13F Insight
DOSSIER · 13F Holders · Q1 2026
XC

WISDOMTREE TR

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

CUSIP 97717Y535·33 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$81M
visible holders
Holders
33
filers reporting
Concentration
16.30%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

33 institutions reported XC in Q1 2026. MORGAN STANLEY leads at 16.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
MORGAN STANLEY
CIK 0000895421
$13M421K0.00%Q1 202602
OARSMAN CAPITAL, INC.
CIK 0001569667
$11M355K1.37%Q1 202603
Aprio Wealth Management, LLC
CIK 0001803519
$9M297K0.47%Q2 202604
Clearwater Capital Advisors, LLC
CIK 0001690531
$7M225K0.57%Q1 202605
Sterling Manor Financial, LLC
CIK 0001842015
$7M210K4.10%Q1 202606
tru Independence LLC
CIK 0001785445
$6M205K3.17%Q1 202607
LPL Financial LLC
CIK 0001403438
$5M160K0.00%Q1 202608
CITADEL ADVISORS LLC
CIK 0001423053
$5M147K0.00%Q4 202509
Noble Wealth Management PBC
CIK 0002055065
$4M126K1.79%Q2 202610
Chicago Partners Investment Group LLC
CIK 0001563525
$3M99K0.07%Q1 202611
OLD MISSION CAPITAL LLC
CIK 0001455915
$3M98K0.05%Q1 202612
GOLDMAN SACHS GROUP INC
CIK 0000886982
$1M40K0.00%Q1 202613
Cambridge Investment Research Advisors, Inc.
CIK 0001419186
$1M34K0.00%Q1 202614
Legacy Financial Advisors, Inc.
CIK 0001730810
$1M33K0.14%Q1 202615
Creative Planning
CIK 0001540235
$842K27K0.00%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$737K24K0.00%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$713K23K0.00%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$478K15K0.00%Q1 202619
Goldenstone Wealth Management LLC
CIK 0002109094
$416K13K0.30%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$406K13K0.00%Q1 2026
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