Who Owns WISDOMTREE TR (CXSE)? -- Institutional Holders (2026-03-31)
40 institutions reported holding $34.1M of WISDOMTREE TR (CXSE) in SEC 13F filings for 2026-03-31. Largest institutional holders: GOLDMAN SACHS GROUP INC ($18.7M), SUSQUEHANNA INTERNATIONAL GROUP, LLP ($3.1M), MORGAN STANLEY ($2.8M), Cerity Partners LLC ($1.6M), Cambridge Investment Research Advisors, Inc. ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | GOLDMAN SACHS GROUP INC | $18.7M | 494,061 | New |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.1M | 81,940 | Added |
| 3 | MORGAN STANLEY | $2.8M | 73,371 | Trimmed |
| 4 | Cerity Partners LLC | $1.6M | 41,257 | New |
| 5 | Cambridge Investment Research Advisors, Inc. | $1.3M | 34,921 | Trimmed |
| 6 | UBS Group AG | $1.3M | 33,297 | Trimmed |
| 7 | Avestar Capital, LLC | $1.2M | 30,869 | Added |
| 8 | CASTLEKEEP INVESTMENT ADVISORS LLC | $913,595 | 24,155 | Trimmed |
| 9 | LPL Financial LLC | $685,279 | 18,118 | Trimmed |
| 10 | SBI Securities Co., Ltd. | $612,947 | 16,206 | Added |
| 11 | BANK OF AMERICA CORP /DE/ | $339,679 | 8,981 | Trimmed |
| 12 | WELLS FARGO & COMPANY/MN | $293,479 | 7,759 | Added |
| 13 | GRANVILLE CAPITAL, INC. | $238,352 | 6,302 | Added |
| 14 | JANE STREET GROUP, LLC | $220,125 | 5,820 | Trimmed |
| 15 | Summit Investment Advisory Services, LLC | $202,235 | 5,347 | New |
| 16 | Royal Bank of Canada | $174,000 | 4,596 | Trimmed |
| 17 | Cassaday & Co Wealth Management LLC | $133,778 | 3,537 | New |
| 18 | Rockefeller Capital Management L.P. | $68,798 | 1,819 | Hold |
| 19 | Ankerstar Wealth, LLC | $53,140 | 1,405 | Trimmed |
| 20 | HARBOUR INVESTMENTS, INC. | $49,542 | 1,309 | New |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $44,488 | 1,176 | Added |
| 22 | WHITTIER TRUST CO OF NEVADA INC | $36,853 | 980 | Hold |
| 23 | Dunhill Financial, LLC | $30,257 | 800 | New |
| 24 | OSAIC HOLDINGS, INC. | $26,474 | 700 | Hold |
| 25 | FMR LLC | $23,883 | 631 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31