DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex

EZM

WISDOMTREE TR

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

CUSIP 97717W570·180 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 9.9%

vs prior quarter

13F value held

$370M

77.0% inst. owned

of float

Holders

180

+75 QoQ

filers reporting

Activity

+26 / −99

+879 added · −843 reduced

this quarter

Concentration

13.14%

DAVENPORT & Co LLC #1

top holder share

AI Holders Summary · Q1 2026

180 institutions reported EZM in Q1 2026. DAVENPORT & Co LLC leads at 13.1% of the visible book. +75 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter

DAVENPORT & Co LLC

$49M723K0.26%Q1 2026 02

$39M580K0.01%Q1 2026 03

BANK OF AMERICA CORP /DE/

$33M495K0.00%Q1 2026 04

$31M460K0.00%Q1 2026 05

TRUIST FINANCIAL CORP

$30M439K0.04%Q1 2026 06

LPL Financial LLC

$29M429K0.01%Q1 2026 07

Baird Financial Group, Inc.

$22M323K0.03%Q1 2026 08

Freedom Investment Management, Inc.

$20M294K5.87%Q1 2026 09

CPC Advisors, LLC

$18M262K2.86%Q1 2026 10

IEQ CAPITAL, LLC

$14M204K0.06%Q1 2026 11

Clearwater Capital Advisors, LLC

$13M192K1.04%Q1 2026 12

Private Advisor Group, LLC

$12M175K0.06%Q1 2026 13

ROYAL BANK OF CANADA

$10M152K0.00%Q1 2026 14

HighTower Advisors, LLC

$9M141K0.01%Q1 2026 15

JPMORGAN CHASE & CO

$8M120K0.00%Q1 2026 16

WELLS FARGO & COMPANY/MN

$8M115K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

$7M107K0.00%Q1 2026 18

Steward Partners Investment Advisory, LLC

$7M104K0.04%Q1 2026 19

Provident Wealth Management, LLC

$7M100K2.02%Q1 2026 20

THEORY FINANCIAL LLC

$6M90K2.11%Q1 2026

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