USFR institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding610
Shares held207,688,976
Reported value$10.4bn
Quarter flows63 new, 241 added, 245 trimmed, 58 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY17,156,947$863.9m0.0%
BANK OF AMERICA CORP /DE/14,460,849$728.1m0.0%
LPL Financial LLC13,259,499$667.6m0.2%
Summit Trail Advisors, LLC11,284,922$568.2m7.1%
NewEdge Wealth, LLC11,099,477$558.9m5.6%
RAYMOND JAMES FINANCIAL INC6,825,052$343.6m0.1%
BIP Wealth, LLC5,521,691$278.0m7.9%
UBS Group AG5,364,589$270.1m0.0%
CAPTRUST FINANCIAL ADVISORS4,373,842$220.2m0.3%
AMERIPRISE FINANCIAL INC4,316,500$218.7m0.0%
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC4,263,153$214.6m14.6%
WELLS FARGO & COMPANY/MN3,979,574$200.4m0.0%
ROYAL BANK OF CANADA2,921,694$147.1m0.0%
HighTower Advisors, LLC2,474,634$124.6m0.1%
Serenus Wealth Advisors, LLC2,424,914$122.1m9.9%
Cambridge Investment Research Advisors, Inc.1,869,742$94.1m0.1%
MISSION WEALTH MANAGEMENT, LP1,868,364$94.1m1.1%
Cetera Investment Advisers1,788,259$90.0m0.1%
OSAIC HOLDINGS, INC.1,755,340$88.4m0.1%
Morton Capital Management LLC/CA1,740,568$87.6m12.0%
Rockefeller Capital Management L.P.1,579,027$79.5m0.1%
Private Advisor Group, LLC1,567,010$78.9m0.4%
Kestra Advisory Services, LLC1,495,048$75.3m0.2%
Encompass More Asset Management1,473,313$74.2m10.8%
Cardinal Point Capital Management ULC1,436,227$72.3m4.1%

Every holder, line by line, and the full history since 2013: yf.Client().holders("USFR"). USFR price history · All 13F data

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