DOSSIER · 13F Holders · Q2 2026
WQTM

WISDOMTREE TR

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

CUSIP 97717Y295·30 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$20M
visible holders
Holders
30
filers reporting
Concentration
31.59%
Members Advisory Group LLC #1
top holder share
AI Holders Summary · Q2 2026

30 institutions reported WQTM in Q2 2026. Members Advisory Group LLC leads at 31.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Members Advisory Group LLC
CIK 0001908587
$6M171K1.80%Q2 2026
02
Heck Capital Advisors, LLC
CIK 0002046227
$6M146K0.33%Q2 2026
03
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$2M76K0.00%Q1 2026
04
HighTower Advisors, LLC
CIK 0001462245
$1M54K0.00%Q1 2026
05
StoneX Group Inc.
CIK 0000913760
$1M49K0.07%Q1 2026
06
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$842K34K0.00%Q1 2026
07
KICKSTAND VENTURES, LLC.
CIK 0002000355
$615K25K0.13%Q1 2026
08
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$408K11K0.00%Q2 2026
09
Kestra Advisory Services, LLC
CIK 0001830819
$401K11K0.00%Q2 2026
10
Wealthcare Advisory Partners LLC
CIK 0001683059
$361K10K0.01%Q2 2026
11
Beaumont Asset Management, L.L.C.
CIK 0001798756
$295K8K0.11%Q2 2026
12
Farther Finance Advisors, LLC
CIK 0001992825
$247K7K0.00%Q2 2026
13
Cetera Investment Advisers
CIK 0001666741
$238K10K0.00%Q1 2026
14
Mesirow Financial Investment Management, Inc.
CIK 0001469475
$219K6K0.00%Q2 2026
15
FLOW TRADERS U.S. LLC
CIK 0001466697· Market maker
$217K9K0.01%Q1 2026
16
CWM, LLC
CIK 0001535847
$47K2K0.00%Q1 2026
17
TD Waterhouse Canada Inc.
CIK 0001999606
$40K1K0.00%Q2 2026
18
AE Wealth Management LLC
CIK 0001697723
$26K1K0.00%Q1 2026
19
HARBOUR INVESTMENTS, INC.
CIK 0000810121
$16K6550.00%Q1 2026
20
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
CIK 0001818604
$15K4000.00%Q2 2026
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