13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
DNL

WISDOMTREE TR

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

CUSIP 97717W844·105 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.3%
vs prior quarter
13F value held
$264M
59.0% inst. owned
of float
Holders
105
+92 QoQ
filers reporting
Activity
+17 / −61
+1,016 added · −821 reduced
this quarter
Concentration
19.02%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

105 institutions reported DNL in Q1 2026. MORGAN STANLEY leads at 19.0% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$50M1.2M0.00%Q1 202602
UBS Group AG
CIK 0001610520
$28M693K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$21M530K0.01%Q1 202604
AMERIPRISE FINANCIAL INC
CIK 0000820027
$21M497K0.00%Q1 202605
Private Advisor Group, LLC
CIK 0001567755
$20M502K0.10%Q1 202606
Key FInancial Inc
CIK 0001801720
$19M463K3.33%Q1 202607
ROYAL BANK OF CANADA
CIK 0001000275
$18M435K0.00%Q1 202608
BANK OF AMERICA CORP /DE/
CIK 0000070858
$17M420K0.00%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$10M247K0.00%Q1 202610
BIP Wealth, LLC
CIK 0001590214
$10M242K0.40%Q1 202611
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$9M222K0.02%Q1 202612
JPMORGAN CHASE & CO
CIK 0000019617
$8M205K0.00%Q1 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$8M193K0.01%Q1 202614
ShoreHaven Wealth Partners, LLC
CIK 0001844922
$7M173K2.51%Q1 202615
Kestra Advisory Services, LLC
CIK 0001830819
$5M117K0.02%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$4M87K0.00%Q1 202617
IEQ CAPITAL, LLC
CIK 0001779789
$3M77K0.01%Q1 202618
Cetera Investment Advisers
CIK 0001666741
$3M76K0.00%Q1 202619
Collaborative Wealth Managment Inc.
CIK 0001896419
$2M59K1.10%Q1 202620
NewEdge Wealth, LLC
CIK 0001861796
$2M52K0.02%Q1 2026
Page 1 of 6
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