WISDOMTREE TR
CUSIP 97717Y808
Wisdomtree Tr has 34 institutional holders in Filings Flow’s 13F database, together reporting 737.1K shares worth $34M as of Q1 2026. The largest reported holders are Bank Of America Corp /De/, Eclectic Associates Inc /Adv, and Private Advisor Group, LLC.
Institutional Holders
34
Q1 2026
Reported Value
$34M
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 |
|---|---|---|---|---|
| COLUMBIA ADVISORY PARTNERS LLC$157M AUM | 2.02% | $3M | 66.4K | Q1 2026OLDER |
| ECLECTIC ASSOCIATES INC /ADV$878M AUM | 0.53% | $5M | 97.6K | Q2 2026 |
| HF Advisory Group, LLC$323M AUM | 0.35% | $1M | 24.1K | Q2 2026 |
| Insight Advisors, LLC/ PA$525M AUM | 0.15% | $813,475 | 17.1K | Q1 2026OLDER |
| Winch Advisory Services, LLC$438M AUM | 0.11% | $481,587 | 10.1K | Q1 2026OLDER |
| Herold Advisors, Inc.$455M AUM | 0.06% | $258,248 | 5.4K | Q1 2026OLDER |
| WEBSTER BANK, N. A.$1.1B AUM | 0.05% | $548,311 | 11.5K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.02% | $38,183 | 802 | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.02% | $4M | 85.6K | Q1 2026OLDER |
| Prime Capital Investment Advisors, LLC$8.6B AUM | 0.01% | $813,651 | 17.1K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $111,717 | 2.3K | Q1 2026OLDER |
| Trilogy Capital Inc.$2.6B AUM | 0.01% | $206,895 | 4.4K | Q2 2026 |
| Kestra Advisory Services, LLC$26.4B AUM | 0.00% | $958,884 | 20.2K | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $72,097 | 1.5K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $1M | 22.3K | Q1 2026OLDER |
| EVOLUTION WEALTH MANAGEMENT INC.$137M AUM | 0.00% | $1,439 | 30 | Q4 2025OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $19,785 | 416 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.00% | $31,821 | 669 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $4M | 81.5K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $6M | 127.8K | Q1 2026OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.00% | $28,841 | 606 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 40.8K | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $2M | 36.1K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $1M | 30.6K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $1,808 | 38 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $349,096 | 7.3K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $69 | 1 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $165,000 | 3.5K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $360,152 | 7.5K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $521 | 11 | Q2 2026 |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $38,064 | 800 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $47,068 | 991 | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $6,899 | 145 | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $32 | 1 | Q2 2026 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.