13F Insight
DOSSIER · 13F Holders · Q1 2026
EPS

WISDOMTREE TR

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

CUSIP 97717W588·183 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$741M
visible holders
Holders
183
filers reporting
Concentration
17.09%
FIDUCIARY TRUST CO #1
top holder share
AI Holders Summary · Q1 2026

183 institutions reported EPS in Q1 2026. FIDUCIARY TRUST CO leads at 17.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
FIDUCIARY TRUST CO
CIK 0000035442
$127M1.9M1.50%Q1 202602
LPL Financial LLC
CIK 0001403438
$103M1.5M0.03%Q1 202603
MORGAN STANLEY
CIK 0000895421
$61M890K0.00%Q1 202604
Lido Advisors, LLC
CIK 0001650150
$54M799K0.17%Q1 202605
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$51M750K9.08%Q1 202606
Private Advisor Group, LLC
CIK 0001567755
$47M694K0.22%Q1 202607
Cetera Investment Advisers
CIK 0001666741
$45M660K0.05%Q1 202608
Team Financial Group, LLC
CIK 0001845163
$36M457K15.11%Q2 202609
CWM, LLC
CIK 0001535847
$32M466K0.08%Q1 202610
WealthPlan Investment Management, LLC
CIK 0001929986
$31M459K1.74%Q1 202611
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20M287K3.47%Q1 202612
Kestra Advisory Services, LLC
CIK 0001830819
$19M281K0.07%Q1 202613
IEQ CAPITAL, LLC
CIK 0001779789
$18M265K0.08%Q1 202614
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$18M262K0.68%Q1 202615
Financial Gravity Companies, Inc.
CIK 0001377167
$18M277K3.49%Q2 202516
Stenger Family Office, LLC
CIK 0002056106
$14M184K2.28%Q2 202617
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$13M197K0.01%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$13M191K0.00%Q1 202619
JPMORGAN CHASE & CO
CIK 0000019617
$11M168K0.00%Q1 202620
Focus Partners Wealth
CIK 0001542153
$10M141K0.01%Q4 2025
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