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

WISDOMTREE TR

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

CUSIP 97717Y543·168 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$209M
visible holders
Holders
168
filers reporting
Concentration
20.68%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

168 institutions reported WTAI in Q2 2026. LPL Financial LLC leads at 20.7% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
LPL Financial LLC
CIK 0001403438
$43M908K0.01%Q2 202602
Horizon Wealth Management, LLC
CIK 0001815123
$17M359K2.17%Q2 202603
AMERIPRISE FINANCIAL INC
CIK 0000820027
$16M328K0.00%Q2 202604
Kestra Advisory Services, LLC
CIK 0001830819
$14M301K0.05%Q2 202605
Hancock Prospecting Pty Ltd
CIK 0002017993
$13M275K0.23%Q2 202606
Advisory Services Network, LLC
CIK 0001573876
$13M270K0.15%Q2 202607
Quattro Advisors LLC
CIK 0002111158
$12M249K7.86%Q2 202608
ASSETMARK, INC
CIK 0001344551
$11M240K0.02%Q2 202609
JPMORGAN CHASE & CO
CIK 0000019617
$10M227K0.00%Q2 202610
Advocacy Wealth Management, LLC
CIK 0001569452
$9M199K0.34%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$9M181K0.00%Q2 202612
BANK OF AMERICA CORP /DE/
CIK 0000070858
$7M141K0.00%Q2 202613
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$6M120K0.01%Q2 202614
Prospera Financial Services Inc
CIK 0001541625
$5M100K0.07%Q2 202615
OSAIC HOLDINGS, INC.
CIK 0001677044
$5M100K0.01%Q2 202616
TRUIST FINANCIAL CORP
CIK 0000092230
$5M95K0.01%Q2 202617
Perigon Wealth Management, LLC
CIK 0001575239
$4M84K0.06%Q2 202618
Tradition Wealth Management, LLC
CIK 0001843010
$4M79K0.23%Q2 202619
Berbice Capital Management LLC
CIK 0002051605
$4M75K1.84%Q2 202620
Rockefeller Capital Management L.P.
CIK 0001739439
$3M71K0.01%Q2 2026
Page 1 of 9
148 more holders available. Log in →
Insiders at WISDOMTREE TR
Kennedy William C →