WISDOMTREE TR
CUSIP 97717X156
Wisdomtree Tr has 25 institutional holders in Filings Flow’s 13F database, together reporting 1.11M shares worth $54M as of Q1 2026. The largest reported holders are Prime Capital Investment Advisors, LLC, Lpl Financial LLC, and Osaic Holdings, Inc..
Institutional Holders
25
Q1 2026
Reported Value
$54M
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 |
|---|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC$252M AUM | 1.44% | $4M | 75.0K | Q1 2026OLDER |
| WealthPoint Financial, LLC$119M AUM | 0.59% | $705,820 | 14.5K | Q2 2026 |
| WT Wealth Management$336M AUM | 0.57% | $2M | 39.3K | Q1 2026OLDER |
| JT Stratford LLC$786M AUM | 0.24% | $2M | 38.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.20% | $17M | 357.6K | Q1 2026OLDER |
| Team Financial Group, LLC$220M AUM | 0.15% | $329,063 | 6.8K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.07% | $2M | 41.3K | Q1 2026OLDER |
| NewSquare Capital LLC$1.2B AUM | 0.06% | $703,686 | 14.5K | Q1 2026OLDER |
| Beacon Financial Advisory LLC$443M AUM | 0.06% | $258,320 | 5.3K | Q1 2026OLDER |
| ORG Partners LLC$568M AUM | 0.02% | $114,452 | 2.3K | Q3 2025OLDER |
| TopTier Wealth Management, LLC$163M AUM | 0.02% | $25,376 | 523 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.01% | $2M | 44.3K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.01% | $5M | 95.1K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.01% | $304,220 | 6.3K | Q1 2026OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.01% | $500,388 | 10.3K | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $1M | 24.8K | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $151,148 | 3.1K | Q4 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.00% | $144,784 | 3.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $7M | 148.7K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.00% | $24,842 | 512 | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $36,728 | 760 | Q2 2026 |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $5M | 94.7K | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $4M | 86.8K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $4,173 | 86 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $232,644 | 4.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $26 | 0 | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $55 | 1 | Q3 2025OLDER |
| FMR LLC$1.90T AUM | 0.00% | $49 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.