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

WISDOMTREE TR

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

CUSIP 97717Y295·64 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$36M
visible holders
Holders
64
filers reporting
Concentration
17.72%
Members Advisory Group LLC #1
top holder share
AI Holders Summary · Q2 2026

64 institutions reported WQTM in Q2 2026. Members Advisory Group LLC leads at 17.7% 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 202602
GTS SECURITIES LLC
CIK 0001452765· Market maker
$5M140K0.11%Q2 202603
Heck Capital Advisors, LLC
CIK 0002046227
$5M147K0.26%Q3 202604
STIFEL FINANCIAL CORP
CIK 0000720672
$4M109K0.00%Q2 202605
HighTower Advisors, LLC
CIK 0001462245
$2M58K0.00%Q2 202606
Waverly Advisors, LLC
CIK 0001568787
$2M56K0.01%Q2 202607
StoneX Group Inc.
CIK 0000913760
$2M52K0.08%Q2 202608
JPMORGAN CHASE & CO
CIK 0000019617
$2M45K0.00%Q2 202609
LPL Financial LLC
CIK 0001403438
$1M36K0.00%Q2 202610
Cetera Investment Advisers
CIK 0001666741
$921K24K0.00%Q2 202611
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$842K34K0.00%Q1 202612
Comprehensive Financial Planning, Inc./PA
CIK 0002044855
$777K21K0.41%Q2 202613
OLD MISSION CAPITAL LLC
CIK 0001455915
$654K17K0.01%Q2 202614
Ankerstar Wealth, LLC
CIK 0002053917
$582K15K0.49%Q2 202615
Sanctuary Advisors, LLC
CIK 0001777271
$559K15K0.00%Q2 202616
OPPENHEIMER & CO INC
CIK 0000822581
$469K12K0.01%Q2 202617
Quantum Private Wealth, LLC
CIK 0001929662
$457K14K0.12%Q3 202618
CARLSON FINANCIAL, INC.
CIK 0002134889
$426K11K0.22%Q2 202619
Vontobel Holding Ltd.
CIK 0001588340
$410K13K0.00%Q3 202620
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$408K11K0.00%Q2 2026
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