WTV institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding233
Shares held21,834,676
Reported value$2.2bn
Quarter flows30 new, 116 added, 60 trimmed, 14 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
LPL Financial LLC3,234,403$329.0m0.1%
RAYMOND JAMES FINANCIAL INC1,872,080$190.4m0.1%
MORGAN STANLEY1,688,436$171.7m0.0%
ENVESTNET ASSET MANAGEMENT INC1,652,709$168.1m0.0%
OSAIC HOLDINGS, INC.1,302,119$132.5m0.2%
HighTower Advisors, LLC1,267,908$129.0m0.1%
Cetera Investment Advisers637,003$64.8m0.1%
FIRST COMMUNITY TRUST NA545,821$55.5m25.1%
Kestra Advisory Services, LLC516,715$52.6m0.2%
Cambridge Investment Research Advisors, Inc.443,880$45.2m0.1%
BANK OF AMERICA CORP /DE/398,169$40.5m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO385,150$39.2m0.0%
STIFEL FINANCIAL CORP355,650$36.2m0.0%
Private Advisor Group, LLC355,607$36.2m0.2%
RESOLUTE CAPITAL, LLC346,145$35.2m12.1%
Harel Insurance Investments & Financial Services Ltd.266,800$27.1m0.1%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC248,743$26.0m0.0%
Anderson Financial Strategies, LLC223,678$24.2m12.6%
Legacy Financial Advisors, Inc.226,780$23.1m2.8%
OPPENHEIMER & CO INC211,755$21.5m0.2%
TRUST CO OF TOLEDO NA /OH/200,115$20.4m1.7%
COMMONWEALTH EQUITY SERVICES, LLC188,315$19.2m0.0%
Prism Advisors, Inc.184,919$18.8m4.6%
Ameritas Investment Partners, Inc.173,587$17.7m0.5%
Venture Visionary Partners LLC173,085$17.6m0.5%

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

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