DOSSIER · 13F Holders · Q1 2026Mega-capCrowded

USMF

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 97717Y857·77 13F holders·last filed Mar 31, 2026

Market cap

—

▲ 5.9%

vs prior quarter

13F value held

$247M

67.0% inst. owned

of float

Holders

77

+92 QoQ

filers reporting

Activity

+37 / −103

+841 added · −721 reduced

this quarter

Concentration

27.31%

HighTower Advisors, LLC #1

top holder share

AI Holders Summary · Q1 2026

77 institutions reported USMF in Q1 2026. HighTower Advisors, LLC leads at 27.3% of the visible book. +92 net new institutions vs prior quarter — accumulation reading.

Top holders

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

Hide index funds / market makers / custodians(1 on this page)

#HolderValueShares% port.Quarter

HighTower Advisors, LLC

$67M1.4M0.07%Q1 2026 02

Lido Advisors, LLC

$33M674K0.10%Q1 2026 03

GREAT VALLEY ADVISOR GROUP, INC.

$31M638K0.57%Q1 2026 04

SNS Financial Group, LLC

$22M452K1.92%Q1 2026 05

Team Financial Group, LLC

$18M366K8.21%Q1 2026 06

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

$18M358K5.20%Q1 2026 07

LPL Financial LLC

$11M226K0.00%Q1 2026 08

WELLS FARGO & COMPANY/MN

$8M161K0.00%Q1 2026 09

Cetera Investment Advisers

$5M104K0.01%Q1 2026 10

Defined Financial Planning LLC

$4M80K3.46%Q3 2025 11

EVOLVE PRIVATE WEALTH, LLC

$4M80K0.21%Q1 2026 12

Atria Investments, Inc

$4M77K0.04%Q1 2026 13

$4M72K0.00%Q1 2026 14

Merit Financial Group, LLC

$3M66K0.02%Q1 2026 15

NewEdge Advisors, LLC

$3M62K0.01%Q1 2026 16

$2M50K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

$2M47K0.00%Q1 2026 18

SUSQUEHANNA INTERNATIONAL GROUP, LLP

CIK 0001446194· Market maker

$2M38K0.00%Q1 2026 19

Allworth Financial LP

$2M38K0.01%Q1 2026 20

Private Advisor Group, LLC

$2M37K0.01%Q1 2026

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