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

WISDOMTREE TR

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

CUSIP 97717W869·71 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$41M
visible holders
Holders
71
filers reporting
Concentration
19.36%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

71 institutions reported DFE in Q2 2026. MORGAN STANLEY leads at 19.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$8M110K0.00%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M93K0.00%Q2 202603
COURIER CAPITAL LLC
CIK 0001015247
$5M76K0.27%Q2 202604
UBS Group AG
CIK 0001610520
$4M49K0.00%Q2 202605
3EDGE Asset Management, LP
CIK 0001665605
$3M40K0.13%Q2 202606
Vontobel Holding Ltd.
CIK 0001588340
$3M35K0.01%Q2 202607
Virtus Family Office LLC
CIK 0001913482
$2M29K1.63%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M24K0.00%Q1 202609
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1M20K0.00%Q2 202610
Gotham Asset Management, LLC
CIK 0001510387
$1M15K0.00%Q2 202611
LPL Financial LLC
CIK 0001403438
$1M14K0.00%Q2 202612
WELLS FARGO & COMPANY/MN
CIK 0000072971
$629K9K0.00%Q2 202613
OSAIC HOLDINGS, INC.
CIK 0001677044
$591K8K0.00%Q2 202614
Baird Financial Group, Inc.
CIK 0001648711
$581K8K0.00%Q2 202615
Kestra Advisory Services, LLC
CIK 0001830819
$551K8K0.00%Q2 202616
DONALDSON CAPITAL MANAGEMENT, LLC
CIK 0001487438
$531K7K0.02%Q2 202617
Financial Perspectives, Inc
CIK 0002003287
$441K6K0.11%Q2 202618
RWA WEALTH PARTNERS, LLC
CIK 0001544576
$420K6K0.00%Q2 202619
Lynx Investment Advisory
CIK 0002028812
$411K6K0.13%Q2 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$394K5K0.00%Q2 2026
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