Who Owns WISDOMTREE TR (WCBR)? -- Institutional Holders (2026-03-31)
58 institutions reported holding $17.8M of WISDOMTREE TR (WCBR) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($2.4M), Procyon Advisors, LLC ($2.2M), LPL Financial LLC ($1.9M), Sunbelt Securities, Inc. ($1.4M), Grange Capital, LLC ($1.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $2.4M | 94,879 | Added |
| 2 | Procyon Advisors, LLC | $2.2M | 86,744 | Trimmed |
| 3 | LPL Financial LLC | $1.9M | 76,085 | Trimmed |
| 4 | Sunbelt Securities, Inc. | $1.4M | 56,747 | Trimmed |
| 5 | Grange Capital, LLC | $1.4M | 54,244 | Trimmed |
| 6 | HighTower Advisors, LLC | $1.2M | 48,752 | Trimmed |
| 7 | TWO SIGMA INVESTMENTS, LP | $1.2M | 48,400 | Added |
| 8 | CITADEL ADVISORS LLC | $1.0M | 42,071 | Added |
| 9 | Bison Wealth, LLC | $594,924 | 20,409 | Hold |
| 10 | GTS SECURITIES LLC | $571,864 | 22,925 | New |
| 11 | JANE STREET GROUP, LLC | $447,467 | 17,938 | Trimmed |
| 12 | ENVESTNET ASSET MANAGEMENT INC | $416,360 | 16,691 | Added |
| 13 | CREATIVE FINANCIAL DESIGNS INC /ADV | $407,679 | 16,343 | Added |
| 14 | Cetera Investment Advisers | $396,280 | 15,886 | Added |
| 15 | Quadrature Capital Ltd | $367,218 | 14,721 | New |
| 16 | RAYMOND JAMES FINANCIAL INC | $362,928 | 14,549 | Added |
| 17 | Summit Financial, LLC | $324,412 | 13,005 | Trimmed |
| 18 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $214,775 | 8,610 | Added |
| 19 | Rockefeller Capital Management L.P. | $204,625 | 8,203 | Added |
| 20 | BROWN, LISLE/CUMMINGS, INC. | $185,842 | 7,450 | Hold |
| 21 | Smartleaf Asset Management LLC | $153,997 | 6,393 | Added |
| 22 | OSAIC HOLDINGS, INC. | $144,967 | 5,811 | Trimmed |
| 23 | SIGNATUREFD, LLC | $67,352 | 2,700 | Hold |
| 24 | PNC Financial Services Group, Inc. | $44,902 | 1,800 | Added |
| 25 | IFP Advisors, Inc | $41,259 | 1,654 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31