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

WISDOMTREE TR

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

CUSIP 97717W802·130 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$314M
visible holders
Holders
130
filers reporting
Concentration
27.36%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported DTH in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$86M1.6M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$51M940K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$42M774K0.01%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M302K0.00%Q2 202605
TCP Asset Management, LLC
CIK 0001961898
$15M276K1.69%Q2 202606
Freedom Day Solutions, LLC
CIK 0001467517
$11M207K2.48%Q2 202607
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$9M163K0.02%Q1 202608
CWM, LLC
CIK 0001535847
$9M162K0.02%Q1 202609
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M151K0.04%Q1 202610
Private Advisor Group, LLC
CIK 0001567755
$8M149K0.04%Q2 202611
Stonebridge Wealth Management, LLC
CIK 0002082460
$8M148K7.17%Q2 202612
Madrid Financial Services
CIK 0002135336
$8M147K4.21%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M126K0.00%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M122K0.00%Q1 202615
Wealthspire Advisors, LLC
CIK 0001646247
$6M112K0.03%Q2 202616
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$5M99K0.52%Q2 202617
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M91K0.01%Q2 202618
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M85K0.02%Q2 202619
American Alpha Advisors, LLC
CIK 0002041441
$5M88K2.68%Q4 202520
Peregrine Asset Advisers, Inc.
CIK 0001535227
$5M83K0.98%Q2 2026
Page 1 of 7
110 more holders available. Log in →