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

WISDOMTREE TR

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

CUSIP 97717X552·57 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$93M
visible holders
Holders
57
filers reporting
Concentration
22.20%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

57 institutions reported OPPE in Q2 2026. LPL Financial LLC leads at 22.2% 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
$21M369K0.00%Q2 202602
STEPHENS INC /AR/
CIK 0000757657
$14M247K0.15%Q2 202603
Sonoma Allocations LLC
CIK 0002084965
$14M244K4.22%Q2 202604
CATHY PARETO & ASSOCIATES, INC
CIK 0002045974
$9M163K5.33%Q2 202605
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$7M134K0.00%Q1 202606
WESCAP Management Group, Inc.
CIK 0001667140
$4M72K0.75%Q2 202607
GC Wealth Management RIA, LLC
CIK 0002011169
$3M45K0.14%Q2 202608
Spinnaker Investment Group, LLC
CIK 0001911067
$2M45K0.40%Q2 202609
Sowell Financial Services LLC
CIK 0001633697
$2M44K0.08%Q2 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$2M43K0.01%Q2 202611
Corient Private Wealth LLC
CIK 0001948780
$2M42K0.00%Q2 202612
INSIGNEO ADVISORY SERVICES, LLC
CIK 0001964958
$2M33K0.07%Q2 202613
UBS Group AG
CIK 0001610520
$2M32K0.00%Q2 202614
JOHNSON INVESTMENT COUNSEL INC
CIK 0000821197
$2M27K0.01%Q2 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1M26K0.00%Q2 202616
CITADEL ADVISORS LLC
CIK 0001423053
$1M26K0.00%Q2 202617
Quantinno Capital Management LP
CIK 0001759654
$1M21K0.00%Q2 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$1M18K0.00%Q2 202619
NewEdge Advisors, LLC
CIK 0001633516
$1M18K0.00%Q2 202620
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$954K17K0.01%Q2 2026
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