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

WISDOMTREE TR

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

CUSIP 97717Y477·155 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 6.5%
vs prior quarter
13F value held
$1.6B
61.0% inst. owned
of float
Holders
155
+62 QoQ
filers reporting
Activity
+42 / −108
+866 added · −752 reduced
this quarter
Concentration
14.43%
Retirement Planning Group, LLC #1
top holder share
AI Holders Summary · Q1 2026

155 institutions reported QGRW in Q1 2026. Retirement Planning Group, LLC leads at 14.4% of the visible book. +62 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Retirement Planning Group, LLC
CIK 0001508195
$231M4.3M7.17%Q1 202602
HighTower Advisors, LLC
CIK 0001462245
$190M3.5M0.20%Q1 202603
LPL Financial LLC
CIK 0001403438
$184M3.5M0.05%Q1 202604
Smith Anglin Financial, LLC
CIK 0001553540
$178M3.4M16.15%Q2 202505
MORGAN STANLEY
CIK 0000895421
$152M2.8M0.01%Q1 202606
Trust Point Inc.
CIK 0001635633
$134M2.5M11.65%Q1 202607
BANK OF AMERICA CORP /DE/
CIK 0000070858
$109M2.0M0.01%Q1 202608
Private Advisor Group, LLC
CIK 0001567755
$70M1.3M0.33%Q1 202609
RVW Wealth, LLC
CIK 0001756543
$57M1.1M4.44%Q1 202610
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
CIK 0001510434
$55M1.0M0.94%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M792K0.01%Q1 202612
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$29M537K0.01%Q1 202613
UBS Group AG
CIK 0001610520
$28M527K0.00%Q1 202614
Rockefeller Capital Management L.P.
CIK 0001739439
$27M506K0.05%Q1 202615
COLUMBIA ADVISORY PARTNERS LLC
CIK 0001808179
$23M426K14.53%Q1 202616
Cetera Investment Advisers
CIK 0001666741
$21M391K0.02%Q1 202617
Prestige Wealth Management Group LLC
CIK 0001772715
$19M359K3.77%Q1 202618
OSAIC HOLDINGS, INC.
CIK 0001677044
$19M356K0.03%Q1 202619
Ritter Daniher Financial Advisory LLC / DE
CIK 0001936603
$18M336K3.05%Q1 202620
Kestra Advisory Services, LLC
CIK 0001830819
$18M334K0.07%Q1 2026
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