13F Insight
DOSSIER · 13F Holders · Q2 2025
WCBR

WISDOMTREE TR

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

CUSIP 97717Y659·56 13F holders·last filed Jun 30, 2025
Market cap
—
13F value held
$52M
visible holders
Holders
56
filers reporting
Concentration
62.04%
Smith Anglin Financial, LLC #1
top holder share
AI Holders Summary · Q2 2025

56 institutions reported WCBR in Q2 2025. Smith Anglin Financial, LLC leads at 62.0% of the visible book.

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
Procyon Advisors, LLC
CIK 0001804329
$3M86K0.13%Q2 202603
BANK OF AMERICA CORP /DE/
CIK 0000070858
$2M62K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$2M61K0.00%Q2 202605
GTS SECURITIES LLC
CIK 0001452765· Market maker
$2M51K0.04%Q2 202606
Sunbelt Securities, Inc.
CIK 0001632932
$1M57K0.09%Q1 202607
CITADEL ADVISORS LLC
CIK 0001423053
$1M35K0.00%Q2 202608
HighTower Advisors, LLC
CIK 0001462245
$1M34K0.00%Q2 202609
Bison Wealth, LLC
CIK 0001845251
$764K20K0.07%Q2 202610
Quadrature Capital Ltd
CIK 0001651424
$733K20K0.01%Q2 202611
CREATIVE FINANCIAL DESIGNS INC /ADV
CIK 0000819864
$703K19K0.03%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$673K19K0.00%Q2 202613
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$639K18K0.00%Q2 202614
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$561K15K0.00%Q2 202615
Summit Financial, LLC
CIK 0001765536
$468K13K0.01%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$447K18K0.00%Q1 202617
Elevate Capital Advisors, LLC
CIK 0001909571
$400K11K0.22%Q2 202618
Creative Planning
CIK 0001540235
$369K10K0.00%Q2 202619
Regal Investment Advisors LLC
CIK 0001559789
$339K9K0.02%Q2 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$334K9K0.00%Q2 2026
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