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

WISDOMTREE TR

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

CUSIP 97717W836·83 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$178M
visible holders
Holders
83
filers reporting
Concentration
22.22%
FMR LLC #1
top holder share
AI Holders Summary · Q1 2026

83 institutions reported DFJ in Q1 2026. FMR LLC leads at 22.2% of the visible book.

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
$9M82K1.81%Q2 202607
Vontobel Holding Ltd.
CIK 0001588340
$8M81K0.03%Q1 202608
SACHEM HILL LLC
CIK 0001994333
$6M57K1.13%Q1 202609
Apollon Wealth Management, LLC
CIK 0001764387
$5M52K0.07%Q2 202610
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK 0000937522
$5M52K0.68%Q1 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M51K0.00%Q1 202612
LPL Financial LLC
CIK 0001403438
$5M50K0.00%Q1 202613
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$5M47K0.02%Q2 202614
HighTower Advisors, LLC
CIK 0001462245
$5M44K0.00%Q1 202615
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$4M39K0.13%Q1 202616
UBS Group AG
CIK 0001610520
$4M37K0.00%Q1 202617
Sankala Group LLC
CIK 0002113426
$4M34K2.96%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$2M19K0.00%Q4 202519
Avestar Capital, LLC
CIK 0001704404
$2M16K0.10%Q1 202620
Bank of New York Mellon Corp
CIK 0001390777
$2M15K0.00%Q1 2026
Page 1 of 5
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