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

WISDOMTREE TR

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

CUSIP 97717X594·256 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
256
filers reporting
Concentration
16.07%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

256 institutions reported IHDG in Q2 2026. MORGAN STANLEY leads at 16.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$176M3.4M0.01%Q2 202602
LPL Financial LLC
CIK 0001403438
$167M3.2M0.04%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$120M2.3M0.01%Q2 202604
Ameritas Advisory Services, LLC
CIK 0001901275
$73M1.4M1.48%Q2 202605
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$65M1.2M0.02%Q2 202606
Falcon Wealth Planning
CIK 0001839850
$52M999K3.30%Q2 202607
AE Wealth Management LLC
CIK 0001697723
$52M988K0.24%Q2 202608
Creative Planning
CIK 0001540235
$49M942K0.03%Q2 202609
STIFEL FINANCIAL CORP
CIK 0000720672
$43M814K0.04%Q2 202610
Trilogy Capital Inc.
CIK 0001722512
$41M785K1.60%Q2 202611
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$40M773K0.01%Q2 202612
UBS Group AG
CIK 0001610520
$38M724K0.00%Q2 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M586K0.01%Q2 202614
OSAIC HOLDINGS, INC.
CIK 0001677044
$25M486K0.03%Q2 202615
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$24M452K5.69%Q2 202616
Marietta Wealth Management, LLC
CIK 0001697847
$20M389K2.10%Q2 202617
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$20M423K2.70%Q1 202618
Summit Asset Management, LLC
CIK 0001509974
$20M384K2.58%Q2 202619
WESCAP Management Group, Inc.
CIK 0001667140
$20M379K3.70%Q2 202620
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$19M358K0.01%Q2 2026
Page 1 of 13
236 more holders available. Log in →