445K2.88%Q1 202618
Exchange Capital Management, Inc.
CIK 0001317733
$18M442K2.61%Q2 202519
Choice Wealth Advisors, LLC
CIK 0001842357
$16M357K5.78%Q2 202620
Atria Investments, Inc
CIK 0001535865
$16M364K0.18%Q1 2026
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