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

WISDOMTREE TR

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

CUSIP 97717X131·148 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$495M
visible holders
Holders
148
filers reporting
Concentration
18.63%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

148 institutions reported IQDG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.6% 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
$92M2.3M0.01%Q1 202602
MORGAN STANLEY
CIK 0000895421
$67M1.7M0.00%Q1 202603
SPC Financial, Inc.
CIK 0001415201
$44M1.1M3.41%Q3 202504
AlphaCore Capital LLC
CIK 0001713662
$43M1.1M1.03%Q1 202605
LPL Financial LLC
CIK 0001403438
$36M888K0.01%Q1 202606
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$31M776K0.01%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$28M691K0.03%Q1 202608
UBS Group AG
CIK 0001610520
$26M637K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$24M599K0.03%Q1 202610
Revolve Wealth Partners, LLC
CIK 0001808992
$20M454K2.03%Q2 202611
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$13M312K0.02%Q1 202612
One Capital Management, LLC
CIK 0001606588
$12M305K0.34%Q1 202613
CITADEL ADVISORS LLC
CIK 0001423053
$11M260K0.00%Q4 202514
Prime Capital Investment Advisors, LLC
CIK 0001731446
$9M225K0.10%Q1 202615
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M206K0.01%Q1 202616
Venturi Wealth Management, LLC
CIK 0001666363
$8M187K0.31%Q2 202617
Premier Path Wealth Partners, LLC
CIK 0001999925
$7M170K0.84%Q2 202618
CGN Advisors LLC
CIK 0001841506
$6M142K0.45%Q2 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$6M143K0.01%Q1 202620
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$5M121K0.00%Q1 2026
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