DOSSIER · 13F Holders · Q2 2026
WIMA

WISDOMTREE TR

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

CUSIP 97717Y212·1 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$67M
visible holders
Holders
1
filers reporting
Concentration
100.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q2 2026

1 institutions reported WIMA in Q2 2026. HALBERT HARGROVE GLOBAL ADVISORS, LLC leads at 100.0% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
HALBERT HARGROVE GLOBAL ADVISORS, LLC
CIK 0001484205
$67M1.6M2.91%Q2 2026