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

WISDOMTREE TR

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

CUSIP 97717Y683·74 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$147M
visible holders
Holders
74
filers reporting
Concentration
38.64%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

74 institutions reported GCC in Q1 2026. MORGAN STANLEY leads at 38.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$57M2.4M0.00%Q1 202602
WELLS FARGO & COMPANY/MN
CIK 0000072971
$15M632K0.00%Q1 202603
ROYAL BANK OF CANADA
CIK 0001000275
$14M606K0.00%Q1 202604
Warren Street Wealth Advisors, LLC
CIK 0001703496
$13M579K2.93%Q2 202605
Leo Wealth, LLC
CIK 0001912202
$10M436K0.76%Q1 202606
Wright Wealth LLC
CIK 0002046147
$7M302K4.84%Q1 202607
Kestra Advisory Services, LLC
CIK 0001830819
$6M256K0.02%Q1 202608
LPL Financial LLC
CIK 0001403438
$5M223K0.00%Q1 202609
Team Financial Group, LLC
CIK 0001845163
$3M130K1.25%Q2 202610
Wayfinding Financial, LLC
CIK 0001898131
$3M109K1.13%Q1 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$2M88K0.01%Q1 202612
MISSION WEALTH MANAGEMENT, LP
CIK 0001645382
$2M76K0.02%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M71K0.00%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$1M55K0.00%Q1 202615
Gateway Wealth Partners, LLC
CIK 0001966037
$1M47K0.04%Q1 202616
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$1M42K0.01%Q1 202617
FUTURE YOU WEALTH LLC
CIK 0002055142
$983K49K0.53%Q2 202518
Global Wealth Management Investment Advisory, Inc.
CIK 0001767855
$981K41K0.15%Q1 202619
&PARTNERS
CIK 0000107136
$964K40K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$902K38K0.00%Q1 2026
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