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

WISDOMTREE TR

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

CUSIP 97717W588·184 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$833M
visible holders
Holders
184
filers reporting
Concentration
16.62%
FIDUCIARY TRUST CO #1
top holder share
AI Holders Summary · Q2 2026

184 institutions reported EPS in Q2 2026. FIDUCIARY TRUST CO leads at 16.6% 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
$138M1.8M1.50%Q2 202602
LPL Financial LLC
CIK 0001403438
$127M1.6M0.03%Q2 202603
MORGAN STANLEY
CIK 0000895421
$72M929K0.00%Q2 202604
Garrett Wealth Advisory Group, LLC
CIK 0001729443
$59M753K9.00%Q2 202605
Cetera Investment Advisers
CIK 0001666741
$53M687K0.05%Q2 202606
Private Advisor Group, LLC
CIK 0001567755
$52M665K0.24%Q2 202607
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$44M563K1.37%Q2 202608
WealthPlan Investment Management, LLC
CIK 0001929986
$40M516K1.99%Q2 202609
Team Financial Group, LLC
CIK 0001845163
$36M457K15.11%Q2 202610
CWM, LLC
CIK 0001535847
$32M466K0.08%Q1 202611
Kestra Advisory Services, LLC
CIK 0001830819
$30M382K0.10%Q2 202612
Financial Gravity Companies, Inc.
CIK 0001377167
$24M304K3.84%Q2 202613
IEQ CAPITAL, LLC
CIK 0001779789
$21M265K0.10%Q2 202614
Financial Gravity Asset Management, Inc.
CIK 0001741736
$20M287K3.47%Q1 202615
FLAGSHIP WEALTH ADVISORS, LLC
CIK 0002036117
$18M234K4.07%Q2 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$15M199K0.01%Q2 202617
Stenger Family Office, LLC
CIK 0002056106
$14M184K2.28%Q2 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$14M175K0.00%Q2 202619
JPMORGAN CHASE & CO
CIK 0000019617
$13M172K0.00%Q2 202620
Focus Partners Wealth
CIK 0001542153
$11M141K0.01%Q2 2026
Page 1 of 10
164 more holders available. Log in →