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

WISDOMTREE TR

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

CUSIP 97717X131·147 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$506M
visible holders
Holders
147
filers reporting
Concentration
17.93%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

147 institutions reported IQDG in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 17.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$91M2.1M0.01%Q2 202602
MORGAN STANLEY
CIK 0000895421
$70M1.6M0.00%Q2 202603
AlphaCore Capital LLC
CIK 0001713662
$46M1.1M0.84%Q2 202604
SPC Financial, Inc.
CIK 0001415201
$44M1.1M3.41%Q3 202505
LPL Financial LLC
CIK 0001403438
$39M912K0.01%Q2 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$35M809K0.01%Q2 202607
HighTower Advisors, LLC
CIK 0001462245
$30M687K0.03%Q2 202608
Cetera Investment Advisers
CIK 0001666741
$25M584K0.02%Q2 202609
Revolve Wealth Partners, LLC
CIK 0001808992
$21M495K2.20%Q3 202610
UBS Group AG
CIK 0001610520
$18M421K0.00%Q2 202611
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$15M353K0.02%Q2 202612
Prime Capital Investment Advisors, LLC
CIK 0001731446
$14M328K0.14%Q3 202613
One Capital Management, LLC
CIK 0001606588
$12M305K0.34%Q2 202614
Premier Path Wealth Partners, LLC
CIK 0001999925
$11M248K1.23%Q3 202615
Venturi Wealth Management, LLC
CIK 0001666363
$8M187K0.31%Q2 202616
Rockefeller Capital Management L.P.
CIK 0001739439
$6M141K0.01%Q2 202617
Corient Private Wealth LLC
CIK 0001948780
$6M133K0.01%Q2 202618
CGN Advisors LLC
CIK 0001841506
$5M127K0.42%Q3 202619
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$5M118K0.00%Q2 202620
Fourth Dimension Wealth, LLC
CIK 0002056691
$5M115K1.56%Q2 2026
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