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

WISDOMTREE TR

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

CUSIP 97717W521·79 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$101M
visible holders
Holders
79
filers reporting
Concentration
19.78%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q2 2026

79 institutions reported OPPJ in Q2 2026. MORGAN STANLEY leads at 19.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$20M346K0.00%Q2 202602
LPL Financial LLC
CIK 0001403438
$18M307K0.00%Q2 202603
Berkeley, Inc
CIK 0002051965
$13M228K4.12%Q2 202604
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$6M119K0.00%Q1 202605
BANK OF AMERICA CORP /DE/
CIK 0000070858
$4M77K0.00%Q2 202606
CHANNEL WEALTH LLC
CIK 0001975550
$4M76K0.98%Q2 202607
Signal Advisors Wealth, LLC
CIK 0002010926
$4M74K0.22%Q2 202608
TAGStone Capital, Inc.
CIK 0001903044
$4M70K1.29%Q2 202609
D.A. DAVIDSON & CO.
CIK 0001080107
$3M52K0.02%Q2 202610
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3M47K0.00%Q2 202611
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M42K0.01%Q2 202612
OneAscent Financial Services LLC
CIK 0001780985
$2M41K0.11%Q2 202613
CITADEL ADVISORS LLC
CIK 0001423053
$2M37K0.00%Q2 202614
CIBC WORLD MARKET INC.
CIK 0001421224
$2M37K0.00%Q2 202615
INTEGRITY ALLIANCE, LLC.
CIK 0001352260
$2M37K0.07%Q2 202616
Security National Bank
CIK 0001719739
$2M37K0.25%Q2 202617
Sanctuary Advisors, LLC
CIK 0001777271
$2M34K0.01%Q2 202618
WJ Wealth Management, LLC
CIK 0001801674
$2M33K0.75%Q2 202619
Quadrature Capital Ltd
CIK 0001651424
$2M31K0.02%Q2 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M31K0.00%Q2 2026
Page 1 of 4
59 more holders available. Log in →