Who Owns WISDOMTREE TR (WCBR)? -- Institutional Holders (2026-06-30)
57 institutions reported holding $20.7M of WISDOMTREE TR (WCBR) in SEC 13F filings for 2026-06-30. Largest institutional holders: Procyon Advisors, LLC ($3.1M), BANK OF AMERICA CORP /DE/ ($2.3M), LPL Financial LLC ($2.2M), GTS SECURITIES LLC ($1.9M), CITADEL ADVISORS LLC ($1.3M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Procyon Advisors, LLC | $3.1M | 85,708 | Trimmed |
| 2 | BANK OF AMERICA CORP /DE/ | $2.3M | 62,258 | Trimmed |
| 3 | LPL Financial LLC | $2.2M | 60,753 | Trimmed |
| 4 | GTS SECURITIES LLC | $1.9M | 51,402 | Added |
| 5 | CITADEL ADVISORS LLC | $1.3M | 35,301 | Trimmed |
| 6 | HighTower Advisors, LLC | $1.2M | 33,533 | Trimmed |
| 7 | Bison Wealth, LLC | $764,497 | 19,845 | Trimmed |
| 8 | Quadrature Capital Ltd | $733,491 | 20,251 | Added |
| 9 | CREATIVE FINANCIAL DESIGNS INC /ADV | $703,030 | 19,410 | Added |
| 10 | Cetera Investment Advisers | $672,824 | 18,576 | Added |
| 11 | ENVESTNET ASSET MANAGEMENT INC | $638,703 | 17,634 | Added |
| 12 | RAYMOND JAMES FINANCIAL INC | $560,649 | 15,479 | Added |
| 13 | Summit Financial, LLC | $468,361 | 12,931 | Trimmed |
| 14 | Elevate Capital Advisors, LLC | $400,412 | 11,055 | New |
| 15 | Creative Planning | $368,959 | 10,187 | New |
| 16 | JANE STREET GROUP, LLC | $352,529 | 9,733 | Trimmed |
| 17 | Regal Investment Advisors LLC | $338,983 | 9,359 | New |
| 18 | Rockefeller Capital Management L.P. | $334,166 | 9,226 | Added |
| 19 | HALBERT HARGROVE GLOBAL ADVISORS, LLC | $311,849 | 8,610 | Hold |
| 20 | Kuhn & Co Investment Counsel | $251,802 | 6,952 | New |
| 21 | FLOW TRADERS U.S. LLC | $251,000 | 6,917 | New |
| 22 | Meridian Financial Advisors, LLC | $241,587 | 6,670 | New |
| 23 | Atria Investments, Inc | $233,947 | 6,459 | New |
| 24 | Smartleaf Asset Management LLC | $225,018 | 6,393 | Hold |
| 25 | Oxinas Partners Wealth Management LLC | $223,405 | 6,168 | New |
Source: SEC Form 13F filings · as of 2026-06-30