13F Insight
DOSSIER · 13F Holders · Q1 2026Cheap mega-capRe-rated
XC

WISDOMTREE TR

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

CUSIP 97717Y535·34 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.4%
vs prior quarter
13F value held
$81M
66.0% inst. owned
of float
Holders
34
-71 QoQ
filers reporting
Activity
+32 / −74
+983 added · −913 reduced
this quarter
Concentration
16.27%
MORGAN STANLEY #1
top holder share
AI Holders Summary · Q1 2026

34 institutions reported XC in Q1 2026. MORGAN STANLEY leads at 16.3% of the visible book. -71 net institutions QoQ — distribution reading.

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
$10M322K0.55%Q1 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
$4M119K1.87%Q1 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
Legacy Financial Advisors, Inc.
CIK 0001730810
$1M33K0.14%Q1 202614
Dynamic Advisor Solutions LLC
CIK 0001599747
$907,02229K0.03%Q1 202615
Creative Planning
CIK 0001540235
$842,33527K0.00%Q1 202616
Kestra Advisory Services, LLC
CIK 0001830819
$737,49524K0.00%Q1 202617
Cetera Investment Advisers
CIK 0001666741
$713,01423K0.00%Q1 202618
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$477,85915K0.00%Q1 202619
Goldenstone Wealth Management LLC
CIK 0002109094
$415,51713K0.30%Q1 202620
Sanctuary Advisors, LLC
CIK 0001777271
$405,81813K0.00%Q1 2026
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