13F Insight
DOSSIER · 13F Holders · Q1 2026Mega-capCrowded
DTH

WISDOMTREE TR

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

CUSIP 97717W802·119 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.5%
vs prior quarter
13F value held
$318M
52.0% inst. owned
of float
Holders
119
+80 QoQ
filers reporting
Activity
+64 / −6
+839 added · −849 reduced
this quarter
Concentration
27.03%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

119 institutions reported DTH in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 27.0% of the visible book. +80 net new institutions vs prior quarter — accumulation reading.

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
$52M961K0.00%Q1 202603
LPL Financial LLC
CIK 0001403438
$49M914K0.01%Q1 202604
Mariner, LLC
CIK 0001373442
$18M326K0.02%Q1 202605
TCP Asset Management, LLC
CIK 0001961898
$14M268K1.86%Q1 202606
Freedom Day Solutions, LLC
CIK 0001467517
$10M183K2.66%Q1 202607
CWM, LLC
CIK 0001535847
$9M162K0.02%Q1 202608
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$9M161K0.00%Q1 202609
Beacon Pointe Advisors, LLC
CIK 0001744317
$8M151K0.04%Q1 202610
Stonebridge Wealth Management, LLC
CIK 0002082460
$8M145K7.50%Q1 202611
WELLS FARGO & COMPANY/MN
CIK 0000072971
$7M126K0.00%Q1 202612
Madrid Financial Services
CIK 0002135336
$7M124K3.96%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M122K0.00%Q1 202614
Wealthspire Advisors, LLC
CIK 0001646247
$6M114K0.05%Q1 202615
CAHILL FINANCIAL ADVISORS INC
CIK 0001600327
$5M101K0.59%Q1 202616
UBS Group AG
CIK 0001610520
$5M96K0.00%Q1 202617
Peregrine Asset Advisers, Inc.
CIK 0001535227
$5M86K1.25%Q1 202618
Steward Partners Investment Advisory, LLC
CIK 0001723397
$5M86K0.02%Q1 202619
American Alpha Advisors, LLC
CIK 0002041441
$5M88K2.68%Q4 202520
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$5M84K0.01%Q1 2026
Page 1 of 6
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