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

WISDOMTREE TR

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

CUSIP 97717Y725·48 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$55M
visible holders
Holders
48
filers reporting
Concentration
18.42%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

48 institutions reported MTGP in Q2 2026. LPL Financial LLC leads at 18.4% 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
$10M230K0.00%Q2 202602
IHT Wealth Management, LLC
CIK 0001697490
$8M189K0.18%Q2 202603
Vericrest Private Wealth
CIK 0001912300
$7M149K5.85%Q2 202604
Atria Investments, Inc
CIK 0001535865
$4M96K0.04%Q2 202605
Defined Financial Planning LLC
CIK 0002056559
$4M85K3.15%Q3 202506
NBC SECURITIES, INC.
CIK 0000791540
$3M69K0.21%Q2 202607
Oxinas Partners Wealth Management LLC
CIK 0001759320
$2M51K0.89%Q2 202608
RFG Advisory, LLC
CIK 0001633387
$2M46K0.03%Q2 202609
WealthPoint Financial, LLC
CIK 0002040860
$2M44K1.42%Q2 202610
Mariner, LLC
CIK 0001373442
$2M42K0.00%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M39K0.00%Q2 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M36K0.00%Q1 202613
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$1M33K0.02%Q2 202614
Concurrent Investment Advisors, LLC
CIK 0002001015
$1M25K0.01%Q2 202615
W.H. Cornerstone Investments Inc.
CIK 0001940823
$1M25K0.61%Q2 202616
Bison Wealth, LLC
CIK 0001845251
$892K20K0.08%Q2 202617
KESTRA PRIVATE WEALTH SERVICES, LLC
CIK 0001649451
$857K19K0.01%Q2 202618
Private Advisor Group, LLC
CIK 0001567755
$798K18K0.00%Q2 202619
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$727K16K0.00%Q2 202620
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$701K16K0.01%Q2 2026
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