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

WISDOMTREE TR

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

CUSIP 97717Y782·32 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$125M
visible holders
Holders
32
filers reporting
Concentration
56.15%
Trilogy Capital Inc. #1
top holder share
AI Holders Summary · Q2 2026

32 institutions reported EMMF in Q2 2026. Trilogy Capital Inc. leads at 56.2% 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
$70M1.8M2.74%Q2 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
Welch Financial Planning, LLC
CIK 0002085141
$5M121K2.72%Q2 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M137K0.00%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
$803K24K0.00%Q1 202613
United Advisor Group, LLC
CIK 0002004873
$768K23K0.09%Q1 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$491K15K0.00%Q1 202615
Baird Financial Group, Inc.
CIK 0001648711
$358K11K0.00%Q1 202616
Independent Advisor Alliance
CIK 0001696899
$326K10K0.00%Q1 202617
Stratos Wealth Partners, LTD.
CIK 0001612865
$276K8K0.00%Q1 202618
MARATHON CAPITAL MANAGEMENT
CIK 0001213206
$226K6K0.05%Q2 202619
Gateway Wealth Partners, LLC
CIK 0001966037
$212K6K0.01%Q1 202620
WELLS FARGO & COMPANY/MN
CIK 0000072971
$193K6K0.00%Q1 2026
Page 1 of 2
12 more holders available. Log in →