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

WISDOMTREE TR

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

CUSIP 97717Y568·78 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$233M
visible holders
Holders
78
filers reporting
Concentration
43.07%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported GDE in Q2 2026. MAINSTAY CAPITAL MANAGEMENT LLC /ADV leads at 43.1% 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
$100M1.6M7.41%Q2 202602
Alpine Bank Wealth Management
CIK 0001974910
$38M615K4.82%Q2 202603
CWM, LLC
CIK 0001535847
$13M213K0.04%Q1 202604
CHURCHILL MANAGEMENT Corp
CIK 0001094749
$10M218K0.11%Q2 202505
Wealthcare Advisory Partners LLC
CIK 0001683059
$8M135K0.16%Q2 202606
McGrath & Associates, Inc.
CIK 0002054701
$8M132K10.52%Q2 202607
STAPP WEALTH MANAGEMENT, PLLC
CIK 0001954085
$8M124K9.87%Q2 202608
OneDigital Investment Advisors LLC
CIK 0001690370
$7M114K0.06%Q2 202609
Kestra Advisory Services, LLC
CIK 0001830819
$6M101K0.02%Q2 202610
Magnolia Private Wealth, LLC
CIK 0002055130
$6M205K3.24%Q2 202611
Fermata Advisors, LLC
CIK 0001859259
$5M87K1.08%Q2 202612
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$4M58K0.01%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M57K0.00%Q2 202614
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$3M52K0.05%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$2M40K0.00%Q2 202616
MORGAN STANLEY
CIK 0000895421
$2M36K0.00%Q2 202617
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2M36K0.00%Q2 202618
Aspire Capital Advisors LLC
CIK 0001906014
$2M35K0.41%Q2 202619
SFG Wealth Management, LLC.
CIK 0001908914
$2M33K0.73%Q2 202620
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M27K0.00%Q1 2026
Page 1 of 4
58 more holders available. Log in →