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

WISDOMTREE TR

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

CUSIP 97717W802·135 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$330M
visible holders
Holders
135
filers reporting
Concentration
25.41%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

135 institutions reported DTH in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 25.4% 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
$84M1.6M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$51M940K0.00%Q2 202603
LPL Financial LLC
CIK 0001403438
$42M774K0.01%Q2 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$22M403K0.00%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$16M302K0.00%Q2 202606
TCP Asset Management, LLC
CIK 0001961898
$15M276K1.69%Q2 202607
Freedom Day Solutions, LLC
CIK 0001467517
$11M207K2.48%Q2 202608
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$9M163K0.02%Q1 202609
CWM, LLC
CIK 0001535847
$9M162K0.02%Q1 202610
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M157K0.04%Q2 202611
Private Advisor Group, LLC
CIK 0001567755
$8M149K0.04%Q2 202612
Stonebridge Wealth Management, LLC
CIK 0002082460
$8M148K7.17%Q2 202613
Madrid Financial Services
CIK 0002135336
$8M147K4.21%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M136K0.00%Q2 202615
Wealthspire Advisors, LLC
CIK 0001646247
$6M112K0.03%Q2 202616
American Alpha Advisors, LLC
CIK 0002041441
$6M110K3.22%Q2 202617
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$5M99K0.52%Q2 202618
CITADEL ADVISORS LLC
CIK 0001423053
$5M93K0.00%Q2 202619
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M91K0.01%Q2 202620
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M85K0.02%Q2 2026
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