DOSSIER · 13F Holders · Q2 2026
DIM

WISDOMTREE TR

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

CUSIP 97717W778·49 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$38M
visible holders
Holders
49
filers reporting
Concentration
24.30%
Mesirow Financial Investment Management, Inc. #1
top holder share
AI Holders Summary · Q2 2026

49 institutions reported DIM in Q2 2026. Mesirow Financial Investment Management, Inc. leads at 24.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$9M108K0.14%Q2 2026
02
MORGAN STANLEY
CIK 0000895421
$3M32K0.00%Q2 2026
03
SMITH, MOORE & CO.
CIK 0000200724
$3M32K0.17%Q2 2026
04
GHP Investment Advisors, Inc.
CIK 0001401561
$3M31K0.10%Q2 2026
05
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M32K0.08%Q1 2026
06
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2M26K0.00%Q2 2026
07
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M24K0.00%Q2 2026
08
Sanctuary Advisors, LLC
CIK 0001777271
$2M24K0.01%Q2 2026
09
Rockefeller Capital Management L.P.
CIK 0001739439
$2M22K0.00%Q2 2026
10
Cetera Investment Advisers
CIK 0001666741
$1M15K0.00%Q2 2026
11
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M14K0.00%Q2 2026
12
UBS Group AG
CIK 0001610520
$1M14K0.00%Q2 2026
13
Geneos Wealth Management Inc.
CIK 0001764754
$1M13K0.02%Q2 2026
14
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$986K12K0.00%Q1 2026
15
Farther Finance Advisors, LLC
CIK 0001992825
$946K11K0.01%Q2 2026
16
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$752K9K0.00%Q2 2026
17
ROYAL BANK OF CANADA
CIK 0001000275
$711K8K0.00%Q2 2026
18
PARK AVENUE SECURITIES LLC
CIK 0001071640
$551K7K0.00%Q1 2026
19
LPL Financial LLC
CIK 0001403438
$525K6K0.00%Q2 2026
20
OSAIC HOLDINGS, INC.
CIK 0001677044
$435K5K0.00%Q2 2026
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