13F Insight
DOSSIER · 13F Holders · Q3 2026
WDEF

WISDOMTREE TR

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

CUSIP 97717Y337·41 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
41
filers reporting
Concentration
15.44%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q3 2026

41 institutions reported WDEF in Q3 2026. LPL Financial LLC leads at 15.4% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$3M113K0.00%Q3 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M111K0.00%Q3 202603
Marks Group Wealth Management, Inc
CIK 0001802473
$3M97K0.24%Q3 202604
ROYAL BANK OF CANADA
CIK 0001000275
$2M58K0.00%Q2 202605
Security National Bank
CIK 0001719739
$1M53K0.17%Q3 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M47K0.00%Q3 202607
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M42K0.00%Q3 202608
Corient Private Wealth LLC
CIK 0001948780
$944K35K0.00%Q2 202609
Avestar Capital, LLC
CIK 0001704404
$620K22K0.05%Q3 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$523K19K0.00%Q2 202611
CITADEL ADVISORS LLC
CIK 0001423053
$429K16K0.00%Q2 202612
Capital Advisors, Ltd. LLC
CIK 0001597878
$426K15K0.04%Q3 202613
Golden State Equity Partners
CIK 0001845003
$404K14K0.02%Q3 202614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$399K15K0.00%Q3 202615
Forthright Family Wealth Advisory LLC
CIK 0002008648
$286K10K0.16%Q3 202616
Private Advisor Group, LLC
CIK 0001567755
$263K9K0.00%Q3 202617
Integrated Investment Consultants, LLC
CIK 0001665337
$249K9K0.05%Q2 202618
Atria Investments, Inc
CIK 0001535865
$211K8K0.00%Q3 202619
Smartleaf Asset Management LLC
CIK 0002010393
$189K7K0.01%Q3 202620
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$177K7K0.00%Q2 2026
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