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

WISDOMTREE TR

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

CUSIP 97717W521·65 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.4%
vs prior quarter
13F value held
$88M
62.0% inst. owned
of float
Holders
65
+93 QoQ
filers reporting
Activity
+88 / −7
+986 added · −948 reduced
this quarter
Concentration
17.39%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

65 institutions reported OPPJ in Q1 2026. LPL Financial LLC leads at 17.4% of the visible book. +93 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$15M282K0.00%Q1 202602
Berkeley, Inc
CIK 0002051965
$12M223K4.06%Q1 202603
Horizon Wealth Management, LLC
CIK 0001815123
$11M210K1.67%Q1 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M119K0.00%Q1 202605
CHANNEL WEALTH LLC
CIK 0001975550
$6M102K1.35%Q1 202606
MORGAN STANLEY
CIK 0000895421
$5M90K0.00%Q1 202607
TAGStone Capital, Inc.
CIK 0001903044
$4M70K1.34%Q1 202608
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$4M69K0.00%Q1 202609
Signal Advisors Wealth, LLC
CIK 0002010926
$4M65K0.24%Q1 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$4M65K0.02%Q1 202611
Private Advisor Group, LLC
CIK 0001567755
$3M46K0.01%Q1 202612
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M40K0.01%Q1 202613
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M36K0.07%Q1 202614
Sanctuary Advisors, LLC
CIK 0001777271
$2M33K0.01%Q1 202615
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M33K0.00%Q1 202616
WJ Wealth Management, LLC
CIK 0001801674
$2M33K0.83%Q1 202617
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$2M31K0.00%Q1 202618
CITADEL ADVISORS LLC
CIK 0001423053
$1M30K0.00%Q4 202519
Corient Private Wealth LLC
CIK 0001948780
$1M26K0.00%Q1 202620
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M26K0.00%Q1 2026
Page 1 of 4
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