13F Insight
DOSSIER · 13F Holders · Q1 2026Defensive growthQuality
WTAI

WISDOMTREE TR

130 institutions still hold WISDOMTREE TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 97717Y543·130 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 2.6%
vs prior quarter
13F value held
$119M
75.0% inst. owned
of float
Holders
130
+53 QoQ
filers reporting
Activity
+24 / −11
+919 added · −895 reduced
this quarter
Concentration
16.88%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q1 2026

130 institutions reported WTAI in Q1 2026. LPL Financial LLC leads at 16.9% of the visible book. +53 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$20M714K0.01%Q1 202602
Horizon Wealth Management, LLC
CIK 0001815123
$16M550K2.28%Q1 202603
Hancock Prospecting Pty Ltd
CIK 0002017993
$8M275K0.25%Q4 202504
AMERIPRISE FINANCIAL INC
CIK 0000820027
$8M282K0.00%Q1 202605
Kestra Advisory Services, LLC
CIK 0001830819
$8M281K0.03%Q1 202606
Advisory Services Network, LLC
CIK 0001573876
$8M273K0.10%Q1 202607
Quattro Advisors LLC
CIK 0002111158
$7M252K6.18%Q1 202608
JPMORGAN CHASE & CO
CIK 0000019617
$7M258K0.00%Q1 202609
Advocacy Wealth Management, LLC
CIK 0001569452
$6M227K0.28%Q1 202610
BANK OF AMERICA CORP /DE/
CIK 0000070858
$5M159K0.00%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$3M120K0.00%Q1 202612
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$3M118K0.00%Q1 202613
SUSQUEHANNA INTERNATIONAL GROUP, LLP
CIK 0001446194· Market maker
$3M109K0.00%Q1 202614
TRUIST FINANCIAL CORP
CIK 0000092230
$3M104K0.00%Q1 202615
Prospera Financial Services Inc
CIK 0001541625
$3M99K0.05%Q1 202616
OSAIC HOLDINGS, INC.
CIK 0001677044
$3M94K0.00%Q1 202617
Rockefeller Capital Management L.P.
CIK 0001739439
$3M94K0.00%Q1 202618
Perigon Wealth Management, LLC
CIK 0001575239
$2M83K0.04%Q1 202619
Tradition Wealth Management, LLC
CIK 0001843010
$2M72K0.14%Q1 202620
AdvisorNet Financial, Inc
CIK 0001409362
$2M71K0.10%Q1 2026
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