WTRE institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding14
Shares held134,826
Reported value$3.4m
Quarter flows2 new, 2 added, 4 trimmed, 3 exited

Top 15 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC37,416$937,0900.0%
BANK OF AMERICA CORP /DE/28,245$707,3960.0%
RAYMOND JAMES FINANCIAL INC18,314$458,6740.0%
AE Wealth Management LLC14,650$366,9230.0%
JANE STREET GROUP, LLC13,935$349,0020.0%
Virtu Financial LLC9,660$242,0000.0%
JTC Employer Solutions Trustee Ltd5,800$145,0000.0%
MORGAN STANLEY2,724$68,2230.0%
OSAIC HOLDINGS, INC.2,200$55,1230.0%
Murphy & Mullick Capital Management Corp1,081$27,0720.0%
Farther Finance Advisors, LLC598$14,9770.0%
Geneos Wealth Management Inc.102$2,5550.0%
Glen Eagle Advisors, LLC100$2,5050.0%
FMR LLC1$250.0%
WELLS FARGO & COMPANY/MN0$100.0%

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

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