DOSSIER · 13F Holders · Q2 2026
QIG

WISDOMTREE TR

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

CUSIP 97717X198·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$15M
visible holders
Holders
17
filers reporting
Concentration
66.76%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported QIG in Q2 2026. LPL Financial LLC leads at 66.8% 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
$10M221K0.00%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$2M42K0.00%Q1 2026
03
JPMORGAN CHASE & CO
CIK 0000019617
$799K18K0.00%Q2 2026
04
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$791K18K0.00%Q2 2026
05
NewSquare Capital LLC
CIK 0001546989
$560K13K0.04%Q2 2026
06
Private Advisor Group, LLC
CIK 0001567755
$419K9K0.00%Q2 2026
07
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$282K6K0.00%Q2 2026
08
Arax Advisory Partners
CIK 0001586767
$97K2K0.00%Q2 2026
09
UBS Group AG
CIK 0001610520
$27K6070.00%Q2 2026
10
MCDONALD PARTNERS LLC
CIK 0001331074
$21K4660.01%Q2 2026
11
OSAIC HOLDINGS, INC.
CIK 0001677044
$17K3800.00%Q2 2026
12
AE Wealth Management LLC
CIK 0001697723
$5K1160.00%Q2 2026
13
Institute for Wealth Management, LLC.
CIK 0001533954
$4K1000.00%Q2 2026
14
MORGAN STANLEY
CIK 0000895421
$7510.00%Q2 2026
15
WELLS FARGO & COMPANY/MN
CIK 0000072971
$4510.00%Q2 2026
16
FMR LLC
CIK 0000315066
$4410.00%Q2 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025