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

WISDOMTREE TR

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

CUSIP 97717X131·154 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.2%
vs prior quarter
13F value held
$504M
53.0% inst. owned
of float
Holders
154
+36 QoQ
filers reporting
Activity
+10 / −17
+821 added · −794 reduced
this quarter
Concentration
18.31%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

154 institutions reported IQDG in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 18.3% of the visible book. +36 net new institutions vs prior quarter — accumulation reading.

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
$17M433K2.26%Q1 202611
CGN Advisors LLC
CIK 0001841506
$17M432K1.37%Q1 202612
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$13M312K0.02%Q1 202613
One Capital Management, LLC
CIK 0001606588
$12M305K0.34%Q1 202614
CITADEL ADVISORS LLC
CIK 0001423053
$11M260K0.00%Q4 202515
Prime Capital Investment Advisors, LLC
CIK 0001731446
$9M225K0.10%Q1 202616
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$8M206K0.01%Q1 202617
Merit Financial Group, LLC
CIK 0001621225
$8M201K0.06%Q1 202618
Venturi Wealth Management, LLC
CIK 0001666363
$7M169K0.31%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$6M143K0.01%Q1 202620
Premier Path Wealth Partners, LLC
CIK 0001999925
$5M128K0.67%Q1 2026
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