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

WISDOMTREE TR

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

CUSIP 97717W547·248 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.7B
visible holders
Holders
248
filers reporting
Concentration
19.44%
LPL Financial LLC #1
top holder share
AI Holders Summary · Q2 2026

248 institutions reported WTV in Q2 2026. LPL Financial LLC leads at 19.4% 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
$329M3.2M0.07%Q2 202602
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$190M1.9M0.05%Q2 202603
MORGAN STANLEY
CIK 0000895421
$172M1.7M0.01%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$168M1.7M0.04%Q2 202605
OSAIC HOLDINGS, INC.
CIK 0001677044
$132M1.3M0.16%Q2 202606
HighTower Advisors, LLC
CIK 0001462245
$129M1.3M0.12%Q2 202607
Smith Anglin Financial, LLC
CIK 0001553540
$96M1.1M8.71%Q2 202508
Cetera Investment Advisers
CIK 0001666741
$65M637K0.06%Q2 202609
FIRST COMMUNITY TRUST NA
CIK 0001130344
$56M546K25.08%Q2 202610
Kestra Advisory Services, LLC
CIK 0001830819
$53M517K0.17%Q2 202611
BANK OF AMERICA CORP /DE/
CIK 0000070858
$41M398K0.00%Q2 202612
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$39M385K0.02%Q2 202613
STIFEL FINANCIAL CORP
CIK 0000720672
$36M356K0.03%Q2 202614
Private Advisor Group, LLC
CIK 0001567755
$36M356K0.17%Q2 202615
RESOLUTE CAPITAL, LLC
CIK 0002069920
$35M346K12.15%Q2 202616
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$26M249K0.04%Q2 202617
Anderson Financial Strategies, LLC
CIK 0002018166
$24M224K12.57%Q2 202618
Legacy Financial Advisors, Inc.
CIK 0001730810
$23M227K2.81%Q2 202619
OPPENHEIMER & CO INC
CIK 0000822581
$22M212K0.23%Q2 202620
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$21M220K0.05%Q1 2026
Page 1 of 13
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