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

WISDOMTREE TR

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

CUSIP 97717X156·27 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$47M
visible holders
Holders
27
filers reporting
Concentration
36.70%
Prime Capital Investment Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

27 institutions reported QSIG in Q2 2026. Prime Capital Investment Advisors, LLC leads at 36.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Prime Capital Investment Advisors, LLC
CIK 0001731446
$17M358K0.17%Q2 202602
LPL Financial LLC
CIK 0001403438
$7M141K0.00%Q2 202603
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$5M95K0.00%Q1 202604
JPMORGAN CHASE & CO
CIK 0000019617
$4M79K0.00%Q2 202605
INVENIO WEALTH PARTNERS LLC
CIK 0001989341
$4M74K1.28%Q2 202606
WT Wealth Management
CIK 0001780507
$2M44K0.59%Q2 202607
Smartleaf Asset Management LLC
CIK 0002010393
$2M41K0.07%Q2 202608
JT Stratford LLC
CIK 0001689013
$2M40K0.21%Q2 202609
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M26K0.00%Q2 202610
WealthPoint Financial, LLC
CIK 0002040860
$732K15K0.53%Q2 202611
NewSquare Capital LLC
CIK 0001546989
$714K15K0.05%Q2 202612
Concurrent Investment Advisors, LLC
CIK 0002001015
$432K9K0.00%Q2 202613
W.H. Cornerstone Investments Inc.
CIK 0001940823
$403K8K0.23%Q2 202614
RFG Advisory, LLC
CIK 0001633387
$304K6K0.00%Q2 202615
Team Financial Group, LLC
CIK 0001845163
$299K6K0.13%Q2 202616
Bank of New York Mellon Corp
CIK 0001390777
$257K5K0.00%Q2 202617
Beacon Financial Advisory LLC
CIK 0001800502
$257K5K0.05%Q2 202618
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$152K3K0.00%Q2 202619
Global Retirement Partners, LLC
CIK 0001749744
$101K2K0.00%Q2 202620
CoreCap Advisors, LLC
CIK 0001902501
$37K7600.00%Q2 2026
Page 1 of 2
7 more holders available. Log in →