13F Insight
DOSSIER · 13F Holders · Q1 2026
DOL

WISDOMTREE TR

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

CUSIP 97717W794·117 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$516M
visible holders
Holders
117
filers reporting
Concentration
35.55%
Creative Planning #1
top holder share
AI Holders Summary · Q1 2026

117 institutions reported DOL in Q1 2026. Creative Planning leads at 35.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$183M2.7M0.12%Q1 202602
MORGAN STANLEY
CIK 0000895421
$74M1.1M0.00%Q1 202603
HUNTINGTON NATIONAL BANK
CIK 0000049205
$58M858K0.32%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$24M364K0.00%Q1 202605
Key FInancial Inc
CIK 0001801720
$23M306K3.73%Q2 202606
ROYAL BANK OF CANADA
CIK 0001000275
$21M311K0.00%Q1 202607
BIP Wealth, LLC
CIK 0001590214
$20M293K0.81%Q1 202608
Cascade Financial Partners, LLC
CIK 0002021208
$18M270K1.89%Q1 202609
LPL Financial LLC
CIK 0001403438
$16M239K0.00%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M206K0.00%Q1 202611
M&T BANK CORP
CIK 0000036270
$9M129K0.03%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M125K0.01%Q1 202613
Avidian Wealth Enterprises, LLC
CIK 0001471474
$8M113K0.23%Q2 202614
Evernest Financial Advisors, LLC
CIK 0002009530
$7M92K1.38%Q1 202615
Powers Advisory Group, LLC
CIK 0001927474
$6M84K2.01%Q1 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M81K0.00%Q1 202617
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M80K0.01%Q1 202618
UBS Group AG
CIK 0001610520
$5M77K0.00%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$5M75K0.00%Q1 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$5M67K0.00%Q1 2026
Page 1 of 6
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