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

WISDOMTREE TR

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

CUSIP 97717W703·139 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$312M
visible holders
Holders
139
filers reporting
Concentration
21.46%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

139 institutions reported DWM in Q2 2026. MORGAN STANLEY leads at 21.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$67M916K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$34M470K0.01%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$28M388K0.00%Q2 202604
LRI Investments, LLC
CIK 0002023325
$28M386K2.27%Q2 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M375K0.00%Q2 202606
Valmark Advisers, Inc.
CIK 0001380443
$23M309K0.24%Q2 202607
UBS Group AG
CIK 0001610520
$17M232K0.00%Q2 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$16M217K0.03%Q2 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M112K0.00%Q2 202610
MOLLER WEALTH PARTNERS
CIK 0001475271
$7M98K1.29%Q2 202611
AMERIPRISE FINANCIAL INC
CIK 0000820027
$7M92K0.00%Q2 202612
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$7M95K0.21%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$7M89K0.00%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$6M82K0.02%Q2 202615
NewSquare Capital LLC
CIK 0001546989
$6M79K0.43%Q2 202616
MML INVESTORS SERVICES, LLC
CIK 0000701059
$5M74K0.01%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$5M70K0.00%Q2 202618
JFS WEALTH ADVISORS, LLC
CIK 0001568068
$5M63K0.23%Q2 202619
Key FInancial Inc
CIK 0001801720
$5M63K0.75%Q2 202620
Merit Financial Group, LLC
CIK 0001621225
$4M60K0.03%Q2 2026
Page 1 of 7
119 more holders available. Log in →