13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
DFJ

WISDOMTREE TR

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

CUSIP 97717W836·84 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.7%
vs prior quarter
13F value held
$170M
79.0% inst. owned
of float
Holders
84
-81 QoQ
filers reporting
Activity
+26 / −26
+817 added · −867 reduced
this quarter
Concentration
23.14%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

84 institutions reported DFJ in Q1 2026. FMR LLC leads at 23.1% of the visible book. -81 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$39M387K0.00%Q1 202602
MORGAN STANLEY
CIK 0000895421
$25M242K0.00%Q1 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$22M212K0.01%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$13M128K0.00%Q1 202605
Motley Fool Wealth Management, LLC
CIK 0001607978
$9M88K1.01%Q1 202606
Barry Investment Advisors, LLC
CIK 0001631639
$9M85K1.91%Q1 202607
Vontobel Holding Ltd.
CIK 0001588340
$8M81K0.03%Q1 202608
SACHEM HILL LLC
CIK 0001994333
$6M57K1.13%Q1 202609
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK 0000937522
$5M52K0.68%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M51K0.00%Q1 202611
LPL Financial LLC
CIK 0001403438
$5M50K0.00%Q1 202612
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$5M45K0.03%Q1 202613
HighTower Advisors, LLC
CIK 0001462245
$5M44K0.00%Q1 202614
UBS Group AG
CIK 0001610520
$4M37K0.00%Q1 202615
Sankala Group LLC
CIK 0002113426
$4M34K2.96%Q1 202616
CITADEL ADVISORS LLC
CIK 0001423053
$2M19K0.00%Q4 202517
Avestar Capital, LLC
CIK 0001704404
$2M16K0.10%Q1 202618
Bank of New York Mellon Corp
CIK 0001390777
$2M15K0.00%Q1 202619
CSS LLC/IL
CIK 0001103646
$1M14K0.07%Q1 202620
Gotham Asset Management, LLC
CIK 0001510387
$1M13K0.00%Q1 2026
Page 1 of 5
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