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

WISDOMTREE TR

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

CUSIP 97717X594·257 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$1.1B
visible holders
Holders
257
filers reporting
Concentration
17.22%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

257 institutions reported IHDG in Q1 2026. LPL Financial LLC leads at 17.2% of the visible book.

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
Falcon Wealth Planning
CIK 0001839850
$52M999K3.30%Q2 202606
Ameritas Advisory Services, LLC
CIK 0001901275
$47M973K1.82%Q1 202607
Creative Planning
CIK 0001540235
$44M922K0.03%Q1 202608
AE Wealth Management LLC
CIK 0001697723
$42M869K0.23%Q1 202609
Trilogy Capital Inc.
CIK 0001722512
$41M785K1.60%Q2 202610
UBS Group AG
CIK 0001610520
$39M806K0.01%Q1 202611
STIFEL FINANCIAL CORP
CIK 0000720672
$37M775K0.03%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$37M764K0.01%Q1 202613
AMERIPRISE FINANCIAL INC
CIK 0000820027
$31M646K0.01%Q1 202614
CAPITAL WEALTH MANAGEMENT, LLC
CIK 0001730456
$24M452K5.69%Q2 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$24M490K0.01%Q1 202616
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC
CIK 0001380137
$20M423K2.70%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
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