13F Insight
DOSSIER · 13F Holders · Q3 2026
EMMF

WISDOMTREE TR

30 institutions still hold WISDOMTREE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y782·30 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$130M
visible holders
Holders
30
filers reporting
Concentration
54.08%
Trilogy Capital Inc. #1
top holder share
AI Holders Summary · Q3 2026

30 institutions reported EMMF in Q3 2026. Trilogy Capital Inc. leads at 54.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Trilogy Capital Inc.
CIK 0001722512
$70M1.9M2.70%Q3 202602
LPL Financial LLC
CIK 0001403438
$12M310K0.00%Q2 202603
CWM, LLC
CIK 0001535847
$11M323K0.03%Q1 202604
Kestra Advisory Services, LLC
CIK 0001830819
$8M211K0.03%Q2 202605
Tidemark, LLC
CIK 0002009591
$6M164K1.43%Q2 202606
JPMORGAN CHASE & CO
CIK 0000019617
$5M128K0.00%Q2 202607
Welch Financial Planning, LLC
CIK 0002085141
$5M121K2.72%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M137K0.00%Q1 202609
GREENWOOD CAPITAL ASSOCIATES LLC
CIK 0001161822
$2M44K0.17%Q2 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$1M31K0.00%Q2 202611
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M29K0.00%Q2 202612
United Advisor Group, LLC
CIK 0002004873
$1M28K0.11%Q2 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$934K24K0.01%Q2 202614
Stratos Wealth Partners, LTD.
CIK 0001612865
$719K19K0.01%Q2 202615
Baird Financial Group, Inc.
CIK 0001648711
$407K11K0.00%Q2 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$374K10K0.00%Q2 202617
Cetera Investment Advisers
CIK 0001666741
$254K7K0.00%Q2 202618
MARATHON CAPITAL MANAGEMENT
CIK 0001213206
$226K6K0.05%Q2 202619
Unified Investment Management
CIK 0002054855
$225K6K0.20%Q3 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$217K6K0.00%Q2 2026
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