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

WISDOMTREE TR

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

CUSIP 97717W836·83 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$175M
visible holders
Holders
83
filers reporting
Concentration
23.64%
FMR LLC #1
top holder share
AI Holders Summary · Q2 2026

83 institutions reported DFJ in Q2 2026. FMR LLC leads at 23.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FMR LLC
CIK 0000315066
$41M392K0.00%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$23M219K0.01%Q2 202603
MORGAN STANLEY
CIK 0000895421
$23M218K0.00%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M141K0.00%Q2 202605
Vontobel Holding Ltd.
CIK 0001588340
$9M82K0.03%Q2 202606
Barry Investment Advisors, LLC
CIK 0001631639
$9M82K1.81%Q2 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M64K0.00%Q2 202608
SACHEM HILL LLC
CIK 0001994333
$6M55K1.03%Q2 202609
LPL Financial LLC
CIK 0001403438
$6M54K0.00%Q2 202610
SCHWERIN BOYLE CAPITAL MANAGEMENT INC
CIK 0000937522
$6M52K0.68%Q2 202611
Apollon Wealth Management, LLC
CIK 0001764387
$5M52K0.07%Q2 202612
EXCHANGE TRADED CONCEPTS, LLC
CIK 0001457320
$5M47K0.02%Q2 202613
HighTower Advisors, LLC
CIK 0001462245
$4M42K0.00%Q2 202614
UBS Group AG
CIK 0001610520
$4M39K0.00%Q2 202615
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$4M39K0.13%Q1 202616
Guardian Partners Inc.
CIK 0001884799
$3M27K0.26%Q2 202617
Sankala Group LLC
CIK 0002113426
$2M14K1.08%Q2 202618
Avestar Capital, LLC
CIK 0001704404
$2M14K0.08%Q2 202619
CSS LLC/IL
CIK 0001103646
$1M14K0.06%Q2 202620
Gotham Asset Management, LLC
CIK 0001510387
$1M13K0.00%Q2 2026
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