CXSE — Wisdomtree Tr Institutional Holders · Q2 2026

Name: Who Owns CXSE? 41 Institutions Hold $18.2M (Q2 2026)
Creator: ko.io

Who owns Wisdomtree Tr (CXSE)? 41 institutions reported holding $18.17M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Old Mission Capital LLC ($2.9M), Morgan Stanley ($2.8M), Cerity Partners LLC ($1.6M).

Rank	Institution	Value	Shares	Change
1	OLD MISSION CAPITAL LLC	$2.9M	73,854	New
2	MORGAN STANLEY	$2.8M	72,202	Trimmed
3	Cerity Partners LLC	$1.6M	41,482	Added
4	Cambridge Investment Research Advisors, Inc.	$1.3M	32,458	Trimmed
5	Avestar Capital, LLC	$1.2M	31,870	Added
6	UBS Group AG	$1.2M	31,472	Trimmed
7	Royal Bank of Canada	$1.2M	31,240	Added
8	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$1.2M	29,913	Trimmed
9	CASTLEKEEP INVESTMENT ADVISORS LLC	$939,192	24,155	Hold
10	LPL Financial LLC	$666,210	17,134	Trimmed
11	SBI Securities Co., Ltd.	$586,145	15,075	Trimmed
12	CITADEL ADVISORS LLC	$523,895	13,474	New
13	BANK OF AMERICA CORP /DE/	$346,624	8,915	Trimmed
14	Rockefeller Capital Management L.P.	$304,018	7,819	Added
15	HRT FINANCIAL LP	$262,000	6,763	New
16	Corient Private Wealth LLC	$257,126	6,613	New
17	GRANVILLE CAPITAL, INC.	$245,454	6,313	Added
18	Summit Investment Advisory Services, LLC	$207,901	5,347	Hold
19	Cassaday & Co Wealth Management LLC	$137,526	3,537	Hold
20	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$45,734	1,176	Hold
21	Dunhill Financial, LLC	$38,881	1,000	Added
22	WHITTIER TRUST CO OF NEVADA INC	$37,159	980	Hold
23	OSAIC HOLDINGS, INC.	$27,216	700	Hold
24	NewEdge Advisors, LLC	$25,506	656	Hold
25	BANK OF MONTREAL /CAN/	$23,951	616	Hold

Source: SEC Form 13F filings · as of 2026-06-30