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

WISDOMTREE TR

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

CUSIP 97717Y774·26 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$16M
visible holders
Holders
26
filers reporting
Concentration
22.27%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

26 institutions reported DWMF in Q2 2026. LPL Financial LLC leads at 22.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$4M104K0.00%Q2 202602
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$3M79K0.08%Q1 202603
Cetera Investment Advisers
CIK 0001666741
$2M68K0.00%Q2 202604
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M58K0.01%Q2 202505
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$1M34K0.00%Q2 202606
Stratos Wealth Partners, LTD.
CIK 0001612865
$788K23K0.01%Q2 202607
CITADEL ADVISORS LLC
CIK 0001423053
$780K23K0.00%Q2 202608
Breakwater Capital Group
CIK 0001964309
$508K15K0.06%Q2 202609
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$477K14K0.00%Q1 202610
Insight Wealth Strategies, LLC
CIK 0001749914
$328K10K0.03%Q2 202611
Retirement Planning Group, LLC
CIK 0001508195
$301K9K0.01%Q2 202612
Creative Planning
CIK 0001540235
$249K7K0.00%Q2 202613
SK Wealth Management, LLC
CIK 0001867958
$227K7K0.05%Q2 202614
Nova Wealth Management, Inc.
CIK 0002051980
$220K6K0.12%Q2 202615
Arkadios Wealth Advisors
CIK 0001800798
$220K6K0.00%Q2 202616
EPG Wealth Management LLC
CIK 0001803058
$115K3K0.03%Q2 202617
CoreCap Advisors, LLC
CIK 0001902501
$98K3K0.00%Q2 202618
MORGAN STANLEY
CIK 0000895421
$26K7600.00%Q2 202619
Breakwater Investment Management
CIK 0002025925
$21K6130.01%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$11K3310.00%Q2 2026
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