13 institutions reported holding $7.5M of WISDOMTREE TR (QSIG) in SEC 13F filings for 2026-06-30. Largest institutional holders: INVENIO WEALTH PARTNERS LLC ($3.6M), WT Wealth Management ($2.1M), NewSquare Capital LLC ($713,680), Concurrent Investment Advisors, LLC ($432,315), RFG Advisory, LLC ($304,399). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | INVENIO WEALTH PARTNERS LLC | $3.6M | 73,862 | Trimmed |
| 2 | WT Wealth Management | $2.1M | 44,131 | Added |
| 3 | NewSquare Capital LLC | $713,680 | 14,768 | Added |
| 4 | Concurrent Investment Advisors, LLC | $432,315 | 8,946 | Trimmed |
| 5 | RFG Advisory, LLC | $304,399 | 6,299 | Added |
| 6 | Team Financial Group, LLC | $299,380 | 6,195 | Trimmed |
| 7 | CoreCap Advisors, LLC | $36,728 | 760 | Hold |
| 8 | NBC SECURITIES, INC. | $24,742 | 512 | Hold |
| 9 | Institute for Wealth Management, LLC. | $4,833 | 100 | New |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $4,156 | 86 | Hold |
| 11 | Private Advisor Group, LLC | $0 | 0 | Exited |
| 12 | Kestra Advisory Services, LLC | $0 | 0 | Exited |
| 13 | TopTier Wealth Management, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30