13F Insight
DOSSIER · 13F Holders · Q1 2026CyclicalNet sold
DEW

WISDOMTREE TR

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

CUSIP 97717W877·44 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 4.1%
vs prior quarter
13F value held
$63M
62.0% inst. owned
of float
Holders
44
+20 QoQ
filers reporting
Activity
+22 / −96
+911 added · −687 reduced
this quarter
Concentration
21.87%
Joseph Group Capital Management #1
top holder share
AI Holders Summary · Q1 2026

44 institutions reported DEW in Q1 2026. Joseph Group Capital Management leads at 21.9% of the visible book. +20 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Joseph Group Capital Management
CIK 0001910383
$14M209K3.47%Q1 202602
LPL Financial LLC
CIK 0001403438
$8M124K0.00%Q1 202603
Stonebridge Wealth Management, LLC
CIK 0002082460
$6M91K5.79%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M74K0.00%Q1 202605
MORGAN STANLEY
CIK 0000895421
$5M72K0.00%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$4M62K0.00%Q1 202607
Hudock, Inc.
CIK 0001543536
$4M54K0.52%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M50K0.00%Q1 202609
Bank of New York Mellon Corp
CIK 0001390777
$2M37K0.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M37K0.00%Q1 202611
UBS Group AG
CIK 0001610520
$2M33K0.00%Q1 202612
Asset Dedication, LLC
CIK 0001475896
$2M32K0.15%Q1 202613
Cetera Investment Advisers
CIK 0001666741
$2M26K0.00%Q1 202614
Global Retirement Partners, LLC
CIK 0001749744
$702,99711K0.01%Q4 202515
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$688,96110K0.00%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$590,8089K0.00%Q1 202617
Kestra Advisory Services, LLC
CIK 0001830819
$570,3489K0.00%Q1 202618
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$424,5297K0.00%Q1 202619
Gateway Wealth Partners, LLC
CIK 0001966037
$355,7705K0.01%Q1 202620
Vertex Planning Partners, LLC
CIK 0001942341
$333,9255K0.06%Q1 2026
Page 1 of 3
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