13F Insight
DOSSIER · 13F Holders · Q1 2026Inflation hedgeYield
IHDG

WISDOMTREE TR

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

CUSIP 97717X594·261 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.7%
vs prior quarter
13F value held
$1.0B
72.0% inst. owned
of float
Holders
261
-79 QoQ
filers reporting
Activity
+47 / −11
+940 added · −852 reduced
this quarter
Concentration
17.31%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

261 institutions reported IHDG in Q1 2026. LPL Financial LLC leads at 17.3% of the visible book. -79 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$182M3.8M0.05%Q1 202602
MORGAN STANLEY
CIK 0000895421
$165M3.4M0.01%Q1 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$113M2.3M0.01%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$83M1.7M0.03%Q1 202605
Ameritas Advisory Services, LLC
CIK 0001901275
$47M973K1.82%Q1 202606
Falcon Wealth Planning
CIK 0001839850
$45M938K3.08%Q1 202607
Creative Planning
CIK 0001540235
$44M922K0.03%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$42M869K0.23%Q1 202609
UBS Group AG
CIK 0001610520
$39M806K0.01%Q1 202610
STIFEL FINANCIAL CORP
CIK 0000720672
$37M775K0.03%Q1 202611
Trilogy Capital Inc.
CIK 0001722512
$37M773K1.64%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M764K0.01%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M646K0.01%Q1 202614
Eagle Strategies LLC
CIK 0001907666
$28M587K3.38%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$24M490K0.01%Q1 202616
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$21M442K5.76%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$20M406K0.00%Q1 202618
Summit Asset Management, LLC
CIK 0001509974
$19M385K2.58%Q1 202619
WESCAP Management Group, Inc.
CIK 0001667140
$18M382K3.62%Q1 202620
Marietta Wealth Management, LLC
CIK 0001697847
$18M376K2.15%Q1 2026
Page 1 of 14
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