Who Owns WISDOMTREE TR (CXSE)? -- Institutional Holders (2026-06-30)
42 institutions reported holding $18.2M of WISDOMTREE TR (CXSE) in SEC 13F filings for 2026-06-30. Largest institutional holders: OLD MISSION CAPITAL LLC ($2.9M), MORGAN STANLEY ($2.8M), Cerity Partners LLC ($1.6M), Cambridge Investment Research Advisors, Inc. ($1.3M), Avestar Capital, LLC ($1.2M). Source: SEC Form 13F.
| 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