13F Insight
DOSSIER · 13F Holders · Q1 2026
QHY

WISDOMTREE TR

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

CUSIP 97717X172·77 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$189M
visible holders
Holders
77
filers reporting
Concentration
40.80%
CWM, LLC #1
top holder share
AI Holders Summary · Q1 2026

77 institutions reported QHY in Q1 2026. CWM, LLC leads at 40.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
CWM, LLC
CIK 0001535847
$77M1.7M0.20%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$53M1.2M0.00%Q1 202603
WealthPlan Investment Management, LLC
CIK 0001929986
$11M248K0.56%Q2 202604
Cetera Investment Advisers
CIK 0001666741
$9M203K0.01%Q1 202605
AMERICAN FINANCIAL & TAX STRATEGIES INC
CIK 0000911927
$7M150K3.31%Q1 202606
LPL Financial LLC
CIK 0001403438
$5M117K0.00%Q1 202607
MORGAN STANLEY
CIK 0000895421
$4M89K0.00%Q1 202608
Goldstone Financial Group, LLC
CIK 0002040021
$3M60K0.30%Q1 202609
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M55K0.00%Q1 202610
Atria Investments, Inc
CIK 0001535865
$2M40K0.02%Q2 202611
Smartleaf Asset Management LLC
CIK 0002010393
$2M40K0.07%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$2M37K0.02%Q1 202613
Defined Financial Planning LLC
CIK 0002056559
$2M35K1.36%Q3 202514
Barnes Wealth Management Group, Inc
CIK 0002066194
$2M34K0.72%Q2 202615
Millington Financial Advisors, LLC
CIK 0001924615
$2M33K0.64%Q1 202616
Private Advisor Group, LLC
CIK 0001567755
$1M31K0.01%Q2 202617
Mariner, LLC
CIK 0001373442
$1M31K0.00%Q1 202618
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$1M28K0.00%Q1 202619
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
CIK 0000861177
$1M27K0.00%Q1 202620
JPMORGAN CHASE & CO
CIK 0000019617
$1M26K0.00%Q1 2026
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