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

WISDOMTREE TR

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

CUSIP 97717Y535·34 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$63M
visible holders
Holders
34
filers reporting
Concentration
19.10%
OARSMAN CAPITAL, INC. #1
top holder share
AI Holders Summary · Q2 2026

34 institutions reported XC in Q2 2026. OARSMAN CAPITAL, INC. leads at 19.1% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
OARSMAN CAPITAL, INC.
CIK 0001569667
$12M382K1.28%Q2 202602
Aprio Wealth Management, LLC
CIK 0001803519
$9M297K0.47%Q2 202603
Sterling Manor Financial, LLC
CIK 0001842015
$7M236K4.17%Q3 202604
tru Independence LLC
CIK 0001785445
$7M232K3.03%Q3 202605
LPL Financial LLC
CIK 0001403438
$7M209K0.00%Q2 202606
Noble Wealth Management PBC
CIK 0002055065
$4M130K1.77%Q3 202607
CITADEL ADVISORS LLC
CIK 0001423053
$3M109K0.00%Q2 202608
Chicago Partners Investment Group LLC
CIK 0001563525
$3M100K0.06%Q2 202609
Viaable, LLC
CIK 0001995984
$2M76K2.00%Q2 202610
OLD MISSION CAPITAL LLC
CIK 0001455915
$2M55K0.03%Q2 202611
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M34K0.00%Q1 202612
Cetera Investment Advisers
CIK 0001666741
$1M33K0.00%Q2 202613
Creative Planning
CIK 0001540235
$860K27K0.00%Q2 202614
Kestra Advisory Services, LLC
CIK 0001830819
$709K22K0.00%Q2 202615
Legacy Financial Advisors, Inc.
CIK 0001730810
$702K22K0.09%Q2 202616
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$478K15K0.00%Q1 202617
Goldenstone Wealth Management LLC
CIK 0002109094
$422K13K0.28%Q2 202618
Sanctuary Advisors, LLC
CIK 0001777271
$378K12K0.00%Q2 202619
Dynamic Advisor Solutions LLC
CIK 0001599747
$347K11K0.01%Q3 202620
SMI Advisory Services, LLC
CIK 0001609008
$316K10K0.05%Q3 2026
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