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

WISDOMTREE TR

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

CUSIP 97717W794·115 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$567M
visible holders
Holders
115
filers reporting
Concentration
35.25%
Creative Planning #1
top holder share
AI Holders Summary · Q2 2026

115 institutions reported DOL in Q2 2026. Creative Planning leads at 35.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Creative Planning
CIK 0001540235
$200M2.7M0.12%Q2 202602
MORGAN STANLEY
CIK 0000895421
$83M1.1M0.00%Q2 202603
HUNTINGTON NATIONAL BANK
CIK 0000049205
$63M853K0.31%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$27M369K0.00%Q2 202605
Cascade Financial Partners, LLC
CIK 0002021208
$23M308K1.99%Q2 202606
Key FInancial Inc
CIK 0001801720
$23M306K3.73%Q2 202607
ROYAL BANK OF CANADA
CIK 0001000275
$23M306K0.00%Q2 202608
BIP Wealth, LLC
CIK 0001590214
$22M302K0.64%Q2 202609
LPL Financial LLC
CIK 0001403438
$19M253K0.00%Q2 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M201K0.00%Q2 202611
M&T BANK CORP
CIK 0000036270
$10M129K0.03%Q2 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$9M125K0.01%Q2 202613
Avidian Wealth Enterprises, LLC
CIK 0001471474
$8M113K0.23%Q2 202614
Evernest Financial Advisors, LLC
CIK 0002009530
$7M92K1.42%Q2 202615
Powers Advisory Group, LLC
CIK 0001927474
$6M81K1.90%Q2 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M79K0.00%Q2 202617
UBS Group AG
CIK 0001610520
$6M79K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$6M77K0.01%Q2 202619
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M81K0.00%Q1 202620
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M73K0.01%Q2 2026
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