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

WISDOMTREE TR

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

CUSIP 97717Y451·15 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 4.9%
vs prior quarter
13F value held
$38M
67.0% inst. owned
of float
Holders
15
+141 QoQ
filers reporting
Activity
+93 / −124
+931 added · −922 reduced
this quarter
Concentration
19.70%
&PARTNERS #1
top holder share
AI Holders Summary · Q1 2026

15 institutions reported WTBN in Q1 2026. &PARTNERS leads at 19.7% of the visible book. +141 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
&PARTNERS
CIK 0000107136
$8M298K0.04%Q1 202602
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$7M292K0.00%Q1 202603
Willow Financial LLC
CIK 0002077046
$6M239K6.13%Q1 202604
Park Edge Advisors, LLC
CIK 0001965659
$6M228K1.33%Q1 202605
Sanchez Wealth Management Group
CIK 0001697740
$4M174K0.95%Q1 202606
Lionsbridge Wealth Management LLC
CIK 0001800533
$2M85K2.17%Q1 202607
Steward Partners Investment Advisory, LLC
CIK 0001723397
$2M73K0.01%Q1 202608
ROYAL BANK OF CANADA
CIK 0001000275
$1M45K0.00%Q1 202609
LPL Financial LLC
CIK 0001403438
$796,20231K0.00%Q1 202610
Hilltop National Bank
CIK 0002021658
$584,43023K0.14%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$342,29014K0.00%Q1 202612
Western Wealth Management, LLC
CIK 0001767902
$259,69610K0.01%Q1 202613
THRIVENT FINANCIAL FOR LUTHERANS
CIK 0000314984
$53,7202.1M0.10%Q1 202614
Sound Income Strategies, LLC
CIK 0001730960
$3,2771300.00%Q1 202615
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00—Q2 2025