DOSSIER · 13F Holders · Q3 2026
WIMA

WISDOMTREE TR

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

CUSIP 97717Y212·2 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$77M
visible holders
Holders
2
filers reporting
Concentration
100.00%
HALBERT HARGROVE GLOBAL ADVISORS, LLC #1
top holder share
AI Holders Summary · Q3 2026

2 institutions reported WIMA in Q3 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
$77M1.8M3.35%Q3 2026
02
FMR LLC
CIK 0000315066
$33780.00%Q2 2026