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

WISDOMTREE TR

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

CUSIP 97717W315·376 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 1.6%
vs prior quarter
13F value held
$1.9B
53.0% inst. owned
of float
Holders
376
-63 QoQ
filers reporting
Activity
+80 / −72
+975 added · −923 reduced
this quarter
Concentration
25.95%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

376 institutions reported DEM in Q1 2026. MORGAN STANLEY leads at 26.0% of the visible book. -63 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$490M9.9M0.03%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$353M7.1M0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$160M3.2M0.03%Q1 202604
LPL Financial LLC
CIK 0001403438
$111M2.2M0.03%Q1 202605
Creative Planning
CIK 0001540235
$108M2.2M0.07%Q1 202606
UBS Group AG
CIK 0001610520
$98M2.0M0.01%Q1 202607
Kestra Investment Management, LLC
CIK 0001962449
$95M1.9M1.64%Q1 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$90M1.8M0.02%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$68M1.4M0.02%Q1 202610
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$39M791K0.06%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M716K0.01%Q1 202612
ROYAL BANK OF CANADA
CIK 0001000275
$35M695K0.01%Q1 202613
CWM, LLC
CIK 0001535847
$33M668K0.09%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$32M651K0.00%Q1 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M609K0.04%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$30M605K0.03%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$22M446K0.08%Q1 202618
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$21M419K0.42%Q1 202619
ASPIRIANT, LLC
CIK 0001433541
$19M385K0.55%Q1 202620
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$19M393K0.04%Q1 2026
Page 1 of 19
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