22 institutions reported holding $28.9M of WISDOMTREE TR (NTSE) in SEC 13F filings for 2026-03-31. Largest institutional holders: MATHER GROUP, LLC. ($7.9M), OneDigital Investment Advisors LLC ($7.3M), Wealthcare Advisory Partners LLC ($4.5M), Professional Financial Advisors, LLC ($2.0M), GOLDMAN SACHS GROUP INC ($1.9M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | MATHER GROUP, LLC. | $7.9M | 199,324 | New |
| 2 | OneDigital Investment Advisors LLC | $7.3M | 183,818 | Added |
| 3 | Wealthcare Advisory Partners LLC | $4.5M | 113,663 | Trimmed |
| 4 | Professional Financial Advisors, LLC | $2.0M | 51,346 | Trimmed |
| 5 | GOLDMAN SACHS GROUP INC | $1.9M | 47,447 | New |
| 6 | LPL Financial LLC | $1.6M | 39,149 | Added |
| 7 | OLD MISSION CAPITAL LLC | $1.5M | 36,794 | Added |
| 8 | DRIVE WEALTH MANAGEMENT, LLC | $926,355 | 23,305 | Added |
| 9 | JANE STREET GROUP, LLC | $427,352 | 10,751 | Added |
| 10 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $260,697 | 6,558 | Trimmed |
| 11 | COMMONWEALTH EQUITY SERVICES, LLC | $249,720 | 6,282 | Trimmed |
| 12 | AQR CAPITAL MANAGEMENT LLC | $214,139 | 5,387 | Trimmed |
| 13 | CARDIFF PARK ADVISORS, LLC | $73,966 | 1,861 | Hold |
| 14 | OSAIC HOLDINGS, INC. | $11,248 | 283 | Hold |
| 15 | Steward Partners Investment Advisory, LLC | $8,944 | 225 | New |
| 16 | Aptus Capital Advisors, LLC | $1,352 | 34 | Hold |
| 17 | Strategic Wealth Partners, Ltd. | $97 | 2 | Trimmed |
| 18 | MORGAN STANLEY | $61 | 1 | Hold |
| 19 | CITADEL ADVISORS LLC | $0 | 0 | Exited |
| 20 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 21 | Fermata Advisors, LLC | $0 | 0 | Exited |
| 22 | FMR LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31