SEC 13F Intelligence

WTREWISDOMTREE TR

CUSIP 97717W331 · Yahoo Finance ↗ · Google Finance ↗

Wisdomtree Tr (WTRE) has 15 institutional holders in Filings Flow’s 13F database, together reporting 135.7K shares worth $3M as of Q1 2026. The largest reported holders are Lpl Financial LLC, Bank Of America Corp /De/, and Flow Traders U.S. LLC.

Institutional Holders
15
Q1 2026
Reported Value
$3M
Ticker
WTRE
Quarters Tracked
28

Ownership Trend

Institutional holders
Q2 ’19: 26Q2 ’19Q3 ’19: 32Q4 ’19: 33Q1 ’20: 33Q2 ’20: 33Q2 ’20Q3 ’20: 26Q4 ’20: 27Q1 ’21: 28Q2 ’21: 28Q2 ’21Q3 ’21: 24Q4 ’21: 27Q1 ’22: 26Q2 ’22: 25Q2 ’22Q3 ’22: 19Q4 ’22: 20Q1 ’23: 14Q2 ’23: 15Q2 ’23Q3 ’23: 16Q4 ’23: 16Q1 ’24: 13Q2 ’24: 16Q2 ’24Q3 ’24: 18Q4 ’24: 19Q1 ’25: 21Q2 ’25: 25Q2 ’25Q3 ’25: 20Q4 ’25: 16Q1 ’26: 15filingsflow.com
Total reported value
Q2 ’19: $18MQ2 ’19Q3 ’19: $17MQ4 ’19: $21MQ1 ’20: $16MQ2 ’20: $14MQ2 ’20Q3 ’20: $11MQ4 ’20: $15MQ1 ’21: $12MQ2 ’21: $10MQ2 ’21Q3 ’21: $9MQ4 ’21: $14MQ1 ’22: $13MQ2 ’22: $8MQ2 ’22Q3 ’22: $6MQ4 ’22: $8MQ1 ’23: $2MQ2 ’23: $3MQ2 ’23Q3 ’23: $2MQ4 ’23: $3MQ1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $3MQ4 ’24: $2MQ1 ’25: $4MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ1 ’26: $3Mfilingsflow.com

Holders

··Mixed quarters
Export to Excel
Manager% of PortfolioValueSharesQuarter
LPL Financial LLC$376.6B AUM0.00%$869,40940.1KQ1 2026
BANK OF AMERICA CORP /DE/$1.37T AUM0.00%$633,00529.2KQ1 2026
FLOW TRADERS U.S. LLC$3.2B AUM0.02%$542,00025.5KQ4 2025OLDER
JANE STREET GROUP, LLC$777.2B AUM0.00%$466,90321.6KQ1 2026
RAYMOND JAMES FINANCIAL INC$324.4B AUM0.00%$396,60818.3KQ1 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM0.00%$314,30614.1KQ3 2025OLDER
AE Wealth Management LLC$18.5B AUM0.00%$297,84613.8KQ1 2026
Virtu Financial LLC$2.4B AUM0.01%$258,00012.1KQ4 2025OLDER
JTC Employer Solutions Trustee Ltd$1.2B AUM0.01%$126,0005.8KQ1 2026
MORGAN STANLEY$1.67T AUM0.00%$59,0022.7KQ1 2026
OSAIC HOLDINGS, INC.$68.3B AUM0.00%$30,3241.4KQ1 2026
Farther Finance Advisors, LLC$10.6B AUM0.00%$24,0171.1KQ1 2026
Murphy & Mullick Capital Management Corp$135M AUM0.02%$23,4101.1KQ1 2026
JONES FINANCIAL COMPANIES LLLP$208.1B AUM0.00%$11,696608Q2 2025OLDER
CWM, LLC$38.1B AUM0.00%$8,381387Q1 2026
GPS Wealth Strategies Group, LLC$117M AUM0.00%$6,642298Q3 2025OLDER
Steward Partners Investment Advisory, LLC$19.6B AUM0.00%$3,338150Q3 2025OLDER
UBS Group AG$666.3B AUM0.00%$3,002141Q4 2025OLDER
North Capital, Inc.$118M AUM0.00%$2,804126Q3 2025OLDER
Geneos Wealth Management Inc.$4.3B AUM0.00%$2,209102Q1 2026
Glen Eagle Advisors, LLC$714M AUM0.00%$2,166100Q1 2026
HOLLENCREST CAPITAL MANAGEMENT$2.7B AUM0.00%$1,24664Q2 2025OLDER
Advisory Services Network, LLC$7.5B AUM0.00%$1,10351Q1 2026
FMR LLC$1.90T AUM0.00%$1065Q4 2025OLDER
WELLS FARGO & COMPANY/MN$530.3B AUM0.00%$211Q1 2026
CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM—$00Q2 2025OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.