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

WISDOMTREE TR

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

CUSIP 97717X651·142 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$182M
visible holders
Holders
142
filers reporting
Concentration
20.12%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

142 institutions reported DGRS in Q2 2026. LPL Financial LLC leads at 20.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$37M618K0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$32M535K0.00%Q2 202603
Stonebridge Financial Group, LLC
CIK 0002009367
$17M290K1.30%Q2 202604
BANK OF AMERICA CORP /DE/
CIK 0000070858
$10M168K0.00%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$8M142K0.00%Q2 202606
LVM CAPITAL MANAGEMENT LTD/MI
CIK 0001053054
$8M144K0.72%Q1 202607
United Advisor Group, LLC
CIK 0002004873
$8M128K0.80%Q2 202608
OSAIC HOLDINGS, INC.
CIK 0001677044
$7M117K0.01%Q2 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M102K0.01%Q2 202610
UBS Group AG
CIK 0001610520
$6M100K0.00%Q2 202611
XML Financial, LLC
CIK 0001800465
$6M97K0.42%Q2 202612
Linscomb Wealth, Inc.
CIK 0001313294
$6M96K0.25%Q2 202613
Modern Wealth Management, LLC
CIK 0002001900
$5M94K0.09%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$5M84K0.00%Q2 202615
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$5M79K2.60%Q2 202616
IFG Advisory, LLC
CIK 0001728319
$4M76K0.16%Q2 202617
BANK OF NOVA SCOTIA
CIK 0000009631
$4M63K0.01%Q2 202618
Stonebridge Wealth Management, LLC
CIK 0002082460
$4M61K3.25%Q2 202619
Philip James Wealth Mangement, LLC
CIK 0002002630
$3M53K0.35%Q2 202620
Independent Advisor Alliance
CIK 0001696899
$3M48K0.07%Q2 2026
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