13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DGRS

WISDOMTREE TR

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

CUSIP 97717X651·136 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 8.2%
vs prior quarter
13F value held
$170M
45.0% inst. owned
of float
Holders
136
-39 QoQ
filers reporting
Activity
+72 / −49
+974 added · −816 reduced
this quarter
Concentration
17.40%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

136 institutions reported DGRS in Q1 2026. LPL Financial LLC leads at 17.4% of the visible book. -39 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$30M559K0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$28M521K0.00%Q1 202603
Stonebridge Financial Group, LLC
CIK 0002009367
$15M282K1.23%Q1 202604
Lido Advisors, LLC
CIK 0001650150
$12M236K0.04%Q1 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$12M227K0.00%Q1 202606
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M181K0.00%Q1 202607
United Advisor Group, LLC
CIK 0002004873
$7M125K0.81%Q1 202608
UBS Group AG
CIK 0001610520
$6M106K0.00%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M105K0.01%Q1 202610
XML Financial, LLC
CIK 0001800465
$5M103K0.44%Q1 202611
Linscomb Wealth, Inc.
CIK 0001313294
$5M101K0.24%Q1 202612
Founders Financial Alliance, LLC
CIK 0001832190
$5M95K0.91%Q1 202613
Modern Wealth Management, LLC
CIK 0002001900
$5M94K0.09%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$5M90K0.00%Q1 202615
BANK OF NOVA SCOTIA
CIK 0000009631
$4M84K0.01%Q1 202616
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$4M79K2.66%Q1 202617
Stonebridge Wealth Management, LLC
CIK 0002082460
$4M66K3.36%Q1 202618
Philip James Wealth Mangement, LLC
CIK 0002002630
$3M55K0.34%Q1 202619
Independent Advisor Alliance
CIK 0001696899
$3M54K0.03%Q1 202620
CWM, LLC
CIK 0001535847
$3M48K0.01%Q1 2026
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