WISDOMTREE TR
CUSIP 97717W786
Wisdomtree Tr has 35 institutional holders in Filings Flow’s 13F database, together reporting 301.1K shares worth $14M as of Q1 2026. The largest reported holders are Morgan Stanley, Lpl Financial LLC, and Bip Wealth, LLC.
Institutional Holders
35
Q1 2026
Reported Value
$14M
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Truvestments Capital LLC$554M AUM | 0.15% | $810,752 | 15.0K | Q1 2026OLDER |
| ASSET PLANNING CORPORATION$211M AUM | 0.11% | $233,138 | 4.7K | Q3 2025OLDER |
| BIP Wealth, LLC$2.5B AUM | 0.07% | $2M | 31.3K | Q1 2026OLDER |
| Mezzasalma Advisors, LLC$391M AUM | 0.06% | $241,740 | 4.5K | Q1 2026OLDER |
| XML Financial, LLC$1.2B AUM | 0.04% | $490,329 | 9.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $42,681 | 789 | Q1 2026OLDER |
| Rossby Financial, LCC$489M AUM | 0.01% | $44,665 | 815 | Q1 2026OLDER |
| GHP Investment Advisors, Inc.$2.4B AUM | 0.01% | $176,472 | 3.3K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.01% | $243,012 | 4.9K | Q3 2025OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $138,300 | 2.6K | Q1 2026OLDER |
| Spire Wealth Management$3.3B AUM | 0.00% | $55,793 | 991 | Q2 2026 |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $322,556 | 6.0K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.00% | $305,184 | 5.6K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.00% | $269,541 | 5.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $2M | 44.7K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $134,664 | 2.6K | Q4 2025OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $142,376 | 2.6K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $81,667 | 1.5K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $805,011 | 15.4K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $4M | 73.6K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.00% | $219,186 | 4.0K | Q1 2026OLDER |
| Creative Planning$147.4B AUM | 0.00% | $285,809 | 5.3K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.00% | $65,485 | 1.2K | Q1 2026OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.00% | $3,639 | 70 | Q4 2025OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $31,080 | 574 | Q2 2026 |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $8,116 | 150 | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $71,709 | 1.3K | Q1 2026OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $3,639 | 70 | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $228,502 | 4.2K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $422,138 | 7.8K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $347,169 | 7.0K | Q3 2025OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $406,172 | 7.5K | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.00% | $20,794 | 400 | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $189,000 | 4.1K | Q3 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.00% | $595 | 11 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $132,355 | 2.4K | Q2 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $202,085 | 3.7K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $6 | 116 | Q3 2025OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $32,906 | 663 | Q3 2025OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $7,090 | 131 | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $35,882 | 663 | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $649 | 12 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $2,517 | 47 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $54 | 1 | Q1 2026OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.