13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
OPPE

WISDOMTREE TR

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

CUSIP 97717X552·55 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 3.9%
vs prior quarter
13F value held
$85M
63.0% inst. owned
of float
Holders
55
-6 QoQ
filers reporting
Activity
+79 / −43
+820 added · −826 reduced
this quarter
Concentration
21.81%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

55 institutions reported OPPE in Q1 2026. LPL Financial LLC leads at 21.8% of the visible book. -6 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$19M347K0.00%Q1 202602
STEPHENS INC /AR/
CIK 0000757657
$13M240K0.16%Q1 202603
Sonoma Allocations LLC
CIK 0002084965
$11M209K3.95%Q1 202604
CATHY PARETO & ASSOCIATES, INC
CIK 0002045974
$8M149K5.37%Q1 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M134K0.00%Q1 202606
GC Wealth Management RIA, LLC
CIK 0002011169
$5M86K0.19%Q1 202607
WESCAP Management Group, Inc.
CIK 0001667140
$4M72K0.76%Q1 202608
D.A. DAVIDSON & CO.
CIK 0001080107
$2M42K0.01%Q1 202609
Corient Private Wealth LLC
CIK 0001948780
$2M41K0.00%Q1 202610
Sowell Financial Services LLC
CIK 0001633697
$2M40K0.08%Q1 202611
Spinnaker Investment Group, LLC
CIK 0001911067
$2M39K0.43%Q1 202612
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$2M29K0.11%Q1 202613
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$1M27K0.01%Q1 202614
UBS Group AG
CIK 0001610520
$1M26K0.00%Q1 202615
Quantinno Capital Management LP
CIK 0001759654
$1M24K0.00%Q1 202616
NewEdge Advisors, LLC
CIK 0001633516
$956,24518K0.00%Q1 202617
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$899,32217K0.01%Q1 202618
E&G Advisors, LP
CIK 0001598550
$837,44616K0.19%Q1 202619
Sanctuary Advisors, LLC
CIK 0001777271
$826,98915K0.00%Q1 202620
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$825,58016K0.00%Q1 2026
Page 1 of 3
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