DOSSIER · 13F Holders · Q3 2026
WAMA

WISDOMTREE TR

6 institutions still hold WISDOMTREE TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y220·6 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$200M
visible holders
Holders
6
filers reporting
Concentration
98.92%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

6 institutions reported WAMA in Q3 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 98.9% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$198M7.4M8.66%Q3 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$926K38K0.00%Q1 2026
03
CITADEL ADVISORS LLC
CIK 0001423053
$636K24K0.00%Q2 2026
04
Alvarez & Marsal Private Wealth Partners, LLC
CIK 0002109121
$390K15K0.05%Q2 2026
05
Kensington Investment Counsel, LLC
CIK 0001845536
$208K8K0.09%Q2 2026
06
FMR LLC
CIK 0000315066
$20980.00%Q2 2026