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

WISDOMTREE TR

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

CUSIP 97717Y857·78 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$190M
visible holders
Holders
78
filers reporting
Concentration
39.06%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

78 institutions reported USMF in Q2 2026. HighTower Advisors, LLC leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HighTower Advisors, LLC
CIK 0001462245
$74M1.4M0.07%Q2 202602
SNS Financial Group, LLC
CIK 0001557485
$32M595K0.62%Q2 202603
Team Financial Group, LLC
CIK 0001845163
$16M286K6.58%Q2 202604
LPL Financial LLC
CIK 0001403438
$11M199K0.00%Q2 202605
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$10M192K2.63%Q2 202606
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M139K0.00%Q2 202607
Cetera Investment Advisers
CIK 0001666741
$5M100K0.01%Q2 202608
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$5M93K0.08%Q2 202609
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$4M83K0.27%Q2 202610
Defined Financial Planning LLC
CIK 0002056559
$4M80K3.46%Q3 202511
NewEdge Advisors, LLC
CIK 0001633516
$3M60K0.01%Q2 202612
MORGAN STANLEY
CIK 0000895421
$3M48K0.00%Q2 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M42K0.00%Q2 202614
Allworth Financial LP
CIK 0001555170
$2M37K0.01%Q2 202615
Private Advisor Group, LLC
CIK 0001567755
$2M35K0.01%Q2 202616
Stratos Wealth Partners, LTD.
CIK 0001612865
$2M32K0.02%Q2 202617
GOLDMAN SACHS GROUP INC
CIK 0000886982
$2M31K0.00%Q2 202618
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$2M29K0.00%Q2 202619
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$2M30K0.01%Q2 202520
Integrated Wealth Concepts LLC
CIK 0001737109
$1M26K0.01%Q2 2026
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