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

WISDOMTREE TR

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

CUSIP 97717Y568·73 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$275M
visible holders
Holders
73
filers reporting
Concentration
45.54%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV #1
top holder share
AI Holders Summary · Q1 2026

73 institutions reported GDE in Q1 2026. MAINSTAY CAPITAL MANAGEMENT LLC /ADV leads at 45.5% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MAINSTAY CAPITAL MANAGEMENT LLC /ADV
CIK 0001127612
$125M2.0M9.65%Q1 202602
Alpine Bank Wealth Management
CIK 0001974910
$39M621K5.68%Q1 202603
Focus Partners Wealth
CIK 0001542153
$13M218K0.02%Q4 202504
CWM, LLC
CIK 0001535847
$13M213K0.04%Q1 202605
CHURCHILL MANAGEMENT Corp
CIK 0001094749
$10M218K0.11%Q2 202506
Wealthcare Advisory Partners LLC
CIK 0001683059
$8M135K0.16%Q2 202607
McGrath & Associates, Inc.
CIK 0002054701
$8M132K10.52%Q2 202608
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$8M124K9.87%Q2 202609
OneDigital Investment Advisors LLC
CIK 0001690370
$7M112K0.07%Q1 202610
Magnolia Private Wealth, LLC
CIK 0002055130
$7M213K4.40%Q1 202611
Triton Wealth Management, PLLC
CIK 0001791126
$6M97K2.31%Q1 202612
Fermata Advisors, LLC
CIK 0001859259
$5M87K1.08%Q2 202613
Kestra Advisory Services, LLC
CIK 0001830819
$5M82K0.02%Q1 202614
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M58K0.01%Q1 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M53K0.00%Q1 202616
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$3M52K0.06%Q1 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$3M43K0.00%Q1 202618
MORGAN STANLEY
CIK 0000895421
$2M36K0.00%Q1 202619
SFG Wealth Management, LLC.
CIK 0001908914
$2M33K0.73%Q2 202620
Sanctuary Advisors, LLC
CIK 0001777271
$2M30K0.01%Q1 2026
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