13F Insight
DOSSIER · 13F Holders · Q2 2026
WDEF

WISDOMTREE TR

39 institutions still hold WISDOMTREE TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y337·39 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$33M
visible holders
Holders
39
filers reporting
Concentration
39.15%
GFS Advisors, LLC #1
top holder share
AI Holders Summary · Q2 2026

39 institutions reported WDEF in Q2 2026. GFS Advisors, LLC leads at 39.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
GFS Advisors, LLC
CIK 0001427263
$13M1K0.69%Q2 202602
Marks Group Wealth Management, Inc
CIK 0001802473
$6M204K0.48%Q2 202603
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M107K0.00%Q2 202604
LPL Financial LLC
CIK 0001403438
$2M81K0.00%Q2 202605
ROYAL BANK OF CANADA
CIK 0001000275
$2M58K0.00%Q2 202606
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M54K0.00%Q2 202607
Security National Bank
CIK 0001719739
$1M52K0.17%Q2 202608
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$1M35K0.00%Q1 202609
Corient Private Wealth LLC
CIK 0001948780
$944K35K0.00%Q2 202610
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$523K19K0.00%Q2 202611
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$408K15K0.00%Q2 202612
Capital Advisors, Ltd. LLC
CIK 0001597878
$353K11K0.04%Q1 202613
Forthright Family Wealth Advisory LLC
CIK 0002008648
$282K10K0.16%Q2 202614
SFMG, LLC
CIK 0001512026
$282K10K0.02%Q2 202615
Integrated Investment Consultants, LLC
CIK 0001665337
$249K9K0.05%Q2 202616
CreativeOne Wealth, LLC
CIK 0001739728
$242K9K0.01%Q2 202617
Bison Wealth, LLC
CIK 0001845251
$234K8K0.02%Q2 202618
NATIONAL BANK OF CANADA /FI/
CIK 0000926171
$177K7K0.00%Q2 202619
UBS Group AG
CIK 0001610520
$174K6K0.00%Q2 202620
Smartleaf Asset Management LLC
CIK 0002010393
$137K5K0.00%Q2 2026
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