13F Insight
DOSSIER · 13F Holders · Q2 2025High-convictionMulti-bagger
WCBR

WISDOMTREE TR

50 institutions still hold WISDOMTREE TR as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y659·50 13F holders·last filed Jun 30, 2025
Market cap
—
▼ 9.1%
vs prior quarter
13F value held
$49M
72.0% inst. owned
of float
Holders
50
+75 QoQ
filers reporting
Activity
+31 / −90
+849 added · −709 reduced
this quarter
Concentration
66.19%
Smith Anglin Financial, LLC #1
top holder share
AI Holders Summary · Q2 2025

50 institutions reported WCBR in Q2 2025. Smith Anglin Financial, LLC leads at 66.2% of the visible book. +75 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
Smith Anglin Financial, LLC
CIK 0001553540
$32M1.0M2.92%Q2 202502
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M95K0.00%Q1 202603
Procyon Advisors, LLC
CIK 0001804329
$2M87K0.11%Q1 202604
LPL Financial LLC
CIK 0001403438
$2M76K0.00%Q1 202605
Sunbelt Securities, Inc.
CIK 0001632932
$1M57K0.09%Q1 202606
Grange Capital, LLC
CIK 0002048387
$1M54K1.35%Q1 202607
HighTower Advisors, LLC
CIK 0001462245
$1M49K0.00%Q1 202608
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$1M48K0.00%Q1 202609
CITADEL ADVISORS LLC
CIK 0001423053
$749,17327K0.00%Q4 202510
Bison Wealth, LLC
CIK 0001845251
$594,92420K0.06%Q1 202611
GTS SECURITIES LLC
CIK 0001452765· Market maker
$571,86423K0.02%Q1 202612
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$447,46718K0.00%Q1 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$416,36017K0.00%Q1 202614
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$407,67916K0.02%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$396,28016K0.00%Q1 202616
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$362,92815K0.00%Q1 202617
Summit Financial, LLC
CIK 0001765536
$324,41213K0.00%Q1 202618
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$214,7759K0.01%Q1 202619
Rockefeller Capital Management L.P.
CIK 0001739439
$204,6258K0.00%Q1 202620
BROWN, LISLE/CUMMINGS, INC.
CIK 0000014745
$185,8427K0.05%Q1 2026
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