13F Insight
DOSSIER · 13F Holders · Q1 2026
DEM

WISDOMTREE TR

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

CUSIP 97717W315·383 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.9B
visible holders
Holders
383
filers reporting
Concentration
25.79%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

383 institutions reported DEM in Q1 2026. MORGAN STANLEY leads at 25.8% of the visible book.

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
$116M2.2M0.03%Q2 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
$90M1.7M1.75%Q2 202608
AMERIPRISE FINANCIAL INC
CIK 0000820027
$90M1.8M0.02%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$76M1.4M0.02%Q2 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
Cetera Investment Advisers
CIK 0001666741
$30M605K0.03%Q1 202616
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$26M476K0.03%Q2 202617
Kestra Advisory Services, LLC
CIK 0001830819
$23M436K0.08%Q2 202618
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$23M435K0.04%Q2 202619
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC
CIK 0001079935
$22M403K0.39%Q2 202620
Private Advisor Group, LLC
CIK 0001567755
$21M399K0.10%Q2 2026
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