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

WISDOMTREE TR

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

CUSIP 97717W315·392 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.1B
visible holders
Holders
392
filers reporting
Concentration
26.66%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

392 institutions reported DEM in Q2 2026. MORGAN STANLEY leads at 26.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$557M10.4M0.03%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$393M7.3M0.03%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$175M3.2M0.03%Q2 202604
LPL Financial LLC
CIK 0001403438
$116M2.2M0.03%Q2 202605
Creative Planning
CIK 0001540235
$115M2.1M0.07%Q2 202606
UBS Group AG
CIK 0001610520
$105M2.0M0.01%Q2 202607
Kestra Investment Management, LLC
CIK 0001962449
$90M1.7M1.75%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$84M1.6M0.02%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$76M1.4M0.02%Q2 202610
ASSETMARK, INC
CIK 0001344551
$62M1.1M0.10%Q3 202611
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$44M811K0.05%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$39M734K0.01%Q2 202613
JPMORGAN CHASE & CO
CIK 0000019617
$36M672K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$36M666K0.01%Q2 202615
CWM, LLC
CIK 0001535847
$33M668K0.09%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$32M595K0.03%Q2 202617
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$26M477K0.04%Q3 202618
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M476K0.03%Q2 202619
Kestra Advisory Services, LLC
CIK 0001830819
$23M436K0.08%Q2 202620
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$22M399K0.39%Q3 2026
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