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

WISDOMTREE TR

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

CUSIP 97717W844·109 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$303M
visible holders
Holders
109
filers reporting
Concentration
19.31%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

109 institutions reported DNL in Q2 2026. MORGAN STANLEY leads at 19.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$58M1.3M0.00%Q2 202602
UBS Group AG
CIK 0001610520
$32M696K0.00%Q2 202603
Private Advisor Group, LLC
CIK 0001567755
$25M542K0.11%Q2 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$23M495K0.00%Q2 202605
LPL Financial LLC
CIK 0001403438
$22M484K0.01%Q2 202606
Key FInancial Inc
CIK 0001801720
$21M452K3.42%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$20M430K0.00%Q2 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$19M416K0.00%Q2 202609
BIP Wealth, LLC
CIK 0001590214
$12M259K0.34%Q2 202610
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$11M229K0.02%Q2 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M221K0.00%Q2 202612
JPMORGAN CHASE & CO
CIK 0000019617
$9M206K0.00%Q2 202613
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$8M186K2.54%Q3 202614
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M172K0.01%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$7M155K0.00%Q2 202616
Kestra Advisory Services, LLC
CIK 0001830819
$4M93K0.01%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$4M78K0.00%Q2 202618
IEQ CAPITAL, LLC
CIK 0001779789
$4M77K0.02%Q2 202619
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$2M60K0.08%Q1 202620
Wealth Watch Advisors, INC
CIK 0002040515
$2M52K0.78%Q2 2026
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