DOSSIER · 13F Holders · Q3 2026
WDGF

WISDOMTREE TR

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

CUSIP 97717Y329·5 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$565K
visible holders
Holders
5
filers reporting
Concentration
46.17%
Beacon Pointe Advisors, LLC #1
top holder share
AI Holders Summary · Q3 2026

5 institutions reported WDGF in Q3 2026. Beacon Pointe Advisors, LLC leads at 46.2% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Beacon Pointe Advisors, LLC
CIK 0001744317
$261K9K0.00%Q2 2026
02
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$212K7K0.00%Q3 2026
03
Versant Capital Management, Inc
CIK 0001735057
$70K2K0.01%Q3 2026
04
EverSource Wealth Advisors, LLC
CIK 0001710537
$21K7050.00%Q3 2026
05
Ameritas Advisory Services, LLC
CIK 0001901275
$1K400.00%Q3 2026