DOSSIER · 13F Holders · Q1 2026BellwetherCompounder
WAMA

WISDOMTREE TR

2 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y220·2 13F holders·last filed Mar 31, 2026
Market cap
6.4%
vs prior quarter
13F value held
$168M
71.0% inst. owned
of float
Holders
2
+132 QoQ
filers reporting
Activity
+67 / −73
+849 added · −768 reduced
this quarter
Concentration
99.45%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q1 2026

2 institutions reported WAMA in Q1 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 99.4% of the visible book. +132 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$167M7.0M8.07%Q1 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$925,77538K0.00%Q1 2026