13F Insight
DOSSIER · 13F Holders · Q1 2026
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
—
13F value held
$235M
visible holders
Holders
77
filers reporting
Concentration
28.62%
HighTower Advisors, LLC #1
top holder share
AI Holders Summary · Q1 2026

77 institutions reported USMF in Q1 2026. HighTower Advisors, LLC leads at 28.6% 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
$67M1.4M0.07%Q1 202602
Lido Advisors, LLC
CIK 0001650150
$33M674K0.10%Q1 202603
GREAT VALLEY ADVISOR GROUP, INC.
CIK 0001769897
$31M638K0.57%Q1 202604
SNS Financial Group, LLC
CIK 0001557485
$22M452K1.92%Q1 202605
Team Financial Group, LLC
CIK 0001845163
$16M286K6.58%Q2 202606
LPL Financial LLC
CIK 0001403438
$11M226K0.00%Q1 202607
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
CIK 0001812177
$10M192K2.63%Q2 202608
WELLS FARGO & COMPANY/MN
CIK 0000072971
$8M161K0.00%Q1 202609
Cetera Investment Advisers
CIK 0001666741
$5M104K0.01%Q1 202610
Defined Financial Planning LLC
CIK 0002056559
$4M80K3.46%Q3 202511
EVOLVE PRIVATE WEALTH, LLC
CIK 0002111131
$4M80K0.21%Q1 202612
Atria Investments, Inc
CIK 0001535865
$4M77K0.04%Q1 202613
Mariner, LLC
CIK 0001373442
$4M72K0.00%Q1 202614
NewEdge Advisors, LLC
CIK 0001633516
$3M62K0.01%Q1 202615
MORGAN STANLEY
CIK 0000895421
$2M50K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$2M47K0.00%Q1 202617
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M38K0.00%Q1 202618
Allworth Financial LP
CIK 0001555170
$2M38K0.01%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$2M37K0.01%Q1 202620
Keating Financial Advisory Services, Inc.
CIK 0002103443
$2M36K0.29%Q1 2026
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