13F Insight
DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
DWM

WISDOMTREE TR

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

CUSIP 97717W703·137 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.1%
vs prior quarter
13F value held
$303M
58.0% inst. owned
of float
Holders
137
+60 QoQ
filers reporting
Activity
+44 / −17
+1,054 added · −954 reduced
this quarter
Concentration
21.92%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

137 institutions reported DWM in Q1 2026. MORGAN STANLEY leads at 21.9% of the visible book. +60 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$66M950K0.00%Q1 202602
LPL Financial LLC
CIK 0001403438
$33M476K0.01%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$30M432K0.01%Q1 202604
LRI Investments, LLC
CIK 0002023325
$27M387K2.39%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$27M385K0.00%Q1 202606
Valmark Advisers, Inc.
CIK 0001380443
$22M310K0.26%Q1 202607
UBS Group AG
CIK 0001610520
$15M221K0.00%Q1 202608
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$15M208K0.03%Q1 202609
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$8M112K0.00%Q1 202610
Kestra Advisory Services, LLC
CIK 0001830819
$8M108K0.03%Q1 202611
MOLLER WEALTH PARTNERS
CIK 0001475271
$7M98K1.36%Q1 202612
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$6M89K0.00%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$6M89K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$6M84K0.01%Q1 202615
NewSquare Capital LLC
CIK 0001546989
$5M76K0.46%Q1 202616
JFS WEALTH ADVISORS, LLC
CIK 0001568068
$5M66K0.26%Q1 202617
Key FInancial Inc
CIK 0001801720
$4M64K0.79%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$4M64K0.01%Q1 202619
Smallwood Wealth Investment Management, LLC
CIK 0001921304
$4M58K2.12%Q1 202620
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$4M57K0.08%Q1 2026
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