13F Insight
DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
DDWM

WISDOMTREE TR

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

CUSIP 97717X263·151 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.3%
vs prior quarter
13F value held
$947M
61.0% inst. owned
of float
Holders
151
+60 QoQ
filers reporting
Activity
+61 / −70
+879 added · −812 reduced
this quarter
Concentration
17.14%
PARK NATIONAL CORP /OH/ #1
top holder share
AI Holders Summary · Q1 2026

151 institutions reported DDWM in Q1 2026. PARK NATIONAL CORP /OH/ leads at 17.1% of the visible book. +60 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
PARK NATIONAL CORP /OH/
CIK 0000805676
$162M3.7M4.94%Q1 202602
LPL Financial LLC
CIK 0001403438
$140M3.2M0.04%Q1 202603
MORGAN STANLEY
CIK 0000895421
$95M2.2M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$61M1.4M0.02%Q1 202605
Hennion & Walsh Asset Management, Inc.
CIK 0001861642
$59M1.3M1.98%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
Atria Investments, Inc
CIK 0001535865
$16M364K0.18%Q1 202620
Tidemark, LLC
CIK 0002009591
$16M358K4.01%Q1 2026
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