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

WISDOMTREE TR

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

CUSIP 97717X867·63 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$63M
visible holders
Holders
63
filers reporting
Concentration
20.42%
Vontobel Holding Ltd. #1
top holder share
AI Holders Summary · Q2 2026

63 institutions reported ELD in Q2 2026. Vontobel Holding Ltd. leads at 20.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Vontobel Holding Ltd.
CIK 0001588340
$13M446K0.04%Q2 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$9M298K0.00%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$6M217K0.00%Q2 202604
Elmwood Wealth Management, Inc.
CIK 0001731927
$4M146K1.05%Q2 202605
LPL Financial LLC
CIK 0001403438
$4M137K0.00%Q2 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$3M125K0.00%Q1 202607
Ignite Planners, LLC
CIK 0001849348
$3M108K0.43%Q2 202608
Kestra Advisory Services, LLC
CIK 0001830819
$3M98K0.01%Q2 202609
ROYAL BANK OF CANADA
CIK 0001000275
$3M96K0.00%Q2 202610
Pekin Hardy Strauss, Inc.
CIK 0001020317
$2M85K0.21%Q2 202611
MORGAN STANLEY
CIK 0000895421
$2M85K0.00%Q2 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M80K0.00%Q2 202613
Clear Creek Financial Management, LLC
CIK 0001784235
$2M55K0.10%Q2 202614
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M45K0.02%Q2 202615
Janney Montgomery Scott LLC
CIK 0001329948
$1M43K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$914K32K0.00%Q2 202617
Sanctuary Advisors, LLC
CIK 0001777271
$792K28K0.00%Q2 202618
Trilogy Capital Inc.
CIK 0001722512
$692K24K0.03%Q2 202619
GOLDMAN SACHS GROUP INC
CIK 0000886982
$663K23K0.00%Q2 202620
UBS Group AG
CIK 0001610520
$578K20K0.00%Q2 2026
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