13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
EMMF

WISDOMTREE TR

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

CUSIP 97717Y782·31 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.8%
vs prior quarter
13F value held
$117M
55.0% inst. owned
of float
Holders
31
-80 QoQ
filers reporting
Activity
+80 / −30
+936 added · −810 reduced
this quarter
Concentration
53.46%
Trilogy Capital Inc. #1
top holder share
AI Holders Summary · Q1 2026

31 institutions reported EMMF in Q1 2026. Trilogy Capital Inc. leads at 53.5% of the visible book. -80 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Trilogy Capital Inc.
CIK 0001722512
$62M1.9M2.75%Q1 202602
LPL Financial LLC
CIK 0001403438
$11M328K0.00%Q1 202603
CWM, LLC
CIK 0001535847
$11M323K0.03%Q1 202604
Tidemark, LLC
CIK 0002009591
$7M226K1.90%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$7M197K0.02%Q1 202606
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M137K0.00%Q1 202607
Welch Financial Planning, LLC
CIK 0002085141
$4M123K2.93%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$3M92K0.00%Q1 202609
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$1M44K0.16%Q1 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$1M36K0.02%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$1M31K0.00%Q1 202612
OSAIC HOLDINGS, INC.
CIK 0001677044
$802,61724K0.00%Q1 202613
United Advisor Group, LLC
CIK 0002004873
$768,30323K0.09%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$491,08715K0.00%Q1 202615
Baird Financial Group, Inc.
CIK 0001648711
$358,08411K0.00%Q1 202616
Independent Advisor Alliance
CIK 0001696899
$326,33810K0.00%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$275,5418K0.00%Q1 202618
Gateway Wealth Partners, LLC
CIK 0001966037
$211,9006K0.01%Q1 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$192,9166K0.00%Q1 202620
Cheviot Value Management, LLC
CIK 0001427147
$152,5045K0.02%Q1 2026
Page 1 of 2
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